About the Synchronization Engine and Field Mapping

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About the Synchronization Engine and Field Mapping

This topic describes how the Synchronization Engine identifies matching records and explains the field mapping required when performing a synchronization.

Identifying Matching Records

When you run the initial synchronization between Oracle CRM On Demand and your PIM application, the Synchronization Engine reviews certain key fields to match records in your PIM application and Oracle CRM On Demand.

When you add new contacts or update the account name of an existing contact, Oracle PIM Sync On Demand (the PIM Sync client) executes fuzzy matching on the account and contact names, which is enabled by default when Oracle CRM On Demand is first set up for a new company. The PIM Sync client ignores differences in punctuation and capitalization when determining matches. For more information on fuzzy matching, see Synchronizing with PIMs.

The following rules are used to determine if two names are the same:

Case is ignored.
Punctuation is ignored.
Spaces are ignored.

For example, if you have John Smith as a contact in Microsoft Outlook and JOHN SMITH as a contact in Oracle CRM On Demand, the Synchronization Engine treats them as one record. In addition, the Synchronization Engine treats the following variations of a specific account name (linked to contacts) as matches, and therefore the same record: TYC, T.Y.C, tyc.

CAUTION: If you use Oracle PIM Sync On Demand when the following Company Profile settings are set in Oracle CRM On Demand (that is, when fuzzy matching is disabled), then the PIM Sync client does not ignore differences in punctuation and capitalization when determining matches and, as a result, any records that are not identical are duplicated:

- Disable PIM Sync Extended Account Association

- Disable PIM Sync Account Association

The following table shows which fields are the key fields for synchronization, which fields are required, and how the fields are mapped between Oracle CRM On Demand and Outlook or Lotus Notes.

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.

Oracle CRM On Demand Contact Fields	Microsoft Outlook Contact Fields	Lotus Notes Contact Fields
Assistant Name	Assistant Name	Assistant
Assistant Phone #	Assistant Telephone Number	Assistant Phone
Account	Company Name (This is a key field for synchronization; it is used to distinguish the uniqueness of a record.)	Company
Contact City	Business Address City	Business City
Contact Country	Business Address Country	Business Country
Contact State/Province	Business Address State	Business State
Contact Address 1	Business Address Street	Business Street
Contact Zip/Postal Code	Business Address Zip	Business Zip
Department	Department	Department
Description	Body	Comment
Email	Email1 Address	eMail address
Mr./Mrs.	Title	Title
First Name (Required)	First name (Required)	First name
Middle Name	Middle name (This is a key field for synchronization; it is used to distinguish the uniqueness of a record.)	Middle name
Last Name (Required)	Last name (Required)	Last name
Work Phone	Business Telephone Number	Office phone
Work Fax #	Business Fax Number	Office fax
Cellular Phone #	Mobile Telephone Number	Cell phone
Job Title	Job title	Job title
Private	Private	Private

Oracle CRM On Demand Appointment Fields	Microsoft Outlook Appointment Fields	Lotus Notes Appointment Fields
Description	Body	Description
End Time (Date Portion Only) (Required)	End Date	End Date
End Time (Time Portion Only) (Required)	End Time	End Time
Location	Location	Location
Private flag	Private flag	Mark Private
Start Time (Date Portion only) (Required)	Start Date (This is a key field for synchronization; it is used to distinguish the uniqueness of a record.)	Begin Date
Start Time (Time Portion only) (Required)	Start Time	Begin Time
Subject (Required)	Subject (This is a key field for synchronization; it is used to distinguish the uniqueness of a record.)	Subject

Oracle CRM On Demand Task Fields	Microsoft Outlook Task Fields	Lotus Notes Task Fields
Completed Flag	Completed Flag	Completed
Description	Body	Description
Due Date (Required)	Due Date	Due Date
Priority (Required)	Priority	Priority
Private	Private	Mark Private
Status	Status
Subject (Required)	Subject (This is a key field for synchronization; it is used to distinguish the uniqueness of a record.)	Subject

NOTE: If the required fields are not filled, the record is not created during synchronization, and this information is recorded in the log file.

Published 7/18/2011