You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Jordo's Playbook: Changing Email in CRM

Received Response
in Eloqua 59 comments

The Situation: A salesperson discovers that the primary email address for a lead/contact has changed. He/She changes the email address in the CRM system to reflect the new primary email for that lead/contact. Since Eloqua auto synchs use email address as the unique identifier, the auto-synch will run and try to find a match using the new email address. However, since this change has only been made in the CRM, it will not find a match in Eloqua and therefore create a duplicate record. Needless to say, this is far from ideal!

The Solution: Create an autosynch that references the Lead / Contact's history object in Use the old email address value as the unique identifier to match Eloqua's database and use the new email address value to overwrite it once a match has been made (don't worry.....if your confused, just follow the Play by Play!).


Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!