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.
![NetSuite_-_Profiler_-_Subtab1.png 437](https://files.readme.io/5fa76d4-NetSuite_-_Profiler_-_Subtab1.png)
Add a new Subtab element, in your desired location, called "Eloqua Profiler".
![NetSuite_-_Profiler_-_Subtab2.png 602](https://files.readme.io/d32468e-NetSuite_-_Profiler_-_Subtab2.png)
Step 2: Create a Custom Entity Field
Navigate to Customization > Lists, Records & Fields > Entity Fields > New to create a new Entity Field.
![NetSuite_-_Profiler_-_Field1.png 553](https://files.readme.io/029d4be-NetSuite_-_Profiler_-_Field1.png)
Call the new Entity Field Label to "Eloqua Profiler" and set the Type to "Inline HTML".
![NetSuite_-_Profiler_-_Field2.png 1036](https://files.readme.io/071d822-NetSuite_-_Profiler_-_Field2.png)
Under the "Applies To" settings, allow this Subtab to be viewed for Customer and Contact records.
![NetSuite_-_Profiler_-_Field3.png 688](https://files.readme.io/72ab4bc-NetSuite_-_Profiler_-_Field3.png)
Under "Display" settings, select your newly created Eloqua Profiler Subtab.
![NetSuite_-_Profiler_-_Field4.png 412](https://files.readme.io/6d2a158-NetSuite_-_Profiler_-_Field4.png)
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.
![NetSuite_-_Profiler_-_Field5.png 744](https://files.readme.io/e1d5e0d-NetSuite_-_Profiler_-_Field5.png)
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.
![NetSuite_-_Profiler.png 1879](https://files.readme.io/9a7c3dc-NetSuite_-_Profiler.png)
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.
Updated over 4 years ago