Configuring auto synchs for closed-loop reporting

Auto synchs are scheduled imports to Oracle Eloqua. For closed-loop reporting with Salesforce, you must configure the following auto synchs:

Preconfiguration: Creating folders

Auto synchs are organized into folders. If they don't already exist, you should create a Campaigns folder and a Opportunities folder for closed-loop reporting auto synchs.

Note: The folders and paths discussed in this document are the defaults or recommendations. Your environment may use different names.

To create the required folder:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..
  2. Click Integration under Platform Extensions.
  3. Click the Outbound tab.
  4. Click the External Calls tab in the left pane.
  5. Under All External Calls, expand the External Calls folder.
  6. Click the arrow beside the Retrieve Data folder, then click Create New Folder.
  7. Enter Campaigns in the Folder Name box.
  8. Add a folder description.
  9. Click Save and Close.
  10. Repeat this process to create the Opportunities folder in the same location.

Learn more

Creating the Get Campaigns auto synch

Creating the Get Opportunities auto synch

Creating the Get Opportunities auto synch to associate opportunities with contacts