The customer will need to fill out Hosted Payment Customer Questionnaire
before starting Setup Part II.
Setup Part I:
- Create a site
- Go to Setup > User Interface > Sites and Domains > Sites
- Register a new domain
- Under Sites, click "New"
- Choose any name for the "Site Label"
- Fill in a Visualforce Page, such as "In Maintenance" for "Active Site Home Page"
- Check the "Active" checkbox
- Go to Setup > User Interface > Sites and Domains > Sites
- Configure your Public Site
- Click "Public Access Settings"
- Under "Apex Class Access" or "Enable Apex Class Access", click "Edit"
- Add i360core.PaymentLinkWebhook to the list of "Enabled Apex Classes"
Setup Part II:
- Setting up PaySimple Settings (Payment Link Page)
- Go to Setup > Custom Settings > PaySimple Settings
- Fill out the entire page.
-
Note: If this setup is for a Sandbox be sure to have Use Sandbox checked. If you are setting this up in a Production environment, be sure this box is unchecked.
-
Note: If this setup is for a Sandbox be sure to have Use Sandbox checked. If you are setting this up in a Production environment, be sure this box is unchecked.
- Fill out the entire page.
- Go to Setup > Custom Settings > PaySimple Settings
- Create Subscription to Payment Events
- Copy your Site URL
- Example: https://speed-dream-9023-dev-ed.scratch.my.salesforce-sites.com/
- Open the Developer Console
- Open the Execute Anonymous Window
- Debug > Open Execute Anonymous Window
- Execute the following code, making sure to paste in your Site URL into the 'siteUrl' variable
- String siteUrl = 'https://site-url-goes-here/'; i360core.PaymentLinkController.createPaySimpleHostedPaymentsSubscription(siteUrl);
- After running this code, the subscription and a secret key will be stored in Protected Setting in a field labeled "PaySimple Signature Secret"
- Copy your Site URL
Setup Part III:
- Permissions and Security
-
- Ensure the Profile or the User has permissions. Use the PaySimple Hosted Payments Permission Set which includes:
- Payment Link Object
- Sales and Project Objects:
- Most Recent Payment Link
- Most Recent Payment Link URL
- Payment Object:
- Payment Link Lookup
- Apex Classes:
- PaymentLinkController
- PaymentLinkFlow
- PaymentLinkTriggerUtilities
- PaymentLinkUtilities
- PaymentLinkWebhook
- Ensure the Profile or the User has permissions. Use the PaySimple Hosted Payments Permission Set which includes:
-
Click Manage Assignments and Add Users, select the Users who will need to use Hosted Payments functionality and click Next.
- Page Layouts
- Sale
- Add:
- Most Recent Payment Link
- Most Recent Payment Link URL
- Payment Link related list
- Add Create Payment Link Button to the Page Layout
- Add:
- Project
- Add:
- Most Recent Payment Link
- Most Recent Payment Link URL
- Payment Link related list
- Create Payment Link Button
- Add:
- Payment
- Add:
- Payment Link Lookup
- Payment Link related list
- Add:
- Sale
Once you've configured Payment Links, please let Shane Wright know the org that was setup.
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