You can easily add a button to your company's Salesforce instances that will enable one-click access from a contact card to send a gift to this user. We'll pull the relevant information from the contact card so you won't have to fill in any of this information when sending your gift.

How to add your &Open gift button:

To add an &Open gift button to Salesforce, you need to add a new Button Action to your Contacts in Salesforce and configure it to appear at the top of the Contact screen layout.

Salesforce - Adding a custom &Open button.mp4

• To do this, access the "gear" settings icon in Salesforce to get into the Setup screens, go to "Objects and Fields" in the sidebar, then "Object Manager", and then search for "Contacts". Once inside "Contacts", access the "Button, Links and Actions" section from the new sidebar.
• Press "Add New Button", and then copy and paste this code, remembering to replace the "accountname" with your own gifting platform's address:

<aside> <img src="/icons/snippet_gray.svg" alt="/icons/snippet_gray.svg" width="40px" /> https://**accountname**.andopen.co/gift-requests/new?reason=direct&source=salesforce&email={!Contact.Email}&first_name={!Contact.FirstName}&last_name={!Contact.LastName}&country={!Contact.MailingCountry}

</aside>

• This is the link that the button will open up when clicked. As you can see, four key pieces of information are collected from the Contact card, namely:
  • the person's email
  • first name
  • last name
  • and their mailing country
• The &Open platform will make use of any and all of this information to save you needing to re-enter it, but if anything is missing, it will allow you to fill this in on the next screen.
• Press “Save” to progress.

How to position your &Open gift button:

To position your button, we just need to add it to a layout in Salesforce, which is essentially the screen where it will appear.

Once you have completed the necessary steps, you will see the new button at the top of the contact card when you access any of your contact screens. Simply click it to jump straight into gifting that contact. Within a couple of minutes, they will receive an invitation to redeem the gift you have chosen for them.