Watch a quick video demo of the steps below.
Adding Brilliant’s Send Gift Button to Contact Layout
- Navigate to Setup -> Object Manager -> Contact.
- Select Page Layouts and select the Contact Layout.
- Find the “Send Gift” button under the Buttons section and add it to Custom Buttons.
- Find the “Send Gift” button under the Mobile & Lightning Actions section and add it to the Salesforce Mobile and Lightning Experience actions section. You'll want to put it in the first three buttons there so it doesn't get collapsed under the fold.
Adding Brilliant’s Send Gift Button to Lead Layout
- Navigate to Setup -> Object Manager -> Lead
- Select Page Layouts and select the Lead Layout
- Follow steps 3 and 4 above.

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.