Embedding Profiler as a subtab in Oracle Sales

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

To enrich the user experience when working in Oracle 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, lead score, 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:

  • In Oracle Eloqua, build an allowlist of the domains that will be hosting embedded Profiler pages. Learn how to configure Profiler.

  • 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. The steps below assume you are using the simplified login URL.

There are five steps to creating a Profiler subtab in Oracle Sales:

  1. Creating a sandbox
  2. Creating mashup content
  3. Adding the mashup content to a standard object in Oracle Sales
  4. Publishing your sandbox

Step 1: Creating a sandbox

To create a sandbox:

  1. Log in to Oracle 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 Content > Register 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.
    • Select Groovy expression.
  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, either Sales Lead or Contact, that you want to add the subtab to.

    An image of the Standard Objects option

    In our example, we'll be using the 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: If you do not see the Default Custom Layout you can add it by duplicating an existing layout. For example, duplicate the Standard layout, 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.
  8. In the Edit Script area, insert the following script:
    if (PrimaryContactEmailAddress != null) {
    	return "https://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/profiler?emailAddress=" + PrimaryContactEmailAddress;
    }
    else {
    	return "https://login.eloqua.com/siteLogin?SiteName={CompanyName}&ReturnUrl=/apps/embed/salesTools/profiler";
    }

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

  9. (Optional) Click Next. The Next option only appears if there are other details page layouts available to add the subtab to.
  10. Click Save and Close.
  11. Done.

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

Troubleshooting

  • For Firefox users, if you’re using Autologin or SAML access methods, and you cannot progress past the Oracle Eloqua authenticate now login screen, you may have to disable Firefox enhance tracking protection. To do this, in Firefox, navigate to Options in the Firefox browser > Privacy & Security > Enhanced Tracking Protection > select Custom > uncheck the box for Cookies.
  • If you see a content security policy directive message in the iframe, check that your Profiler allowlist includes the required URLs for embedding in Oracle Sales. Make sure to also confirm that the URL you are using is correct.

  • If you have several IDPs setup with your SSO configuration, adjust the URL to use the specific IDP you want. Otherwise, the default IDP will be used.

    Here is an example URL with the IDP parameter:

    https://login.eloqua.com/siteLogin?SiteName=ExampleSiteName&Idp=69627DAC73E04DE79CDFC90D132B65EA&ReturnUrl=/apps/embed/salesTools/profiler

Learn more

Embedding Engage as a subtab in Oracle Sales

Adding a Profiler link to Oracle Sales

Adding an Engage link to Oracle Sales

Sales Tools

Profiler

Engage

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