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

    Check “Yes, grant access” and press continue. 

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

    Assign Permission Sets

    Overview

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

    1. Brilliant Admin User - users assigned to this permission 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 budget
      3. View all store’s orders
      4. Change Brilliant app setting including the Brilliant’s client key and secret key
      5. All functionalities that a user with the Brilliant Store User permission has
    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

    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 have the ability to set budgets and view order histories in Salesforce but won’t be able to control those settings or view that data within the Brilliant web UI. 

    Add API Keys

    Now 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 launcher 
    3. Choose Brilliant Admin Dashboard from the tabs at the top.
    4. From the right-hand menu, use the dropdown to navigate to the Admin Settings page
    5. From the Admin Settings Page, edit the API Key and Secret Key settings as provided by Brilliant


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

    Add Buttons to Layouts

    Adding Brilliant’s Send Gift Button to Contact Layout

    1. Navigate to Setup -> Object Manager -> Contact
    2. Select Page Layouts and select the Contact Layout
    3. Find the “Send Gift” button under the Buttons section and add it to Custom Buttons
    4. Find the “Send Gift” button under the User the Mobile & Lightning Actions section and add it


    Adding Brilliant’s Send Gift Button to Lead Layout

    1. Navigate to Setup -> Object Manager -> Lead
    2. Select Page Layouts and select the Lead Layout
    3. Find the “Send Gift” button under the Buttons section and add it
    4. Find the “Send Gift” button under the User the Mobile & Lightning Actions section and add it

    Be sure to hit "Save" after adding the "Send Gift" button.


    Important: Adding buttons to the Page Layouts in this way will make the “Send Gift” button visible to all users, not just users who have the Permission Set. Users without a Brilliant Permission Set assigned to them will see the Send Gift button 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.