Adding Alyce Components to Salesforce Page Layouts - Salesforce Classic
After installing and configuring Alyce for Salesforce, you'll want to ensure your page layouts are configured appropriately so your users get the most out of the integration.
Salesforce Admin, please be sure to consult with your internal Alyce Program Admin to confirm your business requirements.If you are working in Salesforce Lightning, please use this guide to set up your layouts.
What Alyce components and information are available?
Add "Send Alyce Gift” Button to Contact & Lead Pages
Option 1: “Send Alyce Gift” Classic Action (Opens sending flow within same tab)
On a Lead or Contact, click Edit Layout.
Navigate to the “Mobile & Lightning Actions” section at the top of the screen, find the “Send Alyce Gift” action for Salesforce Classic (Name: alycecom_Send_Gift_Classic) and drag that into the “Salesforce Mobile and Lightning Experience Actions” section within the layout.
Finally, click “Save” at the top left of the screen to save the changes to your layout.
Option 2: “Send Alyce Gift” Button (Opens sending flow in a new tab)
On a Lead or Contact, click Edit Layout. Under Buttons, drag the "Send Alyce Gift" button into your Custom Buttons field in the Detail section and click Save. The "Send Alyce Gift" button should now appear on your page.
Add Related List “Gifts" to your Lead, Contact, Account, Opportunity, and/or Campaign pages
Use the wrench icon to access the Related List Properties to:
- Remove the Salesforce Standard Buttons of "New" and "Change Owner".
- Add any additional display fields desired. NOTE: Gift Number is the only value shown by default. The full domain of available data is detailed here.
Add Visualforce Page "Alyce Gifts" to Campaign Page
Find “Alyce - Campaign…” in Visualforce Pages and drag it into your newly created "Alyce Gifts" section.
Note: We recommend turning on Scrollbars for this Visualforce page element - click on the wrench in the top right corner of the Visualforce element to modify. Save when finished.
Campaign not connected.
Add Alyce Fields to your Lead, Contact and/or Account Pages
Select the applicable Alyce fields, highlighted below, from the picker and drag them into your newly created Alyce Gift Details section.
Note: These fields should be set to Read Only to avoid any accidental updates to data. Save when finished.