Post-Install Steps: Direct Mail Cadences
Renee Duncan
27 steps
3 minutes
Salesforce
Add the Create Direct Mail Cadences Button to Applicable Objects (Lead, Opportunity)
1
From the Direct Mail app, select a lead.
2
Click here.
3
Click here.
4
Click "Page Layouts"
5
Click "Lead Layout"
6
Click "Mobile & Lightning Actions"
7
Click and drag the "Create Direct Mail Cadences" button to the "Salesforce Mobile and Lightning Experience Actions" menu.
8
Click "Save"
9
Repeat for all relevant page layouts.
10
Return to the lead to confirm the "Create Direct Mail Cadences" button is displayed in the right-hand menu.
11
Repeat the previous steps for the Opportunity object.
Adjust Buttons, Links, and Actions in the Direct Mail Sequence Object
12
Click "Object Manager"
13
Click the "Quick Find" field, and type "Direct Mail Sequence."
14
Click "Direct Mail Sequence"
15
Click "Buttons, Links, and Actions"
16
Click here.
17
Click here.
18
Click the "Lightning component" field.
19
Click this dropdown, and select "LeftM_DirectOne:DM_OverrideSequenceButton"
20
Click this button.
Add Cadence to the Direct Mail Order Object Status Picklist Field
21
Click "Direct Mail Orders"
22
Click here.
23
Click "Edit Object"
24
Click "Fields & Relationships"
25
Type "Status" in the quick find field and select it
26
Scroll down and select "New" above the picklist options, **only if "Cadence" is not already included in the picklist options**
27
Type "Cadence" **exactly** as it appears in the screenshot here, and click "Save"
Post-Install Steps: Direct Mail Cadences
Renee Duncan
27 steps
3 minutes
Salesforce
Add the Create Direct Mail Cadences Button to Applicable Objects (Lead, Opportunity)
1
From the Direct Mail app, select a lead.
2
Click here.
3
Click here.
4
Click "Page Layouts"
5
Click "Lead Layout"
6
Click "Mobile & Lightning Actions"
7
Click and drag the "Create Direct Mail Cadences" button to the "Salesforce Mobile and Lightning Experience Actions" menu.
8
Click "Save"
9
Repeat for all relevant page layouts.
10
Return to the lead to confirm the "Create Direct Mail Cadences" button is displayed in the right-hand menu.
11
Repeat the previous steps for the Opportunity object.
Adjust Buttons, Links, and Actions in the Direct Mail Sequence Object
12
Click "Object Manager"
13
Click the "Quick Find" field, and type "Direct Mail Sequence."
14
Click "Direct Mail Sequence"
15
Click "Buttons, Links, and Actions"
16
Click here.
17
Click here.
18
Click the "Lightning component" field.
19
Click this dropdown, and select "LeftM_DirectOne:DM_OverrideSequenceButton"
20
Click this button.
Add Cadence to the Direct Mail Order Object Status Picklist Field
21
Click "Direct Mail Orders"
22
Click here.
23
Click "Edit Object"
24
Click "Fields & Relationships"
25
Type "Status" in the quick find field and select it
26
Scroll down and select "New" above the picklist options, **only if "Cadence" is not already included in the picklist options**
27
Type "Cadence" **exactly** as it appears in the screenshot here, and click "Save"
