Salesforce: Campaign Setup

This guide assumes you have already communicated with Brilliant to enable the Salesforce Campaign 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 prepare for data syncing. After you set up Salesforce, you can connect your Salesforce account to Brilliant to enable the integration.

The Salesforce Campaign integration is designed to be used with a new Salesforce campaign that does not contain any existing members. After connecting the campaign to Brilliant, campaign members will be gifted as they are added to the campaign. Any members present in the campaign before connecting the integration will not be gifted. Please make sure that any members added to your Salesforce campaign have valid emails associated with them.

Salesforce Setup

In order to connect Brilliant to your Salesforce instance, please have your Salesforce admin follow the steps below to create a custom Brilliant Gift object.

Create Brilliant Gift Object

Depending on how you configure the automation in later steps, the integration will push data from Brilliant to a custom gift object in your Salesforce instance when gift orders are placed. You will need to create this custom object according to the instructions below:

Navigate to the Salesforce 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.

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 Campaign integration and click Connect.
From here, you will be brought to a new tab where you can provide authentication for the integration.
You will be asked for your account information for Salesforce. You can provide this information via an OAuth connection. After adding your account, click Next.
1. Important: Please make sure the Salesforce User whose information you use for this connection has API access enabled as well as the Modify All Data and Customize Application permissions. If you choose to create Gift records in your Salesforce instance from this integration, you will also need to make sure the user has all of the necessary permissions to read, create, edit, and delete data for the custom Gift object and fields created above.
You will now be asked for configuration values for your automation:
1. Salesforce Campaign ID: This is the Salesforce Campaign ID of the Salesforce Campaign you wish to integrate. You can find the Salesforce Campaign ID by visiting the Campaign's page in Salesforce and copying the ID from the URL.
2. Preferred Gift: The Brilliant Preferred Gift Campaign you want to add campaign members to.
3. Create Gift Objects: Choose whether or not you would like to create Brilliant Gift records in your Salesforce instance for campaign members which choose to receive a gift.
After configuring the integration, click Finish. Your integration setup is now complete!

Campaign Member Statuses

Your Salesforce Campaign should be configured to match our Brilliant Campaign member status requirements. The Member Status field options should be set to:

Sent: Link generated or email sent from Brilliant
Opened: Recipient has opened the email (you won't see this status since you are generating links and not sending the email from Brilliant)
Visited: Recipient has visited the landing page via the link
Submitted: Recipient has claimed a gift
Canceled: Order was canceled
Delivered: Order was delivered

Ending a Campaign and Starting a New One

Our Salesforce Campaign x Brilliant Preferred Gift Campaign set up is designed to sync to one ongoing Salesforce Campaign. If you need to start a new Campaign in Salesforce to sync with a new or existing Preferred Gift Campaign in Brilliant, please reach out to your Creative Partner at Brilliant who can work to update the integration configurations to meet your needs.