Configuring connections

You can configure one or more connections and modify connections on the app's Connections tab.

Prerequisites

Creating a connected app

The following instructions are based on Salesforce Classic. For Lightning Experience and Classic details, see the Salesforce's connected app documentation.

To create a connected app in Salesforce:

  1. Go to https://login.salesforce.com/ and log in to your Salesforce account.
  2. From the profile drop-down list, select Setup.
  3. In the App Setup section, select Create > Apps. The Apps page is displayed.
  4. In the Connected Apps section, click New. The New Connected App page is displayed.
  5. Enter the following required values and any optional values if needed:
    • Connected App Name: Enter a descriptive name such as Eloqua Integration.
    • API Name: You can accept the default value or enter a different name.
    • Contact Email: Enter the email address of the user who will manage the connected app.
  6. In the API (Enable OAuth Settings) section, select Enable OAuth Settings. Additional options are displayed. Keep the Require Secret for Web Server Flow option, which is selected by default.
  7. Enter your Oracle EloquaCallback URL, which depends on your Eloqua pod number:
    PodCallback URL
    Pod 1https://apps.p01.eloqua.com/eloqua/salesforce/callback
    Pod 2https://apps.p02.eloqua.com/eloqua/salesforce/callback
    Pod 3https://apps.p03.eloqua.com/eloqua/salesforce/callback
    Pod 4https://apps.p04.eloqua.com/eloqua/salesforce/callback
    Pod 6https://apps.p06.eloqua.com/eloqua/salesforce/callback
    Pod 7https://apps.p07.eloqua.com/eloqua/salesforce/callback
  8. In the Selected OAuth Scopes section, select the appropriate scopes or select all available scopes.

    Important: At the very least, the three Salesforce OAuth Scopes are required. See the FAQ for more information.

  9. Click Save.
  10. Select Create > Apps.

    Note: The actual Salesforce base URL should be used in the app configuration. The app name is used for labeling and identification purposes only.

  11. In the Connected Apps section, find your connected app in the list and click its name.
  12. In the connected app's API (Enable OAuth Settings) section, record the Consumer Key and Consumer Secret values.

Learn more: Salesforce connected app documentation

Configuring a connection in the Salesforce.com Integration app

To configure a connection:

  1. Log in to Oracle Eloqua.
  2. Click the settings icon An image of the Settings menu icon, which is represented by a black cog..
  3. In the Platform Extensions section, click Apps.
  4. From the apps list, click Salesforce Integration for Eloqua. The Salesforce Integration for Eloqua page is displayed.
  5. Click the configure icon An image of the Settings menu icon, which is represented by a black cog.. The App Configuration for Salesforce Integration for Eloqua page is displayed.
  6. Click Connections.
  7. Click Create Connection.
  8. Enter a connection name and click Create Connection. The Add Connected App button and default field mappings are displayed.

    An image of the Connections Configuration window where there are no connected apps yet

  9. Click Add Connected App.
  10. In the Add a Connected App section, enter the Consumer Key and Consumer Secret from your Salesforce connected app.
  11. Click Add App.
  12. In the Default Field Mappings section, select the Oracle Eloqua fields to map to the corresponding Salesforce Unique Identifier fields.
    1. Leads: Select an Eloqua field to map to the lead ID field for Salesforce contacts. By default, it is named SFDC Lead ID.
    2. Accounts: Select an Eloqua field to map to the registry ID field for Salesforce accounts. By default, it is named SFDC Accounts ID.
    3. Contacts: Select an Eloqua field to map to the registry ID field for Salesforce contacts. By default, it is named SFDC Contact ID.
  13. Click Save Connection.

    Note: Please verify the value of the SFDC refresh token policy. If it is set to expire immediately, the App authentication will fail.

  14. Click Close. The Connections page lists existing CRM connections and associated connected apps.
  15. Next to the new connected app, click Authenticate App. A Salesforce login dialog is displayed.

    An image of the Connections Configuration window where there are no connected apps yet

  16. Click the default user name or log in with a different user name. The Allow Access? dialog is displayed.
  17. Click Allow. If authentication succeeds, your connected app is ready to be used.

Modifying a connection

To modify an existing connection:

  1. In the Salesforce.com Integration app, click the Connections tab.
  2. Click the connection's menu icon An image of the Edit Icon and select any of the following options:
    • Add Action: Click to create an action and automatically associate it with the current connection.
    • Add Import: Click to create an import and automatically associate it with the current connection.
    • Add New Connected App: Add another connected app to the connection.
    • Configure Defaults: Create default imports, actions, and marketing activities if you did not already do this as part of the connection set up.
    • Delete: You can delete connections if there are no associated actions or imports. A confirmation dialog will list any dependencies. The dependent actions and imports need to be disabled and deleted before deleting the connection.
    • Edit: Open the connection in Edit mode so that you can modify its field mappings or connected app values. You cannot modify the callback URL.
    • Migrate Native Assets: You can migrate assets from your native integration to the Salesforce.com Integration app.

    An image of the Connections Configuration window.

  3. If a connection has multiple credentials, you can select the radio button to set the default credential. Only one credential per connection can be active at once. For example, one connected may have production credentials while another connected app has credentials linked to a sandbox or test environment.

Configuring defaults for a connection

Once you configure a connection, you can open the Create Defaults section to create default actions, imports, and marketing activities using default mappings. You can alternatively create actions, imports, and marketing activities by manually configuring them.

Note: You can only configure defaults for an authenticated connection.

To configure default imports, actions, and marketing activities for a connection:

  1. In the Salesforce.com Integration app, click the Connections tab.
  2. Click the connection's menu icon An image of the Edit Icon and select Configure Defaults.

    An image of the Connections page highlighting Configure Defaults option in a connection's menu.

    The Create Defaults page displays all the available imports, actions, and marketing activities for your connection.

    An image of the Configure Defaults page where you can select default imports and actions to create for the connection

  3. Select the default fields you want to create for this connection.
  4. Click Create Defaults. The selected imports, actions, and marketing activities are created with a name that includes the name of your connection. You need to enable imports before you can use them. To do it, go to the Imports tab and click the import's menu icon An image of the Edit Icon. After an import is done, you can use a feeder service to make updates on a canvas . Unlike imports, actions and marketing activities are enabled by default and you can start using them right away in a program or campaign.

Note: You will create duplicate actions, imports, and programs if you configure the same defaults for the same connection more than once. The duplicate asset names will include the connection name and either the words New Import or New Action.

Creating sample programs

You can create sample programs from the Configure Defaults option. If you select this option, the Salesforce.com Integration app will create the selected programs in a predefined folder named System - SFDC App. The Salesforce.com Integration app will create all assets required to support these programs, and these assets will include the program name.

Note: The Salesforce.com Integration app will not create a new program (and related assets) if the program already exists.

To create a sample program:

  1. In the Salesforce.com Integration app, click the Connections tab.
  2. Click the connection's menu icon An image of the Edit Icon and select Configure Defaults.

    An image of the Connections page highlighting Configure Defaults option in a connection's menu.

  3. Select which sample programs should be created. You can create up to three different kinds of programs:
    • Create Unique: In this program, a new lead record is created in Salesforce only if there is no contact or lead record with the same email address in Salesforce. If there is an existing contact record, the contact record is updated with contact information as defined in the Update Contact action.
    • Hybrid: In this program, a new lead is created in SFDC only if there is no unconverted lead record with the same email address in SFDC. Existing unconverted lead records in SFDC are updated with contact information as defined in the Update Contact action.
    • Point of Interest: A new lead record is created if there are no leads with the same email address in Salesforce, but an Salesforce contact already exists. If there is an existing contact record, the contact record is updated with contact information from Oracle Eloqua as defined in the Update Contact action.
  4. Click Create Defaults.

    A status bar will display and indicate when the sample program's creation is complete.

Related

Salesforce.com Integration app

Getting started with the app

Salesforce connected app documentation