Embedding Engage as a tab or button in Salesforce Classic

Note: If you are using Salesforce Lighting, see Embedding Engage as a tab or button in Salesforce Lightning.

This section will walk you through making Engage seamlessly available to Sales users inside Salesforce.

There are two ways Engage can be deployed within Salesforce Classic:

Embedding Engage as a tab in Salesforce Classic

Prerequisites:

  • Build an allowlist of the domains that will be hosting embedded Engage pages. Learn more in the Configuring Engage topic.

  • Determine the Oracle Eloqua login URL you want to use. You can use the simplified login URL or a specific legacy URL based on the desired login method. Learn more.

To embed Engage as a tab in Salesforce Classic:

  1. Log in to Salesforce.
  2. Navigate to Setup and search for Tabs.
  3. Under the Web Tabs section for your Salesforce, click New.
  4. Click Next through the default tab settings.

    Note: Engage is responsive and can work within any layout. Additionally, you may want to set the height of your tab to more than 800px to better accommodate the reporting available to users in Engage.

  5. Once you are at Step 3: Enter the URL Details, in the Button or Link URL section input one of the following URLs based on your preferred configuration:
    • Simplified login URL: https://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/engage/compose
    • To use the legacy URLs, see Legacy login URLs
  6. Save your changes. You should now be able to click on the Engage tab and be logged in seamlessly to Engage.

An image of the Engage tab in Salesforce.

Embedding Engage as buttons on Salesforce Lead and Contact page layouts

There can be multiple Engage buttons on the Lead/Contact page layout within Salesforce. The following steps will walk you through modifying the two most common buttons.

Prerequisites:

  • Build an allowlist of the domains that will be hosting embedded Engage pages. Learn more in the Configuring Engage topic.

  • Determine the Oracle Eloqua login URL you want to use. You can use the simplified login URL or a specific legacy URL based on the desired login method. Learn more.

To embed Engage as buttons on Salesforce Lead and Contact Page layouts:

  1. Log in to Salesforce.
  2. Navigate to Setup > Customize (under Build section) > Leads > Buttons, Links, and Actions.
  3. Click New Button or Link to start with a fresh button.
  4. Set up your button:
    1. Label and name the button something unique and easy to recognize.
    2. Under Display Type, select Detail Page Button.
    3. For Behavior, select whether you want this button to launch Engage in an existing or new window and with or without the sidebar.
    4. In the main box, enter one of the following URLs, depending on your login method:
      • Simplified login URL: https://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/engage/compose
      • To use the legacy URLs, see Legacy login URLs.
    5. 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 lead, add the following parameter to the URL emailAddress={!lead.email}. For contact object, use emailAddress={!contact.email}.

    An image of the Edit Lead Custom Button or Link window.

  5. Save all the changes to your buttons and test by loading a Lead/Contact. On a Lead/Contact record, clicking these Engage buttons should give seamless access to Engage. Ensure you are logged into Salesforce from your dedicated Salesforce domain and not the standard login.salesforce.com.

Note: Creating a New Button instead of modifying an existing one requires you to add that button to the page layout used by your organization. To do this, navigate to Setup > Customize (under Build section) > Leads (or Contacts) > Page Layouts. Add the button to the page layout, then select Buttons in the list. Drag the New Button to the designated Custom Buttons area in the layout, then click Save.

Learn more

Salesforce SSO integration

Single sign-on

Engage

Engage integration