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Tegrita CRM UAT End User Guide v1.5

Issue link: https://activate.tegrita.com/i/1044308

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3 section #1 Verify Configura on Are Contact, Account, and Custom Object fields properly configured? Do field update types make sense? Are fields configured with the correct data type? Are fields configured with the correct field type? Is a given field poten ally a duplicate of a built-in field? If so, can the built- in field be subs tuted? (CDOs only) Are the Display Name, Unique Code, and Email Address fields populated? (Note: they do not necessarily need to be, this depends on the purpose of the CDO). (CDOs only) Is the En ty Type set to Contact or Company? (Note: this will vary depending on the purpose of the CDO). (CDOs only) Is the En ty Field set to the correct field for mapping? If the CDO is based on an Auto Synch, ensure the Source Field is correct in the Auto Synch as well, otherwise records will not map back to Contacts or Account Everything in life is a checklist, whether it's building a birdhouse or building a kitchen. If you don't have a checklist, you're much more likely to forget something. - Brian Tracey Are picklists thoroughly populated? Are picklists associated to fields? Is the linkage between the Eloqua Contact and Eloqua Account in place? (Audience > Tools > Account Linkage) Have Views been created to show Contact and Account fields relevant to the integra on? (Se ngs > Fields & Views > Views tab) Auto Synchs are responsible for scheduling the pull of data from CRM. Not only that, they determine what happens to that data once it is in Eloqua, among other things. Auto Synchs are found by naviga ng to Se ngs > Integra on > Inbound > Management > Auto Synchs. Data Priority is a hierarchy of Data Sources. Data Sources are loca ons data is origina ng from. The hierarchy determines which source is allowed to overwrite data on the Contact, Account, or in a Custom Data Object. Data Priority is found by naviga ng to Se ngs > Integra on > Inbound > Management > Data Priority Order. CDOs, Fields, Views, and Picklists

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