Goody for Salesforce – Navigation
Adding the Send Gift Quick Action Buttons
The Goody for Salesforce app includes a Quick Action Button to send a gift on Contact, Lead, or Opportunity pages, including list views to allow you to send a batch of gifts to multiple recipients from a list page.
Send Gift Quick Action Button
Navigate to ⚙️ Setup > Object Manager
Select the object you'd like to modify, such as Contact, Lead, or Opportunity
Select Page Layouts
Select a page layout to edit
Scroll to the Salesforce Mobile and Lightning Experience Actions section and click the wrench icon or override the predefined actions
Select Mobile & Lightning Actions from the palette then drag and drop the Send Gift action onto the Salesforce Mobile and Lightning Experience Actions section of the layout
Click Save
Send Gifts List View Quick Action Button
You can add the Send Gift Lightning Quick Action button to the page layout in order to launch Goody Gifts on list views.
Navigate to ⚙️ Setup > Object Manager
Select the object you'd like to modify, such as Contact, Lead, or Opportunity
Select Search Layouts
Click the dropdown for the Default Layout
Click Edit
Select Send Gifts under Available Buttons
Click Add
Click Save
Select List View Button Layout
Click the dropdown for List View
Click Edit
Select Send Gifts under Available Buttons
Click Add
Click Save