Engage Better, Sell Smarter: Linking Salesforce and Eloqua Users

Integrating Salesforce user data with Oracle Eloqua can unlock powerful marketing and sales alignment benefits, especially when leveraging Eloqua’s Profiler and Engage tools. By importing user data from Salesforce, managers can seamlessly place users into the appropriate security groups within Eloqua, granting them access to these key features. Profiler provides sales teams with an at-a-glance view of a lead or contact’s digital behavior, while Engage enables personalized, compliant email communications directly from the salesperson’s

perspective. Automating user imports ensures that team members quickly gain access to these capabilities without manual user provisioning, reducing setup time and improving adoption across the organization. Access is controlled through a new checkbox on the user object in Salesforce titled “Eloqua User”.

A critical component of this integration involves capturing and storing Salesforce User IDs within Eloqua. By syncing these IDs, each Eloqua user record remains linked to its corresponding Salesforce user record, creating a consistent data framework between systems. This connection allows for better data hygiene, accurate reporting, and the ability to track which sales representatives are engaging with leads and contacts through Eloqua. Maintaining this unique identifier also ensures that when users transition roles or leave the organization, the connection remains intact and easily auditable.

The final advantage of this setup is enabling Eloqua to log Salesforce tasks based on Engage email sends. When a salesperson sends an email through Engage, that activity can be automatically recorded back to Salesforce as a task, providing visibility into customer communications and enhancing CRM accuracy. Sales leaders can monitor activity levels, marketing can measure engagement impact, and compliance teams can ensure proper documentation of outreach. Together, these features create a streamlined

ecosystem where marketing automation and sales enablement work hand-in-hand, driving efficiency and improving the customer experience.