Profiler integration

Profiler can be embedded in several customer relationship management (CRM) systems, including Oracle CX Sales (formerly Oracle Sales Cloud), CRM onDemand, and Salesforce. This integration makes it easier and more convenient for you to access the sales tool from within your chosen system.

Note: If you already have an older version of Profiler embedded in a CRM, you must replace the login URL. See the tasks below to determine the new URL for your CRM.

Next steps

Embedding Profiler as a subtab in Oracle CX Sales

Adding a Profiler link to Oracle CX Sales

Embedding Profiler in CRM onDemand

Embedding Profiler in Microsoft Dynamics 2013

Embedding Profiler in Microsoft Dynamics 2016

Embedding Profiler in Microsoft Dynamics 365

Embedding Profiler in Salesforce Classic

Embedding Profiler in Salesforce Lightning

Embedding Profiler in OKTA with SSO

Learn more.

Profiler

CRM integration

Single sign-on