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Adding the Goody Lightning Component

Quickly view and send gifts from Contact, Lead, and Opportunity pages

Christina avatar
Written by Christina
Updated over 2 years ago

Goody for Salesforce – Navigation

To make sending and viewing gifts easy, the Goody app includes a Goody Gifts Lightning Component. This component can be added to the Contact, Lead, and Opportunity record pages.

When you're on one of these pages, such as a Contact page:

  • Click the ⚙️ Setup icon on the top right

  • Click Edit Page

  • Drag and drop the Goody Gifts component from the Custom - Managed section onto the main panel.

  • Save the edited Lightning Page.

If this is the first time the Lightning Page for that object has been edited, the edited page may need to be activated.

  • Activate the page as the default for the entire org, just a specific app, or according to profiles etc. as required for that specific record.

  • On the next few screens, assign this Lightning Record Page as the App Default for the Goody app.

  • Click on Assign as App Default after clicking on the App Default tab

  • Click Save

Click Back and you will see the edited record page.

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