Configuring Publishing Rules

Oracle CRM On Demand Marketing enables you to define all business rules, which a company administrator configures to publish data to Oracle CRM On Demand. Business rules work only with Oracle CRM On Demand. When any contact or lead is published to Oracle CRM On Demand but already exists, the following rules manage the merging and overwriting of the existing data in Oracle CRM On Demand. You can configure publishing rules for the following items:

• Lead

• Contact

• Campaign

• Campaign activity

For more information on synchronizing and publishing, see About Synchronizing and Publishing Data.

To select publishing rules that you want to configure

1. Click Admin in the upper-right corner of the screen.

2. In the CRM Integration Management section, click Publish Configuration.

   The CRM Publish Rules Configuration screen appears.

3. On the CRM Publish Rules Configuration screen, select the check box for the items you want to publish, and click Save.

The following procedure shows you how to configure CRM Publishing Rules. If you want to publish the Campaign Fields Total Emails Sent or Total Emails Delivered, you must first map custom fields for them. For more information on adding custom fields to the Campaign object, see Creating Campaign Custom Fields.

To configure CRM publishing rules

1. Click Admin in the upper-right corner of the screen.

2. In the CRM Integration Management section, click Publish Configuration.

   The CRM Publish Rules Configuration screen appears.

3. For the option, Publish Lead, do the following:

   1. Click Configure Details.

   2. Select or deselect the following options as necessary:

      • For the option, Update Blank Lead Fields, select it to update the existing blank fields in the lead record with new values available in the latest lead or prospect record published to Oracle CRM On Demand.

      • For the option, Over-write Conflicting Lead Fields, select it to update the existing fields with values in the lead record with new values available in the latest prospect record published to Oracle CRM On Demand.

      • For the option, Assign Campaign To Lead, select it to assign a program name to the lead record showing that the lead record was created or updated because of a response to a specific marketing program.

      • For the option, Append unmapped Lead fields to field, select the field from the menu to which the unmapped attributes will be published. The default field for this option is Description.

      • For the option, Publish Marketing Score to field, select the field from the menu to which the marketing score will be published.

      • For the option, Publish Lead Source, select the field from the menu to which the lead source will be published.

      • For the option, Publish Specific Lead Source, select the field from the menu to which the specific lead source will be published.

   3. Click Save.

4. For the option, Publish Contact, do the following:

   1. Click Configure Details.

   2. Select or deselect the following options as necessary:

      • To update contact records with published data, select the Update Contact check box and use the fields below it to configure the conditions under which a contact record is updated.

      • For the option, Update Blank Contact Fields, select it to update the existing blank fields in the contact record with new values available in the latest contact record published to Oracle CRM On Demand.

      • For the option, Over-write Conflicting Contact Fields, select it to over-write the existing fields with values in the contact record with new values available in the latest contact record published to Oracle CRM On Demand.

      • For the option, Assign Campaign To Contact, select it to assign the program name to the contact record showing that the contact record was created or updated because of a response to a specific marketing program.

      • For the option, Append unmapped Contact fields to field, select the field from the menu to which the unmapped contact fields will be published. The default field for this option is Description.

      • For the option, Publish Marketing Score to field, select the field from the menu to which the marketing score will be published.

      • To create lead records from published contacts, select the Create a Lead check box. All leads created are associated to the existing contact.

      • For the option, Associate Lead to Primary Account of Contact, select it to assign the newly created lead to the contact's primary account.

        For more information on contacts and leads, see About Synchronizing and Publishing Data

   3. Click Save.

5. For the option, Publish Campaign, do the following:

   1. Click Configure Details.

   2. Click Edit.

      A list of attributes are listed in the field columns.

   3. Select the Publish while Create column and Publish while Update column to specify which fields must be synchronized while creating and updating rules.

   4. Select the update rule for each field:

      • Update if Blank. The Oracle CRM On Demand field is updated with the value from Oracle CRM On Demand Marketing only if it is blank.

      • Overwrite. The Oracle CRM On Demand field is overwritten with the value from Oracle CRM On Demand Marketing.

      • Do not Update. The Oracle CRM On Demand field is not updated.

      The settings to publish all fields are selected by default. The menu, Update Menu Update if Blank, is selected as the default menu.

   5. Click Next, and then click Save.

6. For the option, Publish Campaign Activity, do the following:

   1. Click Configure Details.

   2. On the Campaign Activity Publish Configuration screen, select the activities associated with the Contact and Lead objects that you want to publish:

      • Email Opened

      • Click Through

      • Registered (Responded)

      • Attended

      • Download

      • Website Activity

      • Total Emails Sent

      • Total Emails Delivered

      The Total Emails Sent and Total Emails Delivered are published as aggregate counts to fields that you have mapped in the Oracle CRM On Demand's Campaign record type.

      You must first map custom fields for publishing these aggregate counts. For more information on adding custom fields to the Campaign object, see Creating Campaign Custom Fields.

   3. For the options Total Emails Sent and Total Emails Delivered, choose a field to which the values will be published.

   4. In the creating a new lead section, enter a value for the number of days of the campaign or Web site history that you want to publish.

   5. Select the activity types for which you want to restrict publishing, and click Save.

7. Click Save.