Closed loop reports w / Salesforce

I'm looking to implement a loop with Salesforce integration. My question is, how do I assign a contact in Salesforce? Do I need to assign a "primary Contact for each opportunity for pointing that out to work or to a role of 'Contact' in SFDC?

I'm new with Eloqua, so any help is appreciated. Thank you!

Hi MSC.

Yes, you must create at least one role of Contact on the opportunity. That's how Salesforce.com combines a Contact from this account from time to time.

It can be automated to some extent on the side SFDC (only on creating opportunity discs, I think), but it's fast enough to do it manually - you and your sales team should see a 'New' button on the possibility for a list of the "Roles of Contact." Choose a role and a Contact from the selection lists, and you're done.

Gaia

Tags: Marketers

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