Account ownership
You can import account owners from CRM for visibility in Oracle Eloqua. After importing owners, the ownership information appears on the Account Ownership tab of an account.
The table below shows the steps required to import account owners from available CRM.
Good to know
- Only a single account owner can be imported. In Oracle Sales, the owner is identified using the OwnerPartyId. In Salesforce, the owner is identified using the OwnerId.
- Account owners can be imported using the Oracle Sales and Salesforce apps. If you are not using these apps, refer to Oracle Eloqua Bulk API.
-
Owners are identified in Eloqua using their user name and details from the CRM.
- The order of account imports and user imports is not important.
Steps to import account owners from CRM
| Step | Description |
|---|---|
|
Importing Accounts from Oracle Sales to Oracle Eloqua |
Import your Oracle Sales accounts using the steps found under creating imports. The top-level object you will be selecting is the CRM account. The account owner will be imported when the Party Number in Oracle Sales maps to the Account Party ID in Oracle Eloqua. |
|
Importing users from Oracle Sales to Oracle Eloqua |
Import your Oracle Sales users using the steps found under creating user imports. The top-level object you will be selecting is the user object. The account user name will be imported when the Party Name in Oracle Sales maps to the Oracle Eloqua user name. |
|
Importing Salesforce account owners into Oracle Eloqua |
Import your Salesforce accounts using the steps found under creating imports. Under the unique identifier, ensure the SalesforceAccount ID maps to the SFDC Account ID field in Eloqua. |
|
Importing Salesforce users into Oracle Eloqua |
Import your Salesforce users by following the instructions found under creating user imports. Under both the Salesforce and Oracle Eloqua object, select User. The account owner user name will be imported when the Salesforce Username maps to the Oracle Eloqua Login Name under Unique Identifier. |
|
Verifying account owners in Oracle Eloqua |
From the Accounts Overview page, double click on any account and select the Account Ownership tab. |
Troubleshooting
After the imports run successfully, you can view the account owners on the Account Ownership tab.
To troubleshoot:
- If no owner appears in Eloqua:
- Verify the account imports ran successfully.
- Verify that the account imports are using the required unique identifier mapping. Use the table above for the required mapping.
- If the CRM User ID appears in Eloqua, but not the user name:
- Verify that the user import ran successfully.
- Verify that the user imports are using the required unique identifier mapping. Use the table above for the required mapping.