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?

Send Alyce Gift Button  (Required for gifting from Salesforce)
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

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

On any Lead, Contact, Account, Opportunity, or Campaign page, navigate to the Setup cog, then Edit Object. Navigate to "Page Layouts" and choose the layout from the list you want to add Alyce information to.

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.
Click "Save" when finished.

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.
 Campaign Connected

Add Alyce Fields to your Lead, Contact and/or Account Pages 

On a Lead, Contact, or Account, navigate to the Setup cog, then Edit Object. Navigate to "Page Layouts" and choose the layout from the list you want to add Alyce information to.

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, dragging 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.

  


Lead and Contact Fields

Account Specific Fields