Getting Started
onboarding stages this section provides an overview of the typical onboarding stages, from initial planning to going live the integration of payments into your business processes and user journey in salesforce is typically carried out by a salesforce or certinia consultant or your in house technical team contact support\@asperato com and let us know of your requirements depending on your licence and requirements, there might be different features to set up 1\ planning & discovery identify go live data and if data migration is needed identify customer journey (with si consultant) identify methods of payment collection 2\ sandbox setup & testing install and connect payments into a sandbox environment if applicable, set up merchant groups set up your psps or payments defaults provide email for courtesy notifications provide customise paypage document or set up the iframe start testing payments 3\ production setup & testing install and connect payments into a live salesforce org grant payments access to live org to update configuration if applicable, set up merchant groups set up psps provide email for courtesy notifications (paypage will be copied from sandbox) live testing set up user access confirm paypage/iframe data migration (4 day sla) 4\ go live to ensure we are available for support, we encourage you to set a go live date between monday to thursday and avoid bank holidays supported salesforce interface versions payments is available in salesforce lightning and classic versions with identical functionality however, for the initial setup, payments has to be set on lightning in terms of ui, both versions share the same groups of tabs the buttons that appear as lightning quick actions in the lightning experience will appear as standard salesforce buttons in salesforce classic additionally, in lightning mode, you can enable paths on asperato objects to activate a visual display of the payment or authorisation status setup in this section, you will find the different installation and integration guides for payments sandbox installation & testing docid\ qmppuk9rkjuswrjl ucjb set up a safe environment to test and familiarize yourself with payments production installation docid\ ycedxo7v sa30ofjgzuk3 start putting payments to work in your organization certinia integration docid\ guw7yo ycqdeqa2 k8dz0 connect certinia's accounting system with payments' payment processing to collect payments from customer bank accounts worldwide directly within certinia