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Uploading Records From Your Offline Edition

After you add or update records in the Offline edition, you want to upload the new information to your company's Siebel CRM On Demand application.

NOTE: Deleting records must be done from Siebel CRM On Demand, not the Offline edition. Also, if you want to transfer the ownership of the account from yourself to another employee, upload the account first, and then change the owner in Siebel CRM On Demand. (If you transfer ownership, you will not be able to edit the record after it is saved in the Offline edition.) You can upload changes to an account only if you own it, or if it has been shared with you by the owner through the Account Team or Book feature.

Before you begin. You must be connected to the Internet to upload your records.

To upload records

  1. In the Offline edition, click the Upload button.
  2. Sign in to Siebel CRM On Demand.

    A progress bar appears, followed by a message notifying you of a successful upload. If you receive an error message, the uploading process continues but ignores the records with the conflicting changes.

  3. When the upload is completed, you are prompted to perform a download.

    NOTE: You must download a new data set otherwise your Offline edition will be read-only.

  4. Click Yes and continue with the download.

Related Topics

About Conflict Resolution with the Offline Edition


Published May 2008