Salesforce: Send a Gift Overview

You can connect your Salesforce organization to Brilliant in order to push gifting data back into Salesforce automatically. Once Brilliant has approved your request for one of these automations, please follow the steps in the Salesforce Send a Gift Setup Guide to setup your Salesforce instance and connect the integration.

Usage

Once your Salesforce admin has setup Brilliant's Send a Gift integration workflow in your Salesforce instance, you'll see a Send a Gift button at the top of your Lead and/or Contact page in Salesforce. Clicking the Send a Gift button in Salesforce will open the Send a Gift flow in your Brilliant dashboard in a new tab in your internet browser.

When you click Send a Gift in Salesforce and begin working in Send a Gift in Brilliant, our integration will carry over the Contact or Lead ID from Salesforce to your send and will use this to sync data from Brilliant back into your company's Salesforce instance.

From here, your Send a Gift experience will work just like it does in instances without a Salesforce integration. You can read through our guides to using the Send a Gift workflow here.