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    Brilliant for Salesforce

    Brilliant for Salesforce Background

    Brilliant for Salesforce is a Salesforce app that allows clients of Brilliant to send gifts and other branded merchandise to their contacts and leads within a Salesforce Org.

    This document discusses the functionality of the Brilliant for Salesforce app after it has been installed within your Salesforce Org. Before you start, ensure you have installed the app outlined in our Brilliant for Salesforce: Installation Guide.

    Brilliant for Salesforce provides:

    1. End-user functionality for Store Users, allowing them to send pre-selected gifts and products to Contacts and Leads from within Salesforce.
    2. Administrative functionality through Brilliant Admin. Admin Users, whom also have Brilliant administrative permissions have control over users’ budgets from the Brilliant dashboard and visibility across the entire Brilliant for Salesforce app.

    Understanding User Types

    To change user permissions take a look on how to Assign Permission Sets in our Installation Guide:

    • Brilliant Admin User - has access to the Brilliant for Salesforce and Brilliant Admin apps and will be able to: 

      • Change Brilliant user’s budget amount and timeframe (must also have Brilliant Admin permissions on the corresponding Brilliant Store)

      • Assign store’s default budget (must also have Brilliant Admin permissions on the corresponding Brilliant Store)

      • View all store’s historical orders

      • Change Brilliant app setting including the Brilliant’s client key and secret key

      • Enable and disable basic Rules

    • Brilliant Store User - has access to the Brilliant for Salesforce and Brilliant Store apps and can: 

      • Create Brilliant orders for leads

      • Create Brilliant orders for contacts

      • View orders that have been sent for that lead

      • View orders that have been sent for that contact

      • View all orders that they have sent

    Brilliant will help to get your users set up on the Brilliant store in the onboarding process, but here is an overview of how to add additional users to the Brilliant Store.

    Navigating to the Brilliant for Salesforce Apps

    1. Find and click the app selector icon in the top right of the Salesforce UI

    2. Select ‘View All’ to view a full list of available apps

    3. Here you will find the Brilliant Admin and Brilliant Store apps

    Quick tip: You can drag the Brilliant Admin and Brilliant Store app tiles higher up in your list of available apps by clicking and dragging the tile using the reordering tool

    Doing so will make the Brilliant Admin and Brilliant Store apps more easily accessible from the app selector tool

    How to Send a Gift

    1. Navigate to the Brilliant Store app via the app selector. This will launch the Brilliant for Salesforce app within your workflow.

    2. Select “Send a Gift” which will launch the catalog of product options you are able to choose from

    3. First Tab: 'Select One or More Gifts'

    a. Navigate to the first gift you wish to send and select it. This will launch the product detail view where you can enter the desired quantity, or choose size preferences. Choose ‘Select’ which will add the gift to your cart

    b. After adding the product to your cart, you will be directed back to the ‘Select One or More Gifts’ tab where you can choose to add an additional item should you wish

    c. Repeat this process until you are satisfied with the items selected for the gift recipient

    4. Second Tab: ‘Finalize Gift’

    a. Add Recipient Shipping Information: Once you are satisfied with the selected gifts, navigate to the ‘Finalize Gift’ tab. Select either a Contact or a Lead from the ‘Search Contacts’ or ‘Search Leads’ fields. The recipient’s address will be automatically populated from their Salesforce record if an address is available. Review and modify the address if needed. Note that any changes to the address you make in this field will not be saved to your recipient’s record in Salesforce. 

    b. Gift + Shipping Costs: Select ‘Confirm details’ once you have completed the address fields to calculate costs and review your gift order.

    5. Third Tab: ‘Confirm and Send’

    a. Order Total: Review the order total including shipping costs. You may return to the previous tab to modify the address and recalculate shipping costs if needed.

    b. Gift Message: If you’d like your order to include a notecard, provide a message in the “Gift Note” field. The notecard will be printed to reflect exactly what you input in this field, so be sure to sign your name and provide any contact information you wish to include.

    c. Send: When ready, select “Send Gift”

    d. Confirmation: After selecting ‘Send Gift’ you will see an order confirmation page.
    e. In addition, you'll receive an email confirming your order, and another email with tracking information when your order ships.

    Brilliant gifts are typically shipped within 1 business day. They are typically shipped via FedEx Ground or USPS Priority or First Class mail, so can take 1-5 business days to arrive to recipients within the US.

    Gift History

    View Gift History for a Lead or Contact

    1. Navigate to the Contact or Lead you wish to see gift history for

    2. Select ‘View Gift History’ for order details, gift status and tracking details for all historical gifts sent to that specific Contact or Lead

    Your Full Gift History

    1. Navigate to the 'Gift History' tab to view your entire gift history for all Contacts and Leads. Here you will find order details, gift status and tracking details.

    Note: if your organization also has web store portals in place with Brilliant, orders sent to Salesforce Leads or Contacts directly from web store portals will not appear in the Brilliant for Salesforce app.

    Your Budget

    Your current budget amount will always appear in the header of the Brilliant Store app.

    Tasks & Activities

    By default, Brilliant for Salesforce will create one Activity and one Task for each gift you send to a Lead or Contact.

    1. Gift Sent! A completed task will be added to your Activities for a Lead or Contact when your gift is shipped to your client. This will allow you to see the order in the timeline and context of all of your past activities associated with them.

    2. Follow Up on your gift. A task will be created when a gift is delivered to your recipient.

    Other User Account Settings

    Slack Handle: If your admin has enabled our Slack integration, you can receive a notification via Slack when your gifts are delivered.

    After our Slack integration has been enabled, you will need to save your Slack handle to your Account Settings so that you receive Slack notifications by default upon package delivery. To review how to enable our Slack integration, click here.

    Brilliant for Salesforce Admin Userflow

    The Brilliant Admin app allows Brilliant for Salesforce admin users to manage users, their access levels and their budgets.

    1. To access Admin, navigate to the Brilliant Admin app via the app selector

    2. Welcome to your Brilliant Admin Dashboard

    App Order History

    You can view all orders placed by all users within your organization by navigating to the 'Gift History' tab in the Brilliant Admin app. Only an admin user will be able to access this information.

    Salesforce Budget Controls

    1. From the Brilliant Admin app, navigate to “Settings”

    2. Select ‘Update Store Budget’ to be directed to your store’s budget settings in the Brilliant interface

    3. On this page, you can set a Default Budget that will apply to each user that has access to your Brilliant for Salesforce app unless you adjust their budgets individually

    Set Default Budget

    1. To set the Default Budget, click “Edit” under “Default Budget Settings”

    2. Input the budget amount and select the timeframe that the budget applies to: you can select between Daily, Weekly, Monthly, Quarterly or Yearly. Click the Save when done.

    • Each user to whom the Default Budget applies to will have their budget reset to the designated amount every designated time frame for each user
    • Unused budgets do not roll over

    3. If you do not wish to set a budget, check the “unlimited” checkbox and “Save.”

    Set Individual User Budgets

    You can override the default budget on a per-user basis from the same Store Budgets page within the Brilliant interface:

    1. Click “Edit” on the user you wish to customize the budget for

    2. Input the budget amount desired for that specific users and select the timeframe that the budget applies to: you can select between Daily, Weekly, Monthly, Quarterly or Yearly. Click the Save when done.

    3. Here you can also view period and lifetime spend for each unique users

    Salesforce Batch Gifts and Task Creation

    • A Batch Gift is where the same gift or item or set of items is sent to many recipients at the same time, from either one or multiple “senders” within your organization. If you would like to provide Brilliant with a dropship list instead of having your Salesforce users send individual gifts to each recipient in the batch, this is considered a Batch Gift
    • When sending a batch gift, you will work directly with your Creative Partner to set up rules for how Tasks will be created relative to the shipments in your Batch Gift
    • Brilliant will ask you:
      • Whether a completed “Gift Sent” task should be created when the gift is shipped
      • What the subject and description of that Gift Sent task should be
      • Whether an open “Follow Up” task should be created when the gift is delivered
      • What the due date of that task should be relative to the delivery date of the shipment
      • What the subject and description of that Follow Up task should be

    • You will also need to provide a drop ship list using this template that includes the unique Salesforce ID of the recipient (e.g., 0031I00000dbbH2QAI) and the Salesforce username or email address of the person who will own the tasks associated with that shipment