update the table account via a form

Is this possible?  To create a section of the E10 form, there isn't a way of conceiving the fields into account in the form.

We have an internal process to capture the customer account information on a quarterly cycle of our area reps.  We would like to set up a form so that they can write to the table account, while having only not to change after submission.

Hello J,

You can move values across tables using rules of deduplication (for identical records) and managers (update record). Here are under Contacts > data tools > rules of deduplication. You are right that the forms will only allow you to update Contact fields, but you can add a processing step to your form 'Add program', where your program includes a step of type 'run a game/deduplication rule '.

That said, we recommend that you not data update CRM account Eloqua (I am not sure if that's your intention, but wanted to mention). Your CRM data into account should be the gold standard - data are updated only in that application and not by Eloqua or a different database. If you're just doing this for reporting purposes with Eloqua, it is fine, but you will notice that it didn't there no external call for 'update account' in Eloqua.

Hope that helps!

Thank you

Gaia

Tags: Marketers

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