Adding the "Send Swag" button to your SalesForce Contact

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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:

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

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Step two: Navigate to the "Object Manager" tab

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

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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)

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Step five: Highlight "Mobile & Lightning Actions"

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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.

 

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Step seven: Click "Save"

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🚀From here, you should be all set! 🚀

 

Have questions? Contact our customer experience team here!

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