Adding an Engage link to Oracle Sales
There are two main steps that you must follow to add an Engage link to your Oracle Sales (formerly Oracle Sales Cloud) account:
Step 1: Creating an Engage link
To create an Engage link:
- Login with your Administrator credentials.
- Click the Navigator icon, then under Tools click Customization > Application Composer.
- In the left-side pane, select Marketing from the Application drop-down list.
- Expand Objects > Standard Objects > Sales Lead Contacts, then select Actions and Links.
-
Click Create to create a link, then enter the following information:
- Display Label: Engage
- Name: Eloqua_Engage
- Type: Select Link
-
URL Definition: Enter the simplified login URL:
def eURL="https://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/engage/compose"
To use the legacy URLs, replace the
eURL
value above with the Legacy login URLs
- Customize the Engage URL with parameters that support the desired experience for your sales users. Learn more.
Tip: To pass the email address of the contact, use the following updated URL
def eURL="https://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/engage/compose?sendTemplateToContacts/" + nvl(PersonEmail,"no email"
. -
Click Validate to validate the script.
- Click Save.
Step 2: Adding the Engage link to layouts
To add the Engage link to a layout:
- In the Application Composer left-side menu, locate the object used in Step 1 of this document, then click Pages.
- Under the Details Page Layouts section, select the layout to which you want to add the link, then click Edit .
- Click the Edit icon next to the Contact Overview Form.
- Under the Available Fields column, select the Engage link that you created then click the arrow to move the link to the Selected Fields column.
- Adjust the link's location on the list using the up and down arrows next to the list, then click Save and Close.
Embedding Engage as a subtab in Oracle Sales