Adding Alyce Components to Salesforce Page Layouts - Salesforce Lightning
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?
Allows Users to send an Alyce gift directly through Salesforce from a Lead and/or Contact record.Gifts related list
See the gift(s) that have been sent to a Lead, Contact, Account, Opportunity, or members of a Campaign, as well as view any gift data of your choosing.Alyce fields
Provides a subset of key gift data (name, date, status, URL) directly on the Lead, Contact, and/or Account layout. For more information on the available data, see: Alyce Gift information on page layouts.Alyce Gifts Visualforce Page
(Required when synchronizing campaigns and updating member status) Applied to your Campaign layout to allow for confirmation of campaign synchronization and manual connection of Salesforce campaigns to Alyce.
Add "Send Alyce Gift” Button to Contact & Lead Pages
Option 1: “Send Alyce Gift” Lightning Action (Opens sending flow within same tab)
On a Lead or Contact, click the Setup cog then “Edit Object”.
Navigate to the “Page Layouts” section on the left-hand side of the page and choose the layout which you would like to update.
Navigate to the “Mobile & Lightning Actions” section at the top of the screen, find the “Send Alyce Gift” action for Salesforce Lightning (Name: alycecom_Send_Gift_Lightning) 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 the Setup cog then "Edit Page". Navigate to the "Custom - Managed" section under Components (left panel), drag "SendAlyceGiftButton" onto your layout, and save.
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.
- 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 .
Add Visualforce Page "Alyce Gifts" to Campaign Page
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.When completed the page will either display that the campaign can be connected to Alyce or that it already is. For more on how to connect a campaign, please visit this page.
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
Account Specific Fields