How to Create Sample Site
1. Click into the "About Payments2Us" tab, or find "About Payments2Us" in the Start Menu
2. Click Create Samples
3. Demo Payment Forms and Merchant Facilities will now be available to test with
Payments2Us Manuals
Payments2Us for Salesforce. Manage online payments, donations, events, memberships and peer-to-peer fundraising
Topics
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eCommerce Merchant Facility 8
- How to obtain a eCommerce Merchant Facility for Windcave/Payment Express
- How to obtain an eCommerce Merchant Facility for Authorize.Net
- How to obtain an eCommerce Merchant Facility for Stripe
- How to obtain an eCommerce Merchant Facility for NAB Transact
- How to obtain an eCommerce Merchant Facility for EziDebit
- How to obtain an eCommerce Merchant Facility for Global Payments Oceania
- How to obtain an eCommerce Merchant Facility for eWay
- How to obtain an eCommerce Merchant Facility for Datatrans
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Force.com Sites 2
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Security 7
- How to set up external site security for payments (enhanced version)
- How to set up external site security for payments (Classic version)
- How to set up internal security (Salesforce users)
- How to set up internal security (Salesforce users) - Optional - Extra Information
- How to setup Sites Sharing Settings
- How to authorise Payments2Us for Public Website
- How to set up Payments2Us with private Accounts and Contacts
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Creating Sample Sites 1
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Checking Security and Setup 3
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Payment Gateways 14
- What are the differences between Payment Gateways?
- How to setup Windcave/Payment Express - Webservice (standard)
- How to setup Windcave/Payment Express - PxPay
- How to setup Windcave Payment Express - PxFusion
- How to enable Validate vs. Auth for Card Tokenisation with Windcave
- How to setup PayPal
- How to setup PayPal - Modern
- How to setup Authorize.Net
- How to setup Stripe
- How to setup NAB Transact
- How to setup Ezidebit
- How to setup Global Payments Oceania
- How to setup Datatrans
- How to setup Westpac Quickstream
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Address autocomplete and validation 6
- Which address tool?
- What are data can be validated and where.
- How to setup Addressfinder
- How to setup DataTools Kleber
- How to setup Address Validation/Autocomplete buttons and links for Leads, Contacts and Accounts
- How to setup Data Validation for new/edit page overrides for Leads, Contacts and Accounts
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Workflows - Optional 16
- Which workflow will suit?
- How to send out first automated reminders - contact level
- How to send out second automated reminders - contact level
- How to send out first automated reminders - account level
- How to send out second automated reminders - account level
- How to activate the Membership Confirmation workflow
- How to set up recurring payments
- How to send out Recurring Payments Card Expiry and Update Notifications
- How to set up a recurring payment restart reminder
- How to set up the batch payments process restart reminder
- How to set up the batch payments process not running notification
- How to activate Refund approvals
- How to activate New Online Payment Notification
- How to activate New Online Membership Payment Notification
- How to start/stop recurring payments going into catch up mode
- How to set Default Amount/ Amount field in the URL Token with the amount from the Opportunity Object?
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Buttons - Optional 9
- How to create a button on the Accounts tab
- How to create a button on the Contacts tab
- How to create a button on the Opportunity tab
- How to create a button on the Campaign tab
- How to create a button on the Campaign Member
- How to create a credit card button on the Persons Account tab
- How to create a manual payment button on the Persons Account tab
- How to create a button on any object
- How to add Make Payment button
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How to setup Import Files Email Listner 1
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High Data Volume 1
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Shopify 1
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How to Uninstall 2