Auto synch settings for Salesforce integration

After you ran the CRM Integration Setup Wizard for the first time, Oracle Eloqua set up the following auto synchs for importing account, contact, and lead data:

  • Get Accounts
  • Get Contacts
  • Get Leads
  • Get Converted Leads
  • Get Deleted Accounts
  • Get Deleted Contacts
  • Get Deleted Leads

When configuring auto synchs for Salesforce integration, use the settings below as guidelines. If a specific setting is not mentioned, you can use the existing configuration or leave it blank.

For information about setting up auto synchs for Salesforce, see Configuring data imports from Salesforce. If you need to create new auto synchs, see Creating custom auto synchs.If you need to create new auto synchs, see Creating custom auto synchs.

Upload schedule

You can change the auto synch synchronization schedule for account and contact data as required. It is recommended that you specify the following values:

  • Auto Synch Runs on Selected Days at 10pm EST? — Select No.
  • Auto-Synch Runs or Repeats Once Every 2.0 hours. You can specify values ranging from 30 minutes to 24 hours.
  • Auto Synch proceeds by Standard Business Schedule? — Select No.
  • In the calendar, specify the day the auto synch is to run, the start time to run the auto synch, and the end time.

Get Accounts auto synch

Auto Synch Setting Group Setting

Auto Synch Details

Upload Purpose: Add these companies to the database.

Transfer Values

Action: Retrieve

Entity: Account

Filter Details: Last Modified Date/Greater Than or Equal/Last Successful Upload

Field Mapping

Uniquely Match On: Eloqua Company Field: SFDC Account ID

Perform a case-sensitive match: True

Upload Actions

Add to Company Group: SYSTEM - SFDC Accounts

Get Contacts auto synch

Auto Synch Setting Group Setting

Auto Synch Details

Upload Purpose: Add these contacts to the database.

Transfer Values

Action: Retrieve

Entity: Account

Filter Details:
Last Modified Date/Greater Than or Equal/Last Successful Upload
AND

Email/Equals/%@%

Field Mapping

Uniquely Match On: Eloqua Company Field: Email Address

Perform a case-sensitive match: False

Upload Actions

Add to Contact Group: SYSTEM - SFDC Contacts

Get Leads auto synch

Auto Synch Setting Group Setting

Auto Synch Details

Upload Purpose: Add these contacts to the database.

Transfer Values

Action: Retrieve

Entity: Lead

Filter Details:
Last Modified Date/Greater Than or Equal/Last Successful Upload
AND

Email/Equals/%@%

AND

Converted/Equals/FALSE

Field Mapping

Uniquely Match On: Eloqua Contact Field: Email Address

Perform a case-sensitive match: False

Upload Actions

Add to Contact Group: SYSTEM - SFDC Leads

Get Deleted Accounts auto synch

Auto Synch Setting Group Setting

Auto Synch Details

Upload Purpose: Add these companies to the database.

Transfer Values

Action: Get Deleted

Entity: Account

Filter Details: Create the filter based on your field mappings.

Field Mapping

Uniquely Match On: Eloqua Company Field: SFDC Account ID

Perform a case-sensitive match: True

Advanced Options:

Account ID > SFDC Account ID False False
Deleted Date > [blank] False False

Update records with a set value:

Field Set to value
SFDC Account ID [blank]

Upload Actions

Add to Contact Group: SYSTEM - SFDC Deleted Accounts

Get Converted Leads auto synch

Auto Synch Setting Group Setting

Auto Synch Details

Upload Purpose: Add these contacts to the database.

Transfer Values

Action: Retrieve

Entity: Lead

Filter Details:
Last Modified Date/Greater Than or Equal/Last Successful Upload
AND

Email/Equals/%@%

AND

Converted/Equals/TRUE

Field Mapping

Uniquely Match On: Eloqua Contact Field: SFDC Lead ID

Perform a case-sensitive match:
True

Advanced Options:

Lead:
Email
> Email Address False False
Lead: Lead ID > SFDC LeadID False False

Update records with a set value:

Field Set to value
SFDC LeadID [blank]

Upload Actions

Add to Contact Group: SYSTEM - SFDC Converted Leads

Get Deleted Contacts auto synch

Auto Synch Setting Group Setting

Auto Synch Details

Upload Purpose: Add these contacts to the database.

Transfer Values

Action: Get Deleted

Entity: Contact

Filter Details: Create the filter based on your field mappings.

Field Mapping

Uniquely Match On: Eloqua Contact Field: SFDC Contact ID

Perform a case-sensitive match: True

Advanced Options:

Contact ID > SFDC ContactID False False
Deleted Date > [blank] False False

Update records with a set value:

Field Set to value
SFDC ContactID [blank]
SFDC AccountID [blank]

Upload Actions

Add to Contact Group: SYSTEM - SFDC Deleted Contacts

Get Deleted Leads auto synch

Auto Synch Setting Group Setting

Auto Synch Details

Upload Purpose: Add these contacts to the database.

Transfer Values

Action: Get Deleted

Entity: Lead

Filter Details: Create the filter based on your field mappings.

Field Mapping

Uniquely Match On: Eloqua Contact Field: ZZ - SFDCleadID

Perform a case-sensitive match: True

Advanced Options:

Lead ID > ZZ - SFDCLead ID False False
Deleted Date > [blank] False False

Update records with a set value:

Field Set to value
ZZ - SFDCLeadID [blank]

Upload Actions

Add to Contact Group: SYSTEM - SFDC Deleted Leads

Related

Configuring data imports from Salesforce

Configuring data exports from Oracle Eloqua to Salesforce

Integrating Oracle Eloqua with Salesforce