Components Overview
This is a list of all component types in the Alyce Salesforce application, along with how many of each type, and a brief description of their general usage
| Action | 3 | Enable users to access sending gift flow in contacts and leads. Not currently used in favor of buttons. |
| AlyceSupportedCountryName | 8 | Used to determine the country of users and connect back to Alyce database |
| Apex Class | 169 | Core application code/capabilities |
| Apex Trigger | 2 | A trigger used to update Alyce object information |
| App | 2 | Core Alyce application, Alyce Authentication Connector |
| Aura Component Bundle | 2 | Lightning buttons to send gifts |
| Button or Link | 7 | Buttons used to open Visualforce pages for gift sending flow |
| Custom Field | 165 | 148 fields related to Alyce custom objects, 5 fields added to lead, contact, and account objects for pushing Alyce information into automated workflows and other integrations, and 2 fields added to user object to connect users to Alyce |
| Custom Metadata Type | 1 | Used to match country information to Alyce |
| Custom Object | 10 | 1 user-facing object for gifts, 1 object for campaign member status, 1 to enable / disable features and functionality, 4 objects that enable permissions /access, 1 object for connecting Alyce core object to standard objects for field updates, 1 object for connecting Alyce campaigns to Salesforce campaigns, 1 object to manage Alyce < -> Salesforce Sync. |
| Duplicate Rule | 1 | Used to ensure no duplicate data created |
| Lightning Page | 2 | Alyce specific pages for Contacts and Leads |
| Matching Rule | 1 | Used to prevent duplicate Alyce gifts |
| Page Layout | 6 | Alyce specific page layouts |
| Permission Set | 1 | Alyce specific permissions |
| Remote Site | 3 | Alyce sites for the application, sandbox, and log reporting |
| Report | 3 | Alyce template reports |
| Report Folder | 1 | Folder for Alyce template reports |
| Static Resource | 8 | Alyce specific designs |
| Tab | 5 | Alyce tabs for gift invitations, settings, isolated invitations, team management, and admin |
| Validation Rule | 1 | Used to ensure gift objects tie back to Alyce |
| Visualforce Component | 15 | Components used for Alyce specific flows |
| Visualforce Page | 35 | Pages used for Alyce specific flows |
Apex Trigger
| Component Name | Description/Usage |
| GiftTrigger | Trigger to update campaign member status based on gift status, sets gift owner based on Alyce sender, and sets account and opportunity based on contact information |
Custom Fields
The Alyce Salesforce application contains 165 total custom fields, of these 17 relate back to standard Salesforce objects
| Object | Standard/Custom | # of Fields | Description/Usage |
| Account | Standard | 5 | Fields describing information on most recent gift |
| Alyce Batch Job Schedule | Custom | 8 | Used to manage Alyce batch data updates |
| Alyce Campaign | Custom | 5 | Used for matching Alyce and Salesforce data |
| Alyce Endpoints | Custom | 5 | Used for connecting Alyce to Salesforce |
| Alyce Team | Custom | 5 | Used for matching Alyce and Salesforce data, along with user-specific gifting capabilities |
| Alyce User Activity | Custom | 2 | Used for tracking Alyce activity in Salesforce |
| Alyce User Information | Custom | 9 | Manages Alyce user information in Salesforce |
| AlyceSupportedCountryName | Custom | 1 | Used for matching Alyce country to Salesforce |
| Campaign Member Status Map | Custom | 2 | Used for mapping campaign and gift statuses from Alyce to Salesforce |
| Contact | Standard | 5 | Fields describing, initial, most recent, and total gifts |
| Gift | Custom | 99 | Main Alyce object, storing majority of gift related information |
| Lead | Standard | 5 | Fields describing information on most recent gift |
| User | Standard | 2 | Used to match Alyce user to Salesforce User |
Custom Objects and Settings
The Alyce Salesforce Application Includes 5 custom objects and 4 custom settings
| Component Name | Type | Description/Usage |
| Alyce Campaign | Custom Object | Not User Facing, Connects Alyce Specific Campaigns with Salesforce User Groups |
| Alyce Feature Switch | Custom Object | Used to enable activation and deactivation of certain Alyce App functionality |
| Alyce Team | Custom Object | Not User Facing, Controls Alyce Team Information |
| Alyce User Activity | Custom Object | Not User Facing, Used for Error Logging |
| Alyce Gift Invitation | Custom Object | Main Object For All Gifting Activity |
| Alyce Batch Job Schedule | Custom Setting | Handles Timing of Alyce Object Updates |
| Alyce Endpoints | Custom Setting | Web Addresses for Alyce Application |
| Alyce User Information | Custom Setting | Not User Facing, Alyce Specific User Related Data |
| Required Fields Mapping | Custom Object | Maps fields from core Alyce Gift Invitation Object to fields within standard Salesforce objects for reporting and sharing with other integrations |
| Campaign Member Status Map | Custom Setting | Used to Map Alyce Campaign to Salesforce Campaign Statuses |
Permission Sets
The Alyce application has the following permission sets that control access for Salesforce users
| Component Name | Description/Usage |
| Alyce Permission Set | Manages access to Alyce application for Salesforce users |
| Alyce Integration User Permission Set (For Alyce for Salesforce 2.0) |
Administers Salesforce API access for Alyce application |
Remote Sites
There are 3 sites preconfigured with the Alyce application to enable Salesforce to connect to Alyce servers
| Component Name | Description/Usage |
| Alyce | Site for main Alyce application |
| Alycedev | Site for Alyce QA/sandbox application |
| RollbarAPI | Site for Alyce log reporting |
Reports
The Alyce application has 1 template report and report folder
| Component Name | Type | Description/Usage |
| Alyce - Gift Selection Ready Template | Report | Template for sales/BDRs to be able to know exactly which gifts have completed research and are ready for gifting |
| Alyce Gift Invite Delivered, Not Viewed | Report | Template for sales/BDRs to review gifts that have been delivered and need follow-up to encourage recipients to review |
| Alyce Gift Invitations Sent - Template | Report | Template for sales/marketing managers to see overall Alyce gift invitations sent along with most productive team members |
| Alyce Template Reports | Report Folder |
Folder for Alyce template reports |
Rules
The Alyce application has 3 total rules, 2 focus on ensuring no duplicate gifts are created in Salesforce and 1 ensures gifts match Alyce expectations with validation
| Component Name | Type | Description/Usage |
| Prevent_gifts_with_Duplicate_Alyce_Ids | Duplicate | Prevents duplicate gifts from being created |
| Prevent gifts with Duplicate Alyce Ids matching rule | Matching | Prevents duplicate gifts from being created |
| Gift_Id_Not_To_Be_Change | Validation | Ensures all Salesforce gifts match required expectations from Alyce |
Other Key Components
The following are other important components that may be valuable for a Salesforce administrator should they need to do any debugging or wish to learn more about the Alyce Salesforce application.
| Component Name | Type | Description/Usage |
| MetadataDeployer | Apex Class | Used to automatically add Alyce Visualforce page and button to standard contact, lead, campaign, account, and opportunity page layouts |
| SendAlyceGiftButton | Aura Component Bundle | Lightning button to send gifts through leads and contacts |