Just installed it, played around with it a bit and noticed the following:
Best to set it up using: Associate campaign association to Contact record first if both lead and contact exist.
On Cloud app configuration:
Manually enter the SFDC campaign ID you want to synch your segment to.
VERY important...you will get a warning that the campaign member statuses were not found. IGNORE IT. Click SAVE.
After clicking on SAVE, the campaign member status drop down will appear. Select the status of your choosing. Click SAVE again.
Not intuitive, but that's how it is.
The app also works with existing Leads and Contacts not new leads that haven't gone through the Program Builder/Integration Programs.
I am currently testing the following: New Lead Segment (doesn't already exist in SFDC) link to cloud app (to be sent to existing SFDC Campaign without the need for campaign replication) and linked to program builder integration program so new lead can be created.
I am hoping the program builder will see the recently added campaign association from cloud app and use CLR to finalize the mapping upon creating the new lead in SFDC.
Should the latter work, I'm hoping it would remove the need for external activity uploads. Would save time if it did.
I could not find much documentation about this cloud app either.
UPDATE: I was able to get a 'New' lead associated to an SFDC "existing" campaign by using the Salesforce Campaign Association Cloud App. Image attached for flow used.
Update for all - turns out that "When IP whitelisting is enabled, 3rd party integrations are prevented from communicating with Eloqua. This includes any app created by Oracle Eloqua. To use apps in your instance, update your IP whiltelist settings to include the following IP addresses, depending on your POD." Mike McKinnon mbraund50 perhaps this is why not working for you guys either?
Guess this applies to all apps and not just this one. There is an article published here now on the solution: https://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/index.html#CSHID=AppsIPAddresses
Thanks to Oracle Support to get us this far!
Thanks for the right up. I am the product manager on this app. I am glad you are seeing value in it.
The status's really should be showing up right away without needing to click save. Not sure why you are seeing that behaviour. Direct message me through topliners, and I'll drill in.
ALSO, there is standard documentation here:
(also accessible by clicking the "documentation" button in the app). The documentation is designed to walk through the installation and basic usage of the app).
One thing that I would encourage everybody to do with every app is to set up the "error" path.
PM here. The other piece is that for some clients, you need to whitelist those IP addresses in SALESFORCE as well as Eloqua. Hope that helps.
Hi. PM here.
This app is not designed to create or modify campaigns in Salesforce, just to make it easier to associate contacts/leads directly from the canvas to campaigns in Salesforce. We can work on improving that through put. What else would you be looking for to improve this app?
Joel Rothman-Oracle We've actually got the app running now - the issue was the fact that we are using IP White-listing to secure login to Eloqua but did not have the IP ranges for our POD added to that allowed list. Simple when you know what the issue is but it took us all a while to sort out. We'll start utilizing it on canvases in the coming weeks and post back on experiences, and if we have any development suggestions.
Hey Joel Rothman-Oracle, quick question on this app. We love it! We currently use it with CLR to add some action driven status to SFDC. For example if someone downloads a whitepaper we don't want the status to be "Clicked" or "Submitted Form" but instead "Downloaded Whitepaper". We are able to set the status to that but the CLR is then overwriting the status with clicked or other CLR status'. Any tips?
Thanks for the response. We have modified the documentation to make it a little more clear about the IP whitelisting piece.
There unfortunately isn't a perfect answer. But, there are 2 potential options
1 - You might want to consider using one or the other. You can still get the reporting benefits with responses if you remove the ability for responses to create campaign members in Salesforce.
2 - This is just a thought, I haven't validated it but you might be able to do something using different users in Salesforce. You might be able to set up 2 users so that user A can't change the status of a campaign member status created by user B.
@Joel - I'm having an issue that no one can seem to resolve. After last Friday's outage our Campaign Association app on Pod3 returns a "WARNING! Can't find member statuses" error when before Friday it was working perfectly. Pod1 has intermittently gone out but currently still working for the app. This was a huge win for us and really sucks no one can figure out why it's not working.
I should point out that I am no longer the PM on this. But, it's still kind of my baby.
That error normally means your salesforce user is no longer valid, OR does not have access to the campaign.
So, do a few things:
1 - Reinput the salesforce user credentials. You need to have admin access do to that. After you re-input the credentials, try again
2 - Login to salesforce using the credentials, and ensure that you can access that campaign.
If you have tried both of those things, you will need to work with support to escalate the case to the development team so they can take a look under the hood.
I'm trying to activate a campaign containing this app but I receive error saying that I have to configure it.
I added the campaign ID and the status.
But when I press save I don't receive any confirmation message (not sure if normally does) if I click elsewhere save and go back in the app I can see the details in there. But eloqua still show the error and I can't activate the campaign.
Not used it in a long time, but had major issues until I realised that we were controlling access to Eloqua via IP Whitelisting. This IP whitelisting blocks Eloqua Apss :-( article here on which IPs to configure/add to the whitelist. http://docs.oracle.com/cloud/latest/marketingcs_gs/OMCAA/index.html#Help/Apps/AppsIPAddresses.htm
If it is not that then according to the docs you can check the connector's status under Settings > Apps (under the Platform Extensions section). Select an app to view a description, modify the configuration settings, reinstall, or uninstall it. You can also check its status and dependencies.
Sorry I can't be more helpful but don't have the app installed on the instance here.
Very weird, I had to re-install the app and use another user login although the test connection reported no issue