Third-Party Plugins

The Certain Platform can include integration with other best-of-breed applications:

The Third-party Plugins page is where an Administrator user configures the connections for which the current account is enabled.

(Note that Salesforce integration is not configured on this page, but on Account Settings > Implementation > Salesforce.)

List of Third-party Plugins

When you arrive at this page, you see a list of any plugins (connections to third-party applications) currently set up for the account, with the following columns for each one:

Click Add New to add a new plugin.

Plugin Details

This section is displayed when you click Add New to add a plugin, or Pencil icon to edit one.

Extra fields are displayed, depending on which Third-party Account you select. The information required for some of them may need to be provided by Certain, Inc., when specific to the integration of your Certain account with that third-party plugin. All fields are required.

Plugin Details for Marketo

Play (icon) Video: Adding Marketo as a Third-Party Plugin (1.5 min.)

These credentials are used when submitting jobs with Marketo as the Application on either of the Connectors pages:
Plan > Configure > Connectors (at the event level) or 
Account Settings > Implementation > Connectors (at the account level).

Certain Profile to Marketo Lead Field Mapping

Select which Profile fields in Certain map to which Contact fields in Marketo. These will be used by integration jobs that add or update records in Certain based on data in Marketo, and vice versa. (See Marketo Jobs (at Event Level) and Connectors (Account Level) for details of each job.

A number of default mappings are provided. To edit one, select the relevant field in the drop-down lists of Certain Profile Fields and Marketo Contact Fields.

To add a new mapping, click Map a new field and select a field in each of the two drop-down lists.

Tip: After saving, edit the plugin. If the Certain to Marketo field mappings are not displayed then there is an issue with your credentials; confirm your credentials are valid and then start over.

Caution: Once you have saved your field mappings, if you need to change any of the credentials (such as SOAP UserID):

    1: Save the new credentials first,

    2. then map the fields again.

(Otherwise your custom field mappings would be overridden by the original defaults.)

Marketo "Boolean" fields

Marketo has "Boolean" fields (formerly called "Check-box" in Marketo) – fields that are either "True" or "False". You can map those Marketo fields (on the right) to these Certain field types (on the left): Radio, Checkbox, and Single Select (not multi-select), provided the answers are "True" or "False". (Caution:The answers must be "True" or "False"; anything else would cause errors when the jobs run.)

Plugin Details for Eloqua

Play (icon) Video: Adding Eloqua as a Third-Party Plugin (1.5 min.)

These credentials are used when submitting jobs with Eloqua as the Application on either of the Connectors pages:
Plan > Configure > Connectors (at the event level) or 
Account Settings > Implementation > Connectors (at the account level).

Certain Profile to Eloqua Contact Field Mapping

Select which Profile fields in Certain map to which Contact fields in Eloqua. These will be used by integration jobs that add or update records in Certain based on data in Eloqua, and vice versa. (See Eloqua Jobs (at Event Level) and Connectors (Account Level) for details of each job.

A number of default mappings are provided. To edit one, select the relevant field in the drop-down lists of Certain Profile Fields and Eloqua Contact Fields.

To add a new mapping, click Map a new field and select a field in each of the two drop-down lists.

Tip: After saving, edit the plugin. If the Certain to Eloqua field mappings are not displayed then there is an issue with your credentials; confirm your credentials are valid and then start over.

Caution: Once you have saved your field mappings, if you need to change any of the credentials (such as UserID):

    1: Save the new credentials first,

    2. then map the fields again.

(Otherwise your custom field mappings would be overridden by the original defaults.)

 


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