A customer had no CRM system to uniquely identify Companies to Contacts (e.g. Salesforce company ID). Instead of using Company Name (as it may change in future), the customer used a deduplication rule to copy the Eloqua Company ID to a contact field.
Sample data of Companies
Company Name Company ID
Sample data of Contacts
Contact Name Company Name
Kenneth Goh Eloqua
Delwen Lau Eloqua
Steve Jobs Apple
Contact Name Company Name Company ID
Kenneth Goh Eloqua Eloqua1234567890
Delwen Lau Eloqua Eloqua1234567890
Steve Jobs Apple Apple0987654321
The deduplication rule handler "Update a field with field values from matched records" did not allow the use of Eloqua Company ID field to update the Contact field; Eloqua Company ID field was not searchable.
1. Create a new Company ID field in the company table <Company ID>.
2. Create an update rule for Companies Entity Type and perform the following:
a. Select <Company ID> field as the field to update.
b. Select "Overwrite value from other field" as the update action.
c. Select <Eloqua Company ID> field so the field value will be used to update the <Company ID> field.
3. Write a simple program to run all companies through and performing the Update Rule action.
4. In the original program for Contacts, run the deduplication rule and use the new <Company ID> field for copying to the Contact table.