CO To Contact Updater (CO Based) Cloud App Documentation

image_pdfimage_print

Purpose

There are situations where you need to move data from a Custom Object (CO) Record to its linked Contact Record. This simple step is not that simple or even possible using Oracle/Eloqua’s out-of-the-box features. This is where this cloud action comes into play. With CO to Contact Updater (CO) Cloud Action, you can update Contact Records using linked CO data.

This document will show how this Cloud Action can be used inside Program Canvas (CO). 

Set-up in Eloqua

Please follow these instructions to set up this cloud app in your Oracle Eloqua instance.

  • Log in to Oracle Eloqua.
  • Click on Get App below to install.

        NOTE: If prompted to log again, please do so.

CO To Contact Updater (CO Based) Cloud App Documentation 1
CO To Contact Updater (CO Based) Cloud App Documentation 2
  • You’re all set. The cloud action is ready to be used.

How to use

The following instructions show a basic/simple usage.  You can incorporate this Cloud Action into any existing Program canvas (CO).

  • Create/Open a Program canvas (CO)
  • Click on “Actions” on the top left side then “Show All Steps” and then locate the “Contact to CO Updater (CO)” Cloud Action under the Actions options (colored in purple).
CO To Contact Updater (CO Based) Cloud App Documentation 3
CO To Contact Updater (CO Based) Cloud App Documentation 4
  • Drag and drop the cloud action to the canvas area. Connect the corresponding elements to the dropped cloud action
CO To Contact Updater (CO Based) Cloud App Documentation 5
  • Double click the CO to Contact Updater step, you will see some options for this element.
    • Rename the step if needed  
CO To Contact Updater (CO Based) Cloud App Documentation 6
  • Click the pencil icon to open the settings for this step.

You will need a user ID to log in and configure this Cloud Action. If you don’t have one, you can create one. If you do, use your user to Log In in the page shown in the following screenshot:

CO To Contact Updater (CO Based) Cloud App Documentation 7
  • For this cloud action, you need to indicate the CO and Contact fields which we want to update from CO to Linked Contacts.
CO To Contact Updater (CO Based) Cloud App Documentation 8
  • Specify the mapping from CO fields to Contact Fields

Select the CO field and the matching Contact field.  Repeat these steps to add all the fields you need

CO To Contact Updater (CO Based) Cloud App Documentation 9
  • Then click “Save Settings”.
  • Recommended: Create an element in the program in case an error happens, in this example it’s a Wait Step. Check the box to “Automatically route records with errors from cloud app”, select the step where you want the records to be routed.   
CO To Contact Updater (CO Based) Cloud App Documentation 10
  • That’s all. Activate the campaign, put some contacts in it and see the CO to Contact Updater(CO) Cloud App in Action!

License Information

You need a license to configure and execute this Cloud App. Otherwise in the configuration page you will see the following error:

CO To Contact Updater (CO Based) Cloud App Documentation 11

Additionally, if you happen to see records stuck in the Cloud Action step, it may be due to a missing or expired License which you can get with your corresponding Account Manager.