Creating Salesforce fields in Oracle Eloqua

Important: The Salesforce native integration was deprecated February 1, 2021. We recommend using the the Salesforce Integration app in its place. Learn more in our product notice.

By default, Oracle Eloqua offers a number of commonly used contact fields and account fields. But to complete the integration with Salesforce, you might need to create additional fields to match those in your Salesforce.

To do this, you can clone the Salesforce fields that you need. When you clone, any picklists associated to a field are also created.

Before you begin:

  • Oracle Eloqua does not prevent you from creating duplicate fields. Before you create a field, confirm that it does not already exist to avoid creating duplicate fields. To view the contact and account fields available in Oracle Eloqua, click Settings An image of the Settings menu icon, which is represented by a black cog., then click Manage Fields & Views. See Fields and views for more information.
  • Both Salesforce lead and contact data is stored in the Oracle Eloqua contact database. It is not necessary to create a contact field for each Salesforce entity type.
  • It is recommended that you verify that picklist values are consistent across leads and contacts prior to record synchronization.

To create required Salesforce fields in Oracle Eloqua:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..
  2. Click Integration under Platform Extensions.
  3. Click the Configuration tab.
  4. From the Configuration menu, click Manage CRM System Users.

    An image of the CRM System User Settings window.

  5. Click An image of the drop-down button. next to Salesforce, then click List Fields.
  6. In the CRM System Fields window, select the entity for which you would like to view fields.
    To view thisSelect the following entity
    Salesforce AccountsAccount (account)
    Salesforce ContactsContact (contact)
    Salesforce LeadsLead (lead)

    The list of Salesforce entity fields appears.

  7. Select the fields you want to create in Oracle Eloqua and click Add Selected Fields.
    • You can add Salesforce fields to Oracle Eloqua one at a time or in a batch.
    • If a field has an associated picklistt, you must create each one individually, in order to correctly create the associated picklists.

      An image of the CRM System Fields window with the drop-down menu for a picklist open.

  8. Click Close when you're done.

After you finish: Continue to Linking accounts to contacts for Salesforce integration.

Learn more

Linking accounts to contacts for Salesforce integration

Integrating Oracle Eloqua with Salesforce