Congratulations, your automated integration between CRM and Eloqua is up and running! Though you can be confident that your automated integration is reliable, you should configure a few Error Notifications for peace of mind.
Let's start with the basics...
Click Setup --> Integration --> then click the Configuration Tab on the upper left hand corner of your screen. Once in the Configuration area, select Manage Error Notifications and you'll arrive at the Integration Error Notifications area.
Since we are working on Error Notifications for your integration, the Email Address you enter here should be for your Eloqua Admin - the person who understands and manages your Integration.
You can adjust the frequency of these notifications by selecting a time frame from the Send Notification Email drop down menu. Since these are Error Notifications and will most likely require timely attention, a time frame of Every Day or even less would be appropriate.
If one, or more, of your Auto Syncs are disabled for whatever reason, a check in the Send Disabled Auto Sync Notification box will mean that the Email Address entered will receive notification of this fact at the frequency you've selected. The same goes for Send Disabled Internal/External Queue Notifications.
Chances are that you'll want a little bit more information from Eloqua, beyond this basic configuration. So, let's focus our attention on the lower half of the Integration Error Notifications area and add some specific Error Notifications.
Eloqua uses External Calls to communicate with CRM. In this area, you configure additional Error Notifications by selecting a particular External Call from the External Calls menu and an Error from the Error drop down menu. Here's the complete list of External Calls and Errors.
Associate Contact with Campaign
|API is Currently Disabled|
|Associate Lead with Campaign||Cannot insert/update/activate entity|
|Campaign Association - Contact||Cannot reparent record|
|Campaign Association - Lead||Cannot update converted lead|
|Create Lead||CRM Login Error|
|Create Task: Data Card Activity - Contact||Dependency exists|
|Create Task: Data Card Activity - Lead||Duplicate value|
|Create Task: Direct Mail Send - Contact||Entity is archived|
|Create Task: Direct Mail Send - Lead||Entity is deleted|
|Create Task: Email Bounceback - Contact||Entity is locked|
|Create Task: Email Bounceback - Lead||Exceeded quota|
|Create Task: Email Click Through - Contact||Field integrity exception|
|Create Task: Email Click Through - Lead||Functionality not enabled|
|Create Task: Email Open - Contact||Inactive owner or user|
|Create Task: Email Open - Lead||Insufficient access|
|Create Task: Email Send - Contact||Insufficient account on cross reference entity|
|Create Task: Email Send - Lead||Insufficient access or readonly|
|Create Task: Subscribe - Contact||Invalid cross reference key|
|Create Task: Subscribe - Lead||Invalid cross reference type for field|
|Create Task: Unsubscribe - Contact||Invalid email address|
|Create Task: Unsubscribe - Lead||Invalid field|
|Create Task: Fax Send - Contact||Invalid field for insert update|
|Create Task: Fax Send - Lead||Invalid ID field|
|Create Task: Form Submit - Contact||Invalid or null for restricted picklist|
|Create Task: Form Submit - Lead||Invalid session ID|
|Create Task: Hypersite Visit - Contact||Invalid SOAP header|
|Create Task: Hypersite Visit - Lead||Invalid status|
|Create Task: Outlook Email Open - Contact||Invalid type|
|Create Task: Outlook Email Open - Lead||Invalid type for operation|
|Create Task: Outlook Email Receive - Contact||Invalid type on field in record|
|Create Task: Outlook Email Receive - Lead||Limit exceeded|
|Create Task: Outlook Email Send - Contact||Malformed ID|
|Create Task: Outlook Email Send - Lead||Missing|
|argument Create Task: Program Note - Contact||Number outside valid range|
|Create Task: Program Note - Lead||Required field missing|
|Create Task: Responded to Chat Invite - Contact||Storage limit exceeded|
|Create Task: Responded to Chat Invite - Lead||String too long|
|Create Task: Sales Email Open - Contact||Unknown exception|
|Create Task: Sales Email Open - Lead|
|Create Task: Sales Email Send - Contact|
|Create Task: Sales Email Send - Lead|
|Create Task: Website Visit - Contact|
|Create Task: Website Visit - Lead|
|Get Converted Leads|
|Get Deleted Accounts|
|Get Deleted Contacts|
|Get Deleted Leads|
|Get Opportunities & Link to Contacts|
|Update Contact Subscribe|
|Update Contact Unsubscribe|
|Update Lead Subscribe|
|Update Lead Unsubscribe|
Thats 2,480 possible Error Notifications! In case this is a tad overwhelming, here are some recommended Error Notifications to get you started.
- External Call: (All) Error: CRM Login Error
- External Call: Create Lead Error: (All)
- External Call: Update Lead Error: (All)
- External Call: Update Contact Error: (All)
- External Call: Associate Contact with Campaign Error: (All)
- External Call: Associate Lead with Campaign Error: (All)
If you have Closed-Loop Reporting set up, then add the following errors:
- External Call: Create Campaign Error: (All)
- External Call: Update Campaign Error: (All)
Everything we've talked about to this point relates to Eloqua pushing information into CRM. But, that's just one half of your integration - Eloqua also pulls information from your CRM via Auto Syncs. Though you may have checked the box for Send Disabled Auto Sync Notification in the Integration Error Notification area, you can go a step further by configuring each Auto Sync to send a Notification email.
To do this, click Setup --> Integration --> then click the Inbound tab on the upper left hand corner of your screen. Within the Inbound Tab, select Auto Syncs from the Management drop down menu and you'll see a list of your Auto Syncs.
Click on any of the Auto Syncs listed to see its details. Click Edit next to the Auto Sync Details header.
And enter the appropriate email address within the Email field. Rinse and repeat for other Auto Syncs.