Steps to configure closed-loop reporting
The following table provides an overview of the steps you need to configure closed-loop reporting with Salesforce:
| Step | Description |
|---|---|
|
Preliminary setup |
Create the necessary campaign fields and external assets. |
|
Configure campaign response rules |
Create response rules that defines campaign activities that are important to your organization and will be used to update the Salesforce campaign member status. See Creating campaign response rules for closed-loop reporting |
|
Configure campaign revenue settings |
Setup the Salesforce opportunity stages in Oracle Eloqua and configure how to attribute revenue to campaigns. See Configuring campaign revenue settings for closed-loop reporting |
|
Configure the auto synchs |
Configure the auto synchs used to import campaign and opportunity data from Salesforce. |
|
Configure external calls |
Configure the external calls to export campaign data and campaign associations to Salesforce. |
|
Configure the programs |
Configure the program used to send campaign data to Salesforce and update the main CRM update program. See Sending campaign data to Salesforce for closed-loop reporting and Updating the CRM update program for closed-loop reporting. |
|
Initializing and monitoring the Salesforce integration |
Re-initialize the systems that were disabled during the preliminary setup, then configure the notifications needed to monitor and maintain the integration. |