This document ensures all required configurations and validations for the Payment Connect Salesforce application are completed correctly using a Maker-Checker approach. Each item must be checked off once completed by the Maker, and again once validated by the Checker.
Legend
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Term |
Role Description |
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Maker |
Responsible for executing the setup/configuration |
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Checker |
Responsible for reviewing and validating the setup |
Implementation Details
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Client / Organization |
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Implementation Date |
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Document Version |
v1.0 |
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Document Owner |
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Configuration Checklist
1. Licensing & Permissions & Salesforce Site
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# |
Checklist Item |
Maker |
Checker |
Notes |
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1.1 |
Assigned Payment Connect license to intended users |
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1.2 |
Assigned "CM_PaymentGuru" permission set to all relevant users |
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1.3 |
Created Salesforce Site (Skip if using existing site) |
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1.4 |
Granted App License to Site Guest User |
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1.5 |
Provided Apex Class Access to Site Guest User |
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1.6 |
Granted Visualforce Page Access to Site Guest User |
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2. Gateway Configuration
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# |
Checklist Item |
Maker |
Checker |
Notes |
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2.1 |
Added Remote Site Setting for the Payment Gateway |
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2.2 |
Created a new Payment Gateway record from the Payment Gateway tab |
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2.3 |
Entered and submitted required Gateway Credentials |
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3. Data Mapping & Email Templates
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# |
Checklist Item |
Maker |
Checker |
Notes |
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3.1 |
Created required Field Mappings in Custom Metadata PaymenGuru Field Mapping |
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3.2 |
Created Classic Email Template for sending Payment Request links |
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3.3 |
Added Email Template Name to "PaymentRequest_EmailTemplate" in Payment Connect Common Settings |
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3.4 |
Created Classic Email Template for Payment Confirmation |
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3.5 |
Added Confirmation Template Name to "Payment_Confirmation_Email_Template" in metadata |
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3.6 |
Configured logo in Payment Request screen via metadata PaymentInvoice_Logo_Config |
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3.7 |
Added Org-Wide Email Address in OrgWide_EmailAddress custom metadata |
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4. UI Placement
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# |
Checklist Item |
Maker |
Checker |
Notes |
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4.1 |
Added the Payment Console LWC to the desired record page layout |
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Instructions
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Use this checklist during the implementation and deployment of the Payment Connect app.
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Check items off only once they are configured (Maker) and reviewed (Checker).
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Log any exceptions, deviations, or follow-up items in the Notes column.
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This checklist should be version-controlled and retained within the implementation workspace for audit purposes.
Sign-Off
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Role |
Name |
Date |
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Maker |
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Checker |
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