Preliminary Salesforce setup for your integration
Important: The Salesforce native integration was deprecated February 1, 2021. We recommend using the
Before you begin the Salesforce integration, complete these preliminary tasks in Salesforce:
Note: To complete the second task, you must identify Oracle Eloqua by IP. If you do not have the Oracle Eloqua IP ranges, contact My Oracle Support (https://support.oracle.com).
Setting up Salesforce user
It is strongly recommended that you create a unique Salesforce user exclusively for the ongoing data exchange between Oracle Eloqua and Salesforce. This can help properly attribute marketing contribution to the capturing and updating of Salesforce records (leads and contacts). It can also help enhance some of the Salesforce reporting capabilities with Oracle Eloqua data. As a result, this can support more accurate troubleshooting, allowing you to distinguish changes made by another user for the integration from changes made for other reasons.
To create the Salesforce user for integration:
- Create a new Salesforce user. We recommend using the following settings to make the user easily identifiable:
- First Name - Eloqua
- Last Name - Marketing
- Alias - Eloqua
- Email - your email address
- Username - eloqua@example.com where example is your organization domain
Note: Ideally, the password for this Salesforce user does not expire. Although password changes can be made within Oracle Eloqua, it requires that your Customer Administrator manages regular updates within Oracle Eloqua. See Resetting the Salesforce password in Oracle Eloqua
- Configure the other fields as per your requirements.
- Set up the user with sufficient access to create and update Salesforce data. We recommend the following:
- Administrative access (recommended)
- Access to:
- Create, update, and read Salesforce leads
- Update and read Salesforce contacts
- Read Salesforce accounts
- Create campaign members and update campaign member status
- Create and read campaigns
- Create tasks on contact and lead records
- Record this user name and password as needed.
Adding Oracle Eloqua to the list of trusted servers
You must permit Oracle Eloqua servers to interact with Salesforce. To do this, add the Oracle Eloqua IP addresses to the Salesforce list of approved or trusted servers (allowlist). For a list of IP ranges to add, see this knowledge base article or contact My Oracle Support.
Note: If you want to allow Oracle Eloqua employees (including support) to access your CRM system and troubleshoot issues, please complete this form. After you submit the form, you will receive Oracle Eloqua’s corporate IPs to add to your allowlist.
Preliminary Oracle Eloqua setup for your integration