Alyce for Salesforce - Application Components Overview
Components Overview
This is a list of all component types in the Alyce Salesforce application, along with how many of each type, and a brief description of their general usage
Action |
3 |
Enable users to access sending gift flow in contacts and leads. Not currently used in favor of buttons. |
AlyceSupportedCountryName |
8 |
Used to determine the country of users and connect back to Alyce database |
Apex Class |
169 |
Core application code/capabilities |
Apex Trigger |
2 |
A trigger used to update Alyce object information |
App |
2 |
Core Alyce application, Alyce Authentication Connector |
Aura Component Bundle |
2 |
Lightning buttons to send gifts |
Button or Link |
7 |
Buttons used to open Visualforce pages for gift sending flow |
Custom Field |
165 |
148 fields related to Alyce custom objects, 5 fields added to lead, contact, and account objects for pushing Alyce information into automated workflows and other integrations, and 2 fields added to user object to connect users to Alyce |
Custom Metadata Type |
1 |
Used to match country information to Alyce |
Custom Object |
10 |
1 user-facing object for gifts, 1 object for campaign member status, 1 to enable / disable features and functionality, 4 objects that enable permissions /access, 1 object for connecting Alyce core object to standard objects for field updates, 1 object for connecting Alyce campaigns to Salesforce campaigns, 1 object to manage Alyce < -> Salesforce Sync. |
Duplicate Rule |
1 |
Used to ensure no duplicate data created |
Lightning Page |
2 |
Alyce specific pages for Contacts and Leads |
Matching Rule |
1 |
Used to prevent duplicate Alyce gifts |
Page Layout |
6 |
Alyce specific page layouts |
Permission Set |
1 |
Alyce specific permissions |
Remote Site |
3 |
Alyce sites for the application, sandbox, and log reporting |
Report |
3 |
Alyce template reports |
Report Folder |
1 |
Folder for Alyce template reports |
Static Resource |
8 |
Alyce specific designs |
Tab |
5 |
Alyce tabs for gift invitations, settings, isolated invitations, team management, and admin |
Validation Rule |
1 |
Used to ensure gift objects tie back to Alyce |
Visualforce Component |
15 |
Components used for Alyce specific flows |
Visualforce Page |
35 |
Pages used for Alyce specific flows |
Apex Trigger
Component Name |
Description/Usage |
GiftTrigger |
Trigger to update campaign member status based on gift status, sets gift owner based on Alyce sender, and sets account and opportunity based on contact information |
Custom Fields
The Alyce Salesforce application contains 165 total custom fields, of these 17 relate back to standard Salesforce objects
Object |
Standard/Custom |
# of Fields |
Description/Usage |
Account |
Standard |
5 |
Fields describing information on most recent gift |
Alyce Batch Job Schedule |
Custom |
8 |
Used to manage Alyce batch data updates |
Alyce Campaign |
Custom |
5 |
Used for matching Alyce and Salesforce data |
Alyce Endpoints |
Custom |
5 |
Used for connecting Alyce to Salesforce |
Alyce Team |
Custom |
5 |
Used for matching Alyce and Salesforce data, along with user-specific gifting capabilities |
Alyce User Activity |
Custom |
2 |
Used for tracking Alyce activity in Salesforce |
Alyce User Information |
Custom |
9 |
Manages Alyce user information in Salesforce |
AlyceSupportedCountryName |
Custom |
1 |
Used for matching Alyce country to Salesforce |
Campaign Member Status Map |
Custom |
2 |
Used for mapping campaign and gift statuses from Alyce to Salesforce |
Contact |
Standard |
5 |
Fields describing, initial, most recent, and total gifts |
Gift |
Custom |
99 |
Main Alyce object, storing majority of gift related information |
Lead |
Standard |
5 |
Fields describing information on most recent gift |
User |
Standard |
2 |
Used to match Alyce user to Salesforce User |
Custom Objects and Settings
The Alyce Salesforce Application Includes 5 custom objects and 4 custom settings
Component Name |
Type |
Description/Usage |
Alyce Campaign |
Custom Object |
Not User Facing, Connects Alyce Specific Campaigns with Salesforce User Groups |
Alyce Feature Switch |
Custom Object |
Used to enable activation and deactivation of certain Alyce App functionality |
Alyce Team |
Custom Object |
Not User Facing, Controls Alyce Team Information |
Alyce User Activity |
Custom Object |
Not User Facing, Used for Error Logging |
Alyce Gift Invitation |
Custom Object |
Main Object For All Gifting Activity |
Alyce Batch Job Schedule |
Custom Setting |
Handles Timing of Alyce Object Updates |
Alyce Endpoints |
Custom Setting |
Web Addresses for Alyce Application |
Alyce User Information |
Custom Setting |
Not User Facing, Alyce Specific User Related Data |
Required Fields Mapping |
Custom Object |
Maps fields from core Alyce Gift Invitation Object to fields within standard Salesforce objects for reporting and sharing with other integrations |
Campaign Member Status Map |
Custom Setting |
Used to Map Alyce Campaign to Salesforce Campaign Statuses |
Permission Sets
The Alyce application has the following permission sets that control access for Salesforce users
Component Name |
Description/Usage |
Alyce Permission Set |
Manages access to Alyce application for Salesforce users |
Alyce Integration User Permission Set (For Alyce for Salesforce 2.0)
|
Administers Salesforce API access for Alyce application
|
Remote Sites
There are 3 sites preconfigured with the Alyce application to enable Salesforce to connect to Alyce servers
Component Name |
Description/Usage |
Alyce |
Site for main Alyce application |
Alycedev |
Site for Alyce QA/sandbox application |
RollbarAPI |
Site for Alyce log reporting |
Reports
The Alyce application has 1 template report and report folder
Component Name |
Type |
Description/Usage |
Alyce - Gift Selection Ready Template |
Report |
Template for sales/BDRs to be able to know exactly which gifts have completed research and are ready for gifting |
Alyce Gift Invite Delivered, Not Viewed |
Report |
Template for sales/BDRs to review gifts that have been delivered and need follow-up to encourage recipients to review |
Alyce Gift Invitations Sent - Template |
Report |
Template for sales/marketing managers to see overall Alyce gift invitations sent along with most productive team members |
Alyce Template Reports |
Report Folder |
Folder for Alyce template reports |
Rules
The Alyce application has 3 total rules, 2 focus on ensuring no duplicate gifts are created in Salesforce and 1 ensures gifts match Alyce expectations with validation
Component Name |
Type |
Description/Usage |
Prevent_gifts_with_Duplicate_Alyce_Ids |
Duplicate |
Prevents duplicate gifts from being created |
Prevent gifts with Duplicate Alyce Ids matching rule |
Matching |
Prevents duplicate gifts from being created |
Gift_Id_Not_To_Be_Change |
Validation |
Ensures all Salesforce gifts match required expectations from Alyce |
Other Key Components
The following are other important components that may be valuable for a Salesforce administrator should they need to do any debugging or wish to learn more about the Alyce Salesforce application.
Component Name |
Type |
Description/Usage |
MetadataDeployer |
Apex Class |
Used to automatically add Alyce Visualforce page and button to standard contact, lead, campaign, account, and opportunity page layouts |
SendAlyceGiftButton |
Aura Component Bundle |
Lightning button to send gifts through leads and contacts |