Adding Alyce Components to Salesforce Page Layouts - Salesforce Lightning
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 Classic, 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
NOTE: When upgrading, you may see "SendAlyceGiftsButton" with an S, do NOT select this option.
Add Related List “Gifts" to your Lead, Contact, Account, Opportunity, and/or Campaign pages
In picker, click "Related Lists" then drag “Gifts” list into the Related Lists section of the page layout.
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 (as shown in the screenshot below).
Note: Gift Number is the only value shown by default. The full domain of available data is detailed here.
On any Campaign page, navigate to the Setup cog, then Edit Object. Navigate to Page Layouts and choose your campaign layout.
In Visualforce Pages, add a “Section” called “Alyce Gifts” with column layout of your preference.
Now drag “Alyce - Campaign…” from Visualforce Pages into this 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
Navigate to “Fields” and drag a new section into the page. In the pop up, name it "Alyce Gift Details” and click OK.
Select the applicable Alyce fields by entering "gift" in the Quick Find,
Note: These fields should be set to Read Only to avoid any accidental updates to data. Save when finished.
Lead and Contact Fields