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:
- End-user functionality for Store Users, allowing them to send pre-selected gifts and products to Contacts and Leads from within Salesforce.
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.