How to set up URL Tokens
URL Tokens are recommended for passing in defaults to the payment forms.
To set up URL Tokens, you will need to:
- Enable sites (this should have already been set up during installation Force.com Sites
- Enable URL Tokens
- Set default information
Note: URL tokens can be linked to Accounts, Contact, Campaigns, Campaign Members, Opportunities and Cases. Each of these can include a checkbox field called “Create URL Token” and "URL Token". If this is checked and saved then a URL Token is created and linked to the object. You can then define your own workflow emails to send this link to the payee for payment.
See procedure Which parameters can I use with the various URL Parameter options for a list of parameters that work with URL Tokens
1. Enable sites
The Site URL represents the core Salesforce.com website address for where the core payment for will be publicly visible
2. Enable URL Tokens (Optional)
This ensures that only URL Tokens can be used and that other parameters cannot be passed through via the URL.
2.1. 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.
3. Set default information
4. Send URL in an email or insert into your website
4.1. Cut and paste this URL with your default information into your email or website
If you are wanting to use this URL on your website, then please also see How to add your form to your website