Part 8: Enabling SFDC Eloqua integration auto synchs
This is part eight of the Eloqua SFDC native integration guide. To begin this tutorial at the start please use this link.
Enabling Auto Synchs
Before enabling the SFDC integration, perform a thorough QA review of the components that have been configured
To enable Auto Synchs:
- Navigate to Settings > Setup > Integration.
- Click the Inbound tab.
- From the Management sub-menu, select Auto Synchs.
- Click on the Auto Synch name within the list. The Auto Synch window opens.
- Click on the Edit icon next to Auto Synch Details. The Upload Details window opens.
- Check the Enabled box.
- Update the “Email” field with the email address of the Client’s SFDC or Eloqua Admin. Multiple email addresses can be entered and separated by a semi-colon“;”. The email addresses can be updated at any time.
- Select:
[x] Send Email on Success: This sends an email notification to the email addresses specified each time the auto synch executes successfully. Although it is not required that you/Client SFDC Admin receive this email on an on-going basis, it is a good idea to select this initially as you complete and test the SFDC integration. The notification can also be provided to your client as a verification of the initial data migration from SFDC.
[x] Send Email on Failure: This sends an email notification to the email addresses specified each time the auto synch fails. Plain Language error messaging in the notification explains the cause of failure (i.e. inaccessible CRM fields, changes in CRM
- Click Save and Close in the bottom right corner.
- Repeat this action for all 7 Auto Synchs – enabling them in the following order (this is a recommended order of execution; if the data priority is configured correctly, the order the autosynchs run in does not impact the data):
- Get Deleted Accounts
- Get Accounts
- Get Deleted Leads
- Get Converted Leads
- Get Leads
- Get Deleted Contacts
- Get Contacts
In order to run this Auto Synch now, rather than wait for the scheduled upload return to the list of Auto Synchs and select Run Auto Synch from the drop-down arrow next to the auto synch name.
Enabling the Internal/External Queues
To enable the Internal & External Queues:
- Navigate to Settings > Setup > Integration.
- Click the Status tab.
- From the Reporting sub-menu, select Integration Reporting.
- Beside Internal Event Queue Stats, there will be an icon that should read Enable (assuming the queue was disabled earlier). Click on Enable to allow the data to be sent from Eloqua to SFDC. If it says Pause, leave it (as it is already enabled).
- Beside External Call Queue Stats, there will be an icon that should read Enable (assuming the queue was disabled earlier).Click on Enable to allow the data to be sent from Eloqua to SFDC. If it says Click on Enable to allow the data to be sent from Eloqua to SFDC. If it says Pause, leave it (as it is already enabled)., leave it (as it is already enabled).
Error Notifications and Handling
There are a series of errors that can cause issues with the CRM integration. An email can be configured to send notifications when specified errors occur. These are the recommended errors to be configured for notification:
- External Call: (All) Error: CRM Login Error
- External Call: Create Lead Error: (All)
- External Call: Update Lead Error: (All)
- External Call: Update Contact Error: (All)
- External Call: Associate Contact with Campaign Error: (All)
- External Call: Associate Lead with Campaign Error: (All)
Determine who on your team should receive these notifications on an on-going basis.
To configure Error Notifications:
- Navigate to Settings > Setup > Integration.
- Click the Configuration tab.
- From the Error Notifications sub-menu, select Manage Error Notifications. The Integration Error Notifications window opens.
- In the Notification Setup area, enter the Email Address and select the frequency with which the email will get sent.
- In the Add Notification section, select the External Call and the specific Error that should trigger a notification. Typically it is a good idea to select the (All) value for error type. You can also select whether this is a High Priority error which will send a notification every hour above and beyond the defined schedule.
- Click Add Notification.
- Repeat to add more errors for notification.
- Click Save.
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