Embedding Eloqua Profiler

Oracle Marketing Cloud - Eloqua
NetSuite CRM Connector App Feature

The users that can see Eloqua Profiler in your NetSuite CRM system is dependent on the fields/forms you have set up in your CRM system, permission to those fields/forms, and an Eloqua Profiler user license.

There are three main steps you must follow to embed Eloqua Profiler in NetSuite CRM:

  • Create a custom Subtab to embed Profiler on record form layout.
  • Create a custom Entity Field & set Access privileges for Eloqua Profiler.
  • Provision Eloqua Profiler user licenses for your CRM/sales team members.

Step 1: Create a Custom Subtab

Log into your NetSuite account using your administrator credentials, then navigate to Customization > Forms > Subtabs.

Click on Entity.

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Add a new Subtab element, in your desired location, called "Eloqua Profiler".

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Step 2: Create a Custom Entity Field

Navigate to Customization > Lists, Records & Fields > Entity Fields > New to create a new Entity Field.

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Call the new Entity Field Label to "Eloqua Profiler" and set the Type to "Inline HTML".

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Under the "Applies To" settings, allow this Subtab to be viewed for Customer and Contact records.

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Under "Display" settings, select your newly created Eloqua Profiler Subtab.

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Under "Validation & Defaulting" settings, copy and paste the code that corresponds with your choice of login options into the Default Value field:

Direct Login

<iframe frameborder="no" height="910px" marginheight="0" marginwidth="0"
scrolling="no" src="https://login.eloqua.com/apps/salesTools/profiler?
emailAddress={email}" title="Eloqua Profiler" width="100%"></iframe>

Auto-login

<iframe frameborder="no" height="910px" marginheight="0" marginwidth="0"
scrolling="no" src="https://login.eloqua.com/autoLogin?
LoginPrefix=XXXX&Url=/apps/salesTools/profiler?emailAddress={email}"
title="Eloqua Profiler" width="100%"></iframe>

Note change the XXXX value for LoginPrefix=XXXX to your Eloqua instance Login Prefix value which can be found within Eloqua under Settings > Company Defaults. Be sure that the Formula field is deselected before saving your settings.

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Under "Access" settings, add your desired security access restrictions as appropriate.

To test your Eloqua Profiler integration, view a NetSuite Customer (Individual) and/or Contact record that contains an Email address.

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Step 3: Provision Your Eloqua Profiler Licenses

Within Eloqua, make sure you have provisioned Eloqua Profiler licenses for your sales team users. They will need to sign-in the first time for Profiler to become active and can check the "Remember Me" option so they can bypass this in the future.