Create Custom Fields

1. Click Settings and then in the Database Settings section, click Fields & Views.

2. On the Fields & Views page, extend the Contact Fields drop-down and ensure the field being added does not already exist.

3. Click the “ + ” icon at the bottom of the list, then Add Contact Field.

4. In the General section, complete the fields for the new contact field.

• Display Name: Lattice Score

• Data Type: Numeric

• Field Type: Textbox

• Default Update Logic: Always update

5. Click Save.

6. Repeat the field creation process to create a field for a timestamp using the following values:

• Type: Date/Time

• Name: Lattice Timestamp2

• Field Type: Textbox

• Default Update Logic: Always update

7. Ask your CRM administrator to create the following field in your CRM to display to the sales team:

• Type: Text/String

• Name: Rating

• API Name: [depends on your CRM convention]

• Objects: Lead and Contact (ensure fields are mapped)

8. Follow Eloqua’s documentation on CRM Integration for instructions on syncing the CRM field to Eloqua.

9. If you would like Lattice to provide data enrichment, use the above steps to create custom fields for each attribute with which you want to enrich contacts. (e.g. Microsoft Office, Google Analytics, etc)

Create an API User

1.  Click Settings

As a best practice, provide the User Name before providing any other field information, and ensure that all new user names are unique to each user.

If you enter the First Name and Last Name before you enter the User Name, the User Name fieldwill then auto-populate to <firstname.lastname>. Therefore, if you have more than one Oracle Eloqua user with the same first and last name, you will need to provide the unique user name first, and then provide the first and last name after. This will avoid auto-populating the User Name field with the same username as another existing user. 

• User Name: Lattice API User

• Email Address: An internal email address can be used
  (e.g., “LPI.APIUSER@[yourcompanydomain].com”)

• User Must Change Password at next login?  Select No

• Use Security Group Defaults for Eloqua Today? Select Yes

• User is Enabled? Select Yes

• User is Permitted Access? Select Yes

• User is SSO only?  Select No

• Password: Should never expire

• Securities Group: Choose API Users and Advanced Users - Marketing

• Licensing: Choose Eloqua Marketing Platform

• Send User a New User Welcome email? Select Yes

• Receive Emergency Communications from Eloqua? Select No
  

 

5.  Click Save.

6. An email will be sent to the user with a password reset link, which the user will use to create their own login password.

7. Copy the user credentials as you’ll need to use them in a later step.

Whitelist the Lattice IP addresses

If you use IP whitelisting, add these IP addresses:

To restrict access using an IP whitelist:

1. Click Settings.

2. Click Security in the Users and Security area.

3. Click IP Whitelist Configuration.

4. Click Create IP Address Range.