Adding the "Send Swag" button to your SalesForce Contact

Set_up_your_account.png

Before you can start sending swag, you'll have to do a bit of set up and add the "Send Swag" button to your contacts so that it looks like this:

Screen_Shot_2021-11-24_at_3.03.35_PM.png

 

Step one: Navigate to the gear icon and click "Setup"

Screen_Shot_2021-11-24_at_3.30.07_PM.png

 

Step two: Navigate to the "Object Manager" tab

Screen_Shot_2021-11-24_at_3.35.03_PM.png

 

Step three: Use the search bar to find "contacts" and click on it in the results

Screen_Shot_2021-11-24_at_3.37.34_PM.png

 

Step four: Click on the “Page Layouts” section. From the Page Layouts, click on “Contact Layout” (or any other relevant layouts for your Salesforce Org)

Screen_Shot_2021-11-24_at_3.40.05_PM.png

 

Step five: Highlight "Mobile & Lightning Actions"

Screen_Shot_2021-11-24_at_3.42.51_PM.png

 

Step six: Find the "send swag" button and drag it to the “Salesforce Mobile and Lightning Experience Actions” section. Add it wherever in the list is most relevant to your org.

 

Screen_Shot_2021-11-24_at_3.47.18_PM.png

 

Step seven: Click "Save"

Screen_Shot_2021-11-24_at_3.51.24_PM.png

 

🚀From here, you should be all set! 🚀

 

Have questions? Contact our customer experience team here!

Swag_Expert.png

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Submit a request
Couldn't find the information you were looking for? Contact Us.
Our support hours:
8:00am - 8:00pm CST Monday to Friday; 9:00am - 6:00pm CST Saturday
Follow us on Twitter
Get the latest news and updates first