Enabling the email opt out 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 Email Opt Out program globally unsubscribes any Salesforce lead or contact that has the Email Opt Out flag checked in Salesforce from Oracle Eloqua. This ensures that your organization meets email compliance requirements and that the communication preferences are synchronized across both systems. This program has standard logic and does not require configuration.

For an overview of the programs used in a Salesforce integration, see Configuring Salesforce integration programs in Oracle Eloqua.

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

To enable the SYSTEM - CRM Email Opt Out 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.
  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.

    An image showing the Create New Folder option.

  5. Navigate to the BP - CRM Integrations folder then open the Salesforce folder.

    An image of the Salesforce integration program templates folder contents.

  6. Copy SYSTEM - CRM Email Opt Out Program to the SYSTEM folder.
    1. Click SYSTEM - CRM Email Opt Out Program.
    2. Click the Program menu, then click Copy Program.

      An image of the Copy Program window.

    3. Enter the name System 2.0 SFDC Email Opt Out 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.

      An image of the Program window displaying the copy of the SYSTEM CRM Opt Out Progam.

  7. Navigate to program that you created. It should now appear in the My Recent Items list.
  8. Click the Program menu, then click Enable Program.
  9. 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 standard mode for this.

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

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

  11. 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.

    An image of the active CRM Opt Out program.

After you finish: Continue to Configuring the CRM update program

Learn more

Configuring Salesforce integration programs in Oracle Eloqua

Configuring the CRM update program

Integrating Oracle Eloqua with Salesforce