Managing native CRM integration auto synchs
Auto synchs are scheduled imports into Oracle Eloqua using a native CRM integration. Oracle Eloqua synchronizes data with your CRM system so that it maintains the most up-to-date information. There are situations where new lead or contact records are created in your CRM system. This data needs to flow back into Oracle Eloqua for these leads and contacts to be marketed to in the future.
Oracle Eloqua maintains the relationship between CRM records and its own records through an ID. For example, a given CRM system can have a lead entity and a contact entity. How does Oracle Eloqua know how to synchronize with the appropriate record? Every contact record in Oracle Eloqua has reference to ID fields that hold the corresponding CRM ID value of the entity. For example, Bob's record could look as follows:
First Name: Bob
Last Name: Smith
Email Address: bob@example.com
Company: Acme Inc.
CRM Lead ID: Abcd12345 (SFDC LeadID requires case sensitive match)
CRM Contact ID: 54321dcbA (SFDC ContactID requires case sensitive match)
As a result, when a new record is created, the ID of gets pulled into to Eloqua as well so we maintain the relationship going forward. Every Auto Synch has a schedule, a defined set of fields, and a series of actions that Eloqua will perform when importing data from your CRM system. The following is a list of the most common Auto Synchs and a description of what each Auto Synch is used for:
Descriptions
| Auto-Synch Name | Description |
|---|---|
| Get Deleted Accounts | When an Account is deleted in the CRM system, the Account ID reference will be cleared out in the Eloqua Companies Table. Eloqua does not actually delete the record because this would delete all the History for this record. Instead, Eloqua removes the reference to the entity in the CRM system. |
| Get Accounts | This Auto Synch is used to import all new Accounts created in your CRM into Eloqua. The Accounts from your CRM are added to Eloqua's Companies table. |
| Get Deleted Leads | When a Lead is deleted in the CRM system, the CRM Lead ID reference will be cleared from the corresponding Contact record in Eloqua. Since Eloqua uses a Contact record to aggregate data that corresponds to both Lead and Contact entities in the CRM, the actual record in Eloqua is not deleted when the corresponding Lead record is deleted in the CRM. |
| Get Deleted Contacts | When a Contact is deleted in the CRM system, the CRM Contact ID reference will be cleared from the corresponding Contact record in Eloqua. Since Eloqua uses a Contact record to aggregate data that corresponds to both Lead and Contact entities in the CRM, the actual record in Eloqua is not deleted when the corresponding Contact record is deleted in the CRM. |
| Get Converted Leads | When a Lead is converted to a Contact in your CRM system, Eloqua will remove the reference of the Lead from the corresponding Contact record in Eloqua by clearing out the CRM Lead ID field. |
| Get Leads | This Auto Synch is used when a new Lead is created in the CRM system. Eloqua will verify if the email address of the Lead already exists in Eloqua. If it does, the CRM Lead ID reference will be applied to the corresponding Contact record in Eloqua. Otherwise, a new Contact record is created with the same CRM Lead ID reference. |
| Get Contacts | This Auto Synch is used when a new Contact is created in the CRM system. Eloqua will verify if the email address of the Contact already exists in Eloqua. If it does, the CRM Contact ID reference will be applied to the corresponding Contact record in Eloqua. Otherwise, a new Contact record is created with the same CRM Contact ID reference. |
Accessing native CRM integration auto synchs
Editing native CRM integration auto synchs