Adding Alyce Components to Salesforce Page Layouts - Salesforce Lightning

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As part of the Salesforce Installation and Configuration process, there are Alyce components that you will want to ensure are added to your page layouts. This enables your team to get the most out of the integration and all the data that is available to you for us. 
If your company is still using Salesforce Classic, please use this layout guide to set up your pages.
 
Note: In order to edit layouts you will need to have the right permissions to do so in your instance of Salesforce. If you are not an admin, please reach out to your Salesforce Admin for guidance.
 

What Alyce components and information are available to use?

  • Send Alyce Gift Button
    • Available on the Contact and Lead pages
    • Used to send an Alyce gift through Salesforce
  • Related List - Gifts
    • Available on the Contact, Lead, Account, Opportunity and Campaign page
    • Used to view gift(s) that have been sent to a contact, lead, account, opportunity or to members of a campaign
  • Visualforce Page - Alyce Gifts
    • Available on the Campaign page
    • Used to connect Salesforce and Alyce campaigns
  • Alyce Fields (Optional, Recommended)


Add "Send Alyce Gift” Button to Contact & Lead Pages

Navigate to Setup Cog, then "Edit Page" on any contact lead page

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Under Components on the left side, navigate to Custom - Managed section and choose "SendAlyceGiftButton." Drag it to the section of the layout where you want the button to reside.


When upgrading, you may see "SendAlyceGiftsButton" with an S, as an option. Do NOT select this.

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Click Save at the top right of the Lightning App Builder, then click "Back" above that button to view your updated contact page.

 

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The "Send Alyce Gift" button should now appear on your contact page. Repeat same process for leads.

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Add Related List “Gifts" to Contact, Lead, Campaign and Account Pages

 
On any Lead, Contact, Account, or Campaign page, navigate to the Setup cog, then Edit Object.

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Navigate to "Page Layouts" and choose the layout from the list you want to add Alyce information to. If you want to add for all layouts, you'll need to repeat the following steps for each layout on the list.

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In picker, click "Related Lists". Drag “Gifts” list into your Related Lists section of the page layout (You may need to scroll down a bit to get to this section depending on how your pages are laid out and how many sections you have before related lists.) 
NOTE: Use the wrench icon to access the Related List Properties to:
1) Remove the Salesforce Standard Buttons of "New" and "Change Owner".
2) Add any additional display fields desired (as shown in the screenshot below). Gift Number is the only value shown by default.
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Click Save at the top of the picker box and your screen will return to the object manager, where you should see date and time under "modified by" is update to current date and time for the layout you updated. 
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In the App Launcher, search "Leads" (or Contact / Campaign / Account, depending on what you're adding for) and go to a lead record.
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Choose a lead record. You should now see "Gifts" in your Related Lists section of your page. If you do, you have completed this step and can move on to "Add Visualforce Page “Alyce Gifts” to Campaign Page" below.

If you do NOT see "Gifts" in Related List section, follow the remaining steps below to add to your page layout.
Navigate to the Setup Cog in the top right and click "Edit Page" from the box.
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From the list on the left hand side of the Lighting App Builder, choose "Related List - Single" and drag it into the page in the selected area. Then, on the right side of the screen choose "Gifts" from the Related List drop down to ensure you select the Alyce Gifts list.
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Click Save at the top right of the Lightning App Builder, then click "Back" above that button to view your updated lead page.
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You should now see "Gifts" on the page where you added it to the layout.
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Add Visualforce Page “Alyce Gifts” to Campaign Page 

 

On any Campaign page, navigate to the Setup cog, then Edit Object.

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Navigate to Page Layouts and choose your campaign layout. If you have more than one layout and you want Alyce information to display, please ensure you repeat the steps below for each campaign layout.

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Navigate to Visualforce Pages in picker box and add a “Section”. Name it “Alyce Gifts”. Click OK. (You can choose how you want it laid out - 1 column, 2 column, whatever your preference).
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Find “Alyce - Campaign…” in Visualforce Pages.
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Drag “Alyce - Campaign…” into your newly created Alyce Gifts section. (We recommend turning on Scrollbars for this Visualforce page element - click on wrench in top right corner of the Visualforce element to enable.)
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Click Save at the top of the picker box and your screen will return to the object manager, where you should see date and time under "modified by" is update to current date and time for the layout you updated. 
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Navigate to App Launcher and type in "Campaigns".
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Choose a campaign from the list that is using the layout you added Alyce Gifts to. Once you open the campaign, navigate to "Details" tab and you should see "Alyce Gifts" added here.
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When a campaign is connected, you will see this message pictured below. For more on how to connect a campaign, please visit this page.
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Add Alyce Fields to your Contact and Lead Pages (Optional, but recommended)

Navigate to Setup cog, then Edit Object on any Contact or Lead page.

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Navigate to "Page Layouts" and choose the layout from the list you want to add Alyce information to. If you want to add for all layouts, you'll need to repeat the following steps for each layout on the list.

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Navigate to “Fields” and drag a new section into the page. When the box pops up, name it "Alyce Gift Details” and click OK.
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Select the Alyce “Most Recent…” fields from the picker as highlighted below and drag them into your newly created Alyce Gift Details section (You may have to scroll right to find the fields depending on how many you have installed in your system). NOTE: These fields should be set to Read Only to avoid any accidental updates to data.  Reminder: The Alyce for Salesforce integration is one directional, syncing data from Alyce to Salesforce only.
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Click Save at the top of the picker box and your screen will return to the object manager, where you should see date and time under "modified by" is update to current date and time for the layout you updated. 
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In the App Launcher, search "Leads" (or Contact / Campaign / Account, depending on what you're adding for) and go to a lead record.
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Choose a lead from the list and navigate to the "Details" section. Scroll down and you should now see "Alyce Gift Details" within that page.
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That's it! If you have any questions or need support, please reach out to your CSM or email solutions@alyce.com.

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