Introduction

Eloqua Profiler is an add-on feature (additional cost), so before attempting installation, please ensure that you have purchased enough seats of the tool to support your team.

This document provides instructions on how to install Eloqua Profiler in Salesforce.com as a Visualforce page/component.

A Few Starter Notes

• Who sees Eloqua Profiler in your CRM system is dependent on the views/layouts you have set up in your CRM system and in which of those views/layouts you insert the Eloqua Profiler component.  If you want to test out Eloqua Profiler without making it available to your entire sales or marketing team, you should assign yourself a contact/lead view to which nobody else has access and then add Eloqua Profiler to that view.
• In order to have the activity data in Eloqua Profiler display for your reps, they will be required to enter their Eloqua User login credentials – which means that you will need to load them into the Eloqua system as user records.

Installation in Salesforce.com using Visualforce

You will need to create two (2) Visualforce pages – one for leads and one for contacts. Then you will be editing your existing Contact and Lead views by inserting the appropriate Visualforce pages into their corresponding views. Below, we will cover the installation for a Lead view, however the steps required for a Contact view are mostly the same but for a few minor text items noted.

• As an administrator, from the Salesforce.com homepage, use the navigation options in the top right of the screen to go to the Setup interface.
• Navigate to Develop> Pages> New.

• Provide a Label and a Name for the Visualforce page. These items will only be used when managing layouts and sections and will not be visible by users simply reviewing a Lead record. The Name can be whatever you want but must contain only alpha-numeric characters and must not have any spaces.
• In the “Visualforce Markup” tab, copy and paste the following code depending on your choice of login options [Salesforce IDP, SAML, Autologin, Direct]:

If you choose direct:

LEAD

<apex:page standardController="Lead"><apex:iframe src="https://<podURL>/apps/profiler/index.aspx?emailAddress={!lead.email}"/> </apex:page>

CONTACT

<apex:page standardController="Contact"> <apex:iframe src="https://<podURL>/apps/profiler/index.aspx?emailAddress={!contact.email}"/> </apex:page>

where <podURL> for your company can be determined by the browser URL when you log into Eloqua, it is one of

• www02.secure.eloqua.com
• secure.p03.eloqua.com
• secure.eloqua.com

If you choose auto-login:

LEAD

<apex:page standardController="Lead"><apex:iframe src="https://login.eloqua.com/autoLogin?LoginPrefix=<LoginPrefix>&Url=/apps/profiler/index.aspx?emailAddress={!lead.email}"/> </apex:page>

CONTACT

<apex:page standardController="Contact"> <apex:iframe src="https://login.eloqua.com/autoLogin?LoginPrefix=<LoginPrefix>&Url=/apps/profiler/index.aspx?emailAddress={!contact.email}"/> </apex:page>

replace LoginPrefix=<LoginPrefix> where prefix is a 4 character identifying code like 'ELQA'.  You can alternatively use <siteID> with your site ID - a numeric code, like '33' (it may be much longer).  If you have trouble identifying your site ID or login prefix, support can help you find it.  You can also choose to ignore this parameter and it will attempt to log you in using the first Eloqua saved credential it finds.

If you choose SAML:

LEAD

<apex:page standardController="Lead"><apex:iframe src="https://login.eloqua.com/auth/saml2/autologin?LoginPrefix=<LoginPrefix>&Idp=<IDPid>&ReturnUrl=apps%2Fprofiler%3FemailAddress%3D{!lead.email}"/> </apex:page>

CONTACT

<apex:page standardController="Contact"> <apex:iframe src="https://login.eloqua.com/auth/saml2/autologin?LoginPrefix=<LoginPrefix>&Idp=<IDPid>&ReturnUrl=apps%2Fprofiler%3FemailAddress%3D{!contact.email}"/> </apex:page>

replace LoginPrefix=<LoginPrefix> where prefix is a 4 character identifying code like 'ELQA'.  You can alternatively use <siteID> with your site ID - a numeric code, like '33' (it may be much longer).  If you have trouble identifying your site ID or login prefix, support can help you find it.  You can also choose to ignore this parameter and it will attempt to log you in using the first Eloqua saved credential it finds.replace <IDPid> is the IDP unique ID from your SSO setup as completed in Single Sign-On (SSO): Resource Center

If you choose Salesforce IDP:

LEAD

<apex:page standardController="Lead"><apex:iframe src="https://secure.eloqua.com/sso/sfdc/v1/svp.aspx?LP=<LoginPrefix>&RU=apps/profiler?emailAddress={!lead.email}"/> </apex:page>

CONTACT

<apex:page standardController="Contact"> <apex:iframe src="https://secure.eloqua.com/sso/sfdc/v1/svp.aspx?LP=<LoginPrefix>&RU=apps/profiler?emailAddress={!contact.email}"/> </apex:page>

replace LP=<LoginPrefix> where prefix is a 4 character identifying code like 'ELQA'.  You can alternatively use <siteID> with your site ID - a numeric code, like '33' (it may be much longer).  If you have trouble identifying your site ID or login prefix, support can help you find it.  You can also choose to ignore this parameter and it will attempt to log you in using the first Eloqua saved credential it finds.

Save this page.

Salesforce.com has default security that prevents certain users from viewing Visualforce pages unless the security on those individual pages is customized.

• Go to your list of Visualforce pages, and for both the contact and lead Visualforce pages, add to the Enabled Profiles list the user types that must be able to view the Eloqua Profiler.

• Go back to the left-side navigation and follow this path: Customize> Leads> Page Layouts.
• Select the layout in which you would like to insert Eloqua Profiler (either the one you are testing or the one that your sales team uses to review Lead records).
• Drag and drop a Section into the area of the layout in which you would like Eloqua Profiler to be displayed.

• Name your section. The Section Name is what will be displayed above the section within the Lead view so ensure that the name is something that will be relevant and intuitive to your sales users. Ensure that the two checkboxes are checked and select a 1-Column Layout.
• Go back to the top area from where you dragged and dropped the section and now select Visualforce Pages (under Custom Links), select the page you have just created for Leads and then drag it into the section you have just made.
• Hover over the top right corner of the Visualforce page (inside the Section) and note that a wrench icon appears – make sure it’s the one for the Visualforce page and not the entire section – click on this wrench icon and ensure that the settings shown below are in place:

• Save this layout.

You’re done! Again, to implement Eloqua Profiler for Contacts, repeat the steps above using the block of code for Contacts and the Contact Layout used by your sales team, and change display titles as necessary.