Auto synch settings for Salesforce integration
Important: The Salesforce native integration was deprecated February 1, 2021. We recommend using the
After you ran the CRM Integration Setup Wizard for the first time, Oracle Eloqua set up the following auto synchs for importing account, contact, and lead data:
- Get Accounts
- Get Contacts
- Get Leads
- Get Converted Leads
- Get Deleted Accounts
- Get Deleted Contacts
- Get Deleted Leads
When configuring auto synchs for Salesforce integration, use the settings below as guidelines. If a specific setting is not mentioned, you can use the existing configuration or leave it blank.
For information about setting up auto synchs for Salesforce, see Configuring data imports from Salesforce.
Upload schedule
You can change the auto synch synchronization schedule for account and contact data as required. It is recommended that you specify the following values:
- Auto Synch Runs on Selected Days at 10pm EST? — Select No.
- Auto-Synch Runs or Repeats Once Every 2.0 hours. You can specify values ranging from 30 minutes to 24 hours.
- Auto Synch proceeds by Standard Business Schedule? — Select No.
- In the calendar, specify the day the auto synch is to run, the start time to run the auto synch, and the end time.
Get Accounts auto synch
Auto Synch Setting Group | Setting |
---|---|
Auto Synch Details |
Upload Purpose: Add these companies to the database. |
Transfer Values |
Action: Retrieve Entity: Account Filter Details: Last Modified Date/Greater Than or Equal/Last Successful Upload |
Field Mapping |
Uniquely Match On: Eloqua Company Field: SFDC Account ID Perform a case-sensitive match: True |
Upload Actions |
Add to Company Group: SYSTEM - SFDC Accounts |
Get Contacts auto synch
Auto Synch Setting Group | Setting |
---|---|
Auto Synch Details |
Upload Purpose: Add these contacts to the database. |
Transfer Values |
Action: Retrieve Entity: Account Filter Details: Email/Equals/%@% |
Field Mapping |
Uniquely Match On: Eloqua Company Field: Email Address Perform a case-sensitive match: False |
Upload Actions |
Add to Contact Group: SYSTEM - SFDC Contacts |
Get Leads auto synch
Auto Synch Setting Group | Setting |
---|---|
Auto Synch Details |
Upload Purpose: Add these contacts to the database. |
Transfer Values |
Action: Retrieve Entity: Lead Filter Details: Email/Equals/%@% AND Converted/Equals/FALSE |
Field Mapping |
Uniquely Match On: Eloqua Contact Field: Email Address Perform a case-sensitive match: False |
Upload Actions |
Add to Contact Group: SYSTEM - SFDC Leads |
Get Deleted Accounts auto synch
Auto Synch Setting Group | Setting | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Auto Synch Details |
Upload Purpose: Add these companies to the database. |
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Transfer Values |
Action: Get Deleted Entity: Account Filter Details: Create the filter based on your field mappings. |
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Field Mapping |
Uniquely Match On: Eloqua Company Field: SFDC Account ID Perform a case-sensitive match: True Advanced Options:
Update records with a set value:
|
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Upload Actions |
Add to Contact Group: SYSTEM - SFDC Deleted Accounts |
Get Converted Leads auto synch
Auto Synch Setting Group | Setting | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Auto Synch Details |
Upload Purpose: Add these contacts to the database. |
||||||||||||||
Transfer Values |
Action: Retrieve Entity: Lead Filter Details: Email/Equals/%@% AND Converted/Equals/TRUE |
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Field Mapping |
Uniquely Match On: Eloqua Contact Field: SFDC Lead ID Perform a case-sensitive match: Advanced Options:
Update records with a set value:
|
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Upload Actions |
Add to Contact Group: SYSTEM - SFDC Converted Leads |
Get Deleted Contacts auto synch
Auto Synch Setting Group | Setting | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Auto Synch Details |
Upload Purpose: Add these contacts to the database. |
||||||||||||||||
Transfer Values |
Action: Get Deleted Entity: Contact Filter Details: Create the filter based on your field mappings. |
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Field Mapping |
Uniquely Match On: Eloqua Contact Field: SFDC Contact ID Perform a case-sensitive match: True Advanced Options:
Update records with a set value:
|
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Upload Actions |
Add to Contact Group: SYSTEM - SFDC Deleted Contacts |
Get Deleted Leads auto synch
Auto Synch Setting Group | Setting | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Auto Synch Details |
Upload Purpose: Add these contacts to the database. |
||||||||||||||
Transfer Values |
Action: Get Deleted Entity: Lead Filter Details: Create the filter based on your field mappings. |
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Field Mapping |
Uniquely Match On: Eloqua Contact Field: ZZ - SFDCleadID Perform a case-sensitive match: True Advanced Options:
Update records with a set value:
|
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Upload Actions |
Add to Contact Group: SYSTEM - SFDC Deleted Leads |
Configuring data imports from Salesforce