Configuring the CRM update program

Important: The Salesforce native integration was deprecated February 1, 2021. We recommend using the the Salesforce Integration app in its place. Learn more in our product notice.

The SYSTEM - CRM Update program is the primary integration program and determines how to update leads and contacts in Salesforce. There are two program templates you can choose from:

Choose one of these programs to use for your Salesforce integration then configure the program according to the details provided in below.

Note: If you do not have these program templates in your Oracle Eloqua instance, contact My Oracle Support.

Choosing the right CRM update program

Before you configure your CRM Update program you must choose a program template to use for your CRM update program.

About the SYSTEM - CRM Update (Create only unique leads) program

This program creates a new lead record in Salesforce only if there is no existing lead or contact with the same email address. If there is an existing lead or contact, the program will update the existing entity instead of creating a new lead.

An image of the SYSTEM - CRM Update (Create only unique leads) program.

This program uses the following logic:

Has lead ID on Eloqua contact record? Has contact ID on Eloqua contact record? Action
No No Create Lead in Salesforce
Yes No Update Lead in Salesforce
Yes Yes Update Lead and Contact in Salesforce
No Yes Update Contact in Salesforce

About the SYSTEM - CRM Update (Point of Interest) program

This program creates a new lead record (or updates existing lead if one exists) even if there is an existing contact in Salesforce.

An image of the SYSTEM - CRM Update (Point of Interest) program.

This program uses the following logic:

Has lead ID on Eloqua contact record? Has contact ID on Eloqua contact record? Action
No No Create Lead in Salesforce
Yes No Update Lead in Salesforce
Yes Yes Update Lead and Contact in Salesforce
No Yes Create Lead and Update Contact in Salesforce

Configuring the selected SYSTEM - CRM Update program

It's recommended that you map no more than 50 fields in the update process to from Oracle Eloqua to Salesforce.

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

Before you begin:

Configuring the SYSTEM - CRM Update program:

  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 Program Builder tab.

    An image of the Program Builder tab.

  4. In the Programs tab, if a SYSTEM folder does not already exist, create the folder. To create a new folder, in the folder list, click An image of the drop-down button. next to Programs, then click Create New Folder.
  5. Navigate to the BP - CRM Integrations folder then open the Salesforce folder.

    An image of the Program Builder integration templates.

  6. Locate the CRM Update program you have selected.
    • SYSTEM - CRM Update (Create only unique leads)
    • SYSTEM - CRM Update (Point of Interest)
  7. Copy the CRM update program to the SYSTEM folder.
    1. Click the program name.

    2. Click the Program menu, then click Copy Program.

      An image of the Copy Program window.

    3. Enter the name System 1.0 SFDC Update and select the SYSTEM folder from the Place in Folder drop-down.
    4. Enable both of the options Copy program feeders and Copy actions.
    5. Click Copy Program.
  8. Navigate to program that you created. It should now appear in the My Recent Items list.

    An image of the System 1.0 SFDC Update program flow.

  9. For each of the following steps, click An image of the drop-down button. next to the step name, then click Edit Step Default Action to configure the settings:
    • Update Contact in SFDC
    • Update Lead in SFDC
    • Create Lead in SFDC
  10. Configure the settings for each step as follows:
    • The action can run at any time of day.
    • Select Integration as the action type and Run Integration Event as the action.
    • Select the Custom Event to run. The custom event you choose depends on the step you are updating. For example, the Update Contact in SFDC step should run the Update Contact event. For more information on these events, see Configuring external calls to send data to Salesforce.

    An image of the Edit Action window.

  11. Click Save and Close.
  12. Choose an option:
    • If you are not implementing closed-loop reporting, update the campaign association steps to execute the applicable campaign association events. The steps you have to update will vary depending on the program template you are using. For example, the, Update Campaign in Lead and Update Campaign in Contact should execute the Campaign Custom Contact Internal Events Associate Lead With Campaign and Associate Contact With Campaign events. For more information on these events, see Configuring external calls to send data to Salesforce.
    • If you are implementing closed-loop reporting, see Closed-loop reporting with Salesforce for more information on setting up the program.
  13. After configuring all the steps, click the Program menu, then click Enable Program.
  14. If you are prompted to, enable the appropriate run mode based on the descriptions provided onscreen.

    An image of the different run mode options.

    Note: It's recommended that you use priority mode for this program.

  15. In the Enable Program Feeders window, check the box next to the feeder.

    An image of the Enable Program Feeders window with the SFDC EmaiOptOut feeder checked.

  16. Click Enable Program and Selected Feeders.

    Note: Verify that the program is active by confirming that the program workflow background is white and the program icon is no longer gray.

After you finish: Continue to Enabling Salesforce activity writing.

Learn more

Configuring Salesforce integration programs in Oracle Eloqua

Enabling the email opt out program

Integrating Oracle Eloqua with Salesforce