Steps to integrate with Salesforce
Important: The Salesforce native integration was deprecated February 1, 2021. We recommend using the
The following table provides an overview of the steps you need to complete to integrate Salesforce and Oracle Eloqua:
Step | Description |
---|---|
Preliminary Salesforce setup |
Complete the initial setup in Salesforce which involves creating a CRM integration user and adding Oracle Eloqua to the list of trusted servers. |
Preliminary Oracle Eloqua setup |
Complete the initial setup in Oracle Eloqua. This involves the following:
|
Configure data synchronization from Salesforce to Oracle Eloqua |
Configure the auto synchs to import Salesforce account, contact, and lead data to Oracle Eloqua. |
Configure data synchronization between Oracle Eloqua and Salesforce |
Configure how to synch data from Oracle Eloqua to Salesforce. This configuration involves the following:
See Configuring data exports from Oracle Eloqua to Salesforce. |
Initializing and monitoring the Salesforce integration |
Re-initialize the systems that were disabled during the preliminary setup, then configure the notifications needed to monitor and maintain the integration. This involves the following:
|