How to set up recurring payments

Please note, this workflow is ONLY required if you wish to use the Variable Recurring Payments process and want to have the recurring payments processed automatically after they transactions are generated.

This workflow is generally superseded by using the Regular Recurring Payment option (as defined on the Payment Form related to the Merchant Facility Tab).  This is the default option for all new installations of Payments2Us.

Salesforce already comes with workflow templates that cannot be altered. These instructions show how to create a copy of the template which is then updated to suit Payments2Us functionality.

This workflow reminds administrators to restart the Recurring Payment Processor, such someone stop the Recurring Payment Processor, but for some reason forgets to restart it within 1 day.

Salesforce already comes with workflow templates that cannot be altered. These instructions show how to create a copy of the template which is then updated to suit Payments2Us functionality.

Quick Steps:

  1. Clone Workflow rule "Payments - Recurring Process [ADD TIME BASED WORKFLOW]" and rename to "Payments - Recurring Process"
  2. Add a Time-Dependant Action. Set it to fire 1 hour after Rule Trigger date.
  3. Add Action - Use existing workflow - "Field Update: set Status Payment Start"

1. Open Setup

1.1. Search 'Workflow Rules'

2. Read about Workflows and select 'Continue'

This page can be turned off.

3. Scroll down to find 'Payments - Recurring Process [ADD TIME BASED WORKFLOW]' and select

Open the circled rule

4. Select 'Clone'

Select 'Clone'

4.1. Re-name the workflow rule 'Payments - Recurring'

5. Select the 'Add Time Trigger' button

Select the 'Add Time Trigger' button

5.1. Set Time Trigger to '1 Hours After Rule Trigger Date' and Save

Set Time Trigger to '1 Hours After Rule Trigger Date' and Save

6. Select the 'Add Workflow Action' button

Select the 'Add Workflow Action' button

6.1. Select 'Select Existing Action from the drop down menu

Select 'Select Existing Action from the drop down menu

6.2. Select 'Field Update' from the Choose Action Type drop down menu

Select 'Field Update' from the Choose Action Type drop down menu

6.3. Add 'Field Update: set Status Payment Start' and Save

Add 'Field Update: set Status Payment Start' and Save

7. Select 'Done' button to complete the workflow rule

8. Select 'Activate' to begin the workflow process

Select 'Activate' to begin the workflow process