How to create a web form
1. Navigate to the Merchant Facility tab
The Merchant Facility tab can be found within the Payments2Us menu (Top right picklist in Salesforce - Select Payments2Us), or it can be found under the "More" at the end of the tabs. (In Salesforce Classic - It can be under the "+" at the end of the tabs)
Once you have clicked on the Merchant Facility Tab, select the appropriate List view (Example - "All Merchant Facilities") and click into Merchant Facility you wish to update.
4. Fill in the fields relevant to your form and SAVE
![](https://media.screensteps.com/image_assets/assets/002/387/279/original/14f60977-72d1-4f70-85c9-d76055787799.jpg)
The form must have:
- Name
- Merchant facility
- Credit Card types
There are many options available to tailor to your requirements.
6. View your creation
![](https://media.screensteps.com/image_assets/assets/002/387/287/original/f5632d7a-42b6-4a1b-b651-4b2ac7a654df.jpg)
The order of fields and the appearance of the form can be changed to suit your organisation.
There are a few more steps required to publish your web form