Payments2Us ManualsPayments2Us Installation Manual SecurityHow to authorise Payments2Us for Public Website

How to authorise Payments2Us for Public Website

Overview

Payments2Us on your public website will create an update the custom object Payment Txn inside your instance of Salesforce.  When creating or updating these records, it is associated with a Salesforce user.  This user will have the permissions assigned to them that has the appropriate level of access to perform all of the operations required.

This procedure takes you through the necessary steps to associate the Salesforce user with the Payments2Us App.

1. Assign Payments2Us Admin permission set

The user that is logged in is the one that will be assigned to the Payments2Us App.

Make sure the logged in user has the "Payments2Us Admin Users" permission set assigned to them.  See How to setup internal security for Salesforce users procedure.

2. Create Remote Site Setting - Automatically

This step works best if you have My Domain enabled.  If you do not have My Domain enabled, we recommend doing so before continuing.

To see if you have, or to enable My Domain, navigate to setup > Search "My Domain" - click into My Domain.  If you need more help on My Domain, please checkout the Salesforce online guides or contact Salesforce support.

This step is required to setup permissions so the "Authorise Payments2Us" step can be completed.  This adds a new entry in setup > [Search "Remote Site Settings"] - "

To complete this step, simply navigate to the "About Payments2Us" tab and press the "Create Remote Site Setting" button.  If section with the "Create Remote Site Setting" button does not appear, then it has already been completed, or is not required.

Should the "Create Remote Site Settings" button not appear, then this has already been setup for your Salesforce instance.  You can continue to the "Authorise Payments2Us" step.

If you press the "Create Remote Site Settings" button and nothing appears to happen, then you will need to first disable Lock sessions to the IP address from which they originated" option in the Setup > Session Settings.

After changing this setting, you need to log out using the "logout" menu option.  Then close the browser and re login before re-attempting to create the Remote Site.

3. Create Remote Site Setting - Manually

Note: If you do not receive this error, you do not need to complete this step. Go to Step 4.

Should you receive an "Unauthorized endpoint...." error as shown below, then copy the URL Shown and use this for the creation of the remote sites following steps.

  1. Click on setup
  2. Search for "Remote Site Settings"
  3. Click on "Remote Site Settings"
  4. Press New Remote  Site button
  1. Enter name of "Payments2UsSFDCInternal"
  2. Paste the URL that was copied from the error message above
  3. Ensure Active is selected
  4. Save

4. Authorise Payments2Us

4.1. Create Samples

Click on the "About Payments2Us Tab".

If the "Create Samples" section is showing, then press the Create Samples link.

If the "Create Samples" link does not appear, please continue to "Authorise button" section below.

4.2. Authorise button

Press the "Authorise Payment2Us" button.

If you are prompted for a username or password, then enter your current username and password.

Press the "Complete" button to finalise the Authorisation.