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DocumentationJourney Optimizer B2BJourney Optimizer B2B Edition Documentation

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In-CRM access to detail pages

Last update: Thu Jul 17 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition allows Sales team members and account managers to access detailed pages for account and buying group information directly from their Customer Relationship Management (CRM) tool, such as Salesforce or Microsoft Dynamics. With this integration, sales representatives can quickly access real-time account and buying group insights, such as engagement history, intent signals, and AI-generated recommendations. This ability empowers the Sales team for faster outreach, smarter prioritization, and better alignment with Marketing.

To enable Sales team members for viewing account details and person details pages in Journey Optimizer B2B Edition from the CRM, the Salesforce or Dynamics administrator can add a Journey Optimizer B2B Edition link from the account, contact, or lead view.

When a Sales team member uses the link from the CRM instance, the sandbox should be Prod, and the IMS organization is determined according to the following ordered logic:

  1. The most recent organization the user accessed
  2. The first in the list with an alphabetical sort
  3. The organization selected in their preferences

A Salesforce administrator with the Customize Application permission can configure the link in the Account, Contact, or Lead layout. Configured links enable Sales users to access the corresponding account details or person details page in ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition.

In Salesforce, add the custom link as a button, hyperlink, or linked icon and customize it according to your team’s preferences.

Custom links in Salesforce {width="800" modal="regular"}

For detailed information about adding a custom link in Salesforce, refer to in the Salesforce documentation.

When you define the target URL for the link, you can use the account, contact, or lead layout and link it to the corresponding details page in Journey Optimizer B2B Edition:

  • Account - https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/account/[18-character ID of account]

  • Contact - https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/contact/[18-character ID of contact]

  • Lead - https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/lead/[18-character ID of lead]

Use the Account object to fetch the 18-character ID of the account, such as CASESAFEID(Account.Id) or CASESAFEID(Id).

Examples:

Field link

  1. In Salesforce, go to Setup > Object Manager > Account/Contact/Lead > Fields & Relationships.

  2. Click New to create a formula (text) field, and add it to an Account, Contact, or Lead layout.

    For the formula, use the following examples as a guide.

    Text hyperlink:

    • Account - HYPERLINK("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/account/" & CASESAFEID(Id), "View in AJO B2B")
    • Contact - HYPERLINK("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/contact/" & CASESAFEID(Id), "View in AJO B2B")
    • Lead - HYPERLINK("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/lead/" & CASESAFEID(Id), "View in AJO B2B")

    Icon hyperlink:

    • Account - HYPERLINK("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/account/" & CASESAFEID(Id), IMAGE("https://cdn.experience.adobe.net/assets/HeroIcons.6620f5dc.svg#ÃÛ¶¹ÊÓƵExperienceSubCloud", "View in AJO B2B", 24, 24))
    • Contact - HYPERLINK("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/contact/" & CASESAFEID(Id), IMAGE("https://cdn.experience.adobe.net/assets/HeroIcons.6620f5dc.svg#ÃÛ¶¹ÊÓƵExperienceSubCloud", "View in AJO B2B", 24, 24))
    • Contact - HYPERLINK("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/lead/" & CASESAFEID(Id), IMAGE("https://cdn.experience.adobe.net/assets/HeroIcons.6620f5dc.svg#ÃÛ¶¹ÊÓƵExperienceSubCloud", "View in AJO B2B", 24, 24))

    Field link configuration in Salesforce {width="800" modal="regular"}

  3. Refresh the page for the layout changes to be displayed. Go to Profile, and select a different option under DISPLAY DENSITY.

    Refresh the page in Salesforce {width="450" modal="regular"}

Detail page link

  1. In Salesforce, go to Setup > Object Manager > Account/Contact/Lead > Buttons, Links, and Actions.

  2. Click New Button or Link in the top-right corner and create the detail page link.

    For the formula, use the following examples as a guide.

    • Account - {!URLFOR("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/account/" & CASESAFEID(Account.Id), null)}
    • Contact - {!URLFOR("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/contact/" & CASESAFEID(Contact.Id), null)}
    • Lead - {!URLFOR("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/lead/" & CASESAFEID(Lead.Id), null)}

    Detail page link configuration in Salesforce {width="800" modal="regular"}

  3. Go to Page Layouts in the left navigation.

  4. Drag the link from Custom Links and drop it into the Custom Links section in the layout.

Detail page button

  1. In Salesforce, go to Setup > Object Manager > Account/Contact/Lead > Buttons, Links, and Actions.

  2. Click New Button or Link in the top-right corner and create the detail page button.

    For the Display Type, choose Detail Page Link.

    For the formula, use the following examples as a guide.

    • Account - {!URLFOR("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/account/" & CASESAFEID(Account.Id), null)}
    • Contact - {!URLFOR("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/contact/" & CASESAFEID(Contact.Id), null)}
    • Lead - {!URLFOR("https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/lead/" & CASESAFEID(Lead.Id), null)}

    Detail page button configuration in Salesforce {width="800" modal="regular"}

  3. Go to Page Layouts in the left navigation.

  4. Drag the button from Mobile & Lightning Actions and drop it into the Salesforce Mobile and Lightning Experience Actions section in the layout.

    Add the button to the layout {width="800" modal="regular"}

A Dynamics developer can extend the Account, Contact, or Lead entity to add a link field. Configured links enable Sales users to access the corresponding account details or person details page in ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition.

Add the custom link as a button, a hyperlink, or a linked icon link and customize it according to your team’s preferences.

Custom links in Dynamics {width="800" modal="regular"}

Use Power Apps to customize Microsoft model-driven apps, such as Dynamics components. For detailed information about using Power Apps to add a custom link in Dynamics, refer to the .

When you define the target URL for the link, you can use the account, contact, or lead view and link it to the corresponding details page in Journey Optimizer B2B Edition:

  • Account - https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/account/[Account ID]

  • Contact - https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/contact/[Contact ID]

  • Lead - https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm/lead/[Lead ID]

Examples:

URL field

Follow this sequence of tasks to add the custom link as a URL field:

1 - Configure the solution field

  1. Go to Advanced Settings > Customize the system and select the Solution tab.

  2. Select Entities > Account/Contact/Lead > Fields.

  3. Click New and configure the new field.

    New field for Contact entity {width="800" modal="regular"}

  4. Save the field configuration.

  5. From the Solution tab, select Web Resources.

  6. Click New and configure the following Script (JScript) web resource:

    code language-js 
    function setViewInAjoB2b(executionContext) {
 var url = "https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm";

 var formContext = executionContext.getFormContext();

 // Get the entity ID (GUID)
 var id = formContext.data.entity.getId();

 // Get the entity type (account, lead, contact)
 var type = formContext.data.entity.getEntityName().toLowerCase();

 if (id && type) {
     // Remove curly braces
     id = id.replace(/[{}]/g, "").toLowerCase();

     // Set the value in the custom field (Ensure this field exists on the form)
     formContext.getAttribute("new_viewinajob2b").setValue(url + "/" + type + "/" + id);
    }
}

    Add the jScript web resource {width="800" modal="regular"}

  7. At the top of the page, click SAVE and then PUBLISH.

2 - Configure the form

  1. On the Solution tab, select Entities > Account/Contact/Lead > Forms > Account/Contact/Lead.

  2. Drag the new field that you created in the fist task from Field Explorer into the Summary section.

    Add the URL link field to the Summary section {width="800" modal="regular"}

  3. Double-click the field in the Summary section and configure its properties.

    Set the field properties {width="800" modal="regular"}

    When the property configuration is complete, click OK.

  4. In the ribbon at the top of the page, click Save and then Publish.

3 - Add the JS web resource to the form libraries

  1. On the Home tab at the top, click Form Properties.

  2. Click Add.

    Add form properties {width="500" modal="regular"}

  3. Locate the resource, select it, and click Add.

    Add the web resource {width="500" modal="regular"}

  4. With the added resource selected, click Add under Event Handlers.

  5. Add the setViewInAjoB2b function into Event Handlers.

  6. With the function selected in the Event Handlers list, set Control to Form and Event to OnLoad.

    Add the handler {width="500" modal="regular"}

  7. Click OK.

  8. On the Home tab at the top, click Save and then Publish.

4 - Verify the link

To verify the link, check the Account, Contact, or Lead view in Dynamics.

Add form properties {width="500" modal="regular"}

If the link is not displayed, try going to Accounts, Contacts, or Leads under Customers on the Dynamics home page. Then go back to the specific account, contact, or lead view. You can also try signing out and signing in again.

HTML web resource

Follow this sequence of tasks to add the custom link as an HTML web resource:

note note
NOTE
This example depends on how Dynamics uses Webpage web resources.

1 - Configure the solution web resources

  1. Go to Advanced Settings > Customize the system and select the Solution tab.

  2. On the Solution tab, select Web Resources.

  3. Click New and configure the following Script (JScript) web resource using the following function:

    code language-js 
    function getFormContext(executionContext) {
    window.top["formContext"] = executionContext.getFormContext();
}

    Add the web reource function {width="800" modal="regular"}

  4. Click New to create another web resource and configure a Webpage (HTML) web resource using the following HTML:

    code language-html 
    <html>
<head>
    <script>
    function onLoad(){
        // ÃÛ¶¹ÊÓƵ URL
        var url = "https://experience.adobe.com/#/journey-optimizer-b2b/accounts/crm";

        // Get the entity ID (GUID)
        var id = window.top.formContext.data.entity.getId();

        // Get the entity type (account, lead, contact)
        var type = window.top.formContext.data.entity.getEntityName().toLowerCase();

        if (id && type) {
            // Remove curly braces
            id = id.replace(/[{}]/g, "").toLowerCase();
            var url = url + "/" + type + "/" + id;

            // Find the hyperlink and set the href value
            var link = document.getElementById("link");
            link.href = url;
        }
    }
    </script>
</head>
<body onload="onLoad()" style="margin-left: 0;">
    <a id="link" style="text-decoration: none; font-family: sans-serif; font-size: 13px;" target="_blank">
        <img style="vertical-align: middle;" src="https://experience.adobe.net/assets/HeroIcons.6620f5dc.svg#ÃÛ¶¹ÊÓƵExperienceSubCloud" focusable="false" width="24" height="24">
        <span style="vertical-align: middle;">View in AJOB2B</span>
    </a>
</body>
</html>

  5. At the top of the page, click SAVE and then PUBLISH.

2 - Add the JS web resources to the form libraries

  1. On the Solution tab, select Entities > Account/Contact/Lead > Forms > Account/Contact/Lead.

  2. On the Home tab at the top, click Form Properties.

  3. Click Add.

  4. Locate the JScript web resource (new_getFormContext) that you created, select it, and click Add.

    Add the web resource {width="500" modal="regular"}

  5. With the added resource selected, click Add under Event Handlers.

  6. Add the getFormContext function into Event Handlers.

  7. With the function selected in the Event Handlers list, set Control to Form and Event to OnLoad.

    Add the handler {width="500" modal="regular"}

  8. Click OK.

  9. On the Home tab at the top, click Save and then Publish.

3 - Configure the form

  1. On the HOME tab for the Account, Contact, or Lead form, select Body (to create the linked resource in the Summary section) or Header (to create it in the header menu).

    Select the form area {width="500" modal="regular"}

  2. Select the INSERT tab at the top and click Web Resource.

  3. Insert the web resource that you created and configure the properties.

    Web resource {width="500" modal="regular"}

    Refer to the for detailed information about web resource properties and formatting.

  4. Click OK.

    If you chose a Body/Summary placement for the web resource, it is displayed in the form layout.

    Web resource added to the summmary section of the form {width="800" modal="regular"}

  5. On the Home tab at the top, click Save and then Publish.

4 - Verify the link

To verify the link, check the Account, Contact, or Lead view in Dynamics.

Add form properties {width="500" modal="regular"}

If the link is not displayed, try going to Accounts, Contacts, or Leads under Customers on the Dynamics home page. Then go back to the specific account, contact, or lead view. You can also try signing out and signing in again.

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