Linking accounts to contacts for Salesforce integration

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.

For a Salesforce integration, you link accounts to contacts by mapping the Salesforce Account ID field. This ensures that any significant activity by a contact that is linked to an account is then associated with that account.

For more information, see Linking accounts to contacts.

Before you begin:

• Complete this task after you create Salesforce fields in Oracle Eloqua.
• When performing this task, ensure that you link accounts and contacts using the Salesforce Account ID field. Otherwise, contacts may be mapped to the wrong account, which could affect contact processing.

Note: After processing for the mappings has begun, it cannot be undone (rolled back or unmapped).

To link accounts to contacts:

1. Navigate to Audience , then Tools, then click Account Linkage.

   The Account Linkage page opens. By default, No Linkage is selected unless you've already linked a contact field to an account field.

   

2. Select Link by mapping.
3. Select the SFDC Account ID as the fields you want to use to automatically link contact and account records by. For more information, see Linking accounts to contacts.

   

4. Select the Perform a case-sensitive match check box since Salesforce uses case-sensitive matches.
5. Verify that the fields you've selected for the linkage pass the verification tests in step 2 and 3. A green check mark signifies a successful validation.
• Unique Account Verification: This process checks to ensure that all accounts have a unique value for the field you've selected. If verification fails, click Show to see a list of duplicates, then make any adjustments as needed.
• Check Account Dependency: This process searches for any conflicting automated programs steps that automate account linkage through a program built in the program builder or program canvas. View all of the marketing objects and processes in Oracle Eloqua that have the account field you selected as a dependency. This may include update source records, program ownership rules, deduplication or match rules, and any automated marketing programs that use any of these rules. If the dependency check fails, navigate to the programs and remove the conflicting program steps. You must resolve all of these dependencies before you can proceed with system-level linking.

Before continuing, the page should look like this:



6. When both checks are successful, click Apply to begin processing the linkage between the contact and account fields you selected.

After you finish: Continue to Configuring external calls to send data to Salesforce.

Learn more

Configuring external calls to send data to Salesforce

Integrating Oracle Eloqua with Salesforce