What is the Eloqua form submit action app?

The Eloqua form submit action app is an integration application that allows you to easily submit form data from Eloqua landing pages and emails directly to Salesforce as a lead, contact, account, opportunity, or custom object record.

What does the Eloqua form submit action app do?

The Eloqua form submit action app has the following key features and capabilities:

• Maps form fields from Eloqua to Salesforce object fields for automatic data sync
• Submits Eloqua form data as a new or updated Salesforce object record
• Supports mapping to standard and custom Salesforce objects like leads, contacts, accounts, opportunities, and more
• Provides easy configuration through the Eloqua AppCloud with no coding required
• Seamlessly integrates Eloqua and Salesforce data in real-time

In essence, the app acts as a bridge between your Eloqua forms and Salesforce records. When a visitor fills out a form on your Eloqua landing page or email, the app will automatically take that data and create or update the matched Salesforce object record based on your configured mappings.

What are some key use cases for the Eloqua form submit app?

Here are some of the most common and impactful ways customers use the Eloqua form submit action integration:

Lead generation forms – Map your Eloqua landing page forms to Salesforce lead records to easily capture and sync new leads.

Progressive profiling forms – Use multi-step forms to progressively profile contacts by updating existing Salesforce contact records with new info like interests, preferences, and attributes.

Event registration forms – Register event attendees as Salesforce leads or contacts for easy follow-up.

Subscription forms – Sign up subscribers and sync their data to Salesforce accounts or contacts.

Survey forms – Submit survey results to custom Salesforce objects for analysis.

Contest entry forms – Capture contest entrants as Salesforce leads.

What are the key benefits of the Eloqua form submit integration?

The Eloqua form submit action app provides the following important benefits:

• Real-time sync – Data is submitted to Salesforce immediately when a form is submitted, ensuring accuracy and timeliness.
• No manual data entry – Automated mapping eliminates tedious manual rekeying of data between systems.
• Increased efficiency – Sales teams can follow up faster with high-quality, up-to-date lead data.
• Improved data quality – Appends data directly to existing records to maintain accuracy.
• Enhanced reporting – Unified data under one roof enables robust cross-channel reporting.
• Simplified compliance – Data sync mimics visitor-entered values for compliance.
• Seamless UX – Visitors simply fill out forms as usual with no extra steps.
• Flexibility – Supports multiple Salesforce object types and custom mappings.

How does the Eloqua form submit app work?

Here is an overview of how the Eloqua form submit action app works:

1. Visitor fills out a form on Eloqua landing page or in an email
2. Form is submitted, triggering the form submit app
3. App maps form fields to matched Salesforce object fields
4. App creates a new record or updates existing record in Salesforce
5. Salesforce record is created/updated with visitor-entered form data
6. App can also update the Eloqua contact record and data relationships

The app performs these steps automatically in the background each time a connected Eloqua form is submitted. Users simply configure the field mappings and object settings initially through the integration config.

What kind of data can be mapped between Eloqua and Salesforce?

The app supports mapping a wide variety of standard and custom fields between Eloqua forms and Salesforce objects, including:

• Name
• Email
• Phone number
• Company
• Title
• Address
• Interests
• Attributes
• Tags
• Lead status
• Lead source
• Products
• Custom fields

You have complete flexibility to map your Eloqua form fields to any Salesforce fields that match the data type and structure. The app intelligently handles data type conversions during sync.

How do you install and configure the Eloqua form submit app?

Installing the app takes just a few quick steps:

1. In Eloqua, access the AppCloud menu
2. Search for “Form Submit” and select the app
3. Click Install to add it to your account
4. Once installed, click Configure
5. Enter your Salesforce credentials to authorize
6. Map your Eloqua form fields to Salesforce objects/fields
7. Select sync settings and actions
8. Turn on the app and you’re ready to go!

The app provides a guided setup flow with tips and sample mappings to make configuration fast and hassle-free. Everything is configurable directly in Eloqua – no external coding or integration work required.

What additional settings and options are available?

Some key configuration settings and options include:

• Salesforce object – Choose lead, contact, account, opportunity, or custom object.
• Field mappings – Map form fields to any Salesforce object fields.
• Sync mode – Insert new records or update existing records.
• Duplicate handling – Match on single or multiple identifier fields.
• Insert/update rules – Set data change detection rules.
• Related objects – Create related records like opportunities.
• Eloqua updates – Update Eloqua contact data and relationships.
• Validation – Configure data validation rules.
• Error handling – Customize error actions and email alerts.

These settings allow you to customize the integration to meet your specific data management needs and workflows.

How can I track and monitor app activity?

The app provides the following ways to monitor activity and sync status:

• Sync logs – View records processed, status, and error messages.
• Error notifications – Get emails for failed syncs.
• Salesforce reports – Create reports on submitted records.
• Eloqua audit logs – Check timestamps, form values, and more.

Monitoring these logs and reports enables you to confirm syncs, view details on records, troubleshoot issues, and optimize form and field mappings.

What tips and best practices should you follow?

Here are some top tips for getting the most value from the Eloqua form submit app:

• Map common identifying fields like name, company, and email to enable upserts.
• Standardize addresses/names between systems to improve matching.
• Use Salesforce validation rules to keep data clean.
• Limit mapped fields to those you really need to sync.
• Add campaign members on submit to track form conversions.
• Update Eloqua contact profiles from the integration.
• Create Salesforce reports on submitted records.
• Monitor sync logs and error notifications.
• Test thoroughly before launching forms.

Following best practices like these will help ensure you build a reliable, high performance Eloqua-Salesforce integration.

What limitations and considerations apply?

Some key limitations to keep in mind include:

• No real-time record lookup – new records always created.
• Field-level mapping only – cannot dynamically change objects.
• No conditional logic/branching – all submissions follow same flow.
• Cannot submit to multiple Salesforce orgs.
• File uploads not supported – attachments not synced.
• Limits based on your Salesforce API limits.

While the app handles most common use cases, dynamic mapping, conditional logic, and some other advanced features may require a custom integration.

How does Eloqua form submit compare to custom solutions?

Compared to building a custom integration, the Eloqua form submit app provides these advantages:

• Rapid setup in hours/days rather than weeks/months
• Simple no-code configuration vs. complex coding
• Best practice pre-built functionality vs. custom one-off
• Ongoing vendor product support
• Seamless updates with new features/enhancements
• Lower build and maintenance costs

The tradeoff is less customization flexibility compared to a solution built in-house from the ground up. But for most use cases, the app delivers faster time-to-value with lower overhead.

Conclusion

In summary, the Eloqua form submit action app provides a quick, cost-effective way to integrate Eloqua landing page and email form data with Salesforce records. Key highlights include:

• Automates real-time data sync upon form submission
• Maps form fields to Salesforce objects for easy configuration
• Creates or updates records like leads, contacts, accounts
• Improves data accuracy and unifies records
• Speeds implementation compared to custom builds

If you need to seamlessly capture and share visitor data between Eloqua and Salesforce, the form submit app delivers fast time-to-value with minimal IT overhead required.