Workflows have been migrated to Flows
From Version 11.1, Payments2Us now uses Salesforce Flow for automation instead of Workflow Rules, in line with Salesforceâs policies. If you are configuring or reviewing automation. We recommend using the Flows where applicable and for all new implementations.Â
- Equivalent Flows are available with the same names as the workflows (prefixed with âPayments2Usâ).
- For migration steps and best practices, see: How to migrate Workflow to Flow.
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This workflow is required if you wish to pass the Amount field or custom amount field from the Opportunity object to the Amount or Default Amount field in the URL Token.
There are two workflow rules related to this:
- Workflow to update the Amount field in the URL Token with amount from the Opportunity object. (can be custom amount field).This does not allow the amount to be changed on the checkout form.
- Workflow to update the Default Amount field in the URL Token with amount from the Opportunity object. (can be custom amount field) This allows the amount to be changed on the checkout form.
To Activate the workflows follow the steps below:
- Open Setup
- Search âWorkflow Rulesâ
- Read about Workflows and select âContinueâ
- Find "URL Token" by doing Alphabetical look-up.
- Activate the Workflow which is relevant to you.
