What is it?
With the new Salesforce Integration app, you can share data between Salesforce (SFDC) and Eloqua leveraging an updated CRM Integration that will replace and outperform the existing integration in terms of speed to lead, scalability, reliability, user experience, and functionality. Using the new Salesforce Integration app, you will see a noticeable improvement in performance, ability to scale, and ease of use. The new Salesforce Integration app is generally available. It’s free, supports bi-directional data flow and can be used on your program canvases similar to other cloud apps in your instance.
Why do I care?
Effective February 1st, 2021, Oracle will no longer support the Oracle Eloqua native SFDC integration. While the native integration will continue to work beyond this date, related support requests (SRs) will no longer be answered by Oracle Support. Therefore, you are encouraged to start evaluating your current native integration setup and determine an action plan to move to the Salesforce Integration app now. Plus, the sooner you switch, the sooner you’ll get all the added benefits of the new app!
Why is it better than the current integration?
There are several benefits to using the new Salesforce Integration app including:
- Faster outbound (lead creation) and inbound (imports) data flows
- Simplified user interface, easing setup and maintenance
- Better reporting options/error handling
- Supports multiple connections
- OAuth 2.0 authentication method
What do I need to do?
If you’re a very recent Eloqua-Salesforce integration customer, you probably already had your integration setup with the new app. If you’re not sure how to tell, we are happy to take a quick look with you and advise.
If you currently use the old, native Salesforce integration, first check if you currently use the 15 digit or 18 digit SFDC IDs for leads, contacts, campaigns, opportunities and data imports into custom objects. If you are using 18-digit – congrats, your life will be easier! If you are using 15-digit, see below.
- Syncs must be updated to use 18 character IDs instead of 15 character. If all of your SFDC records are also in Eloqua, you can perform an all time pull of historical data to refresh all IDs in Eloqua. If your records are not one-to-one between the systems, you will most likely need to update your Eloqua records manually or via another process to ensure that the existing data updates to the appropriate 18 digit IDs.
- If data is being exported from SFDC into an Eloqua custom object, switching to 18 character IDs may be a bit more laborious. For custom object imports, you may need to delete all data from the custom object, change the auto-sync to use 18 character IDs, then re-sync all data into the custom object.
- Data being exported from SFDC into Eloqua’s opportunity object and IDs for a completed campaign must be updated by the Oracle Ops Team.
Once you have ensured that you are using 18-digit IDs, install the app in your Eloqua instance, create a connected app in SFDC and configure one or more connections.
- Where can I access the new Salesforce Integration App?
The app can be found in the Cloud Marketplace: https://cloudmarketplace.oracle.com/marketplace/app/AppSalesforce
- Does the App require the use of SFDC 18-char ID?
Yes, the app does require the use of the 18 character IDs. If the app is installed on an instance that is using 15 character IDs, it will not work properly.
- What are the minimum SFDC OAuth Scopes required?
At the very least the following 3 scopes are required:
- Access and manage your data (API)
- Full access (full)
- Perform requests on your behalf at any time (refresh_token, offline_access)
- Does the App support multiple SFDC instances?
The app will support syncing data to any SFDC instance, as well as multiple instances simultaneously.
- How does the App compare with the Native integration?
The following functionality will be supported by the new app:
- All SFDC objects supported, bidirectionally
- All Eloqua objects supported with the exception of exporting Eloqua Accounts data
- Closed-Loop Reporting is supported
- Configurable Import Frequency – minimum every 15 minutes
- Actions used in a Canvas
There are some nomenclature changes with the new integration:
- Auto-syncs are now referred to as imports
- Internal Events/External Calls are now referred to as Actions
- What if I need help?
We are here for you – give us a call and we are happy to have a quick convo!
How to Learn More
The Oracle Eloqua Product Team will be hosting a customer session specifically addressing what to expect when moving from the native Salesforce integration and the new app-based integration. The session will be recorded for on-demand viewing if you’re not able to attend:
- When: Feb 19, 2020 11:00 AM Eastern Time (US and Canada)
- Topic: Eloqua Customer Event: Moving to the Salesforce Integration App
- Please pre-register for the event using: https://oracle.zoom.us/webinar/register/WN_0pYK0TtaQAuDA-p6HD5Mww
- After registering, you will receive a confirmation email containing information about joining the webinar