11How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Data and Microsoft Outlook Data
How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Data and Microsoft Outlook Data
This appendix describes how Oracle CRM On Demand Desktop maps fields between Oracle CRM On Demand data and Microsoft Outlook data. It includes the following topics:
How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Calendar
The following table describes how Oracle CRM On Demand Desktop maps objects between an Oracle CRM On Demand activity and Microsoft Outlook calendar.
Table How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Calendar
| Oracle CRM On Demand Field | Microsoft Outlook Field | Required | Comments |
|---|---|---|---|
Owner |
For more information, see How Oracle CRM On Demand Assigns the Meeting Organizer. |
Yes |
None. |
PIM Meeting Participants |
List of participants for the appointment, delimited by a semicolon (;). |
No |
None. |
Users |
List of users that is received from the list of participants when Oracle CRM On Demand Desktop resolves the primary email of the employees. |
No |
Oracle CRM On Demand Desktop performs the preliminary resolution when an appointment is saved. To improve the quality of this list, after the next synchronization, the Oracle CRM On Demand server analyzes the processing that occurs on the server. |
Contacts |
List of contacts that is received from the list of participants that remain after employees are removed from this list when Oracle CRM On Demand Desktop resolves the primary email of the contacts. |
No |
The logic that applies to the Users field also applies to the Contacts field. |
Type |
Type that the user specifies when linking the Oracle CRM On Demand record. The default value is Meeting. |
No |
The user can choose the activity type in the form of the Microsoft Outlook calendar item only for an activity that contains an Activity value of Appointment. The default value is specified in a customization package. You can change this value. |
Subject |
For more information, see How Oracle CRM On Demand Desktop Handles an Item That Is Marked Private. |
Yes |
The value that is set for a private task is specified in the customization package and is included in the localization resources. For more information on localization resources and customizing localization for Oracle CRM On Demand Desktop, see Customizing Localization. |
Priority The values are:
|
Microsoft Outlook priority The values are:
|
No |
For more information, see How Oracle CRM On Demand Desktop Maps the Priority Field. |
Description |
Description A private calendar item does not include a description. |
No |
None. |
Account |
Account association that the user specifies when the user links an Oracle CRM On Demand record. |
No |
None. |
Opportunity |
Opportunity association that the user specifies when the user links an Oracle CRM On Demand record. |
No |
None. |
StartTime |
Start Date/Time |
Yes |
This is the start time of the Oracle CRM On Demand appointment. |
EndTime |
End Date/Time |
Yes |
None. |
Duration |
Duration |
Yes |
None. |
Meeting Location |
Location |
No |
None. |
How Oracle CRM On Demand Desktop Handles an Item That Is Marked Private
Oracle CRM On Demand Desktop handles an item that is marked Private in the following ways:
From Microsoft Outlook to Oracle CRM On Demand.. Assume the user shares a meeting with Oracle CRM On Demand and also adds a check mark to the Private check box to make this meeting private. In this situation, Oracle CRM On Demand Desktop synchronizes the meeting and the setting of the Private check box to the Oracle CRM On Demand server. It performs this synchronization in the same way that it synchronizes any other field. Oracle CRM On Demand does not display the contents of this meeting to any user who interacts with the Oracle CRM On Demand server except the meeting owner.
From Oracle CRM On Demand to Microsoft Outlook. If the user is directly associated with an activity, then a filter on the action object causes Oracle CRM On Demand Desktop to synchronize this activity with Microsoft Outlook even if the Private check box for this field contains a check mark. For example, assume the Private check box in an activity for an account contains a check mark. In this situation, Oracle CRM On Demand Desktop does the following:
Downloads and displays this activity for the user who is associated with it.
Does not download or display this activity to any user who is not associated with this activity record, even if this user is on the Account Team.
How Oracle CRM On Demand Desktop Maps the Priority Field
The following table describes how Oracle CRM On Demand Desktop maps the Oracle CRM On Demand priority fields with those in Microsoft Outlook.
Table How Oracle CRM On Demand Desktop Maps the Priority Field
| Oracle CRM On Demand Values | Microsoft Outlook Values |
|---|---|
3 - Low |
Low |
2 - Medium |
Normal |
1 - High |
High |
How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Tasks
This topic describes how Oracle CRM On Demand Desktop maps fields between an Oracle CRM On Demand activity and a Microsoft Outlook task. The following table describes how Oracle CRM On Demand Desktop maps fields between an Oracle CRM On Demand activity and a Microsoft Outlook task.
Table How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Tasks
| Oracle CRM On Demand Field | Microsoft Outlook Field | Required | Description |
|---|---|---|---|
Owner |
Owner |
Yes |
For more information, see How Oracle CRM On Demand Desktop Maps the Owner Field Between an Oracle CRM On Demand Activity and a Microsoft Outlook Task. |
Type |
The type that the user specifies when the user links an Oracle CRM On Demand record. The default value is To Do. |
No |
When a task is shared, Oracle CRM On Demand Desktop creates an activity in Microsoft Outlook with an Activity value of Task. The default value is specified in the customization package. You can change this value. |
Subject |
Microsoft Outlook Task Subject |
Yes |
The value that is set for a private task is specified in the customization package and is included in the localization resources. |
Priority The values are:
|
Microsoft Outlook priority The values are:
|
No |
For more information, see How Oracle CRM On Demand Desktop Maps the Priority Field. |
Description |
Description. A private task does not include a description. |
No |
If the Private check box is set to allow a shared task, then Oracle CRM On Demand Desktop sets the Comments field to a value that is defined in the customization package, such as Unavailable. |
Start Date |
Start Date |
No |
The Start Date for an activity is the start date that the user sets for a task. If the user does not enter the start date, then the start date for the activity is also empty. |
CompletedDatetime |
Completed Date |
No |
This is the completed date on the task in Oracle CRM On Demand. |
Completed |
Completed flag |
No |
None. |
DueDate |
Due Date |
No |
This is the due date on the task in Oracle CRM On Demand. |
Status |
Status |
No |
For more information, see How Oracle CRM On Demand Desktop Maps the Status Field of an Activity. |
Account |
Account association that the user specifies when the user links an Oracle CRM On Demand record. |
No |
None. |
Opportunity |
Opportunity association that the user specifies when the user links an Oracle CRM On Demand record. |
No |
None. |
Contacts |
Contact association that the user specifies when the user links an Oracle CRM On Demand record. |
No |
None. |
How Oracle CRM On Demand Desktop Maps the Owner Field Between an Oracle CRM On Demand Activity and a Microsoft Outlook Task
This topic describes how Oracle CRM On Demand Desktop maps the owner field between an Oracle CRM On Demand activity and a Microsoft Outlook task. The following logic applies:
If a shared task is assigned to another employee, then Oracle CRM On Demand Desktop sets the assignee as the owner of the activity.
If a shared task is assigned to a number of employees, then Oracle CRM On Demand Desktop sets each assignee as the owner of their own activity.
If a shared task is assigned to a shared contact or to an external person, then Oracle CRM On Demand Desktop sets the employee who created the task as the owner of the activity.
If a task is created by an external person and assigned to an employee, then when this employee shares the task Oracle CRM On Demand Desktop sets the employee as the owner of the activity.
If an external person who is not an Oracle employee sends a task to a number of employees who are Oracle CRM On Demand Desktop users, then Oracle CRM On Demand Desktop sets each employee as the owner of the activity and adds the remaining employees to the employee team. Oracle CRM On Demand Desktop performs this work after each employee accepts and shares the task.
How Oracle CRM On Demand Desktop Maps the Status Field of an Activity
The following table describes how Oracle CRM On Demand Desktop maps the status of an Oracle CRM On Demand activity to the status of a Microsoft Outlook task when the task is shared.
Table How CRM Desktop Maps the Status Field of an Activity
| Oracle CRM On Demand Status | Microsoft Outlook Status |
|---|---|
Not Started |
Not Started |
In Progress |
In Progress |
Completed |
Completed |
Waiting for Someone Else |
Waiting on Someone Else |
Deferred |
Deferred |
How Oracle CRM On Demand Desktop Maps the Status Field of an Activity
This topic gives one example of how Oracle CRM On Demand Desktop maps the status field of an activity. Oracle CRM On Demand Desktop performs the following sequence:
A user creates a shared task in Microsoft Outlook that contains a status that is In Progress and a Percent Complete that is 0.
Oracle CRM On Demand Desktop creates an activity on the Oracle CRM On Demand server that contains a status of In Progress.
The user synchronizes with the Oracle CRM On Demand server.
On the Oracle CRM On Demand server, Oracle CRM On Demand Desktop changes the status to Requested.
The user synchronizes with the Oracle CRM On Demand server again.
In Microsoft Outlook, Oracle CRM On Demand Desktop updates the status of the activity to Requested.
At this point, the Percent Complete field of the task is 0. Therefore, Oracle CRM On Demand Desktop updates the status of the task to Not Started.
How Oracle CRM On Demand Desktop Maps Fields Between an Oracle CRM On Demand Activity and a Microsoft Outlook Email
The following table describes how Oracle CRM On Demand Desktop maps fields between an Oracle CRM On Demand activity and a Microsoft Outlook email.
Table How Oracle CRM On Demand Desktop Maps Fields Between an Oracle CRM On Demand Activity and a Microsoft Outlook Email
| Oracle CRM On Demand Field | Required | Microsoft Outlook Field |
|---|---|---|
Type |
No |
|
Subject |
No |
Email Subject |
Activity |
Yes |
Task |
Priority |
No |
Importance. Oracle CRM On Demand Desktop applies the following mapping:
For more information, see How Oracle CRM On Demand Desktop Maps the Priority Field. |
Account Id |
No |
The Primary account association that the user specifies when the user creates the activity. |
Opportunity Id |
No |
The opportunity association that the user specifies when the user creates the activity. |
Attachment |
No |
The original email that Oracle CRM On Demand Desktop saves as an attachment to the activity. |