Adding the Engage custom web tab
This procedure is only applicable if you have added the Engage tab manually.
- In the User Management and Access Controls section, click User Management and Access Controls.
- In the Role Management section, click Role Management.
- Select “Edit” next to the role that you wish to have the web applet added to.
- Select “Step 5 Tab Access and Order”.
- In the “Not Available” list, find the “Engage” tab and use the right arrow button to move it to the “Selected Tabs” list. Use the up and down arrows to move the tab to the desired order. Note: You can move it to the “Available Tabs” list if you allow the user to personalize their Tab Layouts. (See next step.)
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If your users have personalized their Tab Layouts, they will need to add the tab. Users with the “Personalize Tabs” have the ability to change what tabs they have access to.
Alert your users via email that a new tab has been created. Your users will need to perform the following steps:
- In the upper-right corner of any page, click the My Setup global link.
- In the Layout Personalization section, click the Personal Layout link.
- In the Personal Tab Layout section, click the Tab Layout link.
- In the Available Tabs section, select the Engage tab, and then click the right arrow button to move it from the Available Tabs section to the Selected Tabs section.
- Click “Save” and log out and log back in to see the updated layout.
You have now completed all steps necessary to integrate Oracle Eloqua with Oracle CRM On Demand. If you have Single Sign On enabled for Oracle Eloqua, your users can start to leverage the powerful functionality available to them. If Single Sign On is not enabled, the first time that users access the Lead/Contact Profiler or Engage Tab, they will be asked for their Oracle Eloqua login. Once provided, be sure they select the “Remember Me” check box so they will not be asked to login again.
Updating the Never Email field on the lead and contact object
Creating custom fields on the lead and contact object