A Data Dictionary is a master file that is used as a reference for all fields that live in Eloqua. This contains fields from all tables (contacts, accounts, campaigns, custom data objects) and displays their properties, settings and even where it’s used at a glance. Ideally your Data Dictionary will encompass more than what data is in Eloqua, but also where that data integrates with other systems (for example your CRM).
A Data Dictionary can standardize data in your Eloqua instance and help eliminate errors in integrations when changes to fields are made. It can be used as a resource for onboarding new team members and allows you to quickly answer any questions that may arise in day-to-day activities. A Data Dictionary is a one-stop shop for all things related to fields in Eloqua.
How to build a Data Dictionary
- Evaluate current instance data and values
- Agree upon standardized values and data types with marketing and sales for system alignment
- Cleanse the data in your Eloqua instance through one-time uploads for non-picklist fields and a contact washing machine to maintain clean data for fields that utilize a picklist
- Document the clean version of all fields by using the data dictionary template
This is designed to be a living and breathing document. This document should be updated as fields change (both current and as new fields are added). There is a tab in the template that allows for tracking of changes. It is important to track changes and who signed off on those changes for troubleshooting purposes and to ensure the document is maintained.
Topliners is always a great resource if you need help with planning and executing a Data Dictionary. It will walk you through all the stages of creating a Data Dictionary along with best practice tips and advice.