Overview of Creating Custom Links

You can create custom links in the Oracle CX Sales UI that users can click to access digital profile and interaction data maintained in Oracle Marketing Cloud for a contact or lead. To enable this functionality, you must:

1. Create custom links to Oracle Eloqua Profiler and Oracle Eloqua Engage (Lead object) or to Oracle Eloqua Engage (Contact object). For information, see the following topics:

   • Create Custom Links for the Sales Lead Object

   • Create a Custom Link for the Contact Object

   Note: You don't have to create a custom link to Oracle Eloqua Profiler for the Contact object because the Digital Profile infolet provides this functionality. For information, see the Digital Profile and Interaction Data section.

2. Add the custom links to the CX Sales UI. For information, see the following topics:

   • Add Custom Links to the Sales Lead UI

   • Add the Custom Link to the Sales Contact UI

Note:

Before you can access the responsive version of Profiler it must be installed in your Oracle Eloqua instance. Once installed, your administrator can configure the options that Profiler provides. See the Oracle Eloqua Help Center for more information.

You can embed the Eloqua Profiler and Eloqua Engage pages as subtabs in the CX Sales UI instead of creating links. For information about creating subtabs, see the section on Subtabs in the Configuring Applications Using Application Composer guide.