Gift Object Layout
To access Gifts Tab, go to AppLauncher search "Gifts". If in Classic, click + on navigation and search "Gifts".
Here is an example of the overall layout of the gift object in Salesforce. NOTE: fields in the image are not necessarily indicative of all current fields as those are subject to change with package upgrades.
Gift Detail
This is the set of fields associated with high level details for a gift invitation as it relates to the sender, recipient, and associated standard objects within Salesforce.
Field Label | Data Type | Field Description |
Gift Number | Text | Salesforce ID of gift invitation. |
Gift ID | Text | Internal ID of Alyce gift invitation. |
Team ID | Number | Internal ID of Alyce team associated with the invitation. |
Recipient Name | Text | Name of recipient. |
Recipient Email | Text | Email of recipient. |
Sender Status Name | Text | Name of the sender. |
Recipient First Name | Text | Recipient first name. |
Recipient Last Name | Text | Recipient last name. |
Options Ready Notified | Text | Email of user notified when gift options are ready for the invitation. |
Owner | Lookup | Standard Salesforce Object Field to track the ownership of a gift invitation. |
Lead | Lookup | Standard Salesforce Object Field to track the associated lead of a gift invitation. |
Contact | Lookup | Standard Salesforce Object Field to track the associated contact of a gift invitation. |
Opportunity | Lookup | Standard Salesforce Object Field to track the associated opportunity of a gift invitation. |
Account | Lookup | Standard Salesforce Object Field to track the associated account of a gift invitation. |
Campaign | Lookup | Standard Salesforce Object Field to track the associated campaign of a gift invitation. |
Alyce Campaign | Lookup | Standard Salesforce Object Field to track the associated connecting campaign for Alyce to Salesforce of a gift invitation. |
Gift Invitation Status
The following set of fields provide information about the current status of a gift invitation, as well as time-stamps to track the process throughout the gifting lifecycle.
Field Label | Data Type | Field Description |
Gift Invitation Status | Text | The current status of the gift invitation. |
Gift Status ID | Number | Internal ID of current Alyce gift status. |
Gift Invitation Delivery Method | Picklist | Method selected for delivering gift invitation |
Sent As Name | Text | Name of final sender when send-as functionality was used. |
Sent By Name | Text | Name of person who physically hit send within Alyce application, whether or not they appear as the sender. |
Choose Gift Option | Formula | Link to choose a gift and send gift invitation. |
Alyce Gift Link | URL | Link to Alyce gift landing page. |
Accepted At | Date/Time | The date when the gift invitation was accepted by the recipient. |
Created At | Date/Time | The date when the gift was created by the sender. |
Options Ready At | Date/Time | The date when the Alyce recommended gift(s) are provided to the sender. |
Invitation Sent For Fulfilment | Date/Time | The date when the sender has selected the gift, completed the message and submitted for processing. |
Invitation Sent At | Date/Time | The date when the gift invitation has completed processing, and is on its way to the recipient. |
Invitation Delivered At | Date/Time | The date when the gift invitation was marked as delivered. |
More Info Requested | Date/Time | The date that more information was requested from the gifter |
Viewed At | Date/Time | The date when the gift invitation was viewed by the recipient on Alyce.com |
Gift Finalized | Date/Time | Date that the gift was purchased and sent to recipient |
Disabled At | Date/Time | The date when the gift invitation was disabled by the sender. |
Declined On | Date/Time | The date when the gift invitation was declined by the recipient |
Tracking Delivery Status | Text | Status of gift invitation delivery. |
Tracking Link | URL | A tracking link is provided once your gift invitation has been sent. |
Sent To Fulfillment | Checkbox | Whether a gift invitation has been sent to an Alyce fulfillment vendor |
Sent To Fulfillment At | Date/Time | The date a gift invitation was sent to the fulfillment vendor |
Address Validation Status | Text | The status of address validation for a prospect |
Address Validation Status Updated At | Date/Time | The date of the most recent update for address validation |
Invitation Messaging
The following set of fields provide information about the Gift message submitted by the sender, and Recipient message provided in response.
Field Label | Data Type | Field Description |
Gift Message | Long Text Area | Gift message submitted by Sender. |
Recipient Response Message | Long Text Area | Recipient message submitted in response to gift invitation. |
Tracking Link | URL | URL of tracking link for shipment of invitation. |
Tracking Delivery Status | Text | Tracking status of invitation in shipment. |
Tracking Number | Number | Tracking number of invitation shipment. |
The following set of fields provide information about actions completed by the Recipient.
Field Label | Data Type | Field Description |
Response Provided: Answer | Text | Answer provided by the recipient to a question asked by the sender |
Response Provided: Email | Email provided by the recipient | |
Recipient Provided: Meeting Availability | Text | The date(s) and time(s) that a gift recipient has provided for a meeting (integrated & non-integrated calendars). |
Response Provided: Phone | Phone | Phone Number provided by the recipient |
Recipient Response Sign | Long Text Area | Agreement with sender's terms given by the recipient |
Recipient Gift Declined Feedback | Text Area | Feedback provided by the recipient if the gift was declined |
Recipient Selected Meeting | Date/Time | Meeting Date & Time selected by the recipient on Sender's calendar (integrated calendar ONLY). |
The Meeting Was Held | Checkbox | Flag to show if the recipient was attended booked meeting. |
Gift Description
The following set of fields provide information about the gift selected for offering to the recipient, including product details and merchant information.
Field Label | Data Type | Field Description |
Gift Name | Text | Name of the gift selected for the recipient |
Gift Image | Formula | Image of the gift selected for the recipient |
Gift Merchant Name | Text Area | Merchant name of the gift selected for the recipient |
Gift Description | Rich Text Area | Description of the gift selected for the recipient |
Gift Budget | Number | Value of average budget for potential final accepted gift |
Claimed Gift
The following set of fields provide information on the actual accepted gift for accepted invitations.
Field Label | Data Type | Field Description |
Claimed Product Name | Lookup | Name of accepted gift for invitation. |
Claimed Image | Lookup | Image of gift accepted by recipient. |
Claimed Merchant Name | Text | Merchant name of the accepted gift for the invitation. |
Claimed Description | Text | Description of the gift accepted by the recipient. |
Claimed Gift Cost | Number | Value of the accepted gift. |
System Information
The following set of fields provide information about any requirements for your recipient to accept your gift.
Field Label | Data Type | Field Description |
Last Modified By User
|
Text | User who last caused a synchronization for the invitation (generally an admin) |
Alyce Synchronization Information | Text | Any errors, if they occur, of synchronization for the invitation |
Gift History
Optionally, you can add the Gift History related list on the Gift object in Salesforce. This Related List will track all status changes throughout the full lifecycle of a gift by including the original value, new value, and corresponding time stamps for each change in gift status. This list is only available in the New Experience (Alyce for Salesforce 2.0)
To enable Gift History, follow the steps in this document.
Gift Statuses ID's and Definitions
Status Id | Status Name | Status Label |
10 | sender_status_created | Gift is being researched |
15 | sender_status_need_more_info | More information needed |
20 | sender_status_product_proposed | Gift selections ready |
25 | sender_status_scheduled | Invitation is scheduled |
30 | sender_status_sent | Gift invitation sent |
30 | sender_status_email_bounced | Invite email bounced |
30 | sender_status_delivered | Invite delivered |
40 | sender_status_accessed | Recipient visited gift page |
70 | sender_status_claimed | Recipient accepted gift |
80 | sender_status_expired | Gift expired |
80 | sender_status_declined | Gift rejected |
100 | sender_status_disabled | Gift disabled |