Configuring the Alyce for Salesforce Integration - 1.89 and earlier

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:

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)

Authorize Salesforce to make the connection with Alyce.

NOTE: You MUST provide Alyce with your Salesforce Org ID. If we do not have this, you will not be able to connect Salesforce to Alyce.

NOTE: For a Sandbox / UAT / QA installation, you MUST update your Alyce endpoint before proceeding.

NOTE: The User will need the Salesforce Admin profile, else the "Edit Authorization Setting" button will not appear.

Click "Edit Authorization Setting"

Open an additional browser tab. Navigate to the appropriate URL below dependent upon which Salesforce environment you are installing to.  If not already logged into Alyce, you will be prompted to do so.

Production: https://dashboard.alyce.com/settings/organization/integrations/salesforce
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.

On the resulting page click "Connect" On the resulting page, click "Generate a new key and secret". Copy the key and secret using the "Copy" buttons next to each box.  These will be pasted into the Step 2 boxes in the Alyce Admin Panel. 

Click "Save Authorization Setting" and ensure the "Current status" field reads "Authorized".

Click "Enable Scheduled Jobs" to turn on the jobs. Alyce creates a varying amount of automatically refreshing apex jobs based on availability in your apex job queue. Data can be manually synchronized outside of the scheduled batch by clicking "Synchronize all gifts".

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).

• 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.

• SF Classic Guide
• SF Lightning Guide

Here is the list of Alyce Gift Status’s and what they mean:

Step 8: Gift Invitation Object Layout Setup

1. Click Deploy Metadata from Non-Certified Package Versions via Apex in the text
2. Ensure that only the first box is checked.
3. Click Save.
4. 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.  

Please click the button in Step 9 as pictured below or visit "Adding Alyce Components to Salesforce Page Layouts" for Classic or Lightning to complete this important step.

Follow the steps here to test your integration

Congrats - the Alyce Salesforce package is now successfully configured!