Overview
Welcome to the Payment Connect Reference directory. This section serves as a centralized hub for all essential lookup tables, status definitions, and testing materials required to operate, integrate, and troubleshoot the Payment Connect application within your Salesforce environment.
This reference section is designed for administrators, developers, and support teams who need quick access to system codes and testing credentials.
📂 Directory of Reference Materials
Please select one of the child pages below to access the specific reference data you need:
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Payment Transaction Status A comprehensive guide to the lifecycle of a payment within Payment Connect. This page details the meaning and use cases for all transaction statuses, including Open, Authorized, Accepted/Captured, Settled, Refunded, Voided, Failed, and Returned.
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Standard ACH Return Codes A complete lookup table for Automated Clearing House (ACH) return codes (e.g., R01 - Insufficient Funds, R02 - Account Closed). This document explains why a bank or financial institution may have rejected or reversed a Pay by Bank transaction.
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Test Data for Gateways A curated list of dummy data required to validate your Payment Connect setup safely in a Sandbox environment. This includes test credit card numbers (Visa, Mastercard, AMEX, Discover) and mock ACH routing and account numbers for supported gateways like Actum, Fiserv, and UnityFi.
Note: The materials in this section are meant for reference and sandbox testing only. Never use the provided test data in a live production environment.