Topic 5: CRM Integration - Auto-Synchs Flashcards
What does the gift accounts autosync do?
This autosync is used to import all new accounts created in your CRM into Eloqua. The accounts from your CRM are added to Eloqua’s companies table.
What does the get detailed accounts autosync do?
When an account is deleted in the CRM system, the account ID reference will be cleared out in the eloqua companies table. Eloqua does not actually delete the record because this would delete all the history for this record. Instead, Eloqua removes the reference to the entity in the CRM system.
What’s does the get deleted leads autosync do?
When a lead is deleted in the CRM system, the CRM lead ID reference will be cleared from the corresponding contact record in Eloqua. Since Eloqua uses a contact record to aggregate data that corresponds to both lead and contact records in the CRM, the actual record and Eloqua is not deleted when the corresponding lead record is deleted in the CRM.
What does the “get deleted contacts” autosync do?
When a contact is deleted in the CRM system, the CRM contact ID reference will be cleared from the corresponding contact record in Eloqua. Since Eloqua uses a contact record to aggregate data that corresponds to both the lead and contact entities in the CRM, the actual record in Eloqua is not deleted when the corresponding contact record is deleted in the CRM.
What does the “get converted leads” autosync do?
When a lead is converted to a contact in your CRM system, Eloqua will remove the reference of the lead from the corresponding contact record in Eloqua by clearing out the CRM lead ID field.
What does the “get leads” autosync do?
This autosync is used when a new lead is created in the CRM system. Eloqua will verify if the email address of the lead already exists in Eloqua. If it does, the CRM lead ID reference will be applied to the corresponding contact record in Eloqua.
What does the “get contacts” autosync do?
This autosync is used when you contact is created in the CRM system. Eloqua will verify if the email address of the contact already exist in Eloqua. If it does the CRM contact ID reference will be applied to the corresponding contact record in eloquent. Otherwise, a new contact record is created with the same CRM contact ID reference.
Where are Auto-synchcs managed inside of Eloqua
Setup » Integration » Inbound tab » Management dropdown » auto synchs
What data is displayed when viewing the available auto-synchs within setup » integration?
name, status, purpose, last execution date/time, next execution date/time, and the frequency of execution.
Which autosync options menu allows you to see the fields that are being imported into Eloqua from your CRM system every two hours?
Autosync details.
This is the option you would choose to modify the fields being sink. Changes made here will be reflected in the one click wizard.
Which autosync option maps the source for the default value for the data transfer for the selected field?
Transfer values
Which autosync option allows you to select any group or program step that the data entity is added to, and any integration rule collection used to control how the data integration occurs between the CRM and Eloqua?
Upload actions
Which autosync option sets the schedule for when the autosync is executed?
Update schedule.
You can set it to execute at 10 PM EST every night or several times per week, or as often as you want (within limits) on a customized schedule you set up.
How does Eloqua know how to synchronize with the appropriate record?
Every contact record in Eloqua has reference to ID fields that hold the corresponding CRM ID value of the Entity. An Eloqua contact can have both a “CRM Lead ID” and a “CRM Contact ID”
