Agentic AI Action
Write Eloqua contacts into Salesforce mid-campaign, with AI that fixes failed records and learns from what you approve.
Supported MAPEloquaSalesforce
Open Agentic AI Action from Home or go to /agents/agentic-ai-action. You work in a chat + panel workspace: ask about Actions in chat; the panel shows delivery health and your Action list.
Unlike out-of-the-box MAP cloud actions, failed Salesforce writes land in a fix inbox where AI can suggest values. Approvals can become rules so later contacts are filled before the write. Notifications, auto-fix, and approved rules are configured in Agentic AI Action settings.
Platform setup. Connect Eloqua and Salesforce under Connections, register the Cloud Action service in Eloqua AppCloud, then author and activate an Action before marketers bind it on a campaign canvas.
/images/agent-studio/agentic-ai-action/workspace-overview.pngAgentic AI Action workspace (/agents/agentic-ai-action) with an Eloqua connection selected in the switcher above the chat box and the Dashboard tab showing contact volume and delivered rate. Use a demo instance.
Guided video needed: Agentic AI Action walkthrough.
Add the Supademo link for this agent (see ASSET-CHECKLIST.md in the docs repo).
Add the Supademo link for this agent (see ASSET-CHECKLIST.md in the docs repo).
Before you start
- Active Eloqua (source) and Salesforce (destination) connections
- Cloud Action service registered in Eloqua AppCloud (service URLs come from your Portqii team)
- Permission to create and activate Actions
Create and run an Action
Open Agentic AI Action
From Home, choose Agentic AI Action, or open
/agents/agentic-ai-action. Select an Eloqua connection in the connection switcher above the chat box.Create an Action
On Actions, add a new Action. The wizard steps are Details (name, Eloqua source, Salesforce destination and object), Mapping (matching, action type Create, Update, or Upsert, field mapping, and optional write back to Eloqua), optional Conditions, and Action Results. Save it as a draft.
Activate
Activate the Action when it is ready. A Salesforce destination connection is required to activate. Drafts do not receive destination writes.
Bind on the Eloqua canvas
In Eloqua, place the Cloud Action on a campaign or program canvas and choose this Action in configure. Contacts that reach the step are sent to Salesforce.
Watch delivery and fix failures
Use Dashboard for delivery health. Open Action results for run history. When Salesforce rejects a row, open Needs fix: use Suggest with AI, then Approve & rewrite, Save edit & rewrite, or Release (leaves Salesforce unchanged and sends the contact on in the campaign). Approved patterns can become rules for later contacts.
/images/agent-studio/agentic-ai-action/action-wizard-mapping.pngThe new Action wizard on the Mapping step, showing the matching field, action type Upsert selected and several Eloqua to Salesforce field mappings. Use a demo instance.
/images/agent-studio/agentic-ai-action/needs-fix-suggestion.pngAction results opened on Needs fix for a rejected Salesforce row, after Suggest with AI, with the suggested value and the Approve & rewrite, Save edit & rewrite and Release buttons visible. Use a demo instance.
Panel tabs
| Tab | Use it to |
|---|---|
| Dashboard | See contact volume, delivered rate, and what needs attention across Actions. |
| Actions | Create, edit, activate, deactivate, or delete Actions and open results. |
Chat helps author. Chat can list Actions, open one, create a draft, or update an Action. Activating from chat shows a preview first and waits for your confirmation. Chat does not write to Salesforce on its own; records are written only when contacts reach the Cloud Action on the canvas.
Source and destination. Eloqua is the campaign source; Salesforce is where records are created or updated. Successful writes can stamp mapped fields back onto the Eloqua contact.
Related
Agentic AI Action settings
Connections
Agents