Production Installation
Prerequisites
My Domain
Activate My Domain in Salesforce Lightning for using customized domain names in sandbox environments. See My Domain.
Admin permissions
While non-administrator users can install the package, Payments setup must be done by a user with administrator permissions. To grant permissions
- Go to Setup > Permission Sets.
- Select the Unaric Payments Full Admin or Unaric Payments Outbound Full Administrator permissions sets for inbound or outbound payments respectively.
- Click Manage Assignments.
- Click Add Assignment, select your user and click Next. The user licence must allow Custom Permissions.
- Choose an expiration date for the permissions or set no expiration date. Click Assign to finish.
1. Installation
Install the Unaric Payments package from the AppExchange. Installation usually only takes a few minutes. You will receive email confirmation from Salesforce once the process has been completed.
2. Deployment
After installing the package, notify your customer success manager when you have installed the package into your live Salesforce Org. The Payments team will set you up with a live Customer ID at this point.
For go-live deployments, the Payments team requires a minimum of one week's notice, with two weeks preferred. Go-live deployments cannot be scheduled on Fridays, Saturdays, or Sundays.
To this end, you will need to grant the Unaric Payments technical team access to your live Salesforce Org as follows:
- Click Setup.
- Navigate to My Personal Information > Grant Login Access.
- Find Unaric Support and set the Access Duration to 1 Month.
- Click Save to finish.
3. Connect
- Once the Unaric Payments team has updated the background Payments configuration, open the app launcher and select the Unaric Payments app.
- Visit the Unaric Payments Setup tab. You should see a message indicating that the Salesforce connection is not working.
- Click the Connect Salesforce button to enable the Salesforce connection for Payments. This will ask you to log in again to confirm the user connection, and you will then be presented with an Allow Access screen to which you should respond Allow.
- You will then end up back at the Unaric Payments Setup tab, which should look something like this image. The configuration/customer ID displayed on the setup screen represents your live connection with Payments.
