1. Integrating Sales with Oracle Eloqua
  2. Configuration Roadmap

Configuration Roadmap

It's recommended that you get your integration up and running by performing the initial setup tasks shown in the Basic Configuration chapter.

After you're comfortable with the processes of the integration, you can move on to the Advanced Configuration chapter.

Here's a brief road map of the configuration:

  • Initial sync. The recommended first step toward a successful integration is to pull data (Contacts, Leads, Accounts) from Fusion Sales into Eloqua. This ensures that your marketing organization targets the same audience base as the sales team. Also, the initial sync ensures that all the overlapping entries (such contacts that might be in both Eloqua and Fusion Sales) are tagged with shared identifiers. This is helpful for the next steps, where a Lead or Contact is synchronized from Eloqua to Fusion Sales. Having shared identifiers ensures that duplicate records aren't created in Fusion Sales.

  • Send Leads to Fusion Sales. This step represents the marketing team handing over qualified leads to the sales team. The automation you configure in this step ensures that leads groomed by marketing are sent over to Fusion Sales for further development. You can start with a basic program in Eloqua, and an integration action to create Leads. As you grow comfortable with the processes, you can build in conditions and logic that suit your business use cases.

  • Sync campaigns, and campaign responses. Sales teams can be more effective when they have a complete context of their marketing responses and activities of the lead. Campaign and campaign response sync functionality automatically associates Eloqua campaigns with leads when the lead was engaged. This association is related in Fusion Sales for complete transparency with a sales team. You might also configure the Profiler and Engage sales tools to enhance the collaboration between sales and marketing teams.

Integration Assumptions and Constraints

Before you start on your Fusion Sales and Eloqua integration, consider the following assumptions and constraints:

  • Not all fields visible on the Fusion Sales Contact, Account and Lead objects are available in the integration. Check the fields that are available before completing field mapping.

  • Fields that allow multiple selections aren't supported by default in this release of the integration. You can use Oracle extensibility tools to enable this functionality, though.

  • When Fusion Sales contact and lead records are merged or deleted, these changes aren't synchronized to Eloqua.