Updating the CRM update program for closed-loop reporting

After creating the program to send campaign data to Salesforce, you must update the SYSTEM - CRM Update program. The SYSTEM - CRM Update program is the primary program used to integrate Salesforce with Oracle Eloqua. You must update the program to direct contacts from the SYSTEM - CRM Update program to the SYSTEM - Send Campaign information to CRM.

Before you begin:

• This task is part of the implementing closed-loop reporting with Salesforce. For an overview of the implementation steps, see Steps to configure closed-loop reporting
• Create the SYSTEM - Send Campaign information to CRM program. See Sending campaign data to Salesforce for closed-loop reporting.

To update the CRM Update program for closed-loop reporting:

1. Navigate to Orchestration, then Tools, then click Program Builder.
2. Locate and click the CRM update program. You can use quick search or the folder pane.
3. Click Disable Program in the Program menu on the right.
4. Click on the XX. Remove from Program step, then click Edit Step Default Action.
5. Change the action from Remove from Program to Move to Another Program.
6. Click under Action Parameters. In the pop up window, search for the SYSTEM - Send Campaign information to CRM program.
7. Select the first step in the program, then click Close.

   

8. Save your changes.
9. Click Enable Program in the Program menu.
10. Click Enable for the mode you want to use.
11. Click Close.

After you finish: Continue to Initializing closed-loop reporting.

Learn more

Configuring the CRM update program

Closed-loop reporting with Salesforce

Program Builder