Download the Snappy Salesforce App managed package:
Snappy Salesforce App Post-Install Guide
This step-by-step guide walks you through the initial configuration of your Snappy Salesforce App after installing it.
PreInstall: Providing Snappy MyDomain
The My Domain will need to be provided to Snappy to add to the auth provider setup to allow the Salesforce org to authenticate.
To locate My Domain navigate accordingly in Salesforce
Setup > Company Settings > My Domain
The Current My Domain URL will be the org’s domain URL such as “orgname.my.salesforce.com”
If the callback URL is not added to the allowlist, upon trying to authenticate, you will encounter an error with URL https://auth.snappygifts.com/error?error=redirect_mismatch
SECTION 1: PERMISSION SETS
To get started, locate the permission set you would like to configure. Permissions are assigned to either Snappy Users or Snappy Administrators.
Image 1: Locate Snappy Permission Sets
For Snappy Users go to Users and select the desired permission set.
Click on Snappy User
Click the “Manage Assignments” button.
Image 2: Desired Permission Sets
Next, select the “Add Assignment” button
Image 3: ‘Add Assignments’
Now you can add users who should have access to the Snappy Gifts object and Email templates.
Image 4: Locate and Select Users
Set any expiration dates that should apply to the user.
Image 5: Select Expiration Settings
You will see a success screen when all users have been assigned. The process will be the same for Administrators.
Image 6: Success Screen
Please Note:
User permission sets should be applied to users who need to send gifts.
Admin permissions should b assigned to an Administrator who needs to send gifts and perform other admin activities such as view logs and address errors.
SECTION 2: Add Snappy Gift Button LWC to Account, Contact, Lead, and Opportunity Record Pages
Go to Settings → Object Manager → Account → Lightning Record Pages.
You can edit an existing Account Record Page assigned to an app, profile, or record type, or create a new Lightning Record Page.
From the Components list, select the “Snappy Gift Button” and drag it onto a preferred section on the page.
Image 7: Lightning Record
Save the changes and activate as required.
Repeat this process for the other objects (Contact, Lead, and Opportunity)
SECTION 3: ADD Snappy Gifts to the CONTACT or Lead Page Layouts
To add Snappy Gifts to the Contact or Lead Page Layouts:
Go to Setup → Object Manager → Contact → Page Layouts
From here you can:
Edit the Contact layouts assigned to relevant users
Click on “Related Lists”
Drag “Snappy Gifts” to the Related List section.
Save the layout
Image 10: Under the Contacts list view on Account Layout, select custom 'Send a Gift' button
This process will be the same for Leads.
SECTION 4: List View Button (Lead & Contact)
To add the Send a Gift list button to the Lead and Contact List Views
Go to either:
Setup → Object Manager → Lead → List View Button Layout or
Setup → Object Manager → Contact → List View Button Layout
From here:
Click Edit
Select the Send a Gift button under Custom Buttons > Available Buttons and move it to the Selected Buttons by clicking on the right arrow button
Click Save
Image 11: Under List View Buttons, select Edit from the drop-down
Image 12: Move 'Send a Gift' from available to selected and save
Section 5: Install and configure Auth. Provider unlocked package
To install the unlocked package here
To create a “Snappy API Access” permission set and assign it to the users that require access to the Snappy Application.
Setup → Permission Sets → New → Name: “Snappy API Access” → Named Credential Access → Edit & select Snappy API → Save
Next, go to Manage Assignments → add all the users that need access to send gifts.
Update your Consumer Key & Secret
Once installed, the Consumer Secret will need to be updated for the Auth Provider. Navigate to Setup > Identity > Auth. Providers
Click Edit to the left of Snappy and enter the Consumer Key & Secret.
Consumer Secret: re4hhimc4e02qbrplndtghe4rjvutpmjdd07or05hjbm858qk9h
Consumer Key: 3su25l993r8eghhggu9hpl853u
Click Save
Authorize the User
User → Settings → Authentication Settings for External Systems → New → User (lookup your own User) & check the “Start Authentication Flow on Save” box → Save
Finally. Enter your snappy credentials and sign in.
Section 6: Enter Company Name on User Record
Check if the user record has the Company name populated. If it is empty, it needs to be updated so that value would be populated correctly in the email component.
Section 7: Metadata Logging
To find and configure your logging Mechanisms go to;
Setup → Type ‘Custom Metadata’ in Quick Find → Custom Metadata Types → Log Settings → Manage Log Settings → New
Finally, enter and configure your data as below.
Please Note: The max number of logs can change.
Section 8: In-app Guidance
To install in-app guidance package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5G000003vkW3QAI
Updated in v1.7
Prerequisite - user with Snappy Admin Permission Set
The latest version of Snappy for Salesforce now allows users with the Snappy Administrator permission set to view all gifts and update their statuses manually in a new Snappy Administrator dashboard. Previously a Snappy Administrator was only able to view and refresh the statuses of the gifts they sent in the Snappy Gifts Dashboard.
This dashboard looks and functions the same as the Snappy Gifts Dashboard that is still present in v1.7, however you will now see all gifts sent by your Salesforce users and have the ability to manually sync statuses with the Snappy Gifts records in your Salesforce org by clicking “Refresh”. To keep the view manageable, we have introduced a filter to show gifts sent in the last 30 days (default) or to show gifts sent all-time. Admin users are able to send gifts in the same way as the Snappy Gifts Dashboard and can switch their workflows to use this new screen if they require the ability to view and track gift statuses across the entire Salesforce org.
Section 10: Configure the Snappy Gifts Scheduled Job
To enable the automatic sync of Snappy Gift statuses from Snappy to the Salesforce Snappy Gift records, log in to your Salesforce org as a user with the Snappy Administrator permission set assigned. Go to App Launcher and open “Snappy Gifts Scheduler”
To enable the hourly sync, turn the toggle to “On”.
You should see a success toast message to indicate the sync is now turned on.
No further action is required from the Admin, an automated Apex job will run once an hour to retrieve statuses from Snappy and sync the status on the Salesforce Snappy Gifts records.
You can also disable the sync at any time from the same screen, just switch the toggle off.