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    Brilliant for Salesforce

    Install the Managed Package

    Click on the link to our Managed Package provided in your onboarding email.


    Choose “Install for Admins Only” from the “Install Brilliant Managed Package” screen and click Install.


    Check “Yes, grant access to these third-party web sites” and press ‘Continue.’


    Wait for installation. You may see the message: “This app is taking a long time to install.” If you see this, Salesforce will send you an email when the installation is complete.


    Simply click ‘Done’ once you receive the email.

    Assign Permission Sets

    Overview

    Once you have installed the Brilliant Managed Package, the first step is to assign the appropriate permission sets to users. There are 2 permission sets installed with the package: Brilliant Admin User and Brilliant Store User

    Permission Set Types

    1. Brilliant Admin User - Users assigned to this permission, whom also have the necessary permissions within Brilliant, will have access to the Brilliant Admin app and have access to:
      1. Change Brilliant user’s budget amount and timeframe
      2. Assign store’s default budget
      3. View all store’s historical orders
      4. Change Brilliant app setting including the Brilliant’s client key and secret key
      5. Enable and disable basic Rules
    2. Brilliant Store User - Users assigned to this permission will be able to: 
      1. Create Brilliant orders for leads
      2. Create Brilliant orders for contacts
      3. View orders that have been sent for that lead
      4. View orders that have been sent for that contact
      5. View all orders that they have sent

    Note: a user must be a Brilliant Store User and a Salesforce user. 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 any additional users to the Brilliant Store.

    Assigning Permission Sets to a user:

    To assign a Permission Set to a user:

    1. Navigate to Setup > Users > Permission Sets
    2. Select the appropriate permission set (either Brilliant Admin User or Brilliant Store User)
    3. Click on Manage Assignments
    4. Add users as appropriate

    Alternative: Permission Set Groups can be used as an alternative to assigning Permission Sets to individual users. 

    1. Create a Permission Set Group and add users to it, if you don’t already have one
    2. Click into your Permission Set Group, choose “Permission Sets in Group”
    3. Click on the Add Permission Set button
    4. Choose Brilliant Admin User or Brilliant Store User, as desired

    Important: Please note that a user who is designated as a Brilliant Admin User in Salesforce may not be an admin user within the Brilliant Storefront. This means that person will not have the ability to set budgets, and will only be able to view order histories in Salesforce but won’t be able to control those settings or view that data within the Brilliant web UI.

    Update Connected App Configuration

    Updating the Connected App Configuration is necessary for supporting real time data syncing.

    1. Navigate to Setup > Connected Apps > Manage Connect Apps

    2. Select ‘Brilliant Store Connected App’

    3. Select ‘Edit Policies’


    4. Select ‘Admin approved users are pre-authorized’ from the Permitted Users dropdown under the OAuth Policies section.


    5. Select ‘Relax IP Restrictions’ from IP Relaxation dropdown. Make sure to ‘Save’ at the bottom of the page.

    6. Scroll down to the Profiles section and select ‘Manage Profiles’

    7. Choose ‘System Administrator’ from the list and ‘Save.’

    Map Lead Field

    Mapping the Lead Field ensures that when an order related to a lead gets converted to a contact, the order link is changed to the contact instead of the lead.

    1. Navigate to Setup → Object Manager → Lead → Field & Relationships

    2. Select ‘Map Lead Fields’ in the top right

    3. Navigate to the ‘Contact’ tab

    4. Scroll to the ‘Lead Id Passable’ Lead field and map it to the ‘Lead Id Passable’ Contact field. Make sure to save.

    Add Buttons to Page Layouts

    Adding Brilliant’s ‘Send a Gift’ and ‘View Gift History’ Buttons to Lead Layout

    1. Navigate to Setup → Object Manager → Lead

    2. Select Page Layouts and select the Lead Layout

    3. Select ‘Buttons’ from the menu on the left

    4. Drag the ‘Send a Gift’ and the ‘View Gift History’ buttons into the Custom Buttons section

    5. Select ‘Mobile & Lightning Actions’ from the menu on the left

    6. Drag the ‘Send a Gift’ and the ‘View Gift History’ buttons into the Salesforce Mobile and Lightning Experience Action section. Placing them at the front of the list will ensure they show up higher on the page and don’t get collapsed under the fold

    7. Be sure to save the page layout.

    Adding Brilliant’s ‘Send a Gift’ and ‘View Gift History’ Buttons to Contact Layout

    1. Navigate to Setup →  Object Manager → Contact

    2. Select Page Layouts and select the Contact Layout

    3. Follow steps 3 - 7 above


    Important: Adding buttons to the Page Layouts in this way will make the ‘Send a Gift’ and ‘View Gift History’ Buttons visible to all users, not just users who have the Permission Set. Users without a Brilliant Permission Set assigned to them will see the ‘Place an Order’ and ‘View Order History’ Buttons but not be able to access the Brilliant for Salesforce app if they click it.


    If you wish to avoid this issue, you can create a new Page Layout, add the button to that layout, and then control which profiles see that layout so they match up with the users who have access to the Brilliant Admin User / Brilliant Store User permission sets.

    Add API Keys and Sync Data

    Next you’ll need to set the API Key and API Secret Key settings as provided by Brilliant.

    1. Log in as a user with the Brilliant Admin User permission

    2. Open the Brilliant Admin app from the app selector

    3. Choose ‘Settings’ from the tabs at the top

    4. From the Admin Settings Page, select ‘Update API Settings’

    5. Enter the API Key and API Secret Key settings as provided by Brilliant and click ‘Save’.

    The Base URL will be pre-populated with the correct URL (https://api.brilliantmade.com)

    6. ‘Connected’ in green text indicates a successful API connection


    For Real Time Updates

    7. Enter a Username and Instance URL to set up the webhooks for real time updates of Brilliant data to be passed into the Salesforce instance

    Note: The username used here must be one that has been provided access to the connected app (in the previous step), hence it is typically a System Administrator.


    Sync Brilliant Data

    8. ‘Sync Brilliant Data’ to pull the latest Brilliant Data into your Salesforce instance


    Note: It may take about 10 minutes for any existing orders to sync into Salesforce after inserting the API and Secret Keys.