Embedding Engage in CRM onDemand

When embedding Engage in CRM onDemand, there are two main steps that you must follow:

  1. Create a web applet
  2. Add the web applet to a page layout

Note: You will need to create two applets – one for leads and one for contacts. The instructions below are for Contacts but you can follow the same procedure for Leads.

Step 1: Creating a web applet for contact and leads

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 create a web applet:

  1. Login to CRM onDemand with your Administrator credentials.

  2. Navigate to User > Configure > Admin.

    An image of the Admin option.

  3. Click Application Customization.
  4. Under Record Type Setup, click Contact.

  5. Under Pay Layout Management, click Contact Web Applet, then enter the information below:

    • Name: Enter a name. ( Example: Contact Engage)
    • Location: Select Detail Page

    • Type: Select URL

    • URL: Enter one of the following URLs

      • Simplified login URL: hthttps://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/engage/compose
      • To use the legacy URLs, see 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 or lead, use https://login.eloqua.com/siteLogin?SiteName={CompanyName}&Url=/apps/embed/salesTools/engage?compose&emailAddress%3D%%%Email_Address%%%.

    • Height: Enter 800

    An image of the Contact Web Applet window.

  6. Click Save.

Step 2: Adding webs applet to page layouts

To add an applet to a page layout

  1. Navigate to User > Configure > Admin.
  2. Click Application Customization.
  3. Under Page Layout Management, click Contact Page Layout.
  4. Choose the page layout that you want to modify
  5. It is not necessary to configure Steps 2 or 3. Click Step 4 (Related Information) to continue.
  6. In the Not Available Information column, locate the web applet that you created, then highlight it (single left-click) and click the > arrow to move it to the Available Information column.
  7. Select the applet in the Available Information column, then click the > arrow to move it to the Displayed Information column.
  8. Click Finish.

Important: Repeat the above steps for Leads

Learn more

Engage integration

Engage