Configuring the Alyce for Salesforce Integration
Note: Updating integrations settings requires that you have Admin permissions for your Organization. Please reach out to your CSM for assistance if you do not see these options.
Alyce Admin Panel Set Up
With the package successfully installed you can access the Alyce Admin Panel. If not accessing the panel during installation via the redirect step, you can search for "Alyce Administration Page" in the App Launcher (lightning) or + in Tabs (classic).
Configuring Admin Panel Sections
NOTE: All steps listed below require clicking the "Modify" button in each step's box to reveal the step in full.
NOTE: Before Users can send an Alyce gift, they will separately need both an Alyce.com account and invitations allocated to them by your Alyce program Admin.
NOTE: The Alyce Permission Set is necessary for all users that will use the Alyce package. This permission set provides read/write access to all fields managed by the Alyce package, including Alyce fields on the Account, Contact and Lead objects. No additional action should be taken to set field level security and nothing should be set at the profile level. To make fields read-only (recommended), please update the fields when configuring page layouts in Classic and/or Lightning.
For Custom Setup ONLY:
After clicking "Custom Setup", click on "Manage Assignments" in the resulting window.
Click "Add Assignments" to add the Alyce permissions set to specific team members or user types.
NOTE: Users already in the list have have the Alyce permission set. They do not need to be added. Check the box next to each user that should have the permission set, including yourself. Click "Assign"
Navigate back to App Launcher -> Alyce -> Alyce Administration Page to continue to Step 2. (If in Classic, use + button in Navigation to access Admin Page)
Step 2: Alyce Authorization
Sandbox / UAT / QA : https://dashboard-sandbox.alyce.com/settings/organization/integrations/salesforce
NOTE: The Alyce sandbox is only accessible with credentials provided by your Alyce Solution Consultant or CSM. Please notify [email protected] of any Users who require sandbox access.
Step 3: Job Schedule Enable the scheduled jobs in Salesforce that Alyce uses to automate several processes.
NOTE: This sets the "Integration User", which can be changed at any time by clicking "Enable Scheduled Jobs" while logged in as the new user. The Integration User will appear as the Campaign Owner for campaigns created automatically from Alyce (see Step 7).
NOTE: If the Automated Campaign Creation feature (Step 7) is not enabled, both of the campaign related jobs will correctly appear as "Stopped" for Status.
Step 4: Organization Settings
- Enable Account, Contact and Lead gift information updates based on gifting flow
- Migrate gifts from lead to contact after lead conversion
- Automatically add Alyce campaign member statuses to new Alyce campaigns
Check the desired boxes and click "Save Organization Setting" Settings descriptions:
Disable external connection of gift records to Salesforce lead/contact.
Created gifts will NOT push into Salesforce. Required only if your company leverages Salesforce Shield Encryption, not recommended otherwise.
Enable updating of gift information in automatically created fields for Alyce within the Contact, Lead, and Account objects.
Authorizes Alyce to push gift information from Alyce into Salesforce in the listed objects. If you choose not to enable, no gift data will be pushed from Alyce into Salesforce on these objects, only the Alyce Gift object.
- Migrate gifts from lead to contact after lead conversion
- When you convert a lead to a contact in Salesforce, any Alyce gift data associated with that lead will move to the contact record automatically.
Automatically add mapped campaign member statuses to new Salesforce campaigns.
- This is required if you plan to leverage campaign member statuses that are mapped to Alyce statuses to show performance of a campaign. Step 5 will help you set up the mapping.
Step 5: Automated Campaign Member Statuses
Allow Alyce to match your campaign status with the Alyce gift status.
- Click "Edit Automated Campaign Member Status Setting"
- Check "Enable campaign member status changes based on gifting flow"
- Pair your custom Salesforce "Campaign Member Status" with the appropriate Alyce "Gift Status"
NOTE: It is highly recommended that you create new Campaign Member Statuses specific to Alyce campaigns.It is unlikely your existing statuses will be a good fit.
Here is the list of Alyce Gift Status’s and what they mean:
|Alyce Gift Status||Definition|
|Gift is being researched||Alyce gift created|
|More information needed||Alyce needs more information on the recipient|
|Gift selections ready||Gift options ready to be viewed|
|Invite email bounced||Email was returned as undeliverable|
|Gift invitation sent||Alyce gift invitation was sent to recipient|
|Invite delivered||Alyce physical gift invitation was delivered|
|Recipient visited gift page||Alyce gift invitation viewed by recipient|
|Recipient accepted gift||Alyce gift accepted by recipient|
|Gift expired||Alyce gift expired|
|Gift rejected||Alyce gift declined by the recipient|
|Gift disabled||Alyce gift disabled or deleted|
|Gift invitation scheduled|| Alyce gift invitation scheduled to be sent (ver 1.86+)
Step 6: Automated Lead Creation
- Click "Edit Automated Lead Creation Setting"
- Check "Enable Alyce to automatically create leads in Salesforce when no lead or contact exists for a gift invitation recipient."
- If your Lead creation has required fields, click "Add Required Field" and define the Default Value. NOTE: Alyce will automatically populate values for FirstName, LastName, Email, and Company. No default mapping for those fields is required.
Step 7: Automated Campaign Creation
- If your Campaign creation has required fields, click "Add Required Field" and define the Default Value.
Step 8: Gift Invitation Object Layout Setup
Click Deploy Metadata from Non-Certified Package Versions via Apex in the text
Ensure that only the first box is checked.
Check the deployment status before moving forward by clicking the green button that reads "Gift Invitation Layout Set Up". The screen will indicated "Deployment Succeeded" and that the Source Name Prefix = alycecom.
Step 9: Setting Up Alyce Specific Layouts - Contact, Lead and Account
The last step of getting the Alyce elements into Salesforce is configuring the "Send Alyce Gift" button for the lead and/or contact record, as well as adding some of the Alyce gift object fields to the lead, contact and account records for reps to see information at fast glance.
Congrats - the Alyce Salesforce package is now successfully configured!