Hide the "Send Alyce Gift" Button in Salesforce
Hiding the Alyce "Send Alyce Gift" button may be necessary for compliance or company policy. Please also see our guide on restricting access to the Alyce Dashboard to force gifting from Salesforce.
Set Up Customer Segment Criteria:
Determine the criteria or attributes that define the customer segment for which you want to hide the page object. These are the supported field types for this process:
- String type fields: Autonumber, Currency, Email, Number, Percent, Phone, Text, Text Area, URL
- ID
- Checkbox (boolean)
- Geolocation
- Picklist
- Formula fields that resolve to one of these preceding types
- Roll-up summary fields that resolve to one of these preceding types
Configure Button Properties:
- In the Salesforce App Launcher, find and select "App Builder" and locate the Alyce Page Layout. Drag and drop the "Send Alyce Gift" button onto the page.
- Select the Alyce gift button on the page to reveal its properties.
- Look for the "Component Visibility" section and click on the "Add Rule" button.
Define the Rule Criteria:
- Name the rule to make it easily identifiable.
- Set up the criteria for when the button should be visible. This involves specifying the conditions that must be met for the Send Alyce Gift button to appear.
Define Filter Logic:
If your rule involves multiple conditions, define the filter logic to determine how these conditions should be combined (e.g., AND, OR).
Note: Field values in component visibility filters can't span more than five fields.
Specify the Visibility State:
Choose whether the button should be visible or hidden when the specified conditions are met.
Activate the Page:
Once you've configured the button visibility rule, save your changes. You can now activate the page to make the changes live.
Test the Configuration:
Navigate to a record that meets the criteria defined in your visibility rule and confirm that the Alyce gift button is displayed or hidden accordingly.
Adjust as Needed:
If necessary, go back to the Lightning App Builder, make adjustments to the component visibility rule, and repeat the testing process until the configuration meets your requirements.
Keep in mind that the steps might vary slightly based on Salesforce updates and changes. Ensure that you have the necessary permissions to access and modify the page layouts and dynamic forms. If you're using different versions of Salesforce or if your organization has specific configurations, the steps might also differ. Always refer to the official Salesforce documentation for the most accurate and up-to-date information.