Embedding Profiler as a subtab in Oracle CX Sales

Important: Oracle CX Sales was formerly known as Oracle Sales Cloud. All instances of Oracle Sales Cloud have been changed to Oracle CX Sales across the app user interface.

To enrich the user experience when working in Oracle CX Sales, you can embed a Profiler subtab into standard objects, such as Contacts and Sales Leads. This way, you can view the contact details for a potential client, their activities, their lead score value, and so on without needing to leave that Contact or Sales Lead object.

An image of the Profiler and Engage subtabs in Oracle CX Sales

Prerequisites:

  • Determine the login method that users will use to access Oracle Eloqua. There are three methods: Auto-login, SAML, or direct. The method you use depends on the security model implemented at your organization. Auto-login and SAML are options that support Single Sign-On (SSO). Direct login is for logging in directly through Eloqua. When embedding pages in your CRM, be sure to use the Eloqua login URL determined by the login method.
  • 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 five steps to creating a Profiler subtab in CX Sales:

  1. Creating a sandbox
  2. Creating mashup content
  3. Adding the mashup content to a standard object in CX Sales
  4. Configure groovy expression
  5. Publishing your sandbox

Step 1: Creating a sandbox

To create a sandbox:

  1. Log in to Oracle CX Sales with your Administrator credentials.
  2. Click Navigator An image of the Navigator icon at the top of the page, and under Configuration click Sandboxes.
  3. Click Create Sandbox.
  4. Ensure Application Composer is checked as Active, give your sandbox a name, and ensure that Publishable is set to Yes.

    An image of the Create Sandbox page

  5. Click Create and Enter.

    You'll be redirected to the Available Sandboxes page.

Step 2: Creating mashup content

To create mashup content:

  1. At the top of the page, click Tools Application Composer.

    An image of the Tools drop-down

  2. In the Overview section, click Mashup ContentRegister Web Application. Alternatively, you can click Mashup Content in the left-side panel under Common Setup.

    An image of the Mashup Content option

  3. Configure the following options:
    • Give your web application a name. For example, Eloqua Profiler.
    • For Type:
      • If using a Direct URL, select Parameter-based.
      • If using an Auto-login or SAML URL, select Groovy expression.
    • If using the Direct URL, for URL definition enter the following URL:

      https://login.eloqua.com/apps/embed/salesTools/profiler

    • If using the Direct URL, in the URL Parameters section, click Add, then add the emailAddress parameter.
  4. Click Save and Close.

Step 3: Adding the mashup content to a standard object

To add the mashup content to a Contact or Sales Lead object:

  1. Still in the Application Composer, navigate to the left-side panel under Objects, expand Standard Objects, then expand the object you would like to add your subtab to.

    An image of the Standard Objects option

    In this topic, we'll expand the Sales Lead object.

  2. Click Pages.

    An image of the Pages option

  3. In the Application Pages tab, scroll down to the Details Page Layouts section, and click Default Custom Layout.

    Note: The Default Custom Layout layout may not be present. If this is the case, select and duplicate an existing layout, for example you can duplicate the Standard layout. You can then edit the duplicate layout.
    An image of the Duplicate option

  4. Scroll down and click AddAn image of the Add icon.

    An image of the Add option

  5. Select Mashup Content, then click Next.
  6. Select your Mashup Content from the Web Applications list, then click Insert.
  7. Configure the following options:
    • Give your subtab a name. In this case, you would give it a name related to Profiler. For example, you could name the subtab Eloqua Profiler.
    • (Optional) Click Change Icon to change your subtab's Display Icon.
    • If you're using the Direct URL, select values for your URL parameters. For Sales Leads, the Parameter is emailAddress, and the Value is Contact Email. For Contacts, the Parameter is also emailAddress, and the Value is Contact E-mail.
  8. (Optional) Click Next. The Next option only appears if there are other details page layouts available to add the subtab to.
  9. Click Save and Close.
  10. If using Auto-login or SAML URLs, go directly to Step 4: Configure groovy expression.
  11. Done.

Step 4: Configure groovy expression

Note: Step 4 only applies if you selected Auto-login or SAML in Step 2.

  1. Still in Sales Lead: Pages> Details Page Layouts > Default Custom Layout, scroll down and click on your new mashup content's icon.

    Tip: Your icon should be right above the AddAn image of the Add icon icon.

  2. Click the Edit icon beside your mashup content's name.

  3. In the Edit Script text box, insert the following script:

    Tip: Replace {prefix} in the Auto-login URL and SAML URL with the Login Prefix in Eloqua. To find out your Login Prefix, navigate to Settings An image of the Settings menu icon, which is represented by a black cog. > Display Preferences > Company Defaults.

    Auto-login

    if (PrimaryContactEmailAddress != null) {
    	return "https://login.eloqua.com/autoLogin?LoginPrefix={prefix}&Url=/apps/embed/salesTools/profiler?emailAddress=" + PrimaryContactEmailAddress;
    }
    else {
    	return "https://login.eloqua.com/autoLogin?LoginPrefix={prefix}&Url=/apps/embed/salesTools/profiler";
    }

    SAML

    if (PrimaryContactEmailAddress != null) {
    	return "https://login.eloqua.com/auth/saml2/autologin?LoginPrefix={prefix}&ReturnUrl=/apps/embed/salesTools/profiler?emailAddress=" + PrimaryContactEmailAddress;
    }
    else {
    	return "https://login.eloqua.com/auth/saml2/autologin?LoginPrefix={prefix}&ReturnUrl=/apps/embed/salesTools/profiler";
    }

    Tip: If you're adding Profiler to the Contacts object, replace PrimaryContactEmailAddress in the above code samples with EmailAddress. Since in this topic we're adding Profiler to the Sales Leads object, we'll keep PrimaryContactEmailAddress in our code.

  4. Click Save and Close.

Step 5: Publishing your sandbox

  1. Click Sandboxes, then click on your sandbox's name.

    An image of the Sandboxes option

  2. Click Publish.

    After following these steps for Profiler, you can now view the subtab when you navigate to the standard object's page. For example, since in this topic we created a subtab for the Sales Lead object, we'll navigate to Navigator An image of the Navigator icon > Leads under Sales. Once you open a lead, you see the Profiler subtab.

    An image of the Profiler and Engage subtabs in Oracle CX Sales

Learn more

Embedding Engage as a subtab in Oracle CX Sales

Adding a Profiler link to Oracle CX Sales

Adding an Engage link to Oracle CX Sales

Sales Tools

Profiler

Engage

Oracle CX Sales, CX Sales, Oracle Sales Cloud, Sales Cloud, tab, subtab, Profiler, Sales Tools, embed