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Specifying PIM Users for Synchronization

This topic discusses how to specify PeopleSoft users to be included in the synchronization process.

Page Name

Definition Name

Usage

PIM Users Page

RBP_USERS

Specify PeopleSoft users to be included in the synchronization process.

Use the PIM Users page (RBP_USERS) to specify PeopleSoft users to be included in the synchronization process.

Navigation

select Set Up CRM, then select Product Related, then select BDSS Integration, then select PIM Users

Image: PIM Users page

This example illustrates the fields and controls on the PIM Users page.

PIM Users page

For users to be included in the synchronization process, they need to be created in BDSS before they are specified in the CRM system. Refer to the installation guide for instructions on how to create users for synchronization in BDSS.

Field or Control

Definition
User ID

Select a PeopleSoft user whose contacts and calendar entries are to be synchronized between the CRM and Exchange systems.
Last Synchronization

Displays the date and time of when the last synchronization process took place.