Recommended product record

Right now our product record uses a canvas to direct the form located outside Eloqua. We want to transform this form to a form of Eloqua and have the information through Salesforce. At the present time, our system is set up to create a new track whenever a product is, but with the help of Eloqua, we are not sure if we have the opportunity to create a new track whenever it is updated a lead or existing eact contact time.

I know that its not recommended to create the head each time in Salesforce as he creates duplicates, but that's how our systems runs at present. Anyone has any ideas on how to get it to create a new track every time while going through Eloqua? Is a form processing step to resubmit an idea?

All ideas are welcome.

Hi Robert,.

You can create a simple program in Eloqua to create a new track, and then have a stage of transformation of the form of this shape that causes people to this program instead of your standard update CRM program.  That being said, we do not generally recommend this path, as so, things can get messy when you work with several leads for a contact Eloqua SFDC.

Let's look at how...

1 Sally is a net-new person to your databases Eloqua and SFDC.  Submitting your product registration form, and are created as a new contact in Eloqua and a new track in SFDC, through this new program you've built.  When the new track is created in SFDC, lead ID (unique identifier for that person) is passed on to Eloqua.

2 Sally buys a new product and comes back to register it later that day here.  A new (second) track is created, and the field ID SFDC lead his Eloqua contact record is now updated with the new drive ID.

2 Sally comes back the next day and fills out your form please contact us on the site.  His recording of contact Eloqua is updated accordingly and sent to your standard update CRM program, where his second lead in SFDC record is updated as well.  In this case, the original thread is essentially "lost" Eloqua - as we keep only the most recently created ID SFDC lead to match with.  During the creation of the new track, the value of the ID on the contact record Eloqua would have crushed and we would update is no longer the original head.  This last that each double new is created.

As you can see, because Eloqua can be the ID for the lead, he has recently created/updated, you could easily end up with information from interactions Eloqua distributed on several tracks (and possibly contacts, according to your internal processes for conversion) within the SFDC.

The best recommendation I can do would be to talk with the successful Manager to organize a call with our Professional Services team, or certified partner Eloqua for your customer.  In this way, you can discuss the whole of the process to end and completely wore it out so that there are no gaps in the solution provided.

I hope this helps!

Tags: Marketers

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