ManualsPayments2Us Installation Manual Buttons - OptionalHow to create a credit card button on the Persons Account tab

How to create a credit card button on the Persons Account tab

Salesforce.com does not currently allow for Buttons to be packaged for Person Accounts.  Administrators therefore need to create their own.

Quick steps:

  1. Add a new button called "Credit Card Payment" to the Account buttons and links.  Use the URL value of /apex/AAkPay__mcheckout?aId={!Account.Id}&MailingStreet={!Account.PersonMailingStreet}&MailingState={!Account.PersonMailingState}&MailingCity={!Account.PersonMailingCity}&MailingPostalCode={!Account.PersonMailingPostalCode}&MailingCountry={!Account.PersonMailingCountry}&Phone={!Account.Phone}&firstName={!Account.FirstName}&LastName={!Account.LastName}&MobilePhone={!Account.PersonMobilePhone}&Phone={!Account.Phone}&Email={!Account.PersonEmail}
  2. Add new button to the Person Account Page Layout

Navigate to Setup > App Setup > Customize > Accounts > Button, Links and Actions

Navigate to Setup > App Setup > Customize > Accounts > Button, Links and Actions

Select 'New Button or Link'

Select 'New Button or Link'

Fill in the details for the new button

Fill in the details for the new button
  1. Create a Label for your new button. This will automatically be the Name
  2. Select 'Detail Page Link' for Display Type
  3. Select 'Display in new window' for Behavior
  4. Select 'URL' for the Content Source

 

Cut and paste the following code into the text field

Cut and paste the following code into the text field

/apex/AAkPay__checkout?aId={!Account.Id}&MailingStreet={!Account.PersonMailingStreet}&MailingState={!Account.PersonMailingState}&MailingCity={!Account.PersonMailingCity}&MailingPostalCode={!Account.PersonMailingPostalCode}&MailingCountry={!Account.PersonMailingCountry}&Phone={!Account.Phone}&firstName={!Account.FirstName}&LastName={!Account.LastName}&MobilePhone={!Account.PersonMobilePhone}&Phone={!Account.Phone}&Email={!Account.PersonEmail}

Add the new button to your page layout

Navigate to Setup > App Setup > Customize > Accounts > Person Accounts > Page Layouts

Navigate to Setup > App Setup > Customize > Accounts > Person Accounts > Page Layouts

Select 'Edit'

Select 'Edit'

Drop and drag the buttons into the page layout

Save