Alyce for Salesforce - Application Components Overview

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Sections:

Components Overview

Apex Trigger

Custom Fields

Custom Objects and Settings

Permission Sets

Remote Sites

Reports

Rules

Other Key Components

 

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 1 permission sets that controls access for Salesforce users

Component Name

Description/Usage

Alyce Permission Set

Manages access to Alyce application for Salesforce users


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

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