Pre-Onboarding Questionnaire

Question

Response

Primary implementation contact (name, email, role)

Expected go-live date

Target environment for initial setup

Question

Response

Which payment gateway(s) do you plan to use?

(e.g., Actum, Fiserv, UnityFi, or others)

Which payment methods do your customers need to use?

(e.g., Credit Card, Debit Card, ACH/Pay by Bank)

Do you have an existing account with your chosen gateway, or do you need one set up? (Note: API keys and required credentials must be provided by the client.)

Do you need to support multiple gateways or just one?

Question

Response

Which record type(s) should have the Payment Connect feature?

In Salesforce, this is called the "Source Object" — e.g., Case, Opportunity, Contact, or a custom object.

What is the parent-child relationship structure (for lookup mapping if using custom objects)?

Which apps need the Payment Console or Related Lists visible?

(e.g., "Sales Cloud", "Service Console")

Which page layouts/lightning pages need the Payment Console component visible?

Question

Response

Do you already have a Salesforce Site configured for public access (used for hosted payment links)?

If not, we will create a new Site. Please confirm the preferred site name and domain.

Please share your company’s branding materials (e.g., logo URL, primary & secondary colors).

This is to customize the hosted payment screen accordingly.

Question

Response

From which Org-Wide Email Address should the payment request links be sent?

Please provide the verbiage or specific layout preferences for the Email Templates used to send Payment Requests and Payment Confirmations.

Question

Response

Who will be using the Payment Console?

Please provide a list of users or user roles who will require access, so that appropriate permissions and visibility can be granted.

Do you require any role-based restrictions or access controls?

(e.g., limit refund capabilities based on user profile or role)

Question

Response

Do you want to automatically send payment links or capture a payment upon certain triggers ?

(e.g., Stage = “Closed Won”)

Do you require the ability to schedule future payments or set up recurring payments?

Should there be any automated record updates?

(e.g., update Opportunity status after payment capture)

Are you using any existing flows or processes that need to be integrated with Payment Connect?

Question

Response

Would you like to notify internal users when a payment is made?

(e.g., via email or Salesforce notification)

Should customers receive a confirmation via email upon successful payment?

Do you use any external systems or portals that should integrate with Payment Connect?