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Gift Sender Component

The core CRMGift UX — browse, personalize, and send.

Overview

The Gift Sender is a Lightning Web Component (LWC) that embeds directly on Contact, Lead, Opportunity, and Account record pages. It's the primary way users interact with CRMGift.

Component Placement

Add the Gift Sender to any record page via Lightning App Builder:

  1. Edit Page > drag CRMGift: Gift Sender component
  2. Recommended placement: right sidebar or full-width tab

Features

Catalog Browser

  • Searchable product grid with 2,000+ reward options
  • Filter by category, price range, and brand
  • Lazy-loaded product imagery

AI Recommendations

  • Suggests 3 gifts based on deal value, industry, and occasion
  • Learns from team gifting patterns (Team tier)

Card Editor

  • Multiple card design templates
  • Custom message with character counter
  • Smart templates with merge fields (recipient name, company)

Budget Check

  • Real-time budget validation before send
  • Displays remaining budget for current period
  • Blocks send if over budget (configurable)

Data Flow

User clicks Send → Apex Controller → Vercel Middleware → Tremendous API
                                                          ↓
                                               Gift link emailed to recipient
                                                          ↓
                                               Webhook → Platform Event → SF