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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.

Siebel CRM On Demand Field

Microsoft Outlook Field

Lotus Notes 6.0/6.5/7.0 Field

Palm Desktop Field

Contacts

Assistant Name

Assistant Name

Assistant

Assistant

Assistant Phone #

Assistant Telephone Number

Assistant Phone #

 

Contact City

Business Address City

Business City

City

Contact Country

Business Address Country

Business Country

Country

Work Phone #

Business Telephone Number

Office phone

Work

Contact State/Province

Business Address State

Business State

State

Contact Address

Business Address Street

Business Street

Address

Contact Zip/Postal Code

Business Address Zip

Business Zip

Zip Code

Account

Company Name (Key field)

Company

Company

Department

Department

Department

Department

Email

Email1 Address

eMail address

E-mail

Work Fax #

Business Fax Number

Office fax

Fax

First Name (Required)

First name

First name

First name

Job Title

Job title

Job title

Title

Last Name (Required)

Last name (Key field)

Last name

Last name

Middle Name

Middle name (Key field)

Middle name

Middle name

Cellular Phone #

Mobile Telephone Number

Cell phone

Mobile

Description

Body

Comment

Note

Private

Private

Private

Private

Mr./Ms.

Title

Title

 

Appointments

Description

Body

Description

Note

End Time (Date Part) (Required)

End Date

End Date

End Date

End Time (Time Part) (Required)

End Time

End Time

End Time

Location

Location

Location

 

Private

Private

Mark Private

Mark Private

Start Time (Date Part) (Required)

Start Date (Key field)

Begin Date

Date

Start Time (Time Part) (Required)

Start Time

Begin Time

Start Time

Subject (Required)

Subject (Key field)

Subject

Description

Tasks (ToDo's)

Complete Flag

Completed Flag

Completed?

Complete

Description

Body

Description

Note

Due Date (Required)

Due Date

Due Date

Due Date

Priority (Required)

Priority

Priority

Priority

Private

Private Flag

Mark Private

Private

Status

Status

 

 

Subject (Required)

Subject (Key field)

Subject

Description


Published 05/11/2007