Embedding Profiler in Salesforce Lightning

Note: If you are using Salesforce Classic, see Embedding Profiler in Salesforce Classic.

The users that can see Eloqua Profiler in your CRM system are dependent on the views/layouts you have set up in your CRM system and on which of those views/layouts you insert the Eloqua Profiler component.

An image of a sample mobile profiler.

Note: If you want to test Eloqua Profiler without making it available to your entire sales or marketing team, you should assign yourself a contact/lead view to which nobody else has access and then add Eloqua Profiler to that view.

Prerequisites:

  • In Oracle Eloqua, build an allowlist of the domains that will be hosting embedded Profiler pages. Learn more in the Configuring Profiler topic.

There are three main steps you must follow when installing Profiler using Visualforce:

  1. Create a Visualforce page for contacts and leads
  2. Adjust security for Visualforce pages
  3. Add Visualforce pages to contact and lead layouts

Tip: If you encounter any issues, see Troubleshooting.

Step 1: Creating a Visualforce page for contacts and leads

You will need to create two (2) Visualforce pages – one for leads and one for contacts. Then you will be editing your existing Contact and Lead views by inserting the appropriate Visualforce pages into their corresponding views. Below, we will cover the installation for a Lead view, however the steps required for a Contact view are mostly the same but for a few minor text items noted below.

To create a Visualforce page:

  1. Log into your Salesforce account using your administrator credentials, then navigate to Setup in the upper right-hand corner of the screen.
  2. Locate the Quick Find search box, and search for Visualforce Pages

    Alternatively, you can click Custom Code > Visualforce Pages.

  3. Click New.
  4. Provide a Label and a Name for the Visualforce page.

    Note: These two fields will only be used when managing layouts and sections and will not be visible by users simply reviewing a lead record. The name can be whatever you want but it must contain only alpha-numeric characters and must not have any spaces.

  5. In the Visualforce Markup tab, copy and paste the code that corresponds with your choice of login options:
    • Direct: <apex:page standardController="Lead"><apex:iframe scrolling="true" src="https://login.eloqua.com/apps/embed/salesTools/profiler?emailAddress={!lead.email}"/> </apex:page>
    • Auto-login: <apex:page standardController="Lead"><apex:iframe scrolling="true" src="https://login.eloqua.com/autoLogin?LoginPrefix={prefix}&Url=/apps/embed/salesTools/profiler?emailAddress={!lead.email}"/> </apex:page>
    • SAML: <apex:page standardController="Lead"><apex:iframe scrolling="true" src="https://login.eloqua.com/auth/saml2/autologin?CheckFrame=false&LoginPrefix={prefix}&ReturnUrl=/apps/embed/salesTools/profiler?emailAddress={!lead.email}"/> </apex:page>
    • Salesforce IDP: <apex:page standardController="Lead"><apex:iframe scrolling="true" src="https://<podURL>/sso/sfdc/v1/svp.aspx?LP={prefix}&RU=/apps/embed/salesTools/profiler?emailAddress={!lead.email}"/> </apex:page>

    Note: Replace {podURL} with the URL in your browser after you have logged in successfully to Eloqua (for example, secure.p01.eloqua.com). Click here for additional information about how to determine your pod.LoginPrefix values are a four-character code for the company name that you enter in the Company field on the login page. To add this parameter to your URL, enter LoginPrefix={prefix} where {prefix} is replaced with the four-character company name. You can obtain your company's login prefix in Eloqua by navigating to Settings > Display Preferences > Company Defaults. For your contacts Visualforce page, replace {!lead.email} with {!contact.email}.

    Tip: If SSO with Salesforce is configured, the use of either the SAML or Salesforce IDP method of integrating Sales Tools instead of the Direct method is recommended. The SAML link should be used if SSO with SFDC is setup using Eloqua’s SAML capability. If using the Salesforce IDP option for SSO, the Salesforce IDP link should be used for integrating Sales Tools.

  6. If you wish to enable this on the salesforce1 mobile app, select the check box next to Available for Salesforce mobile apps.An image highlighting the mobile app option
  7. Click Save.

Step 2: Adjusting security for Visualforce pages

Salesforce has default security that prevents certain users from viewing Visualforce pages unless the security on those individual pages is customized.

To adjust the security for a Visualforce page:

  1. Locate the Quick Find search box, and search for Visualforce Pages

    Alternatively, you can click Custom Code > Visualforce Pages.

  2. Click Security next to the pages you created.

    An image of the Security option for Visualforce Pages

  3. Add the user types that should be able to view Eloqua Profiler to the Enabled Profiles list.

    An image of the Enabled Profiles list.

  4. Click Save.

Step 3: Adding Visualforce pages to contact and lead layouts

The steps below describe the procedure for adding the Leads Visualforce page to a layout. The same steps can be followed for the Visualforce Contacts page you created.

To add a Visualforce page to layouts:

  1. Locate the Quick Find search box, and search for Object Manager.

    Alternatively, you can click Objects and Fields > Object Manager.

  2. Click Lead > Page Layouts.
  3. Click on the layout in which you would like to insert Eloqua Profiler (either the one you are testing or the one that your sales team uses to review Lead records).
  4. Drag the button near the top of your screen to create a new section in your layout to contain Eloqua Profiler.
  5. Place the new section into the area of the layout in which you would like Eloqua Profiler displayed.
  6. Name the section. Ensure that the two check boxes are selected, and select a 1-Column Layout.

    Note: The section name is what will be displayed above the section within the Lead view. Ensure that the name is something that will be relevant and intuitive to your sales users.

  7. Go back to the Contact Layout section at the top of the page, and click on Visualforce Pages in the list of options.
  8. Drag the button for the new Visualforce page you made into the new section you just created.

    You have now included Eloqua Profiler in your layout. Now let's adjust the settings for this new section.

  9. Hover over the top right corner of the Visualforce page (inside the Section) until a wrench icon appears. Make sure it is the one for the Visualforce page and not the entire section.
  10. Click on the wrench icon. In the Visualforce Page Properties dialog, ensure that the width is set to 100% and the height is set to 610.

  11. Click OK.
  12. Click Save to save this layout.

    Important: Repeat the above steps for the layout of your Contact object.

  13. When you return to the Leads tab in Salesforce and click on a lead, the new Visualforce page containing Profiler is displayed in the new section you added.

Troubleshooting

  • If you see a content security policy directive message in the iframe, check that your Profiler allowlist includes the required URLs for embedding in Salesforce. Make sure to also confirm that the URL you are using is correct.

  • If the iframe is not connecting, copy the URL you were trying to use in the Visualforce Markup tab (this will be the text between src=" and the next "), and enter it into a browser to test that it works on its own. Depending on the URL type, you might need to already be logged into Profiler.
  • If you're experiencing trouble with your SSO, see Troubleshooting for other troubleshooting tips.
  • If the Profiler iframe is trying to open a contact whose email address includes a + symbol, you'll encounter a Whitelabel Error Page error. To fix this, add URLENCODE to the URL in the Visualforce Markup tab: ...profiler?emailAddress={!URLENCODE(lead.email)}. Make sure to remove the ! from !lead.email and place one before URLENCODE, and to add parentheses around lead.email.

  • If none of the above troubleshooting tips have solved your issue, please log in to My Oracle Support and create a service request.

Learn more

Profiler

Profiler integration