About the Sync Engine and Field Mapping
When the initial synchronization takes place, the sync engine looks at certain key fields to match records in your PIM and Siebel CRM On Demand. For example, if you have John Smith as a contact in Outlook and John Smith as a contact in Siebel CRM On Demand, the sync engine sees them as matching records and treats them as one record.
NOTE: The application ignores differences in punctuation and capitalization when determining matches. For example, all these account names (linked to contacts) would be considered matches, and therefore the same record: IBM, I.B.M., ibm.
The following table shows which fields are the key fields (in the Outlook column), which fields are required (in the Siebel CRM On Demand column), and how the fields are mapped between Siebel CRM On Demand and Outlook.
If the required fields are not filled, the record is not created. When this occurs, it is stated in the log file.
Field mappings are fixed and cannot be changed. Those fields that are not listed here are not mapped; the information is not retrieved from any of the applications.
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Siebel CRM On Demand Field
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Microsoft Outlook Field
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Lotus Notes 6.0/6.5/7.0 Field
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Palm Desktop Field
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Contacts
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Assistant Name
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Assistant Name
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Assistant
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Assistant
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Assistant Phone #
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Assistant Telephone Number
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Assistant Phone #
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Contact City
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Business Address City
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Business City
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City
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Contact Country
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Business Address Country
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Business Country
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Country
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Work Phone #
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Business Telephone Number
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Office phone
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Work
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Contact State/Province
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Business Address State
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Business State
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State
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Contact Address
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Business Address Street
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Business Street
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Address
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Contact Zip/Postal Code
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Business Address Zip
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Business Zip
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Zip Code
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Account
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Company Name (Key field)
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Company
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Company
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Department
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Department
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Department
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Department
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Email
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Email1 Address
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eMail address
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E-mail
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Work Fax #
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Business Fax Number
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Office fax
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Fax
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First Name (Required)
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First name
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First name
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First name
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Job Title
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Job title
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Job title
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Title
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Last Name (Required)
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Last name (Key field)
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Last name
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Last name
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Middle Name
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Middle name (Key field)
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Middle name
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Middle name
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Cellular Phone #
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Mobile Telephone Number
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Cell phone
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Mobile
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Description
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Body
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Comment
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Note
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Private
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Private
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Private
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Private
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Mr./Ms.
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Title
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Title
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Appointments
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Description
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Body
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Description
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Note
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End Time (Date Part) (Required)
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End Date
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End Date
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End Date
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End Time (Time Part) (Required)
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End Time
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End Time
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End Time
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Location
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Location
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Location
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Private
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Private
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Mark Private
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Mark Private
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Start Time (Date Part) (Required)
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Start Date (Key field)
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Begin Date
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Date
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Start Time (Time Part) (Required)
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Start Time
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Begin Time
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Start Time
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Subject (Required)
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Subject (Key field)
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Subject
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Description
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Tasks (ToDo's)
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Complete Flag
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Completed Flag
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Completed?
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Complete
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Description
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Body
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Description
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Note
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Due Date (Required)
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Due Date
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Due Date
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Due Date
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Priority (Required)
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Priority
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Priority
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Priority
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Private
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Private Flag
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Mark Private
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Private
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Status
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Status
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Subject (Required)
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Subject (Key field)
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Subject
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Description
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