Salesforce: Send a Gift Setup

This guide assumes you have already communicated with Brilliant to enable the Salesforce Send a Gift integration for your account. Please note you must be using the Salesforce Developer, Unlimited, Enterprise, or Performance edition in order to integrate with Brilliant.

Before integrating your Salesforce account with Brilliant, you must first set up your Salesforce instance to streamline gifting to your Contacts and Leads and prepare for data syncing. After you set up Salesforce, you can connect your Salesforce account to Brilliant to enable the integration.

Salesforce Setup

In order to connect Brilliant to your Salesforce instance, please have your Salesforce admin follow the steps below to create a custom Send a Gift button for Contacts and Leads, create a custom Brilliant Gift object, create custom fields for Events and adding Related List Section

Create Send a Gift Button

You will need to create two Send a Gift buttons: one for Contacts and one for Leads. Each button will link to a Brilliant URL containing the appropriate Salesforce ID. This will allow Brilliant to pull in the Contact or Lead information automatically and push data back into Salesforce when a gift is sent or a sent gift is updated.

To create a button for Contacts:

Open the Salesforce Object Manager.
Go to the Contact page.
Click Buttons, Links, and Actions.
Click New Button or Link.
Set the Label to Send a Gift.
Set the Display Type to Detail Page Button.
Set the link to the following URL:
- https://app.brilliantmade.com/send_gifts?xee=Salesforce-*-Contact-*-{!Contact.Id}
Edit your Contact Page Layout to show the button you just created.

Repeat these steps for Leads, but instead use the following link in your button and edit your Lead Page Layout:

https://app.brilliantmade.com/send_gifts?xee=Salesforce-*-Lead-*-{!Lead.Id}

Create Brilliant Gift Object

The integration will push data from Brilliant to a custom gift object in your Salesforce instance. You will need to create this custom object according to the instructions below:

Navigate to the Object Manager.
In the upper right corner, click the Create dropdown, then click Create Object.
For the Label, enter Brilliant Gift. After doing this, the Object Name should be auto-populated with Brilliant_Gift. Please make sure that the value in Object Name is exactly Brilliant_Gift. For the Plural Label, enter Brilliant Gifts.
In the Optional Features section, check the box next to Allow Reports.
Leave the rest of the options at their defaults, and click Save.
Find and click on the Brilliant Gift object you just created in the Object Manager menu.
Click on Fields & Relationships.
Create new fields for each of the fields listed below according to their specifications. You can leave the field level security as visible for all profiles for each of these fields:

Brilliant Recipient Id: A text field 16 characters in length with a field name set to Brilliant_Recipient_Id when creating the field. Please also check the External ID box when creating the field.
Brilliant Order Id: A text field 16 characters in length with a field name set to Brilliant_Order_Id when creating the field. Please also check the External ID box when creating the field.
Contact: A lookup field tied to your Contacts with a field name set to ContactId when creating the field.
Lead: A lookup field tied to your Leads with a field name set to LeadId when creating the field.
Cost: A currency field with a length of 16, 2 decimal places, and a field name of Cost when creating the field. This field will be populated with the total cost of the gift.
Shipping Cost: A currency field with a length of 16, 2 decimal places, and a field name of Shipping_Cost when creating the field. This field will be populated with the shipping cost for the gift.
For/Send Status: A picklist field with the following values: Sent, Clicked, Submitted, and Canceled. The field name should be For_Send_Status when creating the field.
Order Status: A picklist field with the following values: Pending, Awaiting Fulfillment, In Fulfillment, Partially Shipped, Out For Delivery, Partially Delivered, Delivered, and Canceled. The field name should be Order_Status when creating the field.
Campaign: A lookup field tied to your campaigns with a field name of Campaign when creating the field. This is used if you are also enabling the standalone Salesforce Campaign Integration (separate from the optional campaign member sync feature of this Salesforce Send a Gift integration).

Custom Event Fields

The integration will create events on a Contact or Lead's calendar whenever a gift is sent to that Contact or Lead, or whenever they claim the gift. This requires you to add some custom fields to your Salesforce Events:

Go to the Salesforce Object Manager.
Go to the Activity page.
Click on Fields & Relationships.
Create a Brilliant Recipient Id field by following these steps:
1. Go to the Fields and Relationships tab of the Activity Object, then click New in the upper right corner.
2. Select the Text data type, then click Next.
3. Enter Brilliant Recipient Id in the Field Label. After doing this, the Field Name should be auto-populated with Brilliant_Recipient_Id. Please make sure that the value in Field Name is exactly Brilliant_Recipient_Id.
4. Set the Length to 16.
5. Uncheck Auto add to custom report type, then click Next.
6. Leave the field level security for each profile at their default values (which should allow the field to be visible to all profiles), then click Next.
7. Uncheck the box next to Task Layout so that the field is applied to Events only.
Repeat step 4, but instead create a field called Brilliant Order Id with a Field Name of Brilliant_Order_Id.
Repeat step 4 again, but this time the Field Label should be Brilliant Gift Status, the Field Name should be populated with Brilliant_Gift_Status, and the Length should be 32.

In order for users to quickly see past gifts sent to the lead or contact you can also add a related list section to the page layout.

This will be available to add under Page Layouts > Related Lists:

Connect Brilliant

After you have followed the steps above to setup your Salesforce instance, you are ready to integrate with Brilliant by following the steps below:

Login to Brilliant using your email address and password.
On the lefthand side of the page, navigate to the Automations page of the store you wish to connect the automation to via Storefront -> Your Store to Connect -> Automations.
Find the Salesforce integration and click Connect.
From here, you will be brought to a new tab where you can configure and provide authentication for the integration.
You will be asked for your account information for both Brilliant and Salesforce.
1. For Brilliant, the account will be added for you, so you can skip to adding your Salesforce account information.
2. For Salesforce, you can provide your account information via an OAuth connection. After adding your Salesforce account, click Next.
  1. Important: Please make sure that the Salesforce User whose information you use for this connection has all of the necessary permissions to read, create, edit, and delete data for all of the objects and fields listed above, and has API access enabled.
The Campaign Configuration screen is optional. This screen contains a checkbox field for enabling campaign member syncing and a Salesforce campaign ID field. If you do not want the contacts/leads you gift to be automatically added to one of your Salesforce campaigns, you can leave these fields blank.
1. Campaign Members Enabled: If you would like campaign members to be automatically created from your gifted contacts/leads, please check the box under this field.
2. SFDC Campaign ID: Please put the Salesforce campaign ID of the campaign you want to use for campaign member syncing here.
  1. Important: If you are already using a Salesforce campaign with this integration and would like to switch to a different Salesforce campaign, please reach out to Brilliant to assist with this transition.
Click Finish. Your integration setup is now complete!