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1. M Custom B uttons TREE Delete Clone Sharing Request Update View Seif Service Enable Set Service Address Update Make Payment Contact Information Header visible on edit only Contact Owner Sample User Name Sarah Sample Aeenaint Marma Samnla 4eeruint Phone 1 415 555 1212 Home Phone 1 415 555 1212 FA 1 15 555 4247 lt _ 1 Click on the Buttons Link 2 Drag Drop Make Payments Button onto your form 3 Press Save button Installation Manual c AAkonsult Pty Ltd 2014 Page 324 Installation Manual konsult PAYMENTS 3 Adding Make Payments Button to Opportunities Opportunity Customize ntable View Help for this Page AAkonsult Memberhsip c ye Show Feed Products 0 Open Activities 0 Activity History 0 Notes amp Attachments 0 Contact 1 0 Competitors 0 Stage History 1 Opportunity Detail Opportunity Owner EJ Jeff Challis Change Amount 250 00 Private Expected Revenue 25 00 Opportunity Name AAkonsult Memberhsip Close Date 28 05 2015 Account AAkonsult Next Step Type Existing Customer Upgrade Stage Qualification Lead Source Probability 5 10 Primary Campaign Source Contact Id for Role Opportunity Record Type Main Change Order Number Delivery Installation St
2. 245 How to set up the batch payments process not running notification 258 How to activate Refund approvals dut Co Cada GR d E a 271 How to activate New Online Payment Notification 276 How to activate New Online Membership Payment Notification 282 O i uuu TOO 288 How to create a button on the Accounts tab aa 289 How to create a button on the Contacts tab a 292 How to create a button on the Opportunity tab 296 How to create a button on the Campaign 299 How to create a button on the Campaign Member 303 How to create a credit card button on the Persons Account tab 307 How to create a manual payment button on the Persons Account tab 313 How to create a button on any a 319 How to add Make Payment button
3. nnn nnn 322 How to setup Import Files Email Listner a a r nnn 329 u e Oe 330 HONOA V OWING Umm EE 335 How to deal with high volume data 336 ens m M 337 POWO SE e u u T usun us san unan us 338 MT 342 How to add your form to your nennen 3493 How to provide accessibility and text resizing 344 AOE NAON HDS 348 How to Upload Recurring Credit Card Payments 349 Installation Manual c AAkonsult Pty Ltd 2014 Page 3 Installation Manual Introduction Installation Manual c AAkonsult Pty Ltd 2014 Page 4 Installation Manual konsult PAYMENTS Legal Information Proprietary Statement Copyright C 2011 AAkonsult Pty Ltd This document contains confidential and proprietary information and is the property of AAkonsult Pty Ltd This document was prepared for the requesting party for the sole purpose of evaluating the products and services proposed It is submitted to you in confidence
4. Custom Labels Objects Packages Report Types Global Actions Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Past Templates settings Installation Manual c AAkonsult Pty Ltd 2014 Page 215 Installation Manual konsult PAYMENTS _ 2 Read about Workflows and select Continue Understanding Workflow Help for this Page 9 Many of the tasks you normally assign the emails you regularly send and other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflow automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value af a field an a record Outbound Messages Send a secure configurable message in XML format ta a designated listener Far example workflow can Assign follow up tasks to a support rep ane week after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound message an external HR system to initiate the reimbursement process for an approved expense report
5. Actions the Publisher Account Detail Account Information Header visible on edit only Account Owner Account Name Parent Account Account Number Account Site Type Industry Annual Revenue Number of Gifts Two Years Aqo Total Gifts Last Year Total Gifts This Year Total Gifts Sample User Sample Account Name Sample Account Sample Account Number Sample Account Site Sample Type Sample Industry 123 45 58 061 123 45 123 45 123 45 Standard Buttons Cu Buttons Address Update Rating Phone Fax Website Ticker Symbol Ownership Employees SIC Code Total Number of Gifts Average Gift Best Gift Year Best Gift Year Total First Gift Date amp First Donation Date Largest Gift 1 Click on the Buttons selection object 2 Drag Address Update button from the available buttons to the Custom Buttons Section You can use this with or without the Address Update link option Installation Manual c AAkonsult Pty Ltd 2014 Sample Rating 1 415 555 1212 1 415 555 1212 www salesforce com Sample Ticker Symbol Sample Ownership 73 451 Sample SIC Code 4 634 123 45 Sample Best Gift Year 123 45 25 05 2015 25 05 2015 Page 126 Installation Manual konsult PAYMENTS 3 5 Save the Page Layout Save v Quick save Preview As Cancel 4 Undo amp Redo Layout Properties Q Quick Find x Adress u
6. Subscription End Date ci Renewing your membership is easy simply follow the following link Subscription cAAKPay Renewal URL c Regards The team at Organization Installation Manual c AAkonsult Pty Ltd 2014 Page 163 Installation Manual konsult PAYMENTS How to send out second automated reminders contact level This workflow setup is required only if you wish to send out a second automated reminder to members subscribers Quick Steps 1 Clone Workflow rule 2nd Renewal Reminder ADD TIME BASED WORKFLOWT and rename to 2nd Renewal Reminder 2 Add a Time Dependant Action Set it to fire 10 days after subscription end date or time period you would like Add Action use existing workflow send 2nd Renewal Reminder Email 3 Optionally update the Email and or PDF templates Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules Carol Challis Help AAkonsult Payments My Prafile jportunities Campaigns Developer Console Help for this Pa Logout Installation Manual c AAkonsult Pty Ltd 2014 Page 164 Installation Manual konsult PAYMENTS Select Workflow Rules Custom Labels Objects Packages Report Types Global Actions Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates O
7. Custom Fist ad mw Communicabon Templates Craie Mamcership Payment Type Cusiom Field This t a brand new Data Management Create Receipt Text Payment Type Custom Field Lenin Sasa Monitor Mob e Admitistrabon Create Payment Dpbons Custom Fieis Doskipp A amp mmisiratca ES 4j Emell Create Appeals Label Payment Type Custom Field Tp d m Apps Create Membership ki Custer Fiet Create Schedule Tima Paymeni Custom Field This step lists the components that are being brought into your Saleforce version Installation Manual c AAkonsult Pty Ltd 2014 Page 21 Installation Manual konsult PAYMENTS 4 3 Grant Third Party Access to all websites shown Approve Third Party Access J websites Make sure you trust these websites What if you are unsure This may send or receive data from third party Website SSL Encrypted api authorize net apitest autharize net kleber datatoolscloud net au ssl geoplugin net maps googleapis com www google com secure geonames net api 3t paypal com api 3t sandbox paypal com sec paymentexpress com qa2 paymentexpress com Yes grant access to these third party web sites AAkonsult uses the web service provided by third party Direct Payment Solutions PayPal Geonames org and Google These 3rd party integrations are
8. Pracess M A template with a PDF attachment is also available Installation Manual c AAkonsult Pty Ltd 2014 Page 175 Installation Manual konsult PAYMENTS _ Edit and test your template Text Email Template Renewal 2nd Reminder Managed Back to List Workflow Rules Preview your email template below This Email Template is managed meaning that you may only edit certain attributes Display Information Email Template Detail Folder AAKonsult Payments Email Template Name Renewal 2nd Reminder Available For Use x Template Unique Name Renewal_2nd_Feminder Last Used Date Namespace Prefix AAkPay Times Used Installed Package AAKPayments Encoding General US Western Europe 150 6859 1 ISO LATIN 1 Author Jeff Challis Change Description Renewal 2nd Reminder sent automatically by workflow Created By Jeff Challis 3 10 2013 6 00 PM Modified By Jeff C Email Template Send Test and Verify Merge Fields Subject Membership Renewal Plain Text Preview Dear f Nullvalue Contact FirstName Supporter This is a reminder to that your membership is due to expire on the Subscription End Date cy Renewing your membership is easy simply follow the fallowing link Installation Manual c AAkonsult Pty Ltd 2014 Page 176 Installation Manual konsult PAYMENTS How to send out first automated reminders
9. Type Available Actions Selected Actions Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION None Email Alert send reminder that Recurring Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION Installation Manual c AAkonsult Pty Ltd 2014 Page 265 konsult Installation Manual Add Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted and Save Select Existing Actions Type Available Actions Email Alert send reminder that Recurring Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION Remove j Scroll across image to see actions 266 AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS Select Edit the Actions list for the new rule Edit Rule Batch Payment Processor Not Running Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility Evaluation Criteria cronTIriggerBatchIld NOT EQUAL TO null AND M Evaluate the rule when record is created and any time it s edited to subsequently Immediate Workflow Actions warkflow actions have been added
10. Page 304 Installation Manual konsult PAYMENTS 2 Select Edit next to the page layout that you would like to add the buttons to Campaign Member Page Layout This page allows you to create different page layouts to display Campaign Member data After creating page layouts click the Page Layout Assignment button to control which page layout i Campaign Member Page Layouts Page Layout Assign Page Layout Name Created By Campaign Member Page Layout Jeff Challis 3 Select Buttons from the list under Fields Campaign Member Page Layout Save Quick Save Save Preview As As w Cancel 4 Undo Undo Redo Redo E Layout Properties Layout Properties 4 Quick Button Annual Statement Credit Card Payment i Clone Delete Report Charts Convert Lead Edit Visualforce Pages Create Opportunity Manual Payment Installation Manual c AAkonsult Pty Ltd 2014 Page 305 Installation Manual konsult PAYMENTS 4 Drop amp drag buttons onto page layout Campaign Member Page Layout v eve v Quick save Preview As cancer eundo Reo 8 Layout Properties Fig Eo ane amema Clo apasi Charts Visualforce Pages Campaign Member Sample Highlights Panel Customize the highlights panel for this page layout Campaign Member Detail Standard Buttons Custom
11. workflow actions have been added Add Workflow Action o workflow actions have been added Before adding a workflow action you must have at least one time trigger defined Add Time Trigger Set Time Trigger to 10 days after Subscription End Date and Save Add Time Trigger Account Subscription Workflow Time Trigger Edit Account Subscription End D te Note You can change the number of days as required if you wish to give more less notice Installation Manual c AAkonsult Pty Ltd 2014 202 Installation Manual konsult PAYMENTS Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule 2nd Account Subscription Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Account Subscription Renewal Reminder EQUALS 2nd Reminder AND Account Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when record is created and any time it s edited ta subsequently meet criteria Immediate Workflow Actions No workflow actions have been added Add Workflow Action 70 10 Days After Account Subscription End Date Edit Delete No workflow actions have been added to this time trigger Add Workflow Action Y Add Time Trigger Installation Manual c AAkonsult Pty Ltd 2014 203 Installation Ma
12. Campaiqn Layout Save v Quick save Preview as Cancel Undo Quick Find Button Name Add Event Attenddee Edit Fields 4 Advanced Setup Manage Members Expanded Lookups Clone Sharing Related Lists Delete Submit for Approval Report Charts 4 Drop amp drag the buttons onto the page layout Custom Console Components Mini Page Layout Mini Console View Video Tutorial Help fo Campaign Layout save Quick save Preview As v undo eto Q Quick Find Button Name 2525 Links Actions Expanded Lookups Related Lists Report Charts Campaign Sample Highlights Panel Customize the highlights panel for this page layout Publisher Actions i tions for this le The publisher actions are currently inherited from the global publisher layout You can override the global publisher layout 10 Sta customized list Campaign Detail p wa MAD wu gtom Buttons S WWnwnWn Add Event Attendees provides a way of adding new attendees to an Event otatement Generation enables the generation of Annual Statements for all payments donations of contacts associated with the Campaign Installation Manual c AAkonsult Pty Ltd 2014 Page 301 Installation Manual kon
13. How to order AAkonsult Payments To obtain an AAkonsult Payments Account you will need to To have an eCommerce Merchant Facility Send AAkonsult info aakonsult com your company details These include Organisation Legal Name Trading as Name Company No ABN ACN Postal Address Delivery Address website Finance or Executive Persons Name including Saluation Phone Fax Email Title Pay for first years subscription at aakonsultpayments com pricing You will receive a Direct Payment Solutions DPS username password from AAkonsult these will be entered into the Merchant Facility in Salesforce and your account will be live Contact AAkonsult at info aakonsult com or phone 61 3 9020 7067 if you have any further questions NOTE Contact AAkonsult if you require a Test demo Facility Installation Manual c AAkonsult Pty Ltd 2014 Page 7 Installation Manual konsult PAYMENTS What is required beforehand You will need A Merchant Facility from your Bank One of the following versions of Saleforce Enterprise Edition e Performance Edition Unlimited Edition UE Developer Edition DE AAkonsult Payments application Installation Manual c AAkonsult Pty Ltd 2014 Page 8 Installation Manual konsult PAYMENTS _ What the steps to for a complete install Thank you for using AAkonsult Payments This guide will step you through the installation process and init
14. _ End Date Renewing your membership is easy simply follow the following link Installation Manual c AAkonsult Pty Ltd 2014 Page 209 Installation Manual konsult PAYMENTS How to activate the Membership Confirmation workflow This workflow triggers the sending of a Subscriber Membership Confirmation letter This is used by organisations that have a membership approval process and after the new member has been approved they then send out a confirmation letter The same process can be applied to organisational subscriptions Activate Account Membership Confirmation instead Quick Steps Contact Level memberships 1 Activate workflow Membership Confirmation 2 Optionally review the Email Template associated with the confirmation email Quick Steps Account Level memberships 1 Activate workflow Account Membership Confirmation 2 Optionally review the Email Template associated with the confirmation email 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules Carol Challis w My Profile ipti Developer Console Logout Installation Manual c AAkonsult Pty Ltd 2014 Page 210 Installation Manual konsult PAYMENTS 2 Select Workflow Rules App Setup Custom Labels Objects Packages Report Types Global Actions Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Post
15. c AAkonsult Pty Ltd 2014 59 Installation Manual konsult PAYMENTS Continue through new field wizard keeping defaults shown upto and including SAVE step Installation Manual c AAkonsult Pty Ltd 2014 60 Installation Manual konsult PAYMENTS Installation Manual c AAkonsult Pty Ltd 2014 61 Installation Manual konsult PAYMENTS How to set up external site security older version How you set up security will depend on the needs of your organisation 1 Navigate to the Site Detail page Setup gt Develop gt Sites 1 1 Select Setup on the RHS of your Salesforce home screen Carol Challis Help AAkonsult Payments Profile yunt Subscriptions Developer Console Logout 1 2 Select Sites from the Develop menu App Setup Customize Create Develop Apex Classes Apex Triggers Apex Test Execution API Components Custom Settings Email Services X Static Resources Taals Remote Access Installation Manual c AAkonsult Pty Ltd 2014 Page 62 Installation Manual 1 3 Select the Site from the list Sites What is a Site Force com sites enables you to create public websites and applications that are directly integrate ausername and password You can publicly expase any information stared in your organization t ta create public community sites ta gather
16. Address Information Header visible on edit i J Mailir res The L Other Address Suite 300 The Landmark One Market San Francisco CA 94105 US Languages Sample Languages Field Properti x Sample Level i System Information Header visible on edit only Created Sample User w Sample User Mailing Address o Description Information Header visible edit Custom Links Header visible on detail only Mobile Cards Salesforce1 only 1 Double click on the address field or alternatively click on the spanner icon that appears when you hover over the address 2 Select Read Only 3 Click OK to exit Installation Manual c AAkonsult Pty Ltd 2014 Page 120 konsult Installation Manual 2 3 Add address update link Save Quick Save Preview As Cancel Undo Redo Layout Properties Q Quick Find Field Name x Asst Phone Base GurentAdiress Deceased Do Wot Cal verificat Automatically Renew Best Gift Year Current Member Su Delivery Do Con K Er is a sa gm oe i lm lt Danne Membership Address Information Header visible on edit on Mailing Address S Landgfark Or Other Address Suite 300 The Landmark One Market San Francisco CA 94105 us Additional Informat
17. Carol Challis Change Payment Gateway Payment Express PxFusion y Payment Gateway Userld SalesforceComdev I Payment Gateway Password CETE PxPay PxFusion Userld AAkonsultPxF Dev PxPay PxFusion Password Force SSL yf Credit Card Masking Policy 2X 2X Organisation Id QODSO0000000ItXdE AI Save c AAkonsult Pty Ltd 2014 Page 91 Installation Manual konsult PAYMENTS How to set up PayPal You can configure AAkonsult Payments to work with a PayPal Sandbox Test account or Production account AAkonsult supports PayPal offerings that support the PayPal Express Checkout option 1 Sign up to PayPal 1 1 Go to http developer paypal com Documentation Applications Dashboard Support Select Sign Up c AAkonsult Pty Ltd 2014 Page 92 Installation Manual Installation Manual konsult PAYMENTS Q 1 2 Enter details for your organisation PayPal Choose Account sign up Business account Business information Are you acti Business Choose Whats this Full Legal Business Name Category Choose a category Subcategory Choose a category customer See Ema 0000 Customer Service Phone ent optional Primary Currency Australian Dollars You will need to select your country for the relevant sign up form 2 Set up a test sandbox version of PayPal 2 1 Login from the confirmation URL 2 2 Select
18. Edit Deactivate p Recurrin Edit Activate Recurring Payments Restart Reminder ADD TIME WORKFL Edit Activate Refund Approval Deactivate Send Annual Statement Edit Deactivate Send Client Direct Debit Signu Deactivate Send Interim Refund Notification Edit Deactivate p Send Interum Receipt Edit Deactivate Send Pay Later Instructions Deactivate Send Payment Schedule Invoice Description When a card is about to expire this wor UPDATE Add Time based workflow 7 days pric For organisations that need to get their Alert is sentto INTERNAL staff Should a card be declined during a rect Remind Payment Administrators if a Re UPDATE Add time based workflow 1 day after ru Email Alert send reminder that Recurr This is a sample simple approval reque This workflow needs to have the email r Is triggered by the Annual Statement Se Sends the Visualforce Mass Annual Sta After a new online Direct Debit Facility h Activate this method if you are nat using Activate this method if you are not using When the online Payment Method is Inv When a Payment Schedule Recurring P Approval Processes Flows Edit Deactivate send Receipt Automatic Use this option to automatically send re Process Builder Edit Deactivate gh Send Receipt Manual This workflow rule if you wish to manua Tasks Should a Recurring Payment be attemp
19. Installation Manual c AAkonsult Pty Ltd 2014 Page 56 Installation Manual 6 1 Setup gt Create gt Custom Objects URL Tokens L E F sm rk till fN HI d FOR K E S P Email Administration Google Apps Build Customize E Create Apps Custom Labels Report Types Tabs Global Actions Workflow amp Approvals Develop Schema Builder Canvas App Previewer Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit konsult PAYMENTS After navigating to setup gt Create gt Custom Objects Click on the URL Token object Installation Manual c AAkonsult Pty Ltd 2014 Page 57 Installation Manual konsult PAYMENTS 6 2 Add a new field Packaqe Information Installed Package AAKPayments Available in Versions 1 12 Current Standard Fields Action Field Label Field Name Data Type Contr Created By CreatedBy Lookup User Last Modified By LastMadifiedBy Lookup User Edit Owner Owner Lookup User Queue URL parameter Name Auto Number Custom Fields amp Relationships Custa Action Field Label API Name installed Package Data Type Controlling Fiel Edit rh Account AAkPay Account AAkPayments Lookup Account Edit 2 Account Subscription AAKPay Account Subscription AAkPayments Sed Edit Amount Amount c AAkPayments Currency 7 2 Edit campaign Campaig
20. Keep in mind Automatic Renewals Email Contact reminder that their subscription is now dL UPDATE Add timebase workflow 30 days before subscription end Email Alert send 1st Renewal Reminder Email Field Update set 2nd Reminder Due Keep in mind Automatic Renewals Email Account Subscription Contact a reminder that their UPDATE Add Time Based Workflow 10 days after Subscription Enc Email Alert send 2nd Account Subscription Renewal Note Autamatic Renewals Email Contact a reminder that their subscription is now dL UPDATE Add Time Based Workflow 10 days after Subscription Enc Email Alert send 2nd Renewal Reminder Email Keep in mind Automatic Renewals sends outa confirmation email when a Account members member renews Advise Payment Administrators if a Batch Payment Sched the last 24 hours Add time based action 1 day aft Last Batch Processor F send Email send reminder that Batch Payments Proces Remind Payment Administrators if a Batch Payment Proce Page 200 Installation Manual konsult PAYMENTS Select Clone Workflow Rule 2nd Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW Managed Back to List Workflow Rules Rd This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail one Rule Name 2nd Account Subscription Renewal Reminder ADD TIME Object Account Subscrip BASED
21. Maintenance Interruption to ABN Lookup service We have been advised by our ABN Lookup data provider th Incident Report High Latency Issue Report Date Time 28th October 2014 10 55am Confidentia Click the Start by Setting up your product link Installation Manual c AAkonsult Pty Ltd 2014 Page 112 Installation Manual konsult PAYMENTS _ 4 Copy Kleber Getting Started Detail information on all of the Kleber methods available and sample code on how to access these methods can be found in the online Kleber Developers Guide All the methods will require two important pieces of information that are referred to in the documents but not made available in the documents these are the Kleber Server Path and the Request Key Your Kleber Server Path Your Kleber Request Key Below are two Kleber Server paths The first address is for your live The Request Key is used by Kleber to identify your account when making calls production environment and the second is for development and testing the Kleber server Below is your Kleber Request Key Interacting with both server addresses is identical Transaction costs apply for calls made to either server https kleber datatoolscloud net au Request Key R E 10 http kleber devuat datatoolscloud net au Sic Copy the Request key as this needs to be entered into Salesforce Merchant Facility in the next step 5 Update Salesforce with your Kleb
22. Subscription Issue Items Page 66 Installation Manual Installation Manual 4 2 Select on the Payment Txn s label Record Type Settings Standard Record Type Settings Accounts Announcements Campaigns Campaign Members Cases Contacts Content Contracts Custom Record Type Settings Account Subscriptions Account Subscription Payment Direct Debit Batches Error Logs Import Files Import File Line Items Import File Line Payment Txn s Merchant Facilities Payment Default Edit c AAkonsult Pty Ltd 2014 konsult Events Inbound Social Posts Leads Opportunities Price Books Products Solutions Tasks Payment Options Payment Txn s Recurring Payments Subscription Groups Subscriptions Subscription Issues Subscription Issue Items Event Subs Direct Debi Credit Card Edit Page 67 Installation Manual konsult PAYMENTS _ 4 3 Select all Available Record Types to add them to Selected Record Types Edit Record Type Settings Payment Txn Record Type settings Edit Cancel User Profile Payments Profile Record Type Payment Txn Selected Record Types Select the record types far this user profile You need to add the record type field to the page layout associated with this profile to display it on record detail and edit pages Available Record Types Selected Record Types Direct Debit Events Manual Shopping Ca
23. Account Detail Custom Buttons Account Information Header visible on edit only Account Owner Sample User Rating Sample Rating AccountName Sample Account Name Phone 1 415 555 1212 Parent Account Sample Account Fax 1 415 555 1212 AccountNumber Sample Account Number Website www salesforce com Account Site Sample Account Site Ticker Symbol Sample Ticker Symbol Type Sample Type Ownership Sample Ownership Industry Sample Industry Employees 10 881 Annual Revenue 123 45 SIC Code Sample SIC Code Address Information Header visible on edit only Installation Manual c AAkonsult Pty Ltd 2014 Page 132 Installation Manual konsult PAYMENTS How to adjust settings for the Not for profit Starter Pack AAkonsult Payments has been tested and works with the Nonprofit Starter Pack available from Salesforce with the following notes Disclaimer Salesforce Foundation is constantly updating the Nonprofit starter pack and we cannot guarantee that this updates will never have an adverse affect on AAkonsult Payments Please ensure testing new options and updates in Sandbox before deploying to production 1 Activate the Not for profit Starter 1 1 Navigate to the Merchant Facility tab yments Wa PaymentTxns Manual Merchant Facility amp DEMO FACILITY Payment Fi Merchant Facility Detail Payment Setting Name DEMO FACILITY Active Primary y 1 2 Scroll down to Account Contact
24. Email info aakonsult com Phone 461 3 9397 0443 Website http www aakonsult com AAKPayments html Installation Manual c AAkonsult Pty Ltd 2014 28 Installation Manual Force com Sites Installation Manual c AAkonsult Pty Ltd 2014 Page 29 Installation Manual konsult PAYMENTS How to enable Force com Sites Force com Sites enables the public facing web pages to be made visible to internet users and or Internal intranet users If you haven t already enabled Force com Sites or are unsure if it s already enabled this step through will guide your progress 1 Navigate to the Site Detail page Setup gt Develop gt Sites 1 1 Select Setup on the RHS of your Salesforce home screen Carol Challis Help AAkonsult Payments My Profile yunt Subscriptions Developer Console Logout 1 2 Select Develop from the App Setup section on the LHS App Setup Customize Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Installation Manual c AAkonsult Pty Ltd 2014 Page 30 Installation Manual konsult PAYMENTS 1 3 Select Sites App Setup Customize Create Develop Apex Classes Apex Triggers Apex Test Execution API Components Custom Settings Email Services Remote Access Installation Manual c AAkonsult Pty Ltd 2014 Page 31 Installation Manual konsult
25. Installation Manual konsult PAYMENTS 2 Register for free trial Pre Register FREE TOU Register here you will receive 50 of FREE credit and 90 days to use it in your trial of Kleber This trial is the full version So if you want to continue using Kleber once the Password credit runs out all you need to do is purchase a plan Confirm Password L have read and accept the Kleber terms amp conditions and the Data tools privacy policy L would like to receive general communications from Data Tools Enter your details in this and the following screen Installation Manual c AAkonsult Pty Ltd 2014 Page 111 Installation Manual konsult PAYMENTS 3 Setup Account ZZ Z Setup Kleber Add Credit Balance amp Usage My Profile Start by setting up your product Need to add credit Current Balance Edit your details Know someone else that could benefit from Kleber a DataTools Affiliate and get rewarded in cash for your recommendations Learn More or Start Now Already an affiliate Click Here Notifications Scheduled Maintenance Green Alert Status Please note that the maintenance work on the DataTools Scheduled Maintenance Yellow Phase of Monitoring Please note that the maintenance work on the DataTools Scheduled Maintenance Server Upgrade Please note that maintenance work on the DataTools Kleb
26. Note You can change the number of days as required if you wish to give more less notice Installation Manual c AAkonsult Pty Ltd 2014 Page 237 Installation Manual konsult PAYMENTS 6 Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule Recurring Payments Restart Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerId EQUALS null AND Merchant Facility Pr Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions workflow actions have been added 70 1 Day After Rule Trigger Date Edit Delete Ma workflow actions have been added to this time trigger Add Workflow Action Add Time Trigger Installation Manual c AAkonsult Pty Ltd 2014 Page 238 Installation Manual konsult PAYMENTS 6 1 Select Select Existing Action from the drop down menu Time Dependent Workflow Actions 77 Days Before Subscription End D warkflow actions have been added J New Task New Email Alert New Field Update New Outbound Message Existing Action 6 2 Select Email Alert from the Choose Action Type drop down menu Select Existing Actions Help for this Page e Typ Available Acti
27. account level For first membership reminders at an Account organisational level The workflow setup process is very similar to the WORKFLOW First Renewal Reminder Contact Level and WORKFLOW Second Renewal Reminder Contact Level processes described above With the exception of basing the template workflows from 1st Account Subscription Renewal Reminder ADD TIME BASED WORKFLOWTJ and 2nd Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW Quick Steps 1 Clone Workflow rule 1st Account Subscription Renewal Reminder ADD TIME BASED WORKFLOWTJ and rename to 1st Account Subscription Renewal Reminder 2 Add Immediate Workflow Actions Select Existing Field Update Set 1st Account Reminder 3 Add a Time Dependant Action Set it to fire 30 days before Account Subscription End Dates or time period you would like Add Action use existing workflow Email Alert send 1st Account Subscription Renewal Reminder Email Add Action use existing workflow Field Update set 2nd Reminder Due 4 Optionally review and update the renewal reminder email templates 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules Carol Challis Help AAkonsult Payments Campaigns Developer Console Help for this Pa Logout c AAkonsult Pty Ltd 2014 177 Installation Manual Installation Manual konsult PAYMENTS 1
28. 10 days after Subscription Enc Email Alert send 2nd Account Subscription Renewal Note Automatic Renewals Email Contact a reminder that their subscription is now dL UPDATE Add Time Based Workflow 10 days after Subscription Enc Email Alert send 2nd Renewal Reminder Email Keep in mind Automatic Renewals Sends aut a confirmation email when a Account members member renews Advise Payment Administrators if a Batch Payment Sched the last 24 hours Add time based action 1 day aft Last Batch Processor F send Email send reminder that Batch Payments Proces Remind Payment Administrators if a Batch Payment Proce Installation Manual c AAkonsult Pty Ltd 2014 167 Installation Manual konsult PAYMENTS Select Clone Workflow Rule 2nd Renewal Reminder ADD TIME BASED WORKFLOW Managed Back to List Workflow Rules hd This Workflow Rule is managed meaning that you may only edit certain attributes Display Mare Information Workflow Rule Detail Rule Name 2nd Renewal Reminder ADD TIME BASED WORKFLOW Object Subscription Namespace Prefix AAkPay Evaluation Criteria Evaluate the rule its edited to subs Installed Package AAkPayments Active D Description Email Contact a reminder that their subscription is now due UPDATE Add Time Based Workflow 10 days after Subscription End Date Email Alert send 2nd Renewal Reminder Email Keep in mind Automatic Renewals Rule Cr
29. Add Workflow Action Y Time Dependent Workflow Actions See example 8 1 Day After Merchant Facility Last Batch Processor Run Edit Delete Type Description Email Alert send reminder that Batch Payme NOTIFICATION Add Time Trigger Installation Manual c AAkonsult Pty Ltd 2014 267 Installation Manual konsult PAYMENTS Select User from the Recipient drop down list Email Alert Edit Edit Email Alert Description send reminder that Batch Payments Processor has been stopped and should be restarte Unique Name send reminder that Batc i Namespace Prefix AAKPay Installed Package AAKPayments Object Merchant Facility Emad Template Batch Payment Schedule Protected Component Recipient User Carol Challis User Jeff Challis User Joe Acton Installation Manual c AAkonsult Pty Ltd 2014 268 Installation Manual konsult PAYMENTS Add chosen Admin User to receive email notification and Save Email Alert Edit Edit Email Alert Description send reminder that Batch Payments Processor has been stopped and should be restarte Unique Hame send reminder that 1 Namespace Prefix Installed Package AAKPayments Object Merchant Facility Email Template Batch Payment Schedule ex Protected Component Recipients e Available Recipi
30. Amd Deactivate ph Send R Field Updates Alert is sentto INTERMAL Staff Outbound Messages Should a Recurring Payment be attemp Knowledge Action Edit Deactivate p Send Recurring Payment Susp Post Templates This workflow sends and email to the P Settings Edit Deactivate set 1st Reminder Due Change the status to 1st Reminder due LITT Edit Deactivate set Matching Start When receipting complete update statu Deploy Edit Deactivate skip This option is used when the AAkonsult Schema Builder Edit Deactivate Su pti Subscription Issue Mailout Generation Lightning App Builder Newt ug off Quherrintian lecua Pavmant r anaratinn hIntifiratinn nf nmnlatinn Ciihenrintinn lecira Pavmant fanaratinr Installation Manual c AAkonsult Pty Ltd 2014 226 Installation Manual konsult PAYMENTS 2 1 Select Clone Workflow Rule Recurring Payment Card Expire ADD TIME BASED WORKFLOW Managed Back to List Workflow Rules This Warkflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail Rule Name Recurring Payment Card Expire ADD TIME BASI Namespace Prefix AAKPay Installed Package Me Description When a card is about to expire this workflow sends an automated email to the card holder asking them to update their det UPDATE Add Time based workflow 7 days prior to card expiry Send Credit
31. Contacts Opportunities Quotes fe E r z Select Person Account Page Layout This paqe allows you to create different paqe layouts to display Person Account data After creating page layouts click the Page Layout Assignment button to control which paqe layout users see by default Person Account Page Layouts Arctic Page Layout Name Created By Modified By Del Person Account Layout Jeff Challis 19 05 2011 11 42 AM Automated Proc Installation Manual c AAkonsult Pty Ltd 2014 Page 311 konsult Installation Manual Drop and drag the buttons into the page layout Custom Console Components Mini Layout Mini Console View Person Account Layout v Save Quick Save Preview Cancel 47 Undo amp Redo Layout Properties A Quick Final Buton Name Credit Card Payment Disable Partner A Enable Self Service Manual Payment Submit for Approval i Edit Get Contacts Manuag syme PPA View Customer User Actions Delete Enable As Partner Include Offline st Update View Self Service Expanded Lookups Disable Enable Customer User Make Payment ring Related Lists Report Charts Person Account Sample Highlights Panel Customize the highlights panel for this pac Publisher Actions The publisher actions are currently inherited he global publisher layout You can override the global publisher l
32. Edit Del Reminder wi PDF Visualforce Edit Del ph Renewal 1st Reminder Text V Edit Del Renewal 151 Reminder w PDF Visualforce d Renewal 2nd Account Reminder a Edit Del A template with a PDF attachment is also available Installation Manual c AAkonsult Pty Ltd 2014 Page 208 Installation Manual konsult PAYMENTS _ Edit and test your template Text Email Template Renewal 2nd Account Reminder Managed Back to List Workflow Rules Preview your email template below This Email Template is managed meaning that you may only edit certain attributes Display Information Email Template Detail Folder AAKonsult Payments Email Template Name Renewal 2nd Account Reminder Available For Use Y Template Unique Name Renewal 2nd Account Reminder Last Uzed Date Namespace Prefix AAkPay Times Used Installed Package AAKPayments Encoding General US amp Western Europe 150 8859 1 ISO LATIN 1 Author Jeff Challis Change Description Renewal 2nd Account Subscription Reminder sent automatically by workflow Created By Jeff Challis 310 2013 6 00 PM Modified By boe Email Template Send Test and Verify Merge Fields Subject Membership Renewal Plain Text Preview Dear f Nullvalue Contact FirstName Supporter This is a reminder to that your membership is due to expire on the Account Subscription
33. End D Ho warkflow actions have been added New Task j New Email Alert New Field Update New Outbound Message Select Email Alert from the Choose Action Type drop down menu select Existing Actions Help for this Page Choose Action Search Email Alert epo ine Available Actions Selected Actions Email Alert Send Membership Confirmation Email sent after a membership has been approved Email Alert send 1st Renewal Reminder Email Email Alert send 2nd Renewal Reminder Email Installation Manual c AAkonsult Pty Ltd 2014 Page 171 Installation Manual konsult PAYMENTS Add Email Alert send 2nd Renewal Reminder Email and Save Select Existing Actions Help for this Page choose Search Find Action Type Available Actions Selected Actions Email Alert Send Membership Confirmation Email sent after a membership has been approved Email Alert send 1st Renewal Reminder Email OL Select Done button to complete the workflow rule Edit Rule 2nd Renewal Reminder Help for this Page Done Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 2nd Reminder Subscription Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to su
34. If choosing to embed the form you may need to consider getting a security certificate for your website as the AAkonsult Payment form must be httpS for secure and if the surrounding website is not then this may cause the user to receive a message saying mixed secure and non secure content It might also lead the user to the perception that the form is not secure as they cannot see the secure padlock even though the AAkonsult Payments part is Please consult the User Manual for more details in the following sections e How to publish a web form using URL tokens preferred method How to publish a web form c AAkonsult Pty Ltd 2014 Page 343 Installation Manual Installation Manual konsult PAYMENTS How to provide accessibility and text resizing If your website provides the ability for users to adjust text sizes then you can interface this with AAkonsult Payments This will require a technical resource to assist with the setup In summary we are using the javascript postMessage listener in the iframe to receive details of the user selected font size The following external forms support font resizing e Checkout Page 344 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS 1 Website communicating with iframed form AAkonsult Payments DEMO payment page AAkonsult Payments allows organisations to quickly setup a professional looking and secure onl
35. Installation Manual c AAkonsult Pty Ltd 2014 Page 308 Installation Manual Installation Manual c AAkonsult Pty Ltd 2014 Page 309 Installation Manual konsult PAYMENTS Cut and paste the following code into the text field Account Custom Button or Link New Button or Link Custom Button or Link Edit Label New Credit Card Payment Name Mew Credit Card Payme H Description Made up button for an example Display Type Detail Page Link View example O Detail Page Button View example O List Button View example Behavior Display in new window View Behavior Options Content Source URL select Field Type Insert Field Functions Insert Merge Field All Function AND BEGINS BLANKVALUE CASE CASESAFEID Insert Selected AAkPay__ checkout ald Account Id amp MailingStreet Account PersonMailingStreet amp MailingState Accc Add the new button to your page layout c AAkonsult Pty Ltd 2014 Page 310 Installation Manual Installation Manual konsult PAYMENTS we Navigate to Setup gt App Setup gt Customize gt Accounts gt Person Accounts gt Page Layouts Leads Accounts Fields Related Lookup Filters Validation Rules Triggers Partner Roles Contact Roles Page Layouts Field Sets Compact Layouts Search Layouts Buttons Links and Actions Record Types Limits Account Teams Settings Hecord Types
36. This is known as a sandbox account Once you have your login details please proceed to step How to setup Authorize Net making sure you select Sandbox as the environment Authorize net includes a number of test cards that can be used There are a number of scenarios that you can be tested including both successful and failed transactions Please see http developer authorize net tools errorgenerationguide for more details 2 Requesting a production Authorize Net Facility To use AAkonsult Payments with Authorize Net you need to register for Authorize net Payment Gateway by using the following link AAkonsult Authorize Net In order or use AAkonsult Payments you need to have both a Payment Gateway and a Merchant Facility If your location is in the US Cananda then you can sign up for both the Payment Gateway and Merchant Facility using the link AAkonsult Authorize Net If your location is in UK Europe or Australia then you can sign up for the Payment Gateway using the link AAkonsult Authorize Net and obtain the Merchant Facility from your local bank Please see How to obtain a eCommerce Merchant Facility for details on getting a Merchant Facility from your bank Once you have your Authorize Net credentials please see How to setup Authorize Net Installation Manual c AAkonsult Pty Ltd 2014 Page 14 Installation Manual AppExchange Installation Manual c AAkonsult Pty Ltd 2014 Installation Manual konsult PAYMEN
37. Total Gifts Last N Days Total Gifts Two Years Ago Smallest Gift Shipping Address Locate a lead click into the Contact and press Edit Layout link Installation Manual c AAkonsult Pty Ltd 2014 G 08 9198 1991 1 500 00 2015 500 00 3 04 2015 3 04 2015 500 00 500 00 0 00 500 00 76 Brunswick Street Page 123 konsult Installation Manual Alternatively click on setup at the top to the screen navigate to Customize gt Accounts gt Page Layouts Click edit next to the page layout you wish to update 3 2 Make address fields read only e pen ji eme Sample Account 1 415 555 1212 Fax Account Number Sample Account Number Website www salesforce com Account Site Sample Account Site Ticker Symbol Sample Ticker Symbol Type Sample Type Ownership Sample Ownership Industry Sample Industry Employees 73 451 AnnualRevenue 123 45 SIC Code Sample SIC Code Number of Gifts Two 58 061 Total Number of Gifts 4634 Years Ago Total Gifts Last Year 123 45 Average Gift 123 45 Total Gifts This Year 123 45 Field Properties Sample Best Gift Year Total Gifts 123 45 123 45 Read Only Required 25 05 2015 Billing Address L e 25 05 2015 123 45 512345 512345 Smallest Gift 123 45 Address Information Header visible only Billing Address Suite 300 The Shipping Address Suite 300 The Landmark One Market San Francisco CA 94 San Francisco CA
38. c AAkonsult Pty Ltd 2014 Page 12 Installation Manual Salesforce PCI Level 1 compliance as announced at http blogs salesforce com product 2012 01 announcing pci certification html 5 Other notes 5 1 Contact if your bank is not one of the major banks We ll check compatibility and will provide guidance for moving forward 5 2 Contact credit card organizations if you require American Express Diners Club or other card types Contact these organisations separately and ask for a Merchant Account to be setup AAkonsult Payments includes the first Merchant Facility free of charge The second and subsequent ones incur a one off fee 6 Activate the Merchant Facility by signing up with AAkonsult Payments See How to order AAkonsult Payments Installation Manual c AAkonsult Pty Ltd 2014 Page 13 Installation Manual How to obtain an eCommerce Merchant Facility for Authorize Net AAkonsult Payments licensing is for use with Authorize net Accounts that have signed up through Payment Gateway by using the following link AAkonsult Authorize Net Should you already have an Authorize Net account please contact info aakonsult com for pricing information as our published rates are for those accounts that are linked to AAkonsult Authorize Net 1 Setting up a demoltest Authorize Net Facility You can request an Authorize net test account from Authorize Net at https developer authorize net sandbox
39. meaning that you may only edit certain attributes Display Mare Information Email Alert Edit Edit Email Alert Description sand reminder that ring Payments Processor has been stopped and should be resi Unique Name send reminder that i Namespace Prefix Installed Package AAKPayments Object Merchant Facility Email Template Recurring Payment Schec C Protected Component Recipients T ini Available Recipients Selected Recipients User Jef Challis Email Field General Email User Carol Challis 8 Select Done button to complete the workflow rule Edit Rule Recurring Payments Restart Help for this Page Step 3 Specify Workflow Actions Step 3 of 3 Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerId EQUALS Null Merchant Facility Primary EQUALS True Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions Installation Manual c AAkonsult Pty Ltd 2014 Page 243 Installation Manual konsult PAYMENTS 8 1 Select Activate to begin the workflow process Recurring Payments Restart Back to List Workflow Rules Worktlow Rule Detal perete Cone Rule Name Recurring Payments Restart Object Active y Evaluation Criteria Descrip
40. 1 1 Select Setup on the RHS of your Salesforce home screen Carol Challis Help AAkonsult Payments Profile yunt Subscriptions 7 Developer Console Logout 1 2 Select Develop from the App Setup section on the LHS App Setup Customize Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates c AAkonsult Pty Ltd 2014 Page 38 Installation Manual Installation Manual konsult PAYMENTS 1 3 Select Sites App Setup Customize Create Develop Apex Classes Apex Triggers Apex Test Execution API Components Custom Settings Email Services Remote Access Installation Manual c AAkonsult Pty Ltd 2014 Page 39 Installation Manual 1 4 Select the Site from the list Sites What is a Site Force com sites enables you to create public websites and applications that are directly integrate ausername and password You can publicly expase any information stared in your organization t ta create public community sites ta gather customer feedback branded login and registration pac Because sites are hosted Force com servers there are no data integration issues And becau information is performed automatically You can allow users ta access your site through your unic ar subdomain to redirect ta your site Create multiple sites that appeal to different audiences and satisfy your company s various busin developers anoth
41. 1 Select Workflow Rules Custom Labels Objects Packages Report Types Global Actions Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Past Templates settings Installation Manual c AAkonsult Pty Ltd 2014 Page 178 Installation Manual konsult PAYMENTS _ 2 Read about Workflows and select Continue Understanding Workflow Help for this Page Many of the tasks you normally assign the emails you regularly send and other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflow automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value of a field an a record Outbound Messages Send a secure configurable message in XML format to a designated listener Far example workflow can Assign follow up tasks to a support rep ane week after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound message an external HR system to initiate the reimbursement process for an
42. 128 How to adjust the Contacts Page layout 129 How to adjust the Accounts Page 131 How to adjust settings for the Not for profit Starter 133 How to setup Annual Statements iore Pn it ide Pun EO E eode d 138 s O Irina TO TEE 140 vvii WOPKMOW wil 141 How to send out first automated reminders contact level 143 Installation Manual c AAkonsult Pty Ltd 2014 2 Installation Manual How to send out second automated reminders contact level 164 How to send out first automated reminders account level 177 How to send out second automated reminders account level 197 How to activate the Membership Confirmation workflow 210 How to set up recurring payments 214 How to send out Recurring Payments Card Expiry and Update Notifications 224 How to set up a recurring payment restart reminder 232 How to set up the batch payments process restart
43. 150 Installation Manual konsult PAYMENTS 7 Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule 1st Renewal Reminder Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 1st Reminder Set Reminder AND Subscrir Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions workflow actions have been added Add Workflow Action 72 30 Days Before Subscription End Date Edit Delete workflow actions have been added to this time trigger Add Workflow Action Y Add Time Trigger Installation Manual c AAkonsult Pty Ltd 2014 151 Installation Manual konsult PAYMENTS 7 1 Select Select Existing Action from the drop down menu Time Dependent Work ow Actions 727 30 Days Before Subscription End D Ho warkflow actions have been added New Task j New Email Alert New Field Update New Outbound Message 7 2 Select Email Alert from the Choose Action Type drop down menu select Existing Actions Help for this Page Choose Action Search Email Alert epo ine Available Actions Selected Actions Email Alert Send Membership Conf
44. 151 Account P Edit Del Reminder wi PDF Visualforce 4 Edit Del Renewal 1st Reminder Text T Edit Del Renewal 1st Reminder w PDF Visualforce x A template with a pdf attachment is also available Installation Manual c AAkonsult Pty Ltd 2014 195 Installation Manual konsult PAYMENTS _ 11 3 Edit and test your template Text Email Template Renewal 1st Account Reminder Managed Back to List Workflow Rules Preview your email template below This Email Template is managed meaning that you may only edit certain attributes Display Mare Information Email Template Detail Folder AAKonsult Payments Email Template Name Renewal 1st Account Reminder Available For Use x Template Unique Name Renewal 1st Account Reminder Last Used Date Hamespace Prefix AAKP ay Times Used Installed Package AAkKPayments Encoding General US amp Western Europe 150 8859 1 ISO LATIN 1 Author Jeff Challis Change Description Renewal 1st Account Subscription Reminder sent automatically by workflow Created By Jeff Challis 3 10 2013 6 00 PM Modified By Email Template Subject Membership Renewal Plain Text Preview Dear flNullvalue Cantact FirstName Supporter Your membership is due ta expire on the Account Subscription End Date Renewing your membership is easy simply follow the following link Accou
45. 2 Create a Force com domain name Home About Akonsuls Payments Merchant Accounts Payment Tans Manual Payments Recuning Payments Subscriptions Chanar Accounts Contacts Oppc NO Guck find pp pec Installation Manual Force com sites enables you In create public websites and applications that are directly integrated with your Salestorce com organization without requiring users la You publicly exp dae any informabon slored in your ganizamon through pages fat matin me look and fed of your company s brand Use sites f create public com branded loge and registrabon pages for your portals Wied Tor cagtuning leads and so on You can acor your sile Through your anigue Force com and LIL of pou can register your mam branded donna of susdemain In Create mulbple sites fat appeal to dimen asdences and sash your company s various business Meds For example a software company Could one site foi customers and third for marketed Register Your Force com Domain get started your company amp Force com domain Tour Force com darmi mua be unique and must const of only alphanumenc characters Salestorce company s name of a variabon ef your company s name such as mscempanyportal Create a unique name that matches your organisation Check availability Agree to the Site Terms of Use Register
46. AAkonsult Pty Ltd 2014 Page 79 Installation Manual Installation Manual konsult PAYMENTS 2 Untick the boxes shown below and Remember to return to this screen and tick enhanced version when you have completed setting up your security User Interface Modify your organization s user interface with the following settings User Interface Enable Collapsible Sections Show Quick Create Enable Hover Details I Enable Related List Hover Links Enable Separate Loading of Related Lists Enable Inline Editinc Enable Enhanced Lists Enable New User Interface Theme 21 Some Salesforce features like Chatter the new user interface theme Disabling the theme disables Chatter Enable Tab Bar Organizer Enable Printable List Views Enable Spell Checker Enable Spell Checker on Tasks and Events Enable Customization of Chatter User Profile Pages i Sidebar Enable Collapsible Sidebar Show Custom Sidebar Components on All Pages 3 Refer to to set up external site security older version procedure How to set up external site security older version Installation Manual c AAkonsult Pty Ltd 2014 80 Installation Manual konsult PAYMENTS How to set up internal security Salesforce users The below suggestions for security should also be used in conjunction with security best practices For details on security best pract
47. Approvals gt Workflow Rules Carol Challis Help AAkonsult Payments My Prafile jportunities Campaigns Developer Console Help for this Pa Logout Installation Manual c AAkonsult Pty Ltd 2014 232 Installation Manual konsult PAYMENTS 1 1 Select Workflow Rules Custom Labels Objects Packages Report Types Global Actions Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Past Templates settings Installation Manual c AAkonsult Pty Ltd 2014 Page 233 Installation Manual konsult PAYMENTS _ 2 Read about Workflows and select Continue Understanding Workflow Help for this Page 9 Many of the tasks you normally assign the emails you regularly send and other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflow automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value af a field an a record Outbound Messages Send a secure configurable message in XML format ta a designated listener Far example workflow can Assign follow up tasks to a support rep ane week
48. Buttons Edit Delete Clone Convert Lead Annual Statement Credit Card Payment i Campaign Member Information Header visible on edit only Campaign Sample Campaign Blank Space Contact Sample Contact Blank Space 5 Save Campaign Member Page Layout EESTI TIERE IER ropes TUER Find Button Name E 15 Annual Statement Credit Card Payment Expanded Lookups Clone Delete Report Charts Convert Lead Edit Visualforce Pages Create Opportunity Manual Payment Campaign Member Sample Hiahliahts Panel Installation Manual c AAkonsult Pty Ltd 2014 Custom Console Compone Page 306 Installation Manual konsult PAYMENTS How to create a credit card button on the Persons Account tab Salesforce com does not currently allow for Buttons to be packaged for Person Accounts Administrators therefore need to create their own Quick steps 1 Add a new button called Credit Card Payment to the Account buttons and links Use the URL value of apex AAkPay__ mcheckout ald Account ld amp MailingStreet Account PersonMailingStreet amp MailingSte 2 Add new button to the Person Account Page Layout Navigate to Setup gt App Setup gt Customize gt Accounts gt Button Links and Actions App Setup 3 Customize Tab Names and Labels Home Activities Campaigns Leads Accounts Fields Related Lookup Filters Validation Rules Triggers Partner Ro
49. Card is about to expire Rule Criteria Recurring Payment Recurring Payment Status EQUALS Active AND Recurring Payment Record Created By jeff challis 25 07 2015 2 11 PM 2 2 Re name the workflow rule Recurring Payment Card Expire Edit Rule Recurring Payment Card Expire ADD TIME BASED WORKFLOW Help for this Page Step 2 Configure Workflow Rule Step 2 of 3 Enter the name description and criteria to trigger your workflow rule In the next step associate workflow actions with this workflow rule Edit Rule I Required Information Object Recurring Payment UPDATE Add Time based workflow 7 days prior to card expiry Send Credit Cardis Y aboutto expire E Evaluation Criteria Evaluate the rule when a record is O created created and every time it s edited created and any time it s edited to subsequently meet criteria 1 How do choose Rule Criteria Run this rule ifthe following Field Operator Value Recurring Payment Recurring Payment Status AND Credit Card Qj AND _ j 10 1 None Installation Manual c AAkonsult Pty Ltd 2014 Page 227 Installation Manual konsult PAYMENTS 3 Select the Time Trigger button Edit Rule Recurring Payment Card Expire Help for this Page Step 3 Specify Workflow Actions Step 3 of 3 Specify the workflow actions that will be triggered when the rule c
50. Created By Jeff Challis 10 05 2013 6 24 PM Last Modified By Jeff Challis 310 2013 5 49 PM Public Access Settings Login Settings URL Redirects Deactivate Installation Manual c AAkonsult Pty Ltd 2014 Page 64 konsult Installation Manual 3 Check the diagram below If it looks the same follow these steps These instructions are for older versions of Salesforce If the diagram does not match below follow these instructions enhanced version of Salesforce to revert Salesforce back to the older version Profile Payments Profile Users with this profile have the permissions and page layouts listed below Administrators can change a users profile by editing that users personal information If your organization uses Record Types use the Edit links in the Record Type Settings section below to make one more record types available to users with this profile Login IP Ranges 0 Enabled Apex Class Access 0 Enabled Visualforce Page Access 11 Installation Manual Profile Detail Edit View Users Name Payments Profile UserLicense Guest Custom Profile Description Created By Jeff Challis 10 05 2013 6 24 Modified By Jeff Challis 3 10 2013 6 01 Page Layouts Standard Object Layouts Home Page Layout Home Page Default Idea Varies by Record Type View Assignment View Assignment Account Account Layout Lead Lead Layout View Assignment View Assiqnment Asset As
51. Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder ta the accaunt team if a high value opportunity is still open ten days before the close date U Dont show me this page again This page can be turned off Installation Manual c AAkonsult Pty Ltd 2014 Page 216 Installation Manual 3 Scroll down to find Payments Recurring Process ADD TIME BASED WORKFLOWJ and select Edit Deactivate Edit Deactivate Edit Deactivate Edit Deactivate Edit Deactivate Edit Deactivate Edit Activate Edit Activate Edit Activate Edit Activate Edit Deactivate Edit Deactivate Open the circled rule Installation Manual Direct Debit Notification of Bulk Update Complete Direct Debit Notification af Extract Complete Import File Notification of Processin Complete Large Donation Payment Alert mark Refunds as Receipted for Matching Membership Confirmation New Online Membership Payment Notification New Online Payment Notification Payment
52. Information Email Service Name importFileEmailListener Accept Email From yourorg com Email Address Information Emailaddress importFileEmailListene Specify the local part of the email address Salesforce com assigns the domain name part of Active Context User Accept Email From 1 Installation Manual c AAkonsult Pty Ltd 2014 Page 332 Installation Manual konsult PAYMENTS 4 Copy email address for use Help for this Page Email Service importFileEmailListener Email Service importFileEmailListener Apex Class imporFileEmailListener Accept Attachments All Advanced Email Security Settings Accept Email From yourorg com Convert Text Attachments to 4 Binary Attachments Failure Response Settings Over Email Rate Limit Action Requeue message Deactivated Email Address Discard message Action Deactivated Email Service Discard message Action Unauthenticated Sender Action Discard message Unauthorized Sender Action Discard message Enable Error Routing i Route Error Emails to This in aurarg carm Email Address Email Addresses New Email Address This is the email address that you can email details into c AAkonsult Pty Ltd 2014 Page 333 Installation Manual Installation Manual konsult PAYMENTS _ 5 Send a test email E H G T test EDH Message HTML x FILE
53. Installation Manual konsult PAYMENTS 11 Review email template for 1st Reminder Setup gt Administration Setup gt Communication Templates gt Email Templates System Overview Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup Customize gt Create Develop Deploy schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Manage Users Manage Apps Company Profile Installation Manual c AAkonsult Pty Ltd 2014 Page 161 Installation Manual 11 1 Select AAkonsult Payments from the drop down Folder list AAkonsult Payments Below is a list of all your email templates in the folder selected Click the email templates when sending single emails Far mass emails only text H Folder AAkonsult Payments v Edit Create New Folder 11 2 Scroll down to find Renewal 1st Reminder Installation Manual Large Payment Donation E Edit Del Notification v Edit Del Matching Reminder Text V Edit Del Membership Confirmation Visualfarce x Edit Del New Direct Debit Text z of New Online Membership CHAIN T Edit Del Payment Notification KERINGE v ina 2 New Online Payment T Edit Del 7 Notification v Edit Del gh Pay Later Instructions Z Edit Del Payment Receipt Visualforce af Del ph Payment
54. Ltd 2014 Read Create Edit Delete View Modify All Y Y Read Create Edit Delete View Modify All Page 70 Installation Manual konsult PAYMENTS 5 3 Match the permissions shown below You may need to scroll across to see all the diagram Data Administration Data Administration Read Create Edit Delete View All G nz All Read Create Edit Delete View G Assets n Goal Collaborators o o Goal Links H in EE Coaching D ua oO Contracts 0 o g o T q Performance Cycles g Feedback D m Feedback Questions o o Products Feedback Question Sets n Solutions 0 Feedback Requests g 0 Custom Object Permissions Read Create Edit Delete View All All Read Create Edit Delete View Alli All CD s s n a mom o m Direct Debit Batches H D H H Recurring Payments Tp H DJ Recurring Payment Txn s n m 0 E p Import File Line Items g g g Subscriptions g Import File Line Item Payment Txn s g oO Subscription Issues g Merchant Facilities g m g g g g Subscription Issue Items E co os m m SM Payment Items URL Tokens o m m o a LET m D D 5 4 Select Save 6 Assign users 6 1 Select View Users on the Payments Profile screen P
55. Ltd 2014 Page 192 Installation Manual konsult PAYMENTS 10 1 Select Activate to begin the workflow process Workflow Rule 1st Account Subscription Back to List Workflow Rules Workflow Rule Detai Activate Rule Name 4st Account Subscription Object Account Subscrir Active N Evaluation Criteria Evaluate the rule its edited to sub Description Email amp ccount Subscription Contact a reminder that their subscription is now due UPDATE Add timehase workflow 30 davs hefnre suhscrintian end date 10 2 Set Default Workflow User and Save Workflow amp Approvals Settings Help for this Page Specify a default workflow user Salesforce com recommends choosing a user with system administrator privileges Enabling email approval response lets users reply ta email approval requests by typing APPROVE or REJECT in the first line and adding comments in the second line Enable Email Approval L Response A By enabling the email approval response feature you agree to allow salesforce com to process email approval responses update approval requests for all active users in your organization and update the approval object on behalf of your organization s users If a Default Workflow User has already been set this step will be skipped Installation Manual c AAkonsult Pty Ltd 2014 Page 193 Installation Manual konsult PAYMENTS 11 Review email template for 1st Reminder Setup gt Admin
56. Payment Start to the THEN Payments Recurring Process ADD Edit Activate TIME BASED WORKFLOW UPDATE 1 trg Filed Update set Status Payment Start Recurring Payments are placed in the Payments Queues wit time based workflow moves itto Payment Start to the Edit Del Activate Payments UPDATE 1 Hr aft trg Filed Update set Status Payment Start For organisations that need to card holders expiry di Edit Deactivate Recurring Payment Card Expin this warkflow will remind you af when follaw up Should card be declined during a recurring payment send i Edit Deactivate Recurring Payment Error can follow up the reasons for the failure Remind Payment Administrators if a Recurring Payment Sch restarted within 24 hours Edit Activate UPDATE Add time based workflow 1 day after rule trigger Email Alert send reminder that Recurring Payments Proce After a new online Direct Debit Facility has been applied far what they need to do next in order to have their facility activate Edit Deactivate Activate this method if you are not using the instant refund dit ctivate send Interim Refund Notification Edit Deactivate send Interim refund Notficat on ofthe refund confirmation ta the online payer Activate this method if you are not using the instant receipts Edit Activate Send interum Receipt payment confirmation to the onli
57. Sample User Click on the Address Update field and drag this below the address details This will provide a link where users can edit the address You can use this with or without the Address Update button option Installation Manual c AAkonsult Pty Ltd 2014 Page 117 Installation Manual konsult PAYMENTS 1 4 Add Address Update button Save v Quick Save Preview As Y Cancel Undo Redo E Layout Properties Quick Find Button Name Related Lists Report Charts Vieualfaresn Danae Actions the Publisher Post File Link Poll Lead Detail Standard Buttons ustom Buttons address Update Lead Information Header visible on edit only LeadOwner Sample User Phone 1 415 555 1212 Name Sarah Sample Mobile 1 415 555 1212 Company Sample Company Fax 1 415 555 1212 Title Sample Title Email sarah sample company com Lead Source Sample Lead Source Website www salesforce com Campaign Sample Campaign Lead Status Sample Lead Status Industry Sample Industry Rating Sample Rating Annual Revenue 123 45 No ofEmployees 37 439 Address Information Header visible on edit only amp Address Suite 300 The Landmark One Market San Francisco CA 94105 US Additional Information Header visible on edit only Product Interest Sample Product Interest Current Generator s Sample Current Generat
58. Templates settings Installation Manual c AAkonsult Pty Ltd 2014 Page 211 Installation Manual konsult PAYMENTS _ 3 Read about Workflows and select Understanding Workflow Help for this Page 9 Many of the tasks you normally assign the emails you regularly send and other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflow automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value af a field an a record Outbound Messages Send a secure configurable message in XML format ta a designated listener Far example workflow can Assign follow up tasks to a support rep ane week after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound message an external HR system to initiate the reimbursement process for an approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can automat
59. This Email Alert is managed meaning that you may only edit certain attributes Display More Information Email Alert Edit Edit Email Alert Description Send Refund Approval Email request Unique Name Send Refund 1 Namespace Prefix AAKPay Installed Package AAKPayments Object Payment Txn Email Template Refund Approval Protected Component User TestFulluser User Jeff challis Installation Manual c AAkonsult Pty Ltd 2014 Page 275 konsult PAYMENTS _ Installation Manual How to activate New Online Payment Notification Turn this workflow on if you wish to be notified of all new online payments exception memberships Quick Steps 1 Locate workflow New Online Payment Notification 2 Update the recipient of the workflow email 3 Enable this workflow 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules jeff challis w He Page 276 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS we 2 Select Workflow Rules App Setup Custom Labels Interaction Log Layouts Objects Packages Report Types Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Knowledge Action 51 Templates Settings Develop Deploy iori wu araca BD ur Installation Manual c AAkonsult
60. Tokens are used for creating object specifi Sets Create URL Checkbox to trigger creation ol Edit Activate Update the filter parameters for this workflow to URL Tokens are used for creating object specifi sets Create URL Checkbox to trigger creation al Edit Activate Create Case URL Token Update the filter parameters for this workflow to URL Takens are used for creating object specifi i L P ITI Pile S I E L l l This be located on the second page Installation Manual c AAkonsult Pty Ltd 2014 Page 248 Installation Manual konsult PAYMENTS 4 Select Clone Workflow Rule Batch Payments Process Restart Reminder ADD TIME BASED WORKFLOW Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail Rule Name Batch Payments Process Restart Reminder ADD TIME BASED Object WORKFLOW Namespace Prefix Evaluation Criteria Installed Package AAKPayments Active aM Description Remind Payment Administrators if a Batch Payment Pracessor has been stopped but nat restarted within UPDATE Add time based action 1 day aft rule trigger send Email send reminder that Batch Payments Pracessar has been stopped and shau Rule Criteria Merchant Facility cronTriggerBatchId EQUALS null Amp Merchant Facility Pri Cr
61. WORKFLOW Namespace Prefix AAKPay Evaluation Criteria Evaluate the rule its edited to subs Installed Package AAKPayments Active a Description Email Account Subscription Contact a reminder that their subscription is now due UPDATE Add Time Based Workflow 10 days after Subscription End Date Email Alert send 2nd Account Subscription Renewal Reminder Email Re name the workflow rule 2nd Account Subscription and select Save amp Next Edit Rule 2nd Account Subscription Renewal Reminder ADD TIME BASED WORKFEOW Step 2 Configure Workflow Rule Enter the name description and criteria to trigger your workflow rule In the next step associate workflow actions with this workflow rule Edit Rule Required Infc Description Email Account Subscription Contact a reminder that their subscription is now due F Eliam u a rita rmn Installation Manual c AAkonsult Pty Ltd 2014 Page 201 Installation Manual konsult PAYMENTS Select the Add Time Trigger button Edit Rule 2nd Account Subscription Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Account Subscription Renewal Reminder EQUALS 2nd Reminder AND Status NOT EQUAL TO Cancalled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited ta subsequently meet criteri Immediate Workflow Actions
62. causes shall not exceed the total compensation received by the AAkonsult Pty Ltd under this Agreement It is intended that this limitation apply to any and all liability or cause of action however alleged or arising unless otherwise prohibited by law Installation Manual c AAkonsult Pty Ltd 2014 Page 5 Installation Manual konsult PAYMENTS _ Q How to get AAkonsult Payments Installed and Running The steps below provide an overview of how you can evaluate and then later get AAkonsult Payments up and running for your organisation 1 Install AAkonsult Payments from the AppExchange 2 Create a demo facility so you can take test transactions go to About AAkonsult Payments Tab Create Samples button Apply for a Merchant Facility This can take upto a few weeks so best to start early Complete the post install instructions Work through a day in the life of your organisation using AAkonsult Payments configure workflows receipts email templates to meet your needs see User Manual 6 When the bank provides Merchant Details Step 3 order and sign up for AAkonsult Payments and we will start the payment gateway provisioning 7 Once provisioning is complete you will be given a username and will need to call in for a password Enter these details into Salesforce Merchant Facility and do a test live transaction Installation Manual c AAkonsult Pty Ltd 2014 Page 6 Installation Manual konsult PAYMENTS
63. competitive Installation Manual c AAkonsult Pty Ltd 2014 Page 103 Installation Manual konsult PAYMENTS _ Kleber has a more complete address listing than Google Places and includes details such as Unit No building level etc It is AAkonsult s current intention to expand the functionality of AAkonsult Payments to take more advantage of other API s and data validation provided by DataTools over time To setup and use Data Tools Kleber please see How to setup Data Tools Kleber Page 104 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS _ How to setup Google Places Address Validation Quick Steps 1 Sign up for a Google Places API Key 2 Enter key into Merchant Facility and select Google Places as the Address Helper 1 Login to the Google API Console Navigate to the Google API Console This is located at https code google com apis console You will be asked to login If you do not already have an account then sign up for a free account 2 Create or using an existing project Start using the Google APIs console to manage your API usage Creating an APIs project will let you Use Google APIs beyond anonymous limits Monitor API usage and control access Share AP management with a team Create project Code Home Privacy Palicy c AAkonsult Pty Ltd 2014 Page 105 Installation Manual Installation Manual konsul
64. customer feedback branded login and registration pac Because sites are hosted Force com servers there are no data integration issues And becau information is performed automatically You can allow users ta access your site through your unic ar subdomain to redirect ta your site Create multiple sites that appeal to different audiences and satisfy your company s various busin developers another for customers and a third for marketing Your Force com Domain MyCompany force com Your Force com domain name is aakpaytest developer edition ap1 force com Force com Sites Terms and Conditions Sites aakpaytest developer edition ap1 force com ERIS Action Site URL Edit Deactivate http aakpaytest developer edition ap 1 farce com Installation Manual c AAkonsult Pty Ltd 2014 63 Installation Manual konsult PAYMENTS we 2 Select the Public Access Settings button Site Details Payments Back to List Sites Site Detail URL Redirects Deactivate Site Payments Site Name Payments Site Description Site Contact Jeff Challis Active 4 Login Allawed Active Site Home Page InMaintenance Preview site Favorite Icon Inactive Site Home Page InMaintenance Preview Site Robots txt Site Template SiteTemplate Preview Enable Feeds Analytics Tracking Code URL Rewriter Class Clickjack Protection Level Allow framing by any page no protection
65. detail page Tell me more Package Custom Objects This Package will have the users access via the to all Custom Objects in your Organization Extended Object Permissions Read Create Edit Delete Read Create Edit Delete w Campauns g w wr uncut a a Cases W iod rd iiber i ME E UE E d iussi nc Z Z Z Solutions nM d General User Permissions This Package will be able to use all ofthe General User Permissions from the users Profile Administrative Permissions This Package will be able to use all ofthe Administrative Privileges from the users Profile Next Cancel These settings can be changed after installation Installation Manual c AAkonsult Pty Ltd 2014 Page 23 Installation Manual konsult PAYMENTS 4 5 Choose your security settings Package Installer Help for this Page AAkPayments Step 2 Choose security level Step 2 of 3 Select security settings e Grant access to admins only Users with your profile get full access best for limited deployments O Grant access to all users AIl internal custom profiles get full access O Select security settings User access set by profile recommended for most packages Granting access to admins only System Administrators allows for internal testing before the the application is fully deployed to all users 4 6 Click Install to continue Package Insta
66. filter parameters for this workflow to URL Tokens are used for creating object specifi Sets Create URL Checkbox to trigger creation ol Edit Activate Update the filter parameters for this workflow to URL Tokens are used for creating object specifi sets Create URL Checkbox to trigger creation al Edit Activate Create Case URL Token Update the filter parameters for this workflow to URL Tokens are used for creating object specifi i L P ITI Pile S I E L l l This be located on the second page Installation Manual c AAkonsult Pty Ltd 2014 261 Installation Manual konsult PAYMENTS Select Clone Workflow Rule Batch Payment Processor Not Running ADD TIME BASED WORKFLOW Manac Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail cene Rule Name Batch Payment Processor Not Running ADD TIME BASED WORKFLOW Namespace Prefix AAKPay Installed Package A amp kPayments Active Description Advise Payment Administrators if a Batch Payment Schedule has nat successfully run for the last 24 h Add time based action 1 day aft Last Batch Pracessor Run send Email send reminder that Batch Payments Pracessar has been stopped and shau Rule Criteria Merchant Facility cronTriggerBatchId NOT EQUAL TO null AND Merchant Facil Create
67. for details an setting up your production Merchant Facilities Setup View Payment Type Notes Capture payments for goods supplies donations products amp services either online ar from Accounts Contact Opportunities Any Object in salesforce com Memberships can be setup at Contact level and or Account level Time based workflows are used for renewal reminders Members 19 Lastname can be used for quick entry when making payment View 2 Membership e m E subscriptions can be setup with varying terms and payment frequencies In addition they can optionally be auto renewed and have EB m i ipti 2 SUME View 3 Subscription freight amounts added c Appeals are linked ta Campaigns Setup Rich Text Appeal specific information and receipt details in the Campaign Tab Setup View 4 Appeal Multiple Appeals can be running atthe same time View Regular giving is easy to setup Updating of Card details end dates and card expiry dates all managed within salesforce com SEND VIEW om Tokens are used for added security and REMOVING the need to store card numbers View B Event Traininq Events Training courses is an optional module that allows a far calendar of events to be published for online registration variety of see Course ticket types are catered for including free events requiring all attendees details to be registered etc There are six quick start templates to c
68. m m Fl FI as m nm FI FI arya P m m n FI FI me m n n n tawa Canaan e Profiles will need to have Apex Pages with AAkPay added and also Apex Classes of AAkPay added e Encrypted fields should not be visible for any profile unless absolutely necessary Installation Manual c AAkonsult Pty Ltd 2014 82 Installation Manual konsult PAYMENTS 6 Assigning permission sets to users Permission Set Assignments jeff challis There two permission sets that are applicable to internal Salesforce CRM Users These need to be allocated to the users that will be using AAkonsult Payments The Permission Sets to use are 1 AAkonsult Payments Admin Users Assign this to users that need to update AAkonsult Payments Payment Forms Text or are able to approve Refunds 2 AAkonsult Payments Standard Users Use this for non approvers and persons that don t need to change any of the AAkonsult Payments Forms or text To assign permission sets locate the user click into view the details of the user scroll down to the related Permissions Set list Click the Edit Assignment button and assign Installation Manual c AAkonsult Pty Ltd 2014 Page 83 Installation Manual Payment Gateways Installation Manual c AAkonsult Pty Ltd 2014 Page 84 Installation Manual konsult PAYMENTS How to set up Payment Express sta
69. mainly used on the checkout forms refund forms tokenisation and token charge forms ssl geoplugin net obtains the users city and country by IP address This enables the forms to be prefilled www google com is used for the CAPTCHA on checkout form maps google com Google Places API Used for autocomplete on address fields in checkout and manual payments secure geonames org provides auto complete for suburb and post codes paypal com allow for paypal transactions purchase refund authorisation auth complete paymentexpress com allow for credit card transactions purchase refund authorisation auth complete expiry date updates and recurring charges e api authorize net Authorize net production apitest authorize net Authorize net Sandbox testing environment Installation Manual c AAkonsult Pty Ltd 2014 22 Installation Manual konsult PAYMENTS kleber datatoolscloud net au DataTools Kleber used for autocomplete on address fields in checkout and manual payments 4 4 Select Next Package Installer Help for this Page cj AAkPayments Step 1 Approve Package API Access Step 1 of 3 These settings control the access that s controls and other components in this package have to standard objects via the API The access will still be constrained by the users profile You can view and edit the package API access to standard objects after the package is installed from the package
70. n m m mem leina Thie Cmail Alert ll Tiia Ero M cuan ede Installation Manual c AAkonsult Pty Ltd 2014 286 Installation Manual konsult PAYMENTS 6 Update recipient s and Save Edit Ermail Alert Send an internal notification that a new online MEMBERSHIP payment has been made Managed Create an email alertto associate with one or mare workflow rules approval processes or entitlement processes When changing an email alert any modifications will a entitlement processes associated with it This Email Alert is managed meaning that you may only edit certain attributes Display More Information Email Alert Edit Edit Email Alert Description Send Internal notification that new online MEMBERSHIP paymenthas been Unique an internal notif i Namespace Prefix AAKPay Installed Package AAKPayments Object Payment Txn Email Template New Online Membersh 91 Protected Component Suc ESI User TestFulluser User jef challis A Installation Manual c AAkonsult Pty Ltd 2014 Page 287 Installation Manual Buttons Optional Installation Manual c AAkonsult Pty Ltd 2014 288 Installation Manual konsult PAYMENTS How to create a button on the Accounts tab Cash Cheque Money Orders and Credit Card payment buttons are availabl
71. other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflow automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value af a field an a record Outbound Messages Send a secure configurable message in XML format ta a designated listener Far example workflow can Assign follow up tasks to a support rep ane week after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound message an external HR system to initiate the reimbursement process for an approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder ta the accaunt team if a high value op
72. payments this workflow will remind you of when to follow up Should a card be declined during a recurring payment send staff sa they can follow up the reasans for the failure Show me fewer W more records per list page c AAkonsult Pty Ltd 2014 217 Installation Manual konsult PAYMENTS 4 Select Clone Workflow Rule Payments Recurring Process ADD TIME BASED WORKFLOW Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display Mare Information Rule Name Payments Recurring Process ADD TIME BASED WORKFLOW Namespace Prefix AAKPay Workflow Rule Detail Clone Installed Package AAKPayments Active Description Recurring Payments are placed in the Payments Queues with Recurring Start status This UPDATE 1 Hr aft trg Filed Update set Status Payment Start Rule Criteria Payment Ixn Status EQUALS Recurring Start Created By Jeff Challis 3 10 2013 6 00 PM 4 1 Re name the workflow rule Payments Recurring Edit Rule Payments Recurring Process ADD TIME BASED WORKFLOW st fortis Pags Enter the name description and criteria to trigger your workflow rule In the next step associate workflow actions with this workflow rule Edit Rule Required Information Object Payment Txn Payments Recuming Description Recurring Payments are placed in the Payments Queues with R
73. remove wasted office administration time and allow you to spend more time on donor care and customer relationships Use the following demo cards Visa 4111111111111111 MasterCard 5431111111111111 s Amex 371111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Expiry dates can be any date that is in the future Step 1 of 3 My Contact Details denotes a compulsory Please all of these fields m below and then press the Continue button Title None First Last Name Phone Mobile Phone Email Street c AAkonsult Pty Ltd 2014 konsult Page 46 Installation Manual konsult PAYMENTS 3 1 Check the steps in this manual if your site does not load or you receive an error message If you do not see a similar screenshot to above then your package may not have been deployed Check the AppExchange section earlier in this manual Installation Manual c AAkonsult Pty Ltd 2014 Page 47 Installation Manual konsult PAYMENTS How to connect your new site to your Merchant Facility To obtain an eCommerce Merchant Facility follow How to set up a Merchant Facility NOTE This may take a few weeks 1 Navigate to the Site Detail page Setup gt Develop gt Sites 1 1 Select Setup on the RHS of your Salesforce home screen Carol Challis Help AAkonsult Payments unt Subsc
74. rule when a record is created and any time its edited to subsequentl Immediate Workflow Actions workflow actions have been added Add Workflow Action 7 Time Dependent Workflow Actions see example 70 1Day After Rule Trigger Date Edit Delete Type Description Email Alert send reminder that Batch Paymi NOTIFICATION Add Workflow Action Add Time Trigger Installation Manual c AAkonsult Pty Ltd 2014 Page 254 Installation Manual konsult PAYMENTS 7 1 Select User from the Recipient Type drop down list Email Alert Edit Edit Email Alert Description send reminder that Batch Payments Processor has been stopped and should be restarte Unique Name send reminder that Batc i Namespace Prefix AAKPay Installed Package AAKPayments Object Merchant Facility Emad Template Batch Payment Schedule Protected Component Recipient User Carol Challis User Jeff Challis User Joe Acton Installation Manual c AAkonsult Pty Ltd 2014 Page 255 Installation Manual konsult PAYMENTS 7 2 Add chosen Admin User to receive email notification and Save Email Alert Edit Edit Email Alert Description send reminder that Batch Payments Processor has been stopped and should be restarte Unique Hame send reminder that 1 Namespace Prefix Installed Package AAKPaymen
75. set 2nd Reminder Due Field Update set 1st Reminder Due Then select Field Update from the Action Type and move Set First Reminder to the Selected Actions and Save Installation Manual c AAkonsult Pty Ltd 2014 Page 149 Installation Manual konsult PAYMENTS _ 6 Select the Add Time Trigger button Edit Rule 1st Renewal Reminder Help for this Page 6 Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 1st Reminder Set Reminder AND Subscription Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions Action Type Description Edit Remove Field Update Add Workflow Action set 151 Reminder Due Time Dependent Workflow Actions See an example workflow actions have been added Before adding a workflow action you must have at least one time trigger defined Ezz 6 1 Set Time Trigger to 30 days before Subscription End Date and Save Add Time Trigger Subscription Workflow Time Trigger Edit Workflow Rule subscription End Date Note You can change the number of days as required if you wish to give more less notice Installation Manual c AAkonsult Pty Ltd 2014 Page
76. the Email Alert Workflow Rule New Online Membership Payment Notification Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information x Workflow Rule Detail Activate Rule Name Mew Online Membership Payment Notification Object Payment Txn Hamespace Prefix Evaluation Criteria Evaluate the rule when a rectc edited to subsequently meet Installed Package AAKPayments Active 7 Description UPDATE configure who in your organisation is to get this notification Send an internal notification that a new online MEMBERSHIP payment has been made and matching completed ONLY works when background processor going Rule Criteria Payment Txn Status EQUALS Matching Complete AND Payment Txn Payment Type Type EQUALS Member Created By jeff challis 25 10 2014 1 39 PM Modified By jeff challis 25 10 2014 1 39 F Workflow Actions Immediate Workflow Actions Type Email Alert Send an internal notification that a new online MEMBERSHIP payment has been made Time Dependent Workflow Actions See an exa workflow actions have been added Before adding a workflow action you must have at least one time trigger defined Installation Manual c AAkonsult Pty Ltd 2014 285 Installation Manual konsult PAYMENTS _ 5 Edit the Email Alert Send internal notification that a ne
77. the Receipting section and update the Our Website field to have your domain Please be sure to include the https part Installation Manual c AAkonsult Pty Ltd 2014 Page 347 Installation Manual Implimentation Tips Installation Manual c AAkonsult Pty Ltd 2014 Page 348 Installation Manual konsult PAYMENTS How to Upload Recurring Credit Card Payments This procedure is for organisations that already have a list of regular Credit Card donors payments and want now use AAkonsult Payments to process them This guide is for intermediate or advanced administrator level Should you need assistance you can engage AAkonsult Professional Services by contact us at info aakonsult com 1 Create Recurring Payment Records Import details in AAkPay Recurring Payment e Status Inactive e Frequency Eg Monthly e Amount and or Donation Amount If you don t have a value for one of this fields please upload with O Record Typeld for Credit Card Contact Id e Account Id e Name You can generate this eg Persons Name Last Payment Date when they last paid or set to todays date if not known Please note this is important as missing very old dates may cause catch up transactions e Next Payment Date Date next due eg 16 4 2015 Expiry date and Expiry date MMYYYY eg 112015 for November 2015 Keep in mind that after the upload you ll need to link the created Recurring Payment record id
78. the recurring payment options from being displayed Installation Manual c AAkonsult Pty Ltd 2014 Page 327 Installation Manual konsult PAYMENTS e hideRenewal true Hides any subscription membership options from being displayed e paymentFor xxxx passes in the paymentFor reason Especially useful when doing a Token Charge from an opportunity e Amount nnn passes in the amount for the payment c AAkonsult Pty Ltd 2014 328 Installation Manual Installation Manual How to setup Import Files Email Listner c AAkonsult Pty Ltd 2014 Installation Manual konsult Email to Import File Import Files supports 3 modes of uploading files these are 1 Upload from file on your PC Mac 2 Copy Paste 3 Email to Salesforce In order to use the Import Files email to salesforce you will need to setup the following e An Apex Email Listener for the importFileEmailListener Class This procedure takes you through how to setup the email listener 1 Add a new Email Service Search All Setup Q Expand All Collapse All Salesforce1 Setup Force com Home System Overview Personal Setup gt My Personal Information gt Email Import gt Desktop Integration gt My Chatter Settings gt My Connected Data App Setup i Customize gt Create amp Develop Apex Classes Apex Triggers Apex Test Execution API Components 1 Custom Permis
79. time trigger defined Add Time Trigger 5 1 Set Time Trigger to 1 day after Rule Trigger Date and Save Add Time Trigger Merchant Facility Workflow Time Trigger Edit Workflow Rule Recurring Payments Restart Page 250 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS 6 Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule Batch Payments Process Restart Reminder Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerBatchId EQUALS null AMD Merchant Faci Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet crite Immediate Workflow Actions workflow actions have been added 727 1 Day After Rule Trigger Date Edit Delete workflow actions have been added to this time trigger Add Workflow Action Y 1 Add Time Trigger Installation Manual c AAkonsult Pty Ltd 2014 Page 251 Installation Manual konsult PAYMENTS 6 1 Select Select Existing Action from the drop down menu Time Dependent Workflow Actions 77 Days Before Subscription End D warkflow actions have been added J New Task New Email Alert New Field Update New Outbound Message
80. when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according to time triggers For example salesforce com can automatically send an email reminder to the account team if a high value opportunity is still open ten days before the close date Useful Sam Video Tutori View All Workflow Rules v Create New View 1 Action Rule Name Description Object Edit Deactivate a Recurring Payment Card Expi For organisations that need to get their card holders expiry date details for recurring payments this workflow will remind you of when to Recurri follow up Payme Edit Deactivate Recurrinq Payment Error Should a card be declined during a recurring payment send out an alertto internal staff so they can follow up the reasons for the failure Payme Remind Payment Administrators if a Recurring Payment Schedule has been stopped but not restarted within 24 hours h Recurring Payments Restart Reminder ADD TIME BASED Edit Activate WORKFLOW UPDATE Mercha Add time based workflow 1 day after rule trigger Email Alert send reminder that Recurring Payments Processor has been st This is a sample simple approval request More comprehensive approvals can be setup using workflows amp approvals See Salesforce Edill Activate Refund Approval cuis Payme This workflow needs to have the email recipient s updat
81. with the Credit Card number and CCV that you have 2 Exporting for Tokenisation Once you have an Activate Payment Gateway you ll need to contact AAkonsult and request the bulk tokenisation feature be turned on We now need to export from Salesforce so we can prepare a CSV file for bulk tokenising You can do this by running a report on the Recurring Payment object and then exporting the details Make sure you include Export AAkPay Recurring Payment c id record id Expiry MMYYYY Now that you have the details from Salesforce you ll need to make sure you link the exported information with your Credit Card numbers Excel Vooklookups are good but watch out for the credit card numbers going into exponential format Installation Manual c AAkonsult Pty Ltd 2014 Page 349 Installation Manual konsult PAYMENTS _ 3 Tokenising Credit Cards This process takes the Credit Card numbers uploads them into Payment Express and then returns a token that we can then use for billing charging to at a later date Before starting this step you ll need to have an Active Payment Express Account Contact AAkonsult for this DO NOT go directly to Payment Express You ll also need to contact AAkonsult and ask for the bulk tokenisation feature to be enabled NOTE when dealing with lists of credit cards 1 NEVER email the list of cards to anyone including fellow work mates 2 NEVER open save with XLS this will turn the card numbe
82. workflow rule Edit Rule Payments Recurring Help for this Pace Step 3 Specify Workflow Actions Step 3 of 3 Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Payment Txn Status EQUALS Recurring Start Evaluation Criteria Evaluate the rule when record is created and any time it s edited to subsequently meet criteria am an Installation Manual c AAkonsult Pty Ltd 2014 222 Installation Manual konsult PAYMENTS _ 8 Select Activate to begin the workflow process Workflow Rule Payments Recurring Back to List Workflow Rules Workflow Rule Detail Rule Payments Recurring Object Payment Txn Active PU Evaluation Criteria Evaluate the rule whe time it s edited ta sub Description Recurring Payments are placed in the Payments Queues with Recurring Start status This time based workflo da the payment transactions Page 223 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS How to send out Recurring Payments Card Expiry and Update Notifications This workflow enables your organisation to automatically send out a notification to card holders when their Credit Card is about to Expiry They can then update their own details online saving you the need to individually contact card holders Quick Steps Clone Workflow rule Recurring Payment Card
83. you need API signature or a certificate Request API signature if your shopping cart or solution 7 Request API certificate if your shopping cart or solution provider has asked for an API username password and provider requires a file based certificate signature or if you re developing a custom shopping cart Need help deciding which credential is right tor your needs Learn more By clicking Agree and Submit agree to the AgresandSubmi Cancel You will be shown a screen that has API Username API Password e Signature 3 6 Copy these values to PayPal fields on the Merchant Facility tab PayPal pal API Username sdk three_apil sdk com e 3 7 Set the PayPal Environment to Production PayPal PayPal Username PayPal Password gt PayPal Signature Installation Manual c AAkonsult Pty Ltd 2014 Page 99 Installation Manual konsult PAYMENTS How to setup Authorize Net 1 Obtain your Authorize net Payment Gateway Details Please refer to the How to obtain an eCommerce Merchant Facility for Authorize Net if you do not already have your Authorize net credentials 2 Setup AAkonsult Payments for Authorize Net ments PU T Ir Payment Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Subscription Issues E ay Merchant Facility Customize Page Edit Layout Printable View
84. your Force com site c AAkonsult Pty Ltd 2014 Page 32 2 1 Confirm your domain name you you will not be able to mod y your Force com dorm nme Ane you Sure K s ai Note You can only create a domain once so choose its name wisely It is not possible to amend the domain once it has been registered Installation Manual konsult PAYMENTS How to create new Site 1 Navigate to the Site Detail page Setup gt Develop gt Sites 1 1 Select Setup on the RHS of your Salesforce home screen Carol Challis Help AAkonsult Payments Profile yunt Subscriptions Y Setup f Developer Console Logout 1 2 Select Develop from the App Setup section on the LHS App Setup Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Installation Manual c AAkonsult Pty Ltd 2014 Page 34 Installation Manual konsult PAYMENTS 1 3 Select Sites App Setup Customize Create Develop Apex Classes Apex Triggers Apex Test Execution API Components Custom Settings Email Services Remote Access Installation Manual c AAkonsult Pty Ltd 2014 Page 35 Installation Manual 2 Select New Sites What is a Site Force cam sites enables you to create public websites and applications that are directly integrated with your Salesforce com organization ausername and password You can p
85. 00 Yes iFrame Breakout Google Places w Account Contact Opportunity Matching Account Matching Method Automatic Matching Account Template f amta at TAmmniata Create Using Contacts Name Match and Create New If No Match Found Theme Custom Theme Resource Name CAPTCHA Theme Enable Geonames Autocomplete Default State Default Country IP Defaulting Override Target Contact Values Create Opportunity Create Opportunity Line Items Mrian Nank redmond red x Australia x Navigate to the Merchant Facility Tab in Salesforce Press GO button and and for Merchant Facility that you wish to have google Places Auto complete enabled update the following 1 Setthe Address Helper to Google Places 2 Update the Address Password Token to be your Google Places API code Press Save Installation Manual c AAkonsult Pty Ltd 2014 Page 109 Installation Manual How to setup DataTools Kleber Quick Steps 1 Sign up for a Kleber Key through AAkonsult Kleber 2 Enter key into Merchant Facility and select Google Places as the Address Helper 1 Sign up for Kleber Home Klebes Learn More Sr owcase Pricing Support My Account Contact Us kleber datstcols com au showcase Showcase Data Tools Kleber Search Data Tools Kleber Showcase Learn how to use Kleber method Predictive Australian Address Search Showcase wa ran as Cane sla
86. 1 Navigate to the Merchant Facilities Tab 3 2 Scroll down to Payment Types and select the one you would like to integrate with Shopify Payment Types New Payment Type Action Payment Type Name Primary Payment Type Payment Type Default Campaign Enable Delivery Address Enable Donation E Edit Del 1 Online Payment Order Yx Edit Del Membership x Del 3 Subscription Subscription x Edit Del 4 Appeal Donation DEMO Appeal X 5 Donation with Edit Del option of regular Donation x giving 6 Event Training Edit Del Course Event 3 3 Scroll down and take note of the Shopify Webhook URL Orders Supplies Payments Enable Delivery Address This URL will be required in your Shopify set up 4 Integrate your Shopify account Login to your Shopify account Installation Manual c AAkonsult Pty Ltd 2014 Page 339 Installation Manual AAkonsult E PAYMENTS 4 1 Navigate to Settings gt Notifications ChallisPalace Carol Challis 1 Notifications Email templates These emails are automatically either you or the customer Clic templates below to edit the ter the templates variables docume Notifications 4 2 Scroll down to Webhooks and select Create a webhook Webhooks You can subscribe to events for your products and orders by creating web hooks that will push AML or JSON notifications to a given URL Create a webhook c AAkonsul
87. 14 140503 3 14 0 USER NAME SUBSCRIPTION carol 4demo com Free Trial DURATION 45 Days NUMBER OF SUBSCRIBERS Site wide 1 C I have read and agree to the terms and conditions Cancel Install Back to previous ste Confirm and Install e Read and tick the Terms and Conditions box e Salesforce will redirect you into an Installation Wizard 4 Follow the Salesforce Installation Wizard Installation Manual c AAkonsult Pty Ltd 2014 20 Installation Manual konsult PAYMENTS 4 1 Select the user s that will receive the AAkonsult Payments application Select a user caralig 4dema com Login with a different user name After clicking on the user please wait while Salesforce loads the Installation Wizard 4 2 Click on Continue pasaia Package Installation Details sesta 0 T Quick E Mp Peres Vernon 10 Em Fehr ANONA Py Lid Desktop integration App Setup Package Components enm Create Drawer Opportunity Custom Field nd nee Installed Packages componi Marketplace Hew Create Paman Response mayman T_e Cusiem Faki is a transa new Lengen This is a brand f phon Length a ER uyana Paymer Opisna Cusipm Field Administration Setu Payment Gateway Payment Sefeg c Custom Field TRO MM DAN Manage Uter component Company Profe Create Papment
88. 2014 Page 145 Installation Manual 3 Select 151 Renewal Reminder ADD TIME BASED WORKFLOW Configure your organization s workflow by creating workflow rules Each workflow rule consists of Criteria that cause the workflow rule to run immediate actions that execute when a record matches the criteria For example salesforce com can automatically email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according to time triggers Far example salesforce com can automatically send an email reminder to the account team if a high value opportunity i View All Workflow Rules Y Create New View New Rule Action Rule Hame Description Email amp ccount Subscription Contact a reminder that their su T L EIE UPDATE Edit Activate Reminder AD D BASED Add timebase workflow 30 days before subscription end dz Email Alert send 1st amp ccount Subs Renewal Reminder Er Field Update set 2nd Reminder Due Email Contact a reminder that their subscription is now due UPDATE nsn se 1 151 TIME Add timebase workflow 30 days before subscription end d Edit Activate 1 BASED WORKFLOW Email Alert send 1st Renewal Reminder Email Field Update set 2 9 Reminder Due Keep in mind Autamatic Renewals Email Ac
89. 94105 us US Additional Information Header visible edit only Customer Priority Sample Customer Priority SLA Sample SLA SLA Expiration Date 25 05 2015 SLA SerialNumber Sample SLA Serial Number Number of locations 992 Unsell Qnnartunitv Samnle I In lt ell Onnnarhinitv 1 Double click on the address field or alternatively click on the spanner icon that appears when you hover over the address 2 Select Read Only 3 Click OK to exit Installation Manual c AAkonsult Pty Ltd 2014 Page 124 Installation Manual konsult 3 3 Add address update link Save Quick Save Preview As Cancel Undo Redo Layout Properties Quick Find Fied Name Section SYSTEM divi Account Record Activ Average Git Best Git Year Teta First Donat Account Name Account Search Name Adiressid Barcode Number Biling Address Curent Member Description Fist ito Account Number Account St Created By Customer Prioriy Employees Formal Gre Expanded Lookups Account Owner Account Source Angsi Revenue esti Year Creste URL Token Fas Household Related Lists E Danan Ohare ParentAccount Sample Account Fax 1 415 555 1212 AccountNumber Sample Account Number Website wwwsalesforce com Account Site Sample Account Site Ticker Symbol Sample Ticker Symbol Type Sample Type Ownership Sample Ownership Industry Sample Industry Employees 73 451 AnnualR
90. Challis Queued 096 BATCH OppRollup Jeff Challis Queued BATCH OppRollup 5 Jeff Challis Queued 0 BATCH OppRallup ioni JeffChallis Queued 0 Press the Continue button to start run now This will run the calculation now and will schedule the calculation to occur each day Installation Manual c AAkonsult Pty Ltd 2014 137 Installation Manual konsult PAYMENTS How to setup Annual Statements In order to use the Annual Statements you need to setup a Remote Site setting that AAkonsult Payment to mass generate the Annual Statement PDF documents Quick Steps 1 Copy the salesforce com domain from the URL 2 Add a new Remote Site setting for the salesforce domain 1 Copy the Salesforce URL from any screen TM What ic the Non Pr ara i ara AAkonsult PAYMENTS Search Search Home About AAkonsult Payments Merchant Facilities Payment Ixns search All Setup Warkflow Rule c AAkonsult Pty Ltd 2014 Page 138 Installation Manual Installation Manual konsult PAYMENTS _ 2 Navigate to setup gt Administration setup gt Security Controls gt Remote Site Settings ents Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account 5 Remote Site Edit Enter the URL for the remote site All s controls JavaScript OnClick commands in custom buttons Apex and AJAX proxy calls can
91. D WORKFLOWTJ and rename to Batch Payments Process Restart Reminder 2 Add a Time Dependant Action Set it to fire 1 day after Rule Trigger date 3 Add Action Use existing workflow Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION 4 Update the recipient of the Email Action Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION to be a contact in your organisation that will follow up this email alert 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules Carol Challis Help AAkonsult Payments portunities Campaigns Developer Console Help for this Pa Logout Installation Manual c AAkonsult Pty Ltd 2014 Page 245 Installation Manual konsult PAYMENTS 1 1 Select Workflow Rules Custom Labels Objects Packages Report Types Global Actions rkflow amp Approvals ff Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Past Templates Settings Installation Manual c AAkonsult Pty Ltd 2014 Page 246 Installation Manual konsult PAYMENTS _ 2 Read about Workflows and select Continue Understanding Workflow Help for this Page 9 Many of the tasks you normally assign the emails you regularly send and
92. Day After Rule Trigger Date Edit Delete Type Description Email Alert send reminder that Recurring Payments F RECEIVES THIS NOTIFICATION Add Workflow Action Add Time Trigger Installation Manual c AAkonsult Pty Ltd 2014 Page 241 Installation Manual konsult PAYMENTS 7 1 Select User from Recipient drop down list Email Alert Edit Edit Email Alert Description send reminder that Recurring Payments Processor has been stopped and should be resi Unique Hame send reminder that i Namespace Prefix AAKPay Installed Package Object Merchant Facility Email Template Recurring Payment Schec Protected Component Recipient Type esce Available Recipients x Selected Recipients User Carol Challis User Jeff Challis User Joe Acton Email Field General Email Installation Manual c AAkonsult Pty Ltd 2014 Page 242 Installation Manual konsult PAYMENTS 7 2 Add chosen Admin User to receive email notification and Save Edit Email Alert send reminder that Recurring Payments Processor has been stopped and sl restarted UPDATE WHO RECEIVES THIS NOTIFICATION Managed Create an email alertto associate with ane or more workflow rules approval processes ar entitlement processes When changing a processes associated with it This Email Alert is managed
93. ENTS Alternatively click on setup at the top to the screen navigate to Customize gt Leads gt Page Layouts Click edit next to the page layout you wish to update 1 2 Make address fields read only Q Quick x Lead Information Header visible on edit only LeadOwner Sample User Field Properties X je 1 415 555 1212 Name Sarah Sample e 0 1 415 555 1212 Company Sample Company Read Only Required 1 415 555 1212 Title Sample Title Address i sarah sample company com Lead Source Sample Lead Sour amp e www salesforce com Campaign Sample Campaiqn eo Sample Lead Status Industry Sample Industry g Sample Rating AnnualRevenue 123 45 No ofEmployees 37 439 E Address Information Header visible a x Additional Information Header visible on edit only Productinterest Sample Product Interest Current Generator s Sample Current Generator s 5 Code Sample SIC Code Primary Sample Primary Number of Locations 74 System Information Header visible on edit only Created By Sample User amp Last Modified By Sample User 29 Chat 1 Double click on the address field or alternatively click on the spanner icon that appears when you hover over the address 2 Select Read Only 3 Click OK to exit Installation Manual c AAkonsult Pty Ltd 2014 Page 116 Installation Manual konsult PAYMENTS 1 3 Add address update link 21 Logins gi Bookm
94. Existing Action 6 2 Select Email Alert from the Choose Action Type drop down menu Select Existing Actions Help for this Page Search for C o Available Actions Selected Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION Email Alert send reminder that Recurring Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION Installation Manual c AAkonsult Pty Ltd 2014 252 konsult Installation Manual 6 3 Add Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted and Save Select Existing Actions Type Available Actions Email Alert send reminder that Recurring Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION Remove j Scroll across image to see actions Page 253 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS 7 Select Actions list for new rule Edit Rule Batch Payments Process Restart Reminder Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerBatchId EQUALS null AND Merch Evaluation Criteria Evaluate the
95. Expire ADD TIME BASED WORKFLOW and rename to Recurring Payment Card Expire e Adda Time Dependant Action Set it to fire 1 hour after Rule Trigger date e Add Action Use existing workflow Field Update set Status Payment Start 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules jeff challis Help Force com Developer Console Logout Help for this Page c AAkonsult Pty Ltd 2014 Page 224 Installation Manual Installation Manual konsult PAYMENTS Q 1 1 Select Workflow Rules Apps Custom Labels Interaction Log Layouts Objects Packages Report Types Tabs Action Link Templates Flows Process Builder Tasks Email Alerts Field Updates Outbound Messages Knowledge Action Post Templates settings Develop Installation Manual c AAkonsult Pty Ltd 2014 225 Installation Manual konsult 2 Scroll down to find Recurring Payment Card Expire ADD TIME BASED WORKFLOWJ and select Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings My Connected Data App Setup Customize 9 Create Apps Custom Labels Interaction Lag Layouts Objects Packages Report Types Tabs Action Link Templates Global Actions 0 Workflow amp Approvals Workflow Rules Action Rule Name Deactivate gh Recurring Payment Card
96. Facilities tab 3 Select Payment Express PxPay from the Payment Gateway drop down menu Merchant Facility Edit Save Save amp New Cancel Information Payment Setting DEMO FACILITY Owner Carol Challis Active Q pne e pecu x Payment Express PxPay Primary ae SalestorceComdew Site https laakpaytest develo PxPaylPxFusion Userkd AA konsultPxF Dev Payment Method EE Available E Chosen Invoice Credit Card Send enge 4 Force SSL Credit Card Masking Policy Organisation Id 00090000000 Installation Manual c AAkonsult Pty Ltd 2014 Page 87 Installation Manual AAkonsult E PAYMENTS 4 Enter both passwords Merchant Facility Edit Save Save amp New Cancel Information Payment Setting Name DEM O FACILITY Owner Carol Challis Active Primary Merchant Fee https aakpaytest develor Payment Method Invaice Me Send By Post Pledge Force 55L Credit Card Masking Policy Organisation Id 5 Link form screens back to AAkonsult Payment It is STRONGLY recommended to ensure that nothing stops the processing of a transaction eg closing a screen before the transaction is complete 5 1 Login to your Payment Express account and select Custom Hosted C poumentexpress TO YOR BY OPS PAYMENT User Accounts Exit I
97. Help fc Back to List Custom Object Definitions Payment Forms 5 Notes amp Attachments 0 PaymentTxn s 2 Recurring Payments 0 Direct Debit Batches 0 Import Files 0 Merchant Facility Detail Payment Setting Name DEMO FACILITY Owner Jeff Challis Change Active y Payment Gateway gt Authorize Net Primary Jf o9 Payment Gateway Userld gt asd f32scsq Merchant Fee Ww Payment Gateway Password 239jq9fj032 Site URL https paym developer edition na7 force com PxPay PxFusion Userld AAkonsultPxF Dev Events Calendar URL https paym developer edition na7 force com AAkPay EventsCalendar PxPay PxFusion Password gt 343c738a Upcoming Events URL https paym developer FoceSSL edition force com AAkPay EventsUpcoming Payment Method Credit Card Credit Card Masking Policy 2X 4X Organisation id 00DA0000000CCzeMAG v Payment Instructions Postal Instructions Send all payments to Care of finance PO Box xxxx Melbourne VIC 3000 Australia Bank Transfer Instructions bank details Westpac Bank BSB 111 222 Account 1234567 w PayPal PayPal API Username sdk three_api1 sdk com Environment Sandbox PayPal Password QFZCWN5HZM8VBG7Q PayPal Signature _ A Once you your login details API Login Id and Transaction Key then you need to enter these into the Merchant Facility Navigate to the Merchant Facility
98. INSTALLATION MANUAL konsult PAYMENTS 7 4 14 45 AAkonsult Pty Ltd 2015 Installation Manual AAkonsult 2 Table of Contents lioq IQ EET Tm 4 Oi D suu u Su 5 How to get AAkonsult Payments Installed and Running 6 HOW TO Order AAKODSUILTSVITIGEIIS Lu uuu uuu uu u ax i cto enin nds aperui etate qe Duro sese What is required Deforeliarid iesaciexcs intor kx DER cr v dE iuc Dia Ala i ba ris iind 8 What are the steps to for a complete 9 eCommerce Merchant ao ly u uuu u uuu uuu aE 10 How to obtain a eCommerce Merchant Facility 11 How to obtain an eCommerce Merchant Facility for Authorize Net 14 APEX I O TET 15 How to download from the AppExchange 16 How to preview your new AAkonsult Payments product 25 FOCO COIT ONES PPN RSS A E 29 How to enable Force com 30 How to create a new Force com Site nhanh sanas nna nna 34 How to set up error checking for Force com Sites 38 POW TOMS Te SO ERN UU 43 How to connect your new
99. In addition there are many organisations that provide generators of privacy policies on the web to provide you with a starting point plus organisations such as LawLive that can assist 2 3 Refund policy You will need to include a details on your policy for refunds These should comply with local laws An example please contact your legal advisor before basing your policy on this Refund Policy Please choose carefully We do not normally give refunds if you simply change your mind or make a wrong decision You can choose between a refund exchange or credit where goods are faulty have been wrongly described are different to the product purchased on the website or don t perform as advertised 3 Check your PCI DSS compliance Your bank may insist on PCI DSS compliance scans Check the organisation is currently approved for PCI compliance checking Some scanning vendors are e McAfee PCI Security service http www mcafeesecure com us products pci jsp Trust Guard http www trust guard com PCl Compliance s 65 htm 4 Notify your bank that the payment form is hosted by Salesforce SaaS It is the Salesforce website that is capturing and transmitting the details and not your own This means the solution you are are using is known as Software as a Service SaaS or cloud based Salesforce has all the security accreditation levels required You can see these are hitps trust salesforce com trust learn Installation Manual
100. Information Header visible on edit only Installation Manual c AAkonsult Pty Ltd 2014 Page 130 Installation Manual konsult PAYMENTS How to adjust the Accounts Page layout 1 Navigate to Setup gt App Setup gt Customise gt Accounts gt Page Layouts Carol Challis Developer Console Logout 1 1 Select App Setup gt Customise gt Accounts gt Page Layouts App Setup 3 Customize Tab Names and Labels Home Campaigns Leads EJ Accounts Fields Related Lookup Filters Validation Rules Triggers Partner Roles Contact Roles Page Layouts Field Set Compact Layouts Search Layouts Buttons Links and Actions Record Types Limits Installation Manual c AAkonsult Pty Ltd 2014 131 Installation Manual konsult PAYMENTS 2 Select Edit on Account Layout Account Page Layouts Action Page Layout Hame Edit Del Account Marketing Layout Edit Del Account Sales Layout Edit Del Account Support Layout Account Layout Save Quick Save Preview Cancel 4 Undo amp Redo masm Auek rnal Fieaname Buttons Custom Links Expanded Lookups Related Lists Report Charts Vieuslfaren Danae of Locations Rating SLA ship Shipping Address SLA Account SIC Code SLA Ser Ticker s Account Sample Highlights Panel Customize the highlights panel for this page Il yout
101. MESSAGE INSERT OPTIONS REVIEW eem kx mE X ty Z Send P High Importance n rasie B A w A 41 Address Check Attach Attach Signature Zoom Start andAdd Book Names File V Low Importance Inking Salesforce Clipboard Ta Basic Text Names Include Tags Zoom Ink Send an email to the email address created in the previous step TIP If you include in the body of the email Import c XXXX where XXXX is the Import File objects Import File Type picklist value then this is the value that will be used for the upload For the technically minded if you use the api file name xxxx then this will work upload apply this value for any field on the Import File Object c AAkonsult Pty Ltd 2014 Page 334 Installation Manual Installation Manual High Data Volume Installation Manual c AAkonsult Pty Ltd 2014 Page 335 Installation Manual konsult PAYMENTS How to deal with high volume data 1 Contact Salesforce com if you know your organization will be using high volume account or contact data High volume data Account or Contact data over 100 000 2 Request custom indexing for the following fields Accounts AAkPay Account Search Name e Contacts AAkPay Phone Search AAkPay MobilePhone Search 3 If custom indexing is not se
102. Manage Territories Company Profile Domain Edit Save Save amp New Cancel Security Controls Domain Name Domain Management Domains Custom URLs Save Save amp New Cancel My Domain Communication Templates Navigate back to the tab that was opened in step 2 enter your domain name and press save Please note the CNAME records in step 3 make take upto 24 hours before they become available Installation Manual c AAkonsult Pty Ltd 2014 Page 55 Installation Manual konsult PAYMENTS 5 Setup gt Domain management gt Custom URL Link domain to custom URL and site Search All Setup o a Custom URL Expand All Collapse All nce you select your domain and site relationship add a unique path to create a custom URL The same path value may be used on more than one Salesforce1 Setup New used more than once within the same domain Force com Home Pan Administer Manage Users H Manage Apps Manage Territories Company Profile Security Controls Domain Management Domains Custom URLs My Domain Communication Templates Link the domain created in step 4 to the Site that was created when setting up Force com sites Your new URL is now ready to use 6 URL Token Short URL Optional step It is useful to have a URL field created on the URL Token for use with email merges or SMS Text Message merge
103. Opportunity Matching heading Create Using Contacts Name Automatic Matching Do Mot Match Account Template Contact Template Matching Rules Account First Mame Last Name First Mame Last Mame Phone Last Email Last First Mame Suburb Last Mobile Membership 19 Last Name Disable Custom Indexing gt Subscription Lapsed Grace Days 30 Installation Manual c AAkonsult Pty Ltd 2014 Page 133 Installation Manual konsult PAYMENTS 1 3 Double click into the Account Matching Method field w Account Contact Opportunity Matchine Account Template _ 1 4 Select Contacts and Organisations For Nonprofits from the drop down menu and SAVE Account Contact Opportunity Matching Account emos Contacts and Organisations For Nonprotts Automatic Matching Mot Match Account Template 2 Allow Household settings For organisations using the NPSP version 2 or earlier there is a requirement to disable the Household Opportunity Rollup trigger This will mean that contact and account roll up summary fields will only be recalculated once per day If you are using versino 3 of the NPSP or later then you do NOT need to disable this trigger Installation Manual c AAkonsult Pty Ltd 2014 Page 134 Installation Manual konsult PAYMENTS 2 1 Navigate to Setup gt App Setup gt Develop gt Custom Settings App Setup gt Cus
104. Page OpportunityCr Edit 2 Donation DEPRECATED HL Button S Control Edit Add to Campaign Addinfluence Standard Sale Personal Setup Edit Clone Clone Standard Sale My Personal Information Detail Page gt Email Edit Credit Card Payment Credit Card Payment Button 9 OnClick Javas 0 mr Edit Delete Delete Standard Sale gt Desktop Integration E Detail Page My Chatter Settings Edit Del Delivery Status DeliveryStatus Link URL gt My Connected Data Edit Edit Edit Standard Sale Edit List List Standard Sale App Setup Customize Edit Make Payment Make Payment Visualforce P Tab Names and Labels Custom makePaymen Make Payment T adi Home Edit Make Payment Make_Payment_action Visualforce Visualforce gt Activities Detail Page d i Manual Payment 1 D n Edit Manual Payment Manual_Payment Button OnClick Java Leads Detail Page i Matching Donation Matching Donation URL gt Accounts 9 Button gt Contacts E dit New New Standard Sale amp Opportunities Replaces the standard New Donation button on the Donations related list Fields Edit eh New Account Donation New Organization Donation on the Organization Page Layout if you have Donation Record Types List Button URL Related Lookup Filters Replaces the standard New Donation button on the Donations relatedlist Validation Rules Edit eh New Contact Donalion New_Contact_Donalion on the Contact Page Layout if
105. Pty Ltd 2014 Page 277 Installation Manual konsult PAYMENTS we 3 Use the alphabetical look up to find New Online Payment Notification and Activate Help for this Pa All Workflow Rules rna Page Configure your organization s workflow by creating workflow rules Each workflow rule consists Quick Tips Criteria that cause the workflow rule to run Useful Sample Workflow Rules Immediate actions that execute when a record matches the criteria Far example salesforce com can automatically send an email that notifies the Video Tutorial English Only account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according to time triggers For example salesforce com can automatically send an email reminder to the account team if a high value opportunity is still open ten days before the clase date View All Workflow Rules Create New View A B C D E F G H 11 K L MM O 13 W X Y Z Other Al Hew Rule UPDATE M hin Eia configure who in your organisation is to get this notification Edit activate p Membership Payment an internal notification that a new online MEMBERSHIP payment has been made and receipting matching a s completed ONLY works when background processor going UPDATE Edif Activat New Online Pa kuu configure who in your organisation is t
106. QUALS Recurring Start Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions workflow actions have been added Add Workflow Action 6 1 Select Select Existing Action from the drop down menu Immediate Workflow Actions workflow actions have been added Add Workflow Action New Task New Email Alert New Field Update New Outbound Message Select Existing Action Installation Manual c AAkonsult Pty Ltd 2014 220 Installation Manual konsult PAYMENTS 6 2 Select Field Update from the Choose Action Type drop down menu Select Existing Actions Available Actions Selected Actions Field Update set Status Matching Start Mone Field Update set Status Payment Start Field Update set Status Receipting Complete Field Update set Status Receipting Start Installation Manual c AAkonsult Pty Ltd 2014 Page 221 Installation Manual konsult PAYMENTS 6 3 Add Field Update set Status Payment Start and Save Select Existing Actions choose Action Type Search Update Available Actions Selected Actions Field Update set Status Matching Start Field Update set Status Receipting Complete Field Update set Status Receipting Start Field Update set Status Payment Start Remove 7 Select Done button to complete the
107. Quick Find Button Name Fields Buttons Custom Links Actions Expanded Lookups Related Lists Danner Chr e Highlights Panel Customize the highlights panel for this page layout Publisher Actions 1 Opportu nity Detail Standard Buttons TE Custom Euttorns 2 You can choose buttons to suit Save Quick Find Button Name x cione Submit r Approv Credit Card Payment Manual Payment Expanded Lookups Related Lists Dimmnrd diertc Wiahlhlahte Banal Installation Manual c AAkonsult Pty Ltd 2014 Page 298 Installation Manual konsult PAYMENTS How to create a button on the Campaign tab Cash Cheque Money Orders and Credit Card payment buttons are available for Accounts Contacts Opportunities and Campaign Members tabs For other objects and custom objects custom buttons can be created by administrators To see how to do this please see the salesforce com online help For Campaigns there are buttons and links to manage events registration and annual statements Quick Steps 1 Edit the Campaign Page Layout and drag drop the following buttons onto the Page Layout Add Event Attendee Button Launches the Events Registration button and allows for new attendees to be added Statement Generation Button Generates statements and stores annual statement PDFs against the related cont
108. Remote sitename Salesforce Remote Site URL https na salesforce com Disable Protocol Security C li Description Active EESTI Add a new Remote Site Enter a name Salesforce then paste the URL from step 1 into the Remote Site URL select active and Save Installation Manual c AAkonsult Pty Ltd 2014 Page 139 Installation Manual Workflows Optional Installation Manua c AAkonsult Pty Ltd 2014 Installation Manual Which workflow will suit Workflow rules are actions happening behind the scenes in Salesforce that are triggered by an event or time AAkonsult has a variety of workflow rules that can be activated for your organisation depending upon its needs For receipting workflows please check the Payment Form Send Receipt by Options first before amending More information is available in the user manual under Receipting section Memberships If you are a membership based organisation these workflows are recommended Renewal reminders to individuals How to send out first automated reminders contact level and How to send out second automated reminders contact level Renewal reminders to organisations How to send out first automated reminders account level and How to send out second automated reminders account level Refunds If your organisation is looking for some basic approval refunds these workflows are recommended e Refund Approvals Notifications and Alert
109. Schedule Invoice Visualforce y Edit Del Recurring Payment Card Expi Text y Edit Del Recurring Payment Failure Text Z T Recurring Payment Schedule z Edit Del Not Restarted cd Renewal 1st Account Edit Del Reminder Text a ina 4 Renewal 151 Account P Edit Del Reminder wi PDF Visualforce x Del Text _ Edit Del Renewal 1st Reminder w PDF Visualforce x c AAkonsult Pty Ltd 2014 Page 162 Installation Manual konsult PAYMENTS 11 3 Edit and test your template Text Email Template Renewal 1st Reminder Managed Back to List Workflow Rules Preview your email template below This Email Template is managed meaning that you only edit certain attributes Display Email Template Detail Clone Folder AAKonsult Payments Email Template Name Renewal 1st Reminder Available For Use A Template Unique Name Renewal_1st_Reminder Last Used Date Namespace Prefix AAKPay Times Used Installed Package AAKPayments Encoding General US amp Western Europe 150 8859 1 S0 LATIN 1 Author Jeff Challis Change Description Renewal 151 Reminder sent automatically by workflow Created By Jeff Challis 310 2013 6 00 PM Modified By i ai Email Template Subject Membership Renewal Plain Text Preview Dear FirstName Supporter i Your membership is due to expire onthe
110. Search Layouts Buttons Links and Actions Sales Processes Record Types Limits Big Deal Alert Update Reminders Settings Similar Opportunities Opportunity Products FR ee lB Installation Manual c AAkonsult Pty Ltd 2014 296 Installation Manual konsult PAYMENTS Select Edit next to the page layout that you would like to add the buttons to Opportunity Page Layout This page allows you to create different page layouts to display Opportunity data After creating page layouts click the Page Layout Assignment button to control which page layout users see by default Opportunity Page Layouts Page Layout Assignment dit Del AAKPayments Opportunity Layout AAKPayments Jeff Cl Edit rtunity Marketing Layout Jeff Cl Edit portunity Sales Layout Jeff CI Edit Del unity Support Layout Jeff CI Edit Del rtunity Layout Jeff CI Select Buttons from the list under Fields Opportunity Sales Layout Edit Sharing clone Make Payment Submit for Approval Coetu cma Pammer a Expanded Lookups Related Lists DO i ru r Installation Manual c AAkonsult Pty Ltd 2014 297 Installation Manual konsult PAYMENTS Drop 8 drag Credit Card Payment and Manual Payment buttons onto the page layout 4
111. Select Field Update from the Choose Action Type drop down menu Select Existing Actions Help for this Page Choose Action Seaprct Field Update Available Actions Field Update Set IstAccountReminder Field Update set 2nd Reminder Due Selected Actions Email Alert send 1st Account Subscription Renewal Reminder Email A Installation Manual c AAkonsult Pty Ltd 2014 Page 189 Installation Manual konsult PAYMENTS 8 3 Add Field Update set 2nd Reminder Due and press Save Select Existing Actions Help for this Page Choose Action Type Search Field Update Available Actions Selected Actions Field Update SetistAccountReminder Email Alert send 1st Account Subscription Renewal Reminder Email Field Update set 2nd Reminder Due e 9 Select the Add Immediate Workflow Actions Section Edit Rule 1st Account Subscription Renewal Reminder Help for this Page Step 3 Specify Workflow Actions Step 3 of 3 Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Account Subscription Renewal Reminder EQUALS 1st Reminder Set Reminder AND Account Subscription Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria workflow actions have been added New Email Alert 22 2 5 New Field Update lew Outhou
112. TS How to download from the AppExchange The AppExchange holds extra applications that can be downloaded for Salesforce 1 Check prerequisites Before installing AAkonsult Payments from the AppExchange check you have the following Developer Edition DE Enterprise Edition EE or Unlimited Edition UE of Salesforce More information about Salesforce can be found at www salesforce com 2 Navigate to the AppExchange www appexchange com Or you can go to the AppExhange within Saleforce see 2 1 2 1 Find the AppExchange within Salesforce by using the drop down menu at the top RHS of the screen AAkonsult Payments Sales Call Center A Marketing F Force com Community Content Salesforce Chatter Sitecom ScreenSteps for Salesforce Installation Manual c AAkonsult Pty Ltd 2014 Page 16 Installation Manual konsult PAYMENTS 2 2 Search for our application AAkonsult Payments nge AAkonsult Payments Filters All Prices F All Editions All Ratings All Languages Home Popular Cap ture New Process Free Collections Categories lt Sales Customer Service 3 Install AAkonsult Payments 3 1 Double click to open the AAkonsult Payments app gt AllEdiions AllRatings All Languages Clear Capture Process PAYMENTS sc she ke e 16 c AAkonsult Pty Ltd 2014 Page 17 Installation Manual Installation Manu
113. Tab press GO to see all facilities and click into the one you wish to use or press NEW button to create a new one On the Merchant Facility make sure the following details are entered updated Payment Gateway is set to Authorize Net Payment Gateway userld is set to the API Login Id provided Payment Gateway Password is set to the Transaction Id provided Environment is set to Sandbox or Production pup mee Installation Manual c AAkonsult Pty Ltd 2014 Page 100 Installation Manual Address autocomplete validation c AAkonsult Pty Ltd 2014 Installation Manual konsult PAYMENTS N Which address tool AAkonsult currently Supports the following address autocomplete tools 1 Google Places 2 DataTools Kleber The following provides some notes on which option to consider for each of the above 1 Google Places Last Mads Phone Mobile Phone Email Subscribe to Email Updates Street Suburb Town 103 Flinders Lane Melbourne Victoria T 109 Flinders Street Melbourne Victoria ate 109 Forest Road Hurstville New South Wales Postcode W I 103 Ferntree Gully Road Mount Waverley Victoria Country 103 Fitzroy Street Saint Kilda Victoria powered by 500 gle Transaction Details Payment Amount 0 Individual o Company My Payment Details Google Places is powered by the same information used by Google in Google Maps and Google Lo
114. Test Accounts in the left menu 2 3 Set up some of the pre configured accounts Select Buyer Seller and Website Seller Pro and set some amounts in each Installation Manual c AAkonsult Pty Ltd 2014 Page 93 Installation Manual konsult PAYMENTS 2 4 Select the and Card Credentials on the top left side of screen Test Account Date Created Test Account jeff c_13495 Wm aakonsult com Oct 6 2012 23 24 38 PDT Password 134959 ED Signature A3Icz2VYEITRn3CON31Uq7LIrU3 S MEER Installation Manual c AAkonsult Pty Ltd 2014 Page 94 Installation Manual konsult PAYMENTS 2 5 Copy API Username API Password and API Signature to fields with the same name on the Merchant Facility tab PayPal PayPal API Username sak three_apit sdk com you select the correct PayPal Environment 3 Set up a live production version of PayPal 3 1 Login to your production version of PayPal PayPal Online peace of mind Log to your accou nt With PayPal you re protected up to 520 000 if your eligible purchase doesn t arrive or match its description Email address mm ERE uu You re in control Password Y ou don t need a balance in your PayPal account as 15 we ll automatically deduct purchases from whichever payment method you choose your bank account credit or debit card Forg
115. Workflow Rules This Email Alert is managed meaning that you may only edit certain attributes Display More Information Rules Using This Email Alert 1 Approval Processes Using This Email Alert 0 Entitlement Processes Using This Email Alert 0 Email Alert Detail Description Send Refund Approval Email Email Template Refund Approval Unique Name Send Refund Approval Email request Object Payment Txn Namespace Prefix Installed Package AAkPayments From Email Address Current Users email address Recipients Account Owner Additional Emails Created By jeff challis 4 10 2014 4 06 Modified By jeff challis 4 10 2014 4 06 PM Rules Using This Email Alert Action Rule Name Description This is a sample simple approval request More comprehensive approvals can be setup using workflows amp approvals See Salesforce online help Edit Deactivate p Refund Approval This workflow needs to have the email recipient s updated to approvers Approval Processes Using This Email Alert This alert is currently not used by any approval processes c AAkonsult Pty Ltd 2014 Page 274 Installation Manual Installation Manual konsult PAYMENTS 6 Update the recipient s and Save Edit Ernail Alert Send Refund Approval Email request Managed Create an email alert to associate with one or mare workflow rules approval processes or entitlement processes When changing an
116. Year Total Last Transaction te amp Lifetime Transaction Total Sample User Sarah Sample Sample Account Sample Title Sample Department 25 05 2015 Sample Contact Sample Lead Source Sample Best Gift Year 5123 45 25 05 2015 123 45 Buttons Phone Home Phone Mobile Other Phone Fax Email Assistant Asst Phone Last Gift Amount Last Gift Date Largest Gift Smallest Gift 1 Click on the Buttons selection object 2 Drag Address Update button from the available buttons to the Custom Buttons Section You can use this with or without the Address Update link option Installation Manual c AAkonsult Pty Ltd 2014 G 1 415 555 1212 1 415 555 1212 G 1 415 555 1212 G 1 415 555 1212 1 415 555 1212 sarah sample company com Sample Assistant 1 415 555 1212 123 45 25 05 2015 123 45 123 45 Page 122 Installation Manual konsult 2 5 Save the Page Layout Expanded Lookups Related Lists Soe rr r Quick Find Buton Name Address Update Annual statement Delete Clone Edit Copy Address to H Enable Self Service Credit Card Payment Make Payment MM Relationships Viewer View Sei Service Request Update Report Charts Vieualfares Dannan v Actions in the Publisher Contact Detail Contactinformation Header visible Contact Owner Sample User 9 Name Account Name Make sure yo
117. able Customer User View Customer User 2 Detail Account Information Header visible on edit only Account Owner Sample User Rating Sample Rating Account Sample Account Name Phone 1 415 555 1212 5 4 Save 1 Person Account Layout save save Proview As cance nao Layout Properties lll Find Bution Name le n I Credit Card Payment Disable Partner A Enable Self Service Manual Payment Custom Links Credit Card Payme Edit Get Contacts Manual Payment F Actions Delete Enable As Partner Include Offline Request Update Expanded Lookups Related Lists Report Charts Disable Customer Enable Customer User Make Payment Sharing Person Account Sample Hiahlhahte Panal Installation Manual c AAkonsult Pty Ltd 2014 Page 318 Installation Manual konsult PAYMENTS How to create a button on any object You may link AAkonsult to almost any object in salesforce com including Custom Objects a Create a lookup from Payment Txn s Object to your destination Object b Create a Custom Button s c Add these to the page layout Note For an example if you wanted to allow for payments with leads then a new field of type lookup would be added to the Payment Txn s Payment Object c AAkonsult Pty Ltd 2014 Page 319 Installation Manual Installation Manual kon
118. acs Statement Send Button Generates and sends the annual statement to the related contact 2 Edit the Campaign Pay Layout and drag drop the following customer links onto the Page Layout This links show related Event Attendee reports Event Attendee Group List Event Attendee List Installation Manual c AAkonsult Pty Ltd 2014 Page 299 Installation Manual konsult PAYMENTS _ 1 Navigate to Setup gt App Setup gt Customize gt Campaigns gt Layouts App Setup 3 Customize Tab Names and Labels Home gt Activities Campaigns Fields Related Lookup Filters New Validation Rules Triggers Page Layouts Field Sets Compact Layouts search Layouts Buttons Links and Actions Record Types Limits Campaign Influence Campaign Members 2 Select Edit next to the page layout that you would like to add buttons to Campaign Page Layout This page allows you to create different page layouts to display Campaign data After creating page layouts click the Page Layout Assignment button to control which page layout users se Campaign Page Layouts New Page Layout Assignment Action Page Layout Hame Installed Package C pel AAKPayments Campaign Layout AAkPayments Ji I Ji Del Campaign Layout Installation Manual c AAkonsult Pty Ltd 2014 Page 300 Installation Manual konsult PAYMENTS 3 Select Buttons from list under Fields
119. ad Only Account Name Name x La Account Number Text vw Account Owner Lookup Y Account Search Name Text Account Site Text vw gt Account Source Picklist Active Picklist Annual Revenue Currency x Billing Address Address Y Created By Lookup Installation Manual c AAkonsult Pty Ltd 2014 Page 76 Installation Manual konsult PAYMENTS 8 Revert Salesforce to the enhanced version if originally unticked for security set up Only follow this step if you originally unticked the Enhanced Version of Salesforce for a simpler set up 8 1 Navigate to Setup gt App Setup gt Customize and Select Customize your User Interface Home About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Customize Expand All Collapse Force com Home Customize Customize application tab names and field labels Customize your Products tab System Overview Customize your Home tab Customize your User fields Customize your Activities Customize list views for the console Customize your Campaigns tab Customize your Reports tab Personal Setup Customize your Leads tab My Personal Information Customize your Accounts tab Create and customize your Self Service portal Email Customize your Contacts tab Customize your feeds Import Customize your Opportunities tab Customize So
120. after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound message an external HR system to initiate the reimbursement process for an approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder ta the accaunt team if a high value opportunity is still open ten days before the close date U Dont show me this page again This page can be turned off Installation Manual c AAkonsult Pty Ltd 2014 Page 234 Installation Manual 3 Scroll down and select Recurring Payments Restart Reminder ADD TIME BASED WORKFLOW wna in your Organisation 15 send an internal notification that a new online payment has E Memberships as this is a separate workflow notification Edit Activate Mew Online Payment Notification Recurring Payments are placed in the Payments Queues wit time based workflow moves itto
121. al konsult PAYMENTS 3 2 Click on the Get It Now button PROCESS AAkonsult L PAYMENTS Payments Memberships Events amp Receipting ship recurring donations amp receipting a M Tweet 1 7 Save gt Get It Now 3 3 Enter your Salesforce login details To get this app select one of the below options Log in to the AppExchange I don t have a login Use your Salesforce credentials Continue guest Even if you plan to install into your sandbox first login to the AppExchange using your production credentials Installation Manual c AAkonsult Pty Ltd 2014 Page 18 Installation Manual konsult PAYMENTS Q 3 4 Choose either Production live Sandbox test version of Salesforce How would you like to continue Install in production Includes active trial or developer orgs E Install in sandbox Test in a copy of your production org Installation Manual c AAkonsult Pty Ltd 2014 Page 19 Installation Manual konsult PAYMENTS 3 5 Confirm and install your choice Almost there e Before installing please review the customization quide to familianze yourself with the installation and configuration steps for this application WHAT YOU ARE INSTALLING WHERE YOU ARE INSTALLING PACKAGE ORGANIZATION AAkonsult Payments Online Payments AAKonsult Memberships Events amp Receiptin is EDITION VERSION Developer AAkPayments 3
122. approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder ta the accaunt team if a high value opportunity is still open ten days before the close date U Don t show me this page again Continue This page can be turned off Installation Manual c AAkonsult Pty Ltd 2014 Page 179 Installation Manual Installation Manual 3 Select 1st Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW Configure your organization s workflow by creating workflow rules Each workflow rule consists af Criteria that cause the workflow rule to run immediate actions that execute when a record matches the criteria For example salesforce com can automatically email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according to time triggers For example Salesforce com can automatically send an email reminder to the account team if a high value opportunity i View All Work
123. arks Auth Sites jeff challis aakonsu 402 Jett Challis 33 Save Generate Sync fg Home Soe oo eo Buttons x DatkcomKey Emai Industry Lead Source No of Employees Preferred PI Actions 1 7 70 8 Expanded Lookups Addre Description Mobile Phone Product Inte Related Lists rA e Cove Goer na m m C A Prefered Email Rating Report Charts lt Vieuslfaren Danne Post File Link Lead Detail Standard Buttons Custom Buttons Edit Delete Convert Clone Sharing Find Duplicates Lead Information Header visible on edit only Lead Owner Sample User Phone 1 415 555 1212 Name Sarah Sample Mobile 1 415 555 1212 Company Sample Compa Fax 1 415 555 1212 Title Sample Title Email sarah sample company com Lead Source Sample Lead Website www salesforce com Campaign Sample Camgaign Lead Status Sample Lead Status Industry Sample Indygst Rating Sample Rating AnnualRevenue 123 45 No ofEmployees 37 439 Address Information Header visilfle on edit only Additional Information Header visible on edit only Productinterest Sample Product Interest Current Generator s Sample Current Generator s 5 Code Sample SIC Code Primary Sample Primary Number of Locations 74 System Information Header visible on edit only Created By Sample User amp Last Modified By
124. at your domain will esforce to serve your domain gt Manage Users Your domain name has a TXT record ith punctuation Your domain name is a subdomain of oth ation gt Manage Territories gt Company Profile Domain Edit Save Save amp New Cancel gt Security Controls Domain Management sss Domains Custom URLs Save My Domain gt Communication Templates Please note and read the instructions as detailed here You will need to copy these details and use them in the next step Keep this screen in Salesforce open as you will need to come back to here in step 3 c AAkonsult Pty Ltd 2014 Page 54 Installation Manual Installation Manual 3 Add CNAME and Text records To do these steps you will need to be an administrator of your domain As each providers is different please check with your provider for exact instructions 3 1 Add CNAME record pay aakonsultpayrnents com 00q For our example domain we are choosing to use pay aakonsultpayments com We have copied the sample given is step 2 point 1 and replaced domain with the one we wish to use 3 2 Add text record TXT Text 3 Records 0 Selected TXT Value TTL Actions the id as shown is step 2 point 2 paste into the text value 4 Add the domain to Salesforce PE mm Your domain name is a subdomain of an another domain in your organization
125. ata After creating page layouts click the Page Layout Assignment button to control which page layout users see Account Page Layouts Action Page Layout Name Created By Account Marketing Layout Jeff Challis 10 05 2013 6 14 PM Account Sales Layout Jeff Challis 10 05 2013 6 14 Account Support Layout Jeff Challis 10 05 2013 6 14 PM Account Layout Jeff Challis 10 05 2013 6 14 3 Select Buttons from the list under Fields Installation Manual Account Layout Save v Quick save Preview Cancel Undo Layout Properties Quick Find x Include omine Expanded Lookups Edit Report Charts Danae c AAkonsult Pty Ltd 2014 Page 290 Installation Manual konsult PAYMENTS 4 Drop amp drag the Credit Card Payment and Manual Payment buttons onto the page layout Account Layout Mini P Save Y Quick Save Preview Cancel 7 Undo Redo Layout Properties Quick Find Button Name da elds Links Expanded Lookups Related Lists Repart Charts tfi ia fr Daan u Account Sample Highlights Panel Customize the highlights panel for this page layaut Account Detail Standard Buttons ustom Buttons 7 bete Credit Card Payment Inf nrm atinn
126. atus Tracking Number Main Competitor s Current Generator s Locate an Account in your organisation click into the Account Detail then click on the Edit Layout Link Alternatively navigate to setup gt Customize gt Opportunities gt Page Layouts Click edit next to the layout you wish to edit 3 1 Add Make Payment Button to layout cus A i mo zii Mini Page Layout Mini Console View Video Tutorial Help for soe save revenu cancer t undo Quick Find Button Name Expanded Lookups Related Lists Danaea r F arte Opportunity Sample Highlights Panel Customize the highlights panel for this page layout Actions in the Publisher i Opportunity Detail Buttons e Opportunity Information visible edit only Amount 123 45 Expected Revenue 123 45 Close Date 28 05 2015 Next Step Sample Next Step ama _ 1 Click on the Buttons Link 2 Drag Drop Make Payments Button onto your form Installation Manual c AAkonsult Pty Ltd 2014 Page 325 Installation Manual konsult PAYMENTS 3 Press Save button 4 Custom Make Payment or Adding to any Object Search All Setup 0 Q Buttons Links and Actions TEREP Opportunity Use this page to man buttons links and actions Salesforce1 Setup Buttons Links and Actions Force com Home Action Label Name Description Type Content Souri i Add Matchin Detail
127. automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder ta the accaunt team if a high value opportunity is still open ten days before the close date U Dont show me this page again This page can be turned off Installation Manual c AAkonsult Pty Ltd 2014 Page 166 Installation Manual Scroll down and select 2nd Renewal Reminder ADD TIME BASED WORKFLOW Edit Del Activate E dit Activate Edit Activate Edit Activate Edit Activate Edit Activate Open the circled rule 1st Renewal Reminder 1st Renewal Reminder DD TIME BASED WORKFLOW 2nd Renewal Reminder BASED WORKFLO Batch Payment Processor Mot Runnin ADD TIME BASED WORKFLOW UPDATE Add timebase workflow 30 days before subscription end Email Alert send 151 Renewal Reminder Email Field Update set 2nd Reminder Due Keep in mind Automatic Renewals Email Contact reminder that their subscription is now dL UPDATE Add timebase workflow 30 days before subscription end Email Alert send 1st Renewal Reminder Email Field Update set 2nd Reminder Due Keep in mind Automatic Renewals Email Account Subscription Contact a reminder that their UPDATE Add Time Based Workflow
128. ayment Card Expiry Date Edit Delete workflow actions have been added to this time trigger New Task New Email Alert ew Field Update Installation Manual c AAkonsult Pty Ltd 2014 229 konsult Installation Manual 3 3 Select Email Alert from the Choose Action Type drop down menu Help for this Page Select Existing Actions Search EmailAlet J Available Actions Email Alert Send Card Expiry Reminder UPDATE WHO RECEIVES THIS NOTIFICATION Email Alert Send Credit Card failed card holder to update Email Alert Send Email New New Direct Debit Verification instructions Email Alert Send Rr 19 Payment Suspended Alert Alert Send Credit Card is about to expire Search Email Alert Select Email Alert Send Credit Card is about to expire Move to selected actions Save pem necs 3 4 Select Done button to complete the workflow rule Help for this Page Edit Rule Recurring Payment Card Expiry TEMPLATE Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Recurring Payment Recurring Payment Status EQUALS Active AND Recurring Payment Record Type EQUALS Credit Card AND Recurring Payment Card Expiry Date NOT EQUAL TO null Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequ
129. ayout to set a customized list of actions for this layout Person Standard Buttons oy i gp Detail ME Save Page 312 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS How to create a manual payment button on the Persons Account tab Salesforce com does not currently allow for Buttons to be packaged for Person Accounts Administrators therefore need to create their own Quick steps 1 Add a new button called Manual Payments to the Account buttons and links Use the URL value of apex AAkPay__ manualPayment ald Account ld amp MailingStreet Account PersonMailingStreet amp Maili 2 Add new button to the Person Account Page Layout 1 Navigate to Setup gt App Setup gt Customize gt Accounts gt Button Links and Actions App Setup 3 Customize Tab Names and Labels Home Activities Campaigns Leads Accounts Fields Related Lookup Filters Validation Rules Triggers Partner Roles Contact Roles Page Layouts Field Sets Compact Layouts Search Layouts Buttons Links and Actions Record Types Limits Account Teams settings Installation Manual c AAkonsult Pty Ltd 2014 Page 313 Installation Manual 2 Select New Button or Link Buttons Links and Actions New Action Action Label Name Description Type Edit Accounts Tab Tab Edit Del Billinq Billing Detail Page Link E dit Credit Card Payment C
130. ber Case Contact Contract Event Idea Custom Field Level Security Account Subscription Account Subscription Payment Direct Debit Batch Error Log Import File Import File Line Item Import File Line Item Payment Txn Merchant Facility Payment Item Payment ltem Group Installation Manual View View View View View View View View View View View View View View View View View c AAkonsult Pty Ltd 2014 Lead Opportunity Opportunity Product Price Book Product solution Task User Payment Option Payment Txn Payment Type Recurring Payment Subscriber Group Subscription Subscription Issue Subscription Issue Item Subscription Payment URL Token View View View View View View View View View View View View View View View View Installation Manual konsult PAYMENTS 7 2 Click into each area shown Check the fields held in Account Campaign Campaign Member Contact and Opportunity Field Level Security Standard Field Level Securil Contract View Event View Idea View 7 3 Check that the individual fields relevant to you are visible As a minimum Name Address and Amount fields should be ticked at Visible Account Field Level Security for profile Help for this Page Payments Profile Edit Back to Profile Field Name Field Type Wisible Re
131. bsequently meet criteria Select Activate to begin the workflow process Workflow Rule 2nd Renewal Reminder Back to List Workflow Rules Workflow Rule Detail Rule Name 2nd Renewal Reminder Object Subscription Active PO Evaluation Criteria Evaluate the rule its edited to sub Description Email Contact a reminder that their subscription is now due UPDATE Installation Manual c AAkonsult Pty Ltd 2014 Page 172 Installation Manual konsult PAYMENTS Set Default Workflow User and Save Workflow amp Approvals Settings Help for this Page Specify a default warkflow user Salesforce com recommends choosing a user with system administrator privileges Enabling email approval response lets users reply to email approval requests by typing APPROVE or REJECT in the first line and adding comments in the second line Enable Email Approval L Response By enabling the email approval response feature you agree to allow salesforce com to process email approval responses update approval requests for all active users in your organization and update the approval object on behalf of your organizatian s users If a Default Workflow User has already been set this step will be skipped Installation Manual c AAkonsult Pty Ltd 2014 Page 173 Installation Manual konsult PAYMENTS Review email template for 2nd Reminder Setup gt Administration Setup gt Communication Templates g
132. cal c AAkonsult Pty Ltd 2014 102 Installation Manual Installation Manual konsult PAYMENTS Google may charge for this service at some stage but at the time of writing this offering is currently free All you need to do is sign up for a Google Places API Key The Google Places option is fast The Google Places option is not as good as Kleber for its completeness of addresses For example levels of buildings and unit numbers In addition this option does not return post identifiers such as Delivery Point ID DPID in Australia or the equivalent in other countries To setup and use Goolge Places please see How to setup Google Places Address Validation 2 DataTools Kleber Last Phone Mobile Phone Email Subscribe to Email Updates Street Box 175 Willia Suburb Town PO Box 175 WILLIAMS WA 6391 PO Box 175 WILLIAMSTOWN SA 5351 PO Box 175 WILLIAMSTOWN VIC 3016 State Postcode Country Australia Transaction Details Payment Amount 0 e Individual Company Kleber by Datatools provides a very complete world wide address database AAkonsult Payments will not charge any fee for the Kleber integration providing organisations sign up to Kleber through the AAkonsult Kleber Link You will need a AAkonsult Kleber license key that is provided after signing up for Kleber Kleber is a paid product and in our opinion the prices are very
133. cial Accounts and Contacts Desktop Integration Customize your Cases tab Customize Chatter Answers My Chatter Settings Customize your Contracts tab Customize Communities Customize your Solutions tab Getting Started Tips amp Hints for Page Layouts and Field Level Security Tab Names and Labels Tips amp Hints for Multiple Business Processes Tips 8 Hints for Record Types gt Activities Formula Fields Quick Reference Guide Installation Manual c AAkonsult Pty Ltd 2014 Page 77 Installation Manual konsult PAYMENTS 8 2 Tick boxes shown below and Save User Interface Modify your organization s user interface with the following settings User Interface Enable Collapsible Sections Show Quick Create Enable Hover Details Enable Related List Hover Links Enable Separate Loading of Related Lists Enable Inline Enable anced W Enable New User Interface Theme Enable Printable List Views Enable Spell Checker Enable Spell Checker on Tasks and Events Enable Customization of Chatter User Profile Pages i JL Sidebar Enable Collapsible Sidebar Show Custom Sidebar Components All Pages Installation Manual c AAkonsult Pty Ltd 2014 Page 78 Installation Manual konsult PAYMENTS How to set up external site security enhanced version is simpler to revert Salesforce back to the older versi
134. count Subscription Contact a reminder that their su 2nd Account Subscription Renewal E dit Activate Reminder ADD TIME BASED WORKFLOW UPDATE Add Time Based Workflow 10 days after Subscription Email Alert send 2nd Account Subscription Renewal Rem Note Automatic Renewals Email f nntanct z raminnar that thoir ecikecrintinn ie mma aie Open the circled rule Installation Manual c AAkonsult Pty Ltd 2014 Page 146 Installation Manual konsult PAYMENTS 4 Select Clone Workflow Rule 1st Renewal Reminder ADD TIME BASED WORKFLOW Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail Rule 1st Renewal Reminder ADD TIME BASED Object Subscription WORKFLOW Namespace Prefix AAKPay Evaluation Criteria Evaluate the rule when a time it s edited ta subseq Installed Package A amp kPayments Active M Description Email Contact a reminder that their subscription is now due UPDATE Add timebase workflow 30 days before subscription end date Email Alert send 1st Renewal Reminder Email Field Update set 2nd Reminder Due 4 1 Re name the workflow rule 1st Renewal Reminder and select Save amp Next Edit Rule 1st Renewal Reminder ADD TIME BASED WORKFLOW Help for this Page Step 2 of 3 cm Enter the name description and criteria to tr
135. cts and custom objects custom buttons can be created by administrators To see how to do this please see the salesforce com online help Quick Steps 1 Edit the Campaign Member Page Layout and drag drop the following buttons onto the Page Layout Credit Card Payment Button To launch the Credit Card payment checkout form and link the transaction with the Campaign Member Contact Optionally you can set this to include Manual Payments as well Manual Payment Button To launch the Manual Payment form and pre fill link with Campaign Member Contact Details Annual Statement Button Generates a statement for the related contact using the parameters last entered at the Campaign Annual Statement Generation c AAkonsult Pty Ltd 2014 Page 303 Installation Manual Installation Manual konsult PAYMENTS _ 1 Navigate to Setup gt App Setup gt Customize gt Campaigns gt Campaign Members gt Page Layouts App Setup Customize Tab Names and Labels Home Activities EJ Campaigns Fields Related Lookup Filters Validation Rules Triggers Page Layouts Field Sets Compact Layouts Search Layouts Buttons Links and Actions Record Types Limits Campaign Influence Campaign Members Fields Validation Rules Triggers Page Layouts Compact Layouts Buttons and Links Hecord Types Limits Leads 1 A am eaa aem r Installation Manual c AAkonsult Pty Ltd 2014
136. d Where is a record id of the object that is being linked to In the lead example this would be the button merge field of Lead Id c AAkonsult Pty Ltd 2014 Page 321 Installation Manual Installation Manual konsult PAYMENTS How to add Payment button The Make Payment Button is a button the can be added to Accounts Contacts Opportunities is designed to work in conjunction with Publisher Actions making it suitable for Salesforce1 Mobile non native mode Make Payment Button provides a launch pad for four existing functions These are 1 Credit Card Checkout Form 2 Manual Payment Form 3 Token Charge Form 4 Membership Subscription Renewal Only the available options will be shown If for example there is no related Recurring Payment then Token Charge will not be available Make Payment includes a number of URL parameter options to allow for some fine tuning Please see the Make Payment URL Options for more info 1 Adding Make Payments Button to Accounts Account Customize Edit Layout View Help for this Page AAkonsult 4p Show Feed Contacts 0 Opportunities 0 0 Open Activities 0 Activity History 0 Notes amp Attachments 0 Partners 0 Account Detail Account Owner Challis Change Rating Account AAkonsult View Hierarchy Phone Parent Account Fax Account Number Website Acc
137. d v All Function Categories v MakePayment ABS A AND BEGINS BLANKVALUE CASE CASESAFEID v Insert Selected Function Give the button a name oelect button if you wish to use a button on the page oelect to open in a new window or you can use existing window with no sidebars or headers 4 Enter the URL of apex AAkPay__ MakePayment You can also use Make Payment URL Parameters here such as hideCheckout true So the value entered would be apex AAkPay__ ManualPayment hideCheckout true See Make Payment URL Parameters for more information 5 Save the form Don t forget to add the new button to the page layout See the previous sections for adding make payments to the page layouts for guidance poop 5 Make Payment URL Parameters The Make Payment URL Parameters provide options that enable you to tailor how the button operations There are entered as part of the URL when creating a custom make payment button Options are e oppid xxxx Links the make payment to an opportunity id xxx an Opportunity Record Id Links the make payment to a Account id an Account Record Id cid xxx Links the make payment to a Contact id xxx an Contact Record Id hideCheckout true Hides any checkout Credit Card options from being displayed hideManual true Hides the manual payment options from being displayed hideRecurring true Hides
138. d By Jeff Challis 3710 2013 6 00 PM Re name the workflow rule Batch Payment Processor Not Running and select Save amp Next Edit Rule Batch Payment Processor Not Running ADD TIME BASED WORKFLOW Step 2 Configure Workflow Rule save Enter the name description and criteria to trigger your workflow rule In the next step associate workflow actions with this workflow rule Edit Rule Required Inf Object Merchant Facility e ene Batch Payment Processo Description E Installation Manual c AAkonsult Pty Ltd 2014 262 Installation Manual konsult PAYMENTS Select the Time Trigger button Edit Rule Batch Payment Processor Not Running Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerBatchId NOT EQUAL TO null AND Mer Evaluation Criteria Evaluate the rule when a recard is created and any time it s edited to subsequently m Immediate Workflow Actions workflow actions have been added Add Workflow Action 7 Time Dependent Workflow Actions See an example ey workflow actions have been added Before adding a workflow action you must have atleast one time trigger defined Add Ti me Trigger Set Time Trigger to 1 day after Last Batch Processor Run and Save Add Time Trigger Merchant Facility Wor
139. dit Card Type Visa MasterCard Cardholder Jeff Challis Credit Card Number 4111111111111111 Expiry Date 06 2014 ccv o 123 What s this Step 1 of 3 Continue Use the following demo cards e Visa 4111111111111111 e MasterCard 5431111111111111 Amex 371111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Installation Manual c AAkonsult Pty Ltd 2014 Page 26 Installation Manual konsult PAYMENTS Expiry dates can be any date that is in the future Check test form and select Pay Now Step 2 of 3 My Payment Details Total Amount Charged 1 000 00 Credit Card Type 2 Visa MasterCard Cardholder Name Jeff Challis Credit Card Number sies wawa wasa 1 Expiry Date 06 2014 ccy 8 123 What s this Comments 9 Donation to a worthy cause Step 2 of 3 dos poumentexpress Privacy Policy Installation Manual c AAkonsult Pty Ltd 2014 Page 27 Installation Manual konsult PAYMENTS Receive test confirmation details Step 3 of 3 Step 3 of 3 Payment Confirmation Details Thank you for your payment Cardholder Name Jeff Challis Total Amount Charged 51 000 00 Receipt No 0000003 Payment Response Desc The Transaction was approved Set up an eCommerce Merchant Account Click here to find out more about eCommerce Merchant Accounts Contact AAkonsult if you have any questions
140. e for Accounts Contacts Opportunities and Campaign Member tabs For other objects and custom objects custom buttons can be created by administrators To see how to do this please see the salesforce com online help Quick Steps 1 Edit the Account Page Layout and drag drop the following buttons onto the Page Layout Credit Card Payment Button To launch the Credit Card payment checkout form and link the transaction with the account Optionally you can set this to include Manual Payments as well Manual Payment Button To launch the Manual Payment form and pre fill link with Account Details Make Payment Button Enables Credit Card Payment or Manual Payment Also allows for selection of merchant facility and payment form plus allows for token charge payments and membership subscription renewal payments 1 Navigate to Setup gt App Setup gt Customize gt Accounts gt Page Layouts App Setup Customize Tab Names and Labels H Home H Activities Campaigns Leads Accounts Fields Related Lookup Filters Validation Rules Triggers Pariner Roles Contact Roles Page Layouts Field Sets Compact Layouts Search Layouts Installation Manual c AAkonsult Pty Ltd 2014 289 Installation Manual konsult PAYMENTS 2 Select Edit next to the page layout that you would like to add the buttons to Account Page Layout This page allows you ta create different page layouts to display Account d
141. eated By Jeff Challis 3 10 2013 6 00 Modified By 4 1 Re name the workflow rule Batch Payments Process Restart Reminder and select Save amp Next Edit Rule Batch Payments Process Restart Reminder ADD TIME BASED WORKFLOW bka Step 2 Configure Workflow Rule E CT Enter the name description and criteria to trigger your workflow rule In the next step associate workflow actions with this workflow rule Edit Rule Required In Object Merchant Facility Hule Hame Batch Payments Process Description Payment Administrators if a Batch Payment Processor has been stopped but nat restarted within 24 hours Fwaluatinn ritaria Installation Manual c AAkonsult Pty Ltd 2014 Page 249 konsult Installation Manual 5 Select the Add Time Trigger button Edit Rule Batch Payments Process Restart Reminder Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerBatchId EQUALS null AND Merchant Fa Evaluation Criteria Evaluate the rule when a record is created and any time it s edited ta subsequently meet c Immediate Workflow Actions No workflow actions have been added Add Workflow Action Time Dependent Workflow Actions See an example o workflow actions have been added Before adding workflow action you must have at least one
142. ecurring Start status This time based workflow moves itto Payment Start to do 2 Installation Manual c AAkonsult Pty Ltd 2014 Page 218 Installation Manual konsult PAYMENTS 5 Select the Add Time Trigger button Edit Rule Payments Recurring Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Payment Txn Status EQUALS Recurring Start Evaluation Criteria Evaluate the rule when record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions workflow actions have been added Add Workflow Action Y Time Dependent Workflow Actions See an example o workflow actions have been added Before adding a workflow action you must have at least one time trigger defined Add Time Trigger 5 1 Set Time Trigger to 1 Hours After Rule Trigger Date and Save Add Time Trigger Payment xn Workflow Time Trigger Edit Workflow Rule Payments Recurrina Hours r After Installation Manual c AAkonsult Pty Ltd 2014 Page 219 Installation Manual konsult PAYMENTS 6 Select the Add Workflow Action button Edit Rule Payments Recurring Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Payment Txn Status E
143. ed to approvers A BICIDIEIFIGIHIIIJIKILIM NIO PlQ TU Vi Ww 4 Click into the Refund Workflow Approval and into the Email Alert Workflow Rule Refund Approval Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail Rule Name Refund Approval Object Payment Txn Namespace Prefix Evaluation Criteria Evaluate the rule when subsequently meet crite Installed Package AAkPayments Active X Description This is a sample simple approval request More comprehensive approvals can be setup using workflows amp approvals See Salesforce online help This workflow needs to have the email recipient s updated to approvers Rule Criteria Payment Txn Record Type EQUALS Refund AND Payment Txn Approved EQUALS False AND Payment Txn Status EQUALS Refun Created By jeff challis 4 10 2014 4 06 PM Modified By jeff challis 19 10 2014 Workflow Actions Immediate Workflow Actions Type Email Alert Send Refund oval Email request Time Dependent Workflow Actions See an example y You cannot add new time triggers to an active rule Deactivate This Rule Installation Manual c AAkonsult Pty Ltd 2014 Page 273 Installation Manual konsult PAYMENTS 5 Edit the Email Alert Send Refund Approval Email request Email Alert Send Refund Approval Email request Managed Back to List
144. elected Actions Email Alert Send Membership Confirmation Email sent after a membership has been approved Email Alert send 2nd Renewal Reminder Email Installation Manual c AAkonsult Pty Ltd 2014 187 Installation Manual konsult PAYMENTS 8 Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule 1st Account Subscription Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Account Subscription Renewal Reminder EQUALS 1st Remind Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequ Immediate Workflow Actions workflow actions have been added Add Workflow Action Time Dependent Workflow Actions 30 Days Before Account Subscription End Date Edit Delete Action Type Description Edit Remove Email Alert Add Workflow Action B This Workflow Action is set as a trigger for the 2nd Reminder Installation Manual c AAkonsult Pty Ltd 2014 Page 188 Installation Manual konsult PAYMENTS 8 1 Select Select Existing Action from the drop down menu Time Dependent Wor flow Actions 727 30 Days Before Subscription End D Ho warkflow actions have been added New Task j New Email Alert NewField Update New Outbound Message 8 2
145. enables you to create public websites and applications that are directly integrate username and password You can publicly expose any information stored in your organization t to create public community sites ta gather customer feedback branded login and registration pac Because sites are hosted on Farce com servers there are no data integration issues amp nd becau information is performed automatically You can allow users ta access your site through your unic or subdomain to redirect to your site Create multiple sites that appeal ta different audiences and satisfy your company s various busin developers another for customers and a third for marketing Your Force com Domain Your Farce com domain name is aakpaytest developer edition ap1 force com Farce com Sites Terms and Conditions Sites aakpaytest developer edition ap1 force com SIRER Action Site Label t Edit Deactivate Fayments http aakpaytest developer edition ap 1 farce com Installation Manual c AAkonsult Pty Ltd 2014 Installation Manual 3 Confirm that your site is in operation Installation Manual AAkonsult Payments DEMO payment page A amp konsult Payments allows organisations to quickly setup a professional looking and secure online or internal salesforce com payments form ta capture donations memberships subscriptions and recurring payments Automated receipting contactlaccount matching and pre built workflow processes
146. ently meet criteria Immediate Workflow Actions No workflow actions have been added Add Workflow Action Y Time Dependent Workflow Actions See example 7 Days Before Recurring Payment Expiry Date Action Type Description Edit Remove Email Alert Send Credit Card is aboutto expire Add Workflow Action Y A 4 aa S a mm 5 230 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS _ 3 5 Select Activate to begin workflow process Workflow Rule Recurring Payment Card Expiry TEMPLATE Help for this Page Back to List Workflow Rules Workflow Rule Detail Clone Rule Name Recurring Payment Card Expiry TEMPLATE Object Recurring Payment Namespace Prefix AAkPay Evaluation Criteria Evaluate the rule when record is created and any time it s edite to subsequently meet criteria Active Description NOT In USE When a card is about to expire this workflow sends an automated email to the card holder asking them to update their details UPDATE Add Time based workflow 7 days prior to card expiry Send Credit Card is aboutto expire Rule Criteria Recurring Payment Recurring Payment Status EQUALS Active AND Recurring Payment Record Type EQUALS Credit Card AND Recurring Payment Card Expiry Date NOT EQUAL TO null Created B
147. ents Selected Recipients Merchant Facility Owner 3 User Carol Challis Select Done button to complete the workflow rule Edit Rule Batch Payment Processor Not Running for this Page Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerBatchId NOT EQUAL TO null Merchant Facility Primary EQUALS True Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Installation Manual c AAkonsult Pty Ltd 2014 269 Installation Manual konsult PAYMENTS Select Activate to begin the workflow process Workflow Rule Batch Payment Processor Not Running Back to List Workflow Rules Workflow Rule Detail Delete Rule Name Batch Payment Processor Mot Running c Active Te Eva Description Advise Payment Administrators if a Batch Payment Schedule has not successfully run for the last 24 Add time based action 1 day aft Last Batch Processor Run send Email send reminder that Batch Payments Processor has been stopped and shau Tira JF er u 1 laua gm 5 w x nm cm x sa Ll ox wa uis Set Default Workflow User and Save Workflow amp Approvals Settings Help for this Page Specify a default workflow user Sa
148. er Request Key w User Interface Form Width 500 Theme redmond Mobile Responsive Yes iFrame Breakout Custom Theme Resource Name Background Colour CAPTCHA Theme Address Address Helper DataTools Kleber Enable Geonames Autocomplete Address URL Default Country Australia IP Defaulting w Account Contact Opportunity Matching Account Matching Method Create Using Contacts Name Override Target Contact Values _ Yes Automatic Matching Match and Create New If No Match Found Create Opportunity 4 Account Template Create Opportunity Line Items Navigate to the Merchant Facility Tab in Salesforce Press GO button and and for Merchant Facility that you wish to have google DataTools Kleber Auto complete enabled update the following 1 Set the Address Helper to DataTools Kleber 2 Update the Address Password Token to be your Kleber Request key Installation Manual c AAkonsult Pty Ltd 2014 Page 113 Installation Manual konsult PAYMENTS 3 Leave Address URL blank Press Save Installation Manual c AAkonsult Pty Ltd 2014 Page 114 Installation Manual konsult PAYMENTS How to setup DataTools Kleber for Leads Contacts and Accounts Address auto complete and validation is available for the following objects in Salesforce CRM Leads Contacts Accounts You must first have DataTools Kleber setup Quick Steps for i
149. er for customers and a third for marketing Your Force com Domain MyCompany force com Your Force com domain name is aakpaytest developer edition ap1 force com Force com Sites Terms and Conditions Sites aakpaytest developer edition ap1 force com ERIS Action Site URL Edit Deactivate http aakpaytest developer edition ap 1 farce com Installation Manual c AAkonsult Pty Ltd 2014 Page 40 Installation Manual konsult 2 Scroll down the Site Details screen to the Error Pages Site Details Payments Back to List Sites ste petan Site Label Payments Site Description Active Active Site Home Page Preview Inactive Site Home Page InMaintenance Preview Site Template SiteTemplate Preview Analytics Tracking Code Clickjack Protection Level Allow framing by any page no protection Created By Jeff Challis 10 05 2013 6 24 PM ex Pani aces Custom URLs Action Domain Name Edit Del View Preview as Admin aakpaytest developer edition ap1 force com Site Visualforce Pages Visualforce Page Name App BandwidthExceeded Exception FileNotFound ForgotPassword ForgotPasswordConfirm InMaintenance mm Visualforce Page Name BandwidthExceeded Exception FileNotFound ForgotPassword ForgotPasswordConfirm InMaintenance SiteLogin SiteRegister SiteRegisterConfirm SiteTemplate Una
150. essage an external HR system to initiate the reimbursement process for an approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder ta the accaunt team if a high value opportunity is still open ten days before the close date U Dont show me this page again This page can be turned off Installation Manual c AAkonsult Pty Ltd 2014 Page 199 Installation Manual Scroll down and select 2nd Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW Edit Del Activate E dit Activate Edit Activate Edit Activate Edit Activate Edit Activate Open the circled rule Installation Manual 1st Renewal Reminder 1st Renewal Reminder 00 TIME BASED WORKFLOW 2nd Renewal Reminder TIME BASED WORKFLO Batch Payment Processor Mot Runnin ADD TIME BASED WORKFLOW c AAkonsult Pty Ltd 2014 UPDATE Add timebase workflow 30 days before subscription end Email Alert send 151 Renewal Reminder Email Field Update set 2nd Reminder Due
151. evenue 123 45 5 Code Sample SIC Code Number of Gifts Two 58 061 Total Number of Gifts 4634 Years Ago Total Gifts Last Year 123 45 Average Gift 123 45 Total Gifts This Year 123 45 Best Gift Year Sample Best Gift Year TotalGifts 123 45 Best Gift Year Total 123 45 First Gift Date 25 05 2015 First Donation Date 25 05 2015 Largest Gift 123 45 Total Gifts Last N Days 123 45 Total Gifts Two Years 123 45 Ago Smallest Gift 123 45 Address Information Header visible on edit only Billing Address Suit The Landmark Shipping Address Suite 300 The Landmark One Market San Francisco CA 94105 US Additional Information Header visible on edit only Customer Priority Sample Customer Priority SLA Sample SLA SLA Expiration Date 25 05 2015 SLA SerialNumber Sample SLA Serial Number Number of Locations 993 Upsell Opportunity Sample Upsell Opportunity Click on the Address Update field and drag this below the address details This will provide a link where users can edit the address You can use this with or without the Address Update button option Installation Manual c AAkonsult Pty Ltd 2014 Page 125 Installation Manual konsult 3 4 Add Address Update button seve ane save Preview cont f coro rers nare k a Offline Submit for Approval Delete 2 _ Payment b Edit Fields Actions Expanded Lookups Related Lists Dannar Ohare
152. fHaadarviceihla alit You can choose buttons to suit 5 Save Account Layout Custom Links Expanded Lookups Related Lists Report Charts Wil rc Oana Installation Manual c AAkonsult Pty Ltd 2014 Page 291 Installation Manual konsult PAYMENTS How to create a button on the Contacts tab Cash Cheque Money Orders and Credit Card payment buttons are available for Accounts Contacts Opportunities and Campaign Member tabs For other objects and custom objects custom buttons can be created by administrators To see how to do this please see the salesforce com online help Quick Steps 1 Edit the Contact Page Layout and drag drop the following buttons onto the Page Layout Credit Card Payment Button To launch the Credit Card payment checkout form and link the transaction with the Contact Optionally you can set this to include Manual Payments as well Manual Payment Button To launch the Manual Payment form and pre fill link with Contact Details Make Payment Button Enables Credit Card Payment or Manual Payment Also allows for selection of merchant facility and payment form plus allows for token charge payments and membership subscription renewal payments Annual Statement Button Generates a statement for all transactions relating to the Contacts Account for the last financial year c AAkonsult Pty Ltd 2014 292 Installation Manual Insta
153. ff Challis 10 05 2013 6 24 PM Modified By c AAkonsult Pty Ltd 2014 Guest Payments Profile General US amp Western Europe ISO OB View OB View Jeff Challis 10 05 2013 6 29 PM Page 72 Installation Manual konsult PAYMENTS _ 6 4 Select Assignments User Payments Site Guest User Permission Set Assignments 0 Permission Set License Assign User Detail Edit Hame Payments Site Guest User Alias quest Email X jeff challispaakonsult com Username payments aakpaylest developer edition ap1 force com Nickname Payments i Division Time Zone GMT 00 00 Greenwich Mean Time GMT Locale English Australia Language English Time Based Token Created By Jeff Challis 10 05 2013 6 24 PM Edit Permission Set Assignments records ta display Installation Manual c AAkonsult Pty Ltd 2014 Installation Manual 6 5 Add AAkonsult Payment Sites to the Enabled Permission Sets Permission Set Assignments Payments Site Guest User sevo cance Available Permission Sets Enabled Permission Sets AAkonsult Payments Sites 6 6 Select Save 7 Review fields visible to website Installation Manual c AAkonsult Pty Ltd 2014 Page 74 Installation Manual konsult 7 1 Scroll down to Field Level Security on the Payments Profile screen Field Level Security Standard Field Level Security Account Asset Campaign Campaign Mem
154. flow Rules Y Create New View A B CIDIEI F GIH I JJI KI LIM N O Action Rule Remin d ADD TIME BASED Edit Activate WORKFLOW Edit Activate Edit Activate Reminder ADD TIME BASED WORKFLOW Open the circled rule c AAkonsult Pty Ltd 2014 New Rule Description EmailAccount Subscription Contact a reminder that their su UPDATE Add timebase workflow 30 days before subscription end dz Email Alert send 1st Account Subs Renewal Reminder Er Field Update set 2nd Reminder Due Email Contact a reminder that their subscription is now due UPDATE Add timebase workflow 30 days before subscription end dz Email Alert send 1st Renewal Reminder Email Field Update set 2nd Reminder Due Keep in mind Autamatic Renewals Email Account Subscription Contact a reminder that their su UPDATE Add Time Based Workflow 10 days after Subscription End I Email Alert send 2nd Account Subscription Renewal Rem Note Automatic Renewals Email f nntanct z raminnar that TF air cikecrintinn ig mma aie Page 180 Installation Manual konsult PAYMENTS 4 Select Clone Workflow Rule 1st Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display Mare Information Workflow Rule Detail Rule Name 1st Account Sub
155. g the site in the Force com API This will default to the Site Label Write a short Site Description optional Tick the box to set your site as Active Type checkout into the Active Site Home Page URLRewriter into the URL Rewriter Class Keep the default settings for other fields Select Save N Ot So SS Site Edit New Site Save Cancel Site Name Payment Site Description This is the Force com site for our special payment page Site Contact Carol Challis Default Web Address http laakpaytest developer edition ap1 force com Po Active checkout Active Site Home Page Breview site Template SiteTemplate AJ Site Robots tet Site Favorite Icon Analytics Tracking Code URL Rewriter Class a QLLYT l1li LRewri Enable Feeds Clickjack Protection Level Allow framing by the same origin only recommended v 1 Save Cancel Installation Manual c AAkonsult Pty Ltd 2014 Page 37 Installation Manual konsult PAYMENTS How to set up error checking for Force com Sites This is an optional step but provides more detailed error logging should there be a problem with the web page Note This step should only be carried out if this site is only used for AAkonsult Payments 1 Navigate to the Site Detail page Setup gt Develop gt Sites
156. hallis Help AAkonsult Payments PAYMENTS Home About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments for tnis Page All Tabs Go Use the links below ta quickly navigate to a tab Alternatively you can add a tab to your display to better suit the way you work L Limit to items own Advanced Search View Add Tabs to Your Default Display 2725 Create New About AAkonsult ts x Leads Recent Items 1 Edge Communications test amp p DEMO FACILITY x Affiliations Settings 72 Jen Jones Recurring Payment Started 25 9 2014 gt Campaiqns Tell me more Jen Jones PAY 0005113 Issue 003 Console Issue 002 Issue 002 Contact Issue 001 DEMO Event 4j Contacts Contacts Settings Installation Manual c AAkonsult Pty Ltd 2014 136 Installation Manual konsult PAYMENTS 3 3 Select Apex Class SCHED Batch Opportunity Rollup Continue Use this page to roll up totals for all closed opportunities saving the results in contact household and organization records The process may take some time you can clase this page and the process will continue in the background Continue Batch Rollup Progress Apex Class Created Date Created By Status Completion Date nanus 18102014 en BATCH_OppRollup 2 25 PM Jeff
157. he field Site URL Paste shortcut Ctrl V Merchant Facility DEMO FACILITY B Notes amp Attachments 01 Payment Txn s 1 Merchant Facility Detail Edit Delete Clone Submit for Approval Payment Setting DEMO FACILITY Active wf Primary 4 Merchant Fee _ Payment Method Credit Card 7 Select Save Installation Manual c AAkonsult Pty Ltd 2014 52 Installation Manual konsult PAYMENTS How to add a custom URL Optional Should you wish to make the URL shown to payees more custom to match your domain or branding then you can add a custom domain It can use useful to use custom domains URL s when sending out emails or SMS Text s with links in them For SMS Text s this is particularly important as this provides a way of having a shorter URL An example of a custom URL is pay aakonsultpayments com vs the default of https aakonsultpayments secure force com Before starting this section you will need to ensure you have access to your website domain management Quick Steps Setup gt domain management add a new domain From step 1 note details and login to your domain management and apply Enter domain in domain management add a new domain Save Link domain to your site setup domain management custom URL Optionally add a new formula field to URL Token Formula is based on https pay mydomain c
158. hoose from that can be used by your organisation Installation Manual c AAkonsult Pty Ltd 2014 Page 25 Installation Manual konsult PAYMENTS Fill in the test form Step 1 of 3 AAkonsult Payments DEMO payment page AAkonsult Payments allows organisations to quickly setup a professional looking and secure online or internal salesforce com payments form to capture donations memberships subscriptions and recurring payments Automated receipting contact account matching and pre built workflow processes remove wasted office administration time and allow you to spend more time on donor care and customer relationships Use the following demo cards Visa 4111111111111111 MasterCard 5431111111111111 Amex 371111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will work and for Amex Diners and 4 digit CCV Expiry dates can be any date that is in the future Step 1 of 3 My Contact Details denotes a compulsory field Please fill all of these fields in below and then press the Continue button Title Mr 2 First Jeff Last Challis Phone 61393970443 Mobile Phone 0419944444 Email info aakonsult com rU 1 25 2 Suburb Town Williamstown State Victoria Postcode 3016 Country Australia Transaction Details Payment Amount 1000 Payment By e Individual Company My Payment Details Total Amount Charged S1 000 00 Cre
159. ial setup of AAkonsult Payment The installation requires a moderate level of salesforce com administration experience If you prefer you can engage an AAkonsult consultant to assist Steps The steps required for installation are Set up an eCommerce Merchant Facility Install AAkonsult Payments from the AppExchange Activate Force com Sites oet up security for users Customise to your requirements workflows page layout buttons etc Publish payment forms on your website User Manual EM Is ES Installation Manual c AAkonsult Pty Ltd 2014 Page 9 Installation Manual eCommerce Merchant Facility Installation Manua c AAkonsult Pty Ltd 2014 Installation Manual konsult PAYMENTS How to obtain a eCommerce Merchant Facility Your bank can provide you with Visa MasterCard Merchant Facilities 1 Contact your bank for an eCommerce Merchant Facility for Direct Payment Solutions DPS In order or use AAkonsult Payments you need to have both a Payment Gateway Included with AAkonsult Payments and a Merchant Facility Please note the following in regards to getting a Merchant Facility This is a key requirement before you are able to go live with AAkonsult Payments e can take a few weeks If you are planning on using Authorize Net then please see How to obtain an eCommerce Merchant Facility for Authorize Net When contacting your bank you need to ask for an eCommerce Merchant Facility for Paymen
160. ically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder ta the accaunt team if a high value opportunity is still open ten days before the close date U Dont show me this page again This page can be turned off Installation Manual c AAkonsult Pty Ltd 2014 Page 212 Installation Manual konsult PAYMENTS Q 4 Use the alphabetical look up to find Membership Confirmation All Workflow Rules Configure your organization s workflow by creating workflow rules Each workflow rule consists Criteria that cause the workflow rule to run Immediate actions that execute when a record matches the criteria For example salesforce com can automatically send an notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according to time triggers For example salesforce com can automatically send an email reminder to the account team if a high value opportunity is still open ten days View All Workflow Rules Y Create New View 0 Hevy Rule Action Rule Hame Description Mark Refunds as having been receipted so they will qo through the ma sends out a confirmation emai
161. ices visit trust salesforce com then click the security tab followed by the best practices link 1 Read the Salesforce Security Implementation Guide Security Implementation Guide 2 Select which users should have access to AAkonsult Payments Only users that need access to AAkonsult Payments should be given access 3 Select which users will have access to the Merchant Facilities tab Only a few select and trusted users should have access to the Merchant Facilities tab 4 Check approvals Review which users have access to the Object Payment Field Approved button AAkPay Payment AAkPay Approved For profiles that have users that should not be able to approve refunds then this field should be made read only for them and an Approval Workflow process setup so they can request a refund c AAkonsult Pty Ltd 2014 Page 81 Installation Manual Installation Manual konsult PAYMENTS 5 Set up profile object security as a maximum per user as shown Tre dimid temere item pe err a sinner ar beri 52342 on me sequirementa for Ba pape For example creabe different groups of parmis sions Tor indeidual managers and adminestiraioes How dp choose 7 Delete AH Essi Cemi Teana a 68 me m P mnm m Hm FI Fl ons
162. igger your workflow rule In the next step associate workflow actions with this workflow rule Step 2 Configure Workflow Rule Edit Rule Required Information Subscription Object Description Email Contact a reminder that their subscription is now due Installation Manual c AAkonsult Pty Ltd 2014 Page 147 konsult Installation Manual 5 Select the Add Workflow Action i Edit Rule 1st Renewal Reminder Help for this Page All Step 3 Specify Workflow Actions Step 3 of 3 Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 151 Reminder Set Reminder AND Subscription Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions No workflow actions have been added New Task New Email Alert New Field Update New Outbounc oelect Add Workflow Action under the Immediate Workflow Actions Sections Then Select Existing Action Installation Manual c AAkonsult Pty Ltd 2014 Page 148 Installation Manual konsult PAYMENTS we 5 1 Add existing field update Set First Reminder Due select Existing Actions choose action 1 searcn Available Actions Selected Actions Field Update
163. ine or internal salesforce com payments form to capture donations memberships subscriptions and recurring payments Automated receipting contact account matching and pre built workflow processes remove wasted office administration time and allow you to spend more time on donor care and customer relationships Use the following demo cards Visa 4111111111111111 MasterCard 5431111111111111 Amex 371111111111114 Diners 36000000000008 For Visa MasterCard any 3 digit CCV will wark and for Amex Diners and 4 digit CCV Expiry dates can be anv date that is in the future YCTEZEEEEA 1of3 My Contact Details denotes a compulsory field Please fill all of these fields in below and then press the Continue button Title None First Last Name In the above example the font size selector 1 is part of the main website CMS The AAkonsult Payments form 2 is iframed in Installation Manual c AAkonsult Pty Ltd 2014 Page 345 Installation Manual konsult PAYMENTS 2 postMessage Javascript setup lt style gt textResize font size 12px font family Arial Helvetica sans serif textResize a padding right lepx textResize a hover cursor pointer lt style gt lt script gt function changemysize fontSize 1 var win document getElementById theFrame contentWindow var pMSG fontSize fontSize var pMSGStr JSON stringify pMSG var mylframe d
164. ing cart Setting up API permissions and credentials Choose one ofthe following options to integrate your PayPal payment solution with your online shop or shopping cart Option 1 Grant API permissions to a third party to use certain Option 2 Request API credentials to create your own PayPal APIs on your behalf username and password Choose this option if This option applies to You are using a pre integrated shopping cart hosted by a Custom websites and online shops third party Pre integrated shopping carts running on your own server Your website is hosted and managed by a third party service provider Grant AFI permission Accept payments from your online shops before setting up APIs press Checkout to accept payments from your online shops right away You can set up API permissions or credentials Questions lf you re not sure about setting up APIs ask your shopping cart provider or website developer Learn more about PayPal API concepts and terminaloqy Installation Manual c AAkonsult Pty Ltd 2014 Page 98 Installation Manual konsult PAYMENTS 3 5 Select the Request API Signature option and Agree and Submit button Request API Credentials Back to My Profile credentials consist of three elements An username An password Either an API signature API SSL client side certificate If you re using a shopping cart or solution provider ask whether
165. ion Header visible on edit only Languages Sample Languages Level Sample Level System Information Header visible on edit only amp Created By Sample User amp Last Modified By Sample User Description Information Header visible on edit only Description Sample Description Custom Links Header visible on detail only Mobile Cards Salesforce1 only EL Account Name Related Lists Opportunities Click on the Address Update field and drag this below the address details This will provide a link where users can edit the address You can use this with or without the Address Update button option Page 121 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult 2 4 Add Address Update button Save v Quick Save Preview As Cancel 7 Undo amp Redo Layout Properties Q Fina Euron nare a A Manual Payment Submit for Approval Expanded Lookups Clone 4 lt Relationships Viewer View Self Service Related Lists Copy Address to H 2 Service Request Update Report Charts Vieuasalfaresn Danae Actions in the Publisher Contact Detail Contact Information Header visible on edit only Contact Owner Name c Account Name Title Department Birthdate Reports To Lead Source Automatically Renew Info Best Gift Year Best Gift
166. irmation Email sent after a membership has been approved Email Alert send 1st Renewal Reminder Email Email Alert send 2nd Renewal Reminder Email Installation Manual c AAkonsult Pty Ltd 2014 Page 152 Installation Manual konsult PAYMENTS _ 7 3 Add Alert send 1st Renewal Reminder Email and Save select Existing Actions Help for this Page ERI Email Aet v rma Action 268701 Email Alert Available Actions Selected Actions Email Alert Send Membership Confirmation Email sent after a membership has been approved Email Alert send 2nd Renewal Reminder Email Installation Manual c AAkonsult Pty Ltd 2014 Page 153 Installation Manual konsult PAYMENTS 8 Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule 1st Renewal Reminder Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 1st Reminder Set EQUAL TO Cancalled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequ Immediate Workflow Actions workflow actions have been added Time Dependent Workflow Actions 727 30 Days Before Subscription End Date Edit Delete Action Type Description Edit Remove Email Alert se
167. is step will be skipped Installation Manual c AAkonsult Pty Ltd 2014 Page 206 Installation Manual konsult PAYMENTS Review email template for 2nd Reminder Setup gt Administration Setup gt Communication Templates gt Email Templates System Overview Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup Customize gt Create Develop Deploy schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Manage Users Manage Apps Company Profile Installation Manual c AAkonsult Pty Ltd 2014 Page 207 Installation Manual konsult PAYMENTS we Select AAkonsult Payments from the drop down Folder list AAkonsult Payments Below 15 a list of all your email templates in the folder selected Click the ne email templates when sending single emails For mass emails only text H Folder AAkonsult Payments v Create Mew Folder Scroll down to find Renewal 2nd Account Reminder pry raymien reeceipt visualiurce Edit Del Payment Schedule Invoice Visualforce d Edit Del Recurring Payment Card Expiry V Edit Del ph Recurring Payment Failure Text x Recurring Payment Schedule Edit Del 25 NotRestarted 4 Renewal 151 Account ig Edit Del 5 Beminde Text Y Renewal 1st Account
168. istration Setup gt Communication Templates gt Email Templates System Overview Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup Customize gt Create Develop Deploy schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Manage Users Manage Apps Company Profile Installation Manual c AAkonsult Pty Ltd 2014 Page 194 Installation Manual 11 1 Select AAkonsult Payments from the drop down Folder list AAkonsult Payments Below is a list of all your email templates in the folder selected Click the email templates when sending single emails Far mass emails only text H Folder AAkonsult Payments v Edit Create New Folder 11 2 Scroll down to find Renewal 1st Account Reminder T 4 Large Payment Donation z Edit Del F Notification x Edit Del g Matching Reminder Text v Edit Del Membership Confirmation Visualfarce x Edit Del gh Mew Direct Debit Text i a pa 2 New Online Membership T Edit Del Payment Notification ven 2 Online Payment T Edit Del 7 Notification v Edit Del gh Pay Later Instructions Z Edit Del Payment Receipt Visualforce Del 28 Visualforce x Edit Del Text v Edit Del Text z Edit Del Text Z Edit af Renewal
169. iteria Subscription Renewal Reminder EQUALS 2nd Reminder AMD Subscription Membership m a L rr mhil LL mi Pid SSS p SO 7 eae m rr Gd a d oa SM Re name the workflow rule 2nd Renewal Reminder and select Save amp Next Edit Rule 2nd Renewal Reminder ADD TIME BASED WORKFLOW Step 2 Configure Workflow Rule eS Enter the name description and criteria to trigger your workflow rule In the next step associate workflow actions with this workflow rule Edit Rule Required Infc Object Subscription Rule Description Email Contact a reminder that their subscription is now due mud m Installation Manual c AAkonsult Pty Ltd 2014 Page 168 Installation Manual konsult PAYMENTS Select the Add Time Trigger button Edit Rule 2nd Renewal Reminder Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 2nd Reminder AND Subscription Cancalled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteri Immediate Workflow Actions workflow actions have been added Add Workflow Action Y Time Dependent Workflow Actions See an example es workflow actions have been added Before adding a workflow ac
170. ject into a JSON string 4 postMessage is used to communicate with the iframe Note the iframe element is retrieved by the theFrame id attribute as noted in step 1 N Installation Manual c AAkonsult Pty Ltd 2014 Page 346 Installation Manual konsult PAYMENTS 3 Merchant Facility Our Website setup Inis must De setup using tne Direct Depits module w Receipting Our Website _ https aakonsultpayments com lt Receipt Text Colour gt 666666 Receipt Body Colour gt 11519 Receipt Label gt RECEIPT Receipt Body Border Colour gt 8BA9CD Document Type gt Receipt Receipt Totals Header Background Colour gt 95B3D7 ABN Receipt Totals Header Text Colour 000000 Receipt Text gt Receipt Footer Thank you for trialing AAkonsult Payments Note you can include your logo on the receipt by attaching it to the Merchant Facility w Additional License Options License Options gt Shopify Direct Debit Events Custom Themes Datatools Kleber For security reasons the website that is hosting using the postWessage must be secure and using https Also the post message is checking the origin and this MUST match the domain that is passing in the new font size This domain is setup inside Salesforce on the Merchant Facility tab To do this update in Salesforce navigate to the at the end of the tabs then click into Merchant Facility Press GO button and for each Merchant Facility scroll down to
171. k Find include One Delete Make Payment 1 IDH L g Expanded Lookups Related Lists Report Charts fr rm Danae Installation Manual c AAkonsult Pty Ltd 2014 Page 294 Installation Manual konsult PAYMENTS Drop amp drag the Credit Card Payment and Manual Payment buttons onto the page layout Q Contact Layout v Custom Console Components Mini Pa Save Quick Save Preview Cancel Undo amp Redo pse All Quick Find Button Name x Annual Statement Disable Customer Enable Partner User Request Update View Partner User CTO Disable Partner User Sharing View Self Service PUYU ea Edit Enable Customer Expanded Lookups Related Lists Report Charts Visualforce Pages Contact Sample Highlights Panel Account Name Sample Account Email sarah sample compgny com 1 415 55 1212 Publisher Actions i Post File Loga Call New Note ake Payment Mobile Smart Actions Contact Standard 5 Detail Edit De 3 Clone 5 Request update seit servicg Enable Customer User Customer User Custom B 5 Annual Statement Credit Card Payment Manual Payment lt You choose buttons to suit Save Contact Layout w Save Y Quick save Preview Cancel E Layout Proper QauiekFina suton ame Clone Edit Relationships Vie Co
172. kflow Actions Select Existing Field Update set 1st Reminder Due 3 Add a Time Dependant Action Set it to fire 30 days before subscription end date or time period you would like Add Action use existing workflow Email Alert send 1st Renewal Reminder Email Add Action use existing workflow Field Update set 2nd Reminder Due 4 Optionally review and update the renewal email templates 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules Carol Challis Help AAkonsult Payments My Profile oportunities Campaigns ieveloper Console Help for this Pa Logout Installation Manual c AAkonsult Pty Ltd 2014 Page 143 Installation Manual konsult PAYMENTS 1 1 Select Workflow Rules Custom Labels Objects Packages Report Types Global Actions Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Past Templates settings Installation Manual c AAkonsult Pty Ltd 2014 Page 144 Installation Manual konsult PAYMENTS _ 2 Read about Workflows and select Continue Understanding Workflow Help for this Page Many of the tasks you normally assign the emails you regularly send and other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflo
173. kflow Time Trigger Edit Workflow Rule Batch Payment Processor Not Running Installation Manual c AAkonsult Pty Ltd 2014 Page 263 konsult Installation Manual Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule Batch Payment Processor Not Running Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerBatchId NOT EQUAL TO null AND Mercha Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meetc Immediate Workflow Actions Ha workflow actions have been added Add Workflow Action Y fa 1 Day After Merchant Facility Last Batch Processor Run Edit Delete workflow actions have been added to this time trigger Add Workflow Action Y ER 7 Add Time Trigger Page 264 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS Select Select Existing Action from the drop down menu Time Dependent Workflow Actions 77 Days Before Subscription End D warkflow actions have been added J New Task j New Email Alert New Field Update New Outbound Message Select Email Alert from the Choose Action Type drop down menu Select Existing Actions Help for this Page
174. l when a membership is approved or ar 0 5 Select Activate Workflow Rule Help for this Page 77 Membership Confirmation Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail Activate Rule Membership Confirmation Object Subscription Namespace Prefix Evaluation Criteria Evaluate the rule when a record is created and every time it s edited Installed Package AAKPayments T Description Sends out a confirmation email when a membership is approved or an approved member renews Rule Criteria OR AMD ISMEWTQISPICKVAL Membership Status Approved AND ISCHAMGED A amp kPay Last Renewed c IISPICKVALI Membership Status Approved AND ISCHANGED Membership Status ISPICKVAL Membership Status c Approved Created By Jeff Challis 3 10 2013 6 00 PM Modified By Carol Challis 23 07 2014 10 47 Installation Manual c AAkonsult Pty Ltd 2014 Page 213 Installation Manual konsult PAYMENTS How to set up recurring payments Please note this workflow is ONLY required if you wish to use the Variable Recurring Payments process and want to have the recurring payments processed automatically after they transactions are generated This workflow is generally su
175. lay Detail Page Link View example Detail Page Button View example List Button View example Display in new window v View Behavior Options Content Source Jun Select Field Type Insert Field Functions Insert Merge Field All Function Account Insert Selected AAkPay__ manualPayment ald Account d amp MailingStreet Account PersonMailingStreet amp MailingState 5 Add the new button to your page layout Installation Manual c AAkonsult Pty Ltd 2014 Page 316 Installation Manual konsult PAYMENTS 5 1 Navigate to Setup gt App Setup gt Customize gt Accounts gt Person Accounts gt Page Layouts Campaigns Leads Accounts Fields Related Lookup Filters Validation Rules Triggers Partner Roles Contact Roles Page Layouts Field Sets Compact Layouts Search Layouts Buttons Links and Actions Record Types Limits Account Teams Settings Person Accounts Page Layouts Record Types Contacts Opportunities Quotes Forecasts 5 2 Select Home About AAkonsult Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Gi Search Person Account Page Layout Expand All Collapse All This page allows you to create different page layouts to display Person Account data Salesforce1 Setup New After creating page la
176. les Contact Roles Page Layouts Field Sets Compact Layouts Search Layouts Buttons Links and Actions Record Types Limits Account Teams settings Installation Manual c AAkonsult Pty Ltd 2014 Page 307 Installation Manual Select New Button or Link Buttons Links and Actions New Action Default Custom Links Label Hame Type E dit Accounts Tab Tab Edit Del Billing Billing Detail Page Link Edit Credit Card Payment Credit Card Payment Detail Page Button E dit Delete Delete Edit Edit Edit Edit List List Edit 4 Make Payment Payment Detail Page Button Edit 4 Make Payment Make Payment Action Custom Visualfarce E dit 4 Manual Payment Manual Payment Detail Page Button E dit New New E dit View View Fill in the details for the new button Account Custom Button or Link New Button or Link Custom Button or Link Edit Save Quick Save Preview Cancel New Credit Card Payment Name Credit Card Description up button for an example Display e Detail Page Link View example JO Detail Page Button View example List Button View example Behavior prr View Behavior Options Content Source URL Create Label for your new button This will automatically be the Select Detail Page Link for Display Type Select Display in new window for Behavior Select URL for the Content Source pep nes
177. lesforce com recommends choosing a user with system administrator privileges Enabling email approval response lets users reply ta email approval requests by typing APPROVE or REJECT in the first line and adding comments the second line Enable Email Approval Response A By enabling the email approval response feature you agree to allow salesforce com to process email approval responses update approval requests for all active users in your organization and update the approval object on behalf of your organization s users If a Default Workflow User has already been set this step will be skipped Installation Manual c AAkonsult Pty Ltd 2014 Page 270 Installation Manual konsult PAYMENTS How to activate Refund approvals AAkonsult Payments comes with a basic approval process for refunds By default refund approvals process is not enabled and this procedure walks you through how you can do this If you wish to have multi level and more advanced approvals you can setup Approval Workflows to do this The final approval step simply needs to do a field update that checks the Approved checkbox on the Payment Txn For setting up Approval workflows please consult the Salesforce online help or alternatively just use the more simpler version enabled in this procedure For organisations wanting to use Refund Approval Processes we recommend you review the internal security setup procedure You need to ensure tha
178. lidation Rules Custom Compact Layauts Search Layouts Buttons Links and Actions Record Types Limits Cree Installation Manual c AAkonsult Pty Ltd 2014 Page 129 Installation Manual konsult PAYMENTS 2 Select Edit on Contact layout Contact Page Layouts Action Page Layout Hame Edit Del Contact Marketing Layout Edit Del Contact Sales Layout Edit Del Contact Support Layout Contact Layout Save Quick Save Preview Cancel Undo Redo E Layout Properties F e10 Name x Buttons Expanded Lookups Related Lists Report Charts Visualforce Pages jayinTouc Membershiplubser Mobil 3 Address Other A Contact Sample Highlights Panel Customize the highlights panel for this page l yout Contact Detail Standard Buttons Custom Buttons Delete Cone Sharing Request Update View Se Service Enable sert service Contact Information Header visible on edit only Contact Owner Sample User Phone 1 415 555 1212 Name Sarah Sample Home Phone 1 415 555 1212 9 AccountName Sample Account Mobile 1 415 555 1212 Title Sample Title Other Phone 1 415 555 1212 Department Sample Department Fax 1 415 555 1212 Birthdate 28 05 2014 Email sarah sample company com Reports Sample Contact Assistant Sample Assistant Lead Source Sample Lead Source Asst Phone 1 415 555 1212 Address
179. llation Manual konsult PAYMENTS _ Navigate to Setup gt App Setup gt Customize gt Contacts gt Layouts App Setup Customize Tab Names and Labels Home Activities Campaigns Leads Accounts Contacts Fields Related Lookup Filters Validation Rules Page Layouts Compact Layouts Search Layouts Buttons Links and Actions Record Types Limits c AAkonsult Pty Ltd 2014 293 Installation Manual Installation Manual konsult PAYMENTS Select Edit next to the page layout that you would like to add the buttons to Help Contact Page Layout This page allows you to create different page layouts to display Contact data After creating page layouts click the Page Layout Assignment button to control which page layout users see by default Contact Page Layouts New Page Layout Name Created By Modified By Contact Marketing Layout Jeff Challis 9 03 2013 7 56 PM Jeff Challis 9 03 2013 7 56 PM Contact Sales Layout Jeff Challis 9 03 2013 7 56 PM Jetf Challis 9 03 2013 7 56 PM Contact Support Layout Jeff Challis 9 03 2013 7 56 PM Jetf Challis 9 03 2013 7 56 PM Contact Layout Jeff Challis 9 03 2013 7 56 PM Jeff Challis 22 09 2014 7 36 PM Select Buttons from the list under Fields Account Layout Save v Quick Save Preview As Cancel Layout Properties Quic
180. ller Help for this Page AAkPayments Step 3 Install Package Step 3 of 3 The package is ready ta be installed Click Install to continue Previous Install Cancel 4 7 Await email notification when install is complete OI sult Search Search PAYMENTS gt M P About AAkonsult Payments Merchant Facilities Payment Txns Manual Payments Recurrin Create New Processing Recent Items Your request is in progress You will be notified by email when it completes This should take between 3 to 5 minutes You can test out AAkonsult Payment s capabilities with our Quick Start templates Installation Manual c AAkonsult Pty Ltd 2014 Page 24 Installation Manual konsult PAYMENTS How to preview your new AAkonsult Payments product Select the About AAkonsult Payments tab AAkonsult PAYMENTS Search Search x Home About AAkonsult Payments Merchant Facilities Payment Manual Payments Recurring Payments Create New Carol Challis Wednesday 14 May 2014 Recent Items Show Feed Carol Challis Issue 003 Calendar WE Issue 002 ul Select View on one of our sample payment forms AAkonsult Payments About AAkonsult Payments AAKonsult Pty Ltd provides a sample DEMO account for evaluation and test purposes only Please review the installation and user manual links provided in the Quick Links Section below
181. lt Pty Ltd 2014 197 Installation Manual konsult PAYMENTS Select Workflow Rules Custom Labels Objects Packages Report Types Global Actions Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Past Templates settings Installation Manual c AAkonsult Pty Ltd 2014 Page 198 Installation Manual konsult PAYMENTS Read about Workflows and select Continue Understanding Workflow Help for this Page 9 Many of the tasks you normally assign the emails you regularly send and other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflow automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value af a field an a record Outbound Messages Send a secure configurable message in XML format ta a designated listener Far example workflow can Assign follow up tasks to a support rep ane week after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound m
182. luate the rule when a record is created and any time it s edited to subsequently meet criteria Installation Manual c AAkonsult Pty Ltd 2014 Page 159 Installation Manual konsult PAYMENTS 10 1 Select Activate to begin the workflow process Workflow Rule 1st Renewal Reminder Back to List Workflow Rules Workflow Rule Detail Activate Rule Name 1st Renewal Reminder Object Subscription Active P Evaluation Criteria Evaluate the rule its edited to sub Description Email Contact a reminder that their subscription is now due UPDATE Add timehase workflow 30 davs hefnre suhscrintian end date 10 2 Set Default Workflow User and Save Workflow amp Approvals Settings Help for this Page Specify a default workflow user Salesforce com recommends choosing a user with system administrator privileges Enabling email approval response lets users reply ta email approval requests by typing APPROVE or REJECT in the first line and adding comments in the second line Enable Email Approval L Response A By enabling the email approval response feature you agree to allow salesforce com to process email approval responses update approval requests for all active users in your organization and update the approval object on behalf of your organization s users If a Default Workflow User has already been set this step will be skipped Installation Manual c AAkonsult Pty Ltd 2014 Page 160
183. ly send an email reminder ta the accaunt team if a high value opportunity is still open ten days before the close date U Dont show me this page again This page can be turned off Installation Manual c AAkonsult Pty Ltd 2014 Page 260 Installation Manual Scroll down and select Batch Payments Processor Not Running ADD TIME BASED WORKFLOW UPDATE Edit Del Activate 2nd Renewal Reminder Add Time Based Workflow 10 days after Subsci Email Alert send 2nd Renewal Reminder Eme Keep in mind Automatic Renewals Email Contact a reminder that their subscriptian UPDATE Add Time Based Workflow 10 days after Subscl Email Alert send 2nd Renewal Reminder Em Edit Activate Keep in mind Automatic Renewals Sends outa confirmation email when a Account Edit Activate renews Advise Payment Administrators if a Batch Payme hours Add time based action 1 day aft Last Batch Pr Send Email send reminder that Batch Paymer Edit Activate Remind Payment Administrators if a Batch Payn within 24 hours UPDATE Add time based action 1 day aft rule trigger send Email send reminder that Batch Paymer Edit Activate BASED WORKELO sets Create URL Checkbox to trigger creation al Edit Activate Create Account URL Token Update the filter parameters for this workflow to URL Tokens are used for creating object specifi sets Create URL Checkbox to trigger creation ol Edit Activate Update the
184. mediate Workflow Actions Type Email Alert Installation Manual c AAkonsult Pty Ltd 2014 Page 279 Installation Manual konsult PAYMENTS we 5 Edit Email Alert Send Send internal notification that a new online payment has been made Email Alert Printable View Help for this Page o Send an internal notification that a new online payment has been made Managed Back to List Workflow Rules This Email Alert is managed meaning that you may only edit certain attributes Display Information Rules Using This Email Alert 1 owal Processes Using This Email Alert 0 Entitlement Processes Using This Email Alert 0 Email Alert Detail Description Send an internal notification that a new online payment has been made Email Template New Online Payment Notification Unique Name Send an internal notification that a new online payment has been made Object Payment Txn Namespace Prefix AAkPay Installed Package From Email Address Current Users email address Recipients Account Owner Additional Emails Created By jeff challis 25 10 2014 1 39 Modified By jeffchallis 25 10 2014 1 39 PM Rules Using This Email Alert Rules Using This Email Alert Help Action Rule Hame Description E UPDATE Edit Activat New Online Payment configure who in your organisation is to get this notification Payment S No
185. n AAKPayments Lookup Campaign Edit ph City MailingCity__ c AAkPayments Text 40 Scroll down to the Custom Fields amp Relationships section Then press the New button 6 3 Select Type formula URL Token Help for this Page 6 New Custom Field Step 1 Choose the field type Step 1 Specify the type of information that the custom field will contain Data Type Select one of the data types below None Selected system generated sequence number that uses a display format you define The number is automatically incremented for each new record read only field that derives its value from a formula expression you define The formula field is updated when any of the source fields CJ Roll Up Summary Li Creates a relationship that links this object to another object The relationship field allows users to click on a lookup icon to select a value from a popup list The other object is the source of the values in the list Lookup Relationship Installation Manual c AAkonsult Pty Ltd 2014 58 Installation Manual konsult PAYMENTS 6 4 Add name and select type text URL Token Help for this New Custom Field Step 2 Choose output type Step 2 of 5 ww Field Name Tiny_URL i Formula Return Type None Selected Select one of the data types below Checkbox Calculate a boolean value Example TODAY gt ClozeDate C
186. n example Rule Criteria Account Subscription Renewal Reminder EQUALS 151 Reminder Set Reminder AND Account Subscription Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions workflow actions have been added Add Workflow Action Y New Task New Email Alert Mew Field Update New Qutbound Message Select Add Workflow Action under the Immediate Workflow Actions Sections Then Select Existing Action Installation Manual c AAkonsult Pty Ltd 2014 182 Installation Manual konsult PAYMENTS 5 1 Add existing field update Set First Reminder Help for this Select Existing Actions Choose Action Type Search w Available Actions Selected Actions Field Update set 2nd Reminder Due Field Update Set 1st Account Reminder Then select Field Update from the Action Type and move Set First Reminder to the Selected Actions and Save Page 183 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS 6 Select the Add Time Trigger button Edit Rule 1st Account Subscription Renewal Reminder Help for this Page 6 Step 3 Specify Workflow Actions Done Specify the workflow actions that will be triggered when the rule criteria are met See an example R
187. n to Contacts Contact Customize Pag table View Help for this Page Jeff Challis Show Feed Opportunities 0 Organization Affiliations 1 Relationships 101 Cases 0 Open Activities 0 Activity History 0 Campaign History 0 Notes amp Attachments 101 HTML Email Status 0 Contact Contact Owner Challis Change Phone Name Jeff Challis Home Phone Account AAkonsult Mobile Title Other Phone Department Fax Birthdate Email Reports To View Org Chart Assistant Lead Source Asst Phone Automatically Renew v NFP Info Locate an Account in your organisation click into the Account Detail then click on the Edit Layout Link Installation Manual c AAkonsult Pty Ltd 2014 Page 323 Installation Manual konsult PAYMENTS Alternatively navigate to setup gt Customize gt Contacts gt Page Layouts Click edit next to the layout you wish to edit 2 1 Add Make Payment Button to layout Contact Layout Mini Page Layout Mini Console View Wideo Tutorial Help for seve save Preview cance Undo 3 Quick Find Button Mame LR sharing View Self Service zampe Lookups Related Lists Report Charts Danne Contact Sample Highlights Panel Customize the highlights panel for this page layout Actions the Publisher i Contact Detail Sta ndard Butto n Ilp
188. nance Page 500 503 Generic Error Page CheckoutErmo Hot Found Page 404 2 3 Select Save Installation Manual c AAkonsult Pty Ltd 2014 42 Installation Manual konsult PAYMENTS How to test your site Enough details have now been setup to enable your site to run in a test mode You wont be able to do make transactions until you have completed the Merchant Account facility 1 Navigate to the Site Detail page Setup gt Develop gt Sites 1 1 Select Setup on the RHS of your Salesforce home screen uU Carol Challis Help AAkonsult Payments Profile Subscriptions Developer Console Logout 1 2 Select Develop from the App Setup section on the LHS App Setup Customize Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Installation Manual c AAkonsult Pty Ltd 2014 43 Installation Manual konsult PAYMENTS 1 3 Select Sites App Setup Customize Create Develop Apex Classes Apex Triggers Apex Test Execution API Components Custom Settings Email Services Remote Access Installation Manual c AAkonsult Pty Ltd 2014 Page 44 Installation Manual 2 Click on the Site URL from the list You may have more than one URL to choose from Select the URL that provides a secure service For example https Sites What is a Site Force com sites
189. nd 1st Renewal Reminder Email Add Workflow Action 7 This Workflow Action is set as a trigger for the 2nd Reminder Installation Manual c AAkonsult Pty Ltd 2014 Page 154 Installation Manual konsult PAYMENTS 8 1 Select Select Existing Action from the drop down menu Time Dependent Workflow Actions 727 30 Days Before Subscription End D Ho warkflow actions have been added dd Acn Mew Task New Alert New Field Update New Outbound Message 8 2 Select Field Update from the Choose Action Type drop down menu select Existing Actions Help for this Page Choose Action Type Installation Manual c AAkonsult Pty Ltd 2014 Page 155 Installation Manual konsult PAYMENTS _ Q 8 3 Select Field Update Set 2nd Reminder Due Select Existing Actions ee save Cancel Installation Manual c AAkonsult Pty Ltd 2014 Page 156 konsult Installation Manual 9 Select the Add Workflow Action button in the Immediate Workflow Actions section Help for this Page 69 Edit Rule 1st Renewal Reminder Step 3 of 3 Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 1st Reminder Set Reminder AND Subscription Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the
190. nd Message 4 Subscription End Date Edit Delete Email Alert Field Update set 2nd Reminder Due Installation Manual c AAkonsult Pty Ltd 2014 Page 190 Installation Manual konsult PAYMENTS we 9 1 Select Select Existing Action m m s m ks m workflow actions have been added New Task New Email Alert New Field Update 9 2 Select Field Update from the Choose Action Type drop down menu Select Existing Actions Field Update Set 1st Account Reminder Field Update set 2nd Reminder Due Installation Manual c AAkonsult Pty Ltd 2014 191 Installation Manual konsult PAYMENTS 9 3 Add Field Update Set 1st Account Reminder Select Existing Actions Available Actions Selected Actions 10 Select Done button to complete the workflow rule Edit Rule 1st Account Subscription Help for this Page Step 3 Specify Workflow Actions Step 3 of 3 Done Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Account Subscription Renewal Reminder EQUALS 1st Reminder Set Reminder AND Account Subscription Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Installation Manual c AAkonsult Pty
191. nd Reminder AND Account Subscription Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time its edited to subsequently meet criteria Select Activate to begin the workflow process Workflow Rule 2nd Account Subscription Back to List Workflow Rules Workflow Rule Detail Rule 2nd Account Subscription Object Account Subscri Active PO Evaluation Criteria Evaluate the rule its edited to sub Description Email Account Subscription Contact a reminder that their subscription is now due 1 Installation Manual c AAkonsult Pty Ltd 2014 205 Installation Manual konsult PAYMENTS Set Default Workflow User and Save Workflow amp Approvals Settings Help for this Page Specify a default warkflow user Salesforce com recommends choosing a user with system administrator privileges Enabling email approval response lets users reply to email approval requests by typing APPROVE or REJECT in the first line and adding comments in the second line Enable Email Approval L Response By enabling the email approval response feature you agree to allow salesforce com to process email approval responses update approval requests for all active users in your organization and update the approval object on behalf of your organizatian s users If a Default Workflow User has already been set th
192. ndard 1 Obtain your Payment Express username from AAkonsult An email will provide instructions on how to obtain your password 2 Navigate to the Merchant Facilities tab 3 Select Payment Express from the Payment Gateway drop down menu Carol Challis Change Payment Gateway Payment Express Payment Gateway Userld sale Payment Gateway Password PxPay PxFusion Userld AkonsultPxF D PxPay PxFusion Password Force SSL Z Credit Card Masking Policy 2X 2X Organisation Id QOD90000000ItX dEAI c AAkonsult Pty Ltd 2014 Page 85 Installation Manual Installation Manual konsult PAYMENTS 4 Enter your Payment Express UserID and password Owner Carol Challis Change Payment Gateway Payment Express Payment Gateway Userld SalesforceComdev xPay PxFusion Userld AAKonsultPx PxPay PxFusion Password Force SSL ff Credit Card Masking Policy 2X 2 Organisation 19 _ QOD90000000ItXdEAI 5 Save Installation Manual c AAkonsult Pty Ltd 2014 Page 86 Installation Manual konsult PAYMENTS How to set up Payment Express PxPay Payment Express provides a DPS hosted payment gateway called PxPay Some banks may prefer this option over the standard Payment Express offering 1 Obtain your PxPay username from AAkonsult An email will provide instructions on how to obtain your password 2 Navigate to the Merchant
193. ne payer When the online Payment Method is Invoice Pledge Sen Edit Deactivate send Pay Later Instructions send details to the person making the order donation When a Payment Schedule Recurring Payment is generated it I Fw 2 ice Edit Deactivate send Payment Schedule Invoice MU ac E ICE This may be located on the second or third page Installation Manual c AAkonsult Pty Ltd 2014 Page 235 Installation Manual konsult PAYMENTS 4 Select Clone Workflow Rule Recurring Payments Restart Reminder ADD TIME BASED WORKFLOW Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Displ Workflow Rule Detail IE Rule Name Recurring Payments Restart Reminder ADD TIME Object Merchant Facility BASED WORKFLOW Namespace Prefix AAKPay Evaluation Criteria Evaluate the rule its edited to subs Installed Package AAKPayments Active Pr Description Remind Payment Administrators if a Recurring Payment Schedule has been stopped but not restarted within UPDATE Add time based workflow 1 day after rule trigger Email Alert send reminder that Recurring Payments Pracessor has been st Rule Criteria Merchant Facility cronTriggerId EQUALS nul AND Merchant Facility Primary 4 1 Re name the workflow rule Recurring Payments Restart and select Save amp Next Edit Rule Recurring Payment
194. ngs Help for this Page Specify a default workflow user Salesforce com recommends choosing a user with system administrator privileges Enabling email approval response lets users reply ta email approval requests by typing APPROVE or REJECT in the first line and adding comments in the second line Enable Email Approval L Response A By enabling the email approval response feature you agree to allow salesforce com to process email approval responses update approval requests for all active users in your organization and update the approval object on behalf of your organization s users If a Default Workflow User has already been set this step will be skipped Installation Manual c AAkonsult Pty Ltd 2014 Page 257 Installation Manual konsult PAYMENTS How to set up the batch payments process not running notification The Batch Payment Processor is started from the Start button on the Merchant Facility and processes new transactions every 10 minutes This workflow is used to notify if the Batch Payments Processor has been started but for some reason is no longer working This scenario should never happen but sometimes can be caused by Salesforce com maintenance If the Recurring Payment Processor is running it will do daily checks to ensure the Batch Processor is running if it should be running These checks should reduce the need to have this workflow reminder rule setup Quick Steps 1 Clone Workfl
195. nstallation On objects you wish to add validation do the following Edit the Page Layout e Make standard address fields read only e optionally add the Address Update Button optionally at the Address Update link below address fields 1 Adding address autocomplete and validation for Leads 1 1 Edit the lead page layout ments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Subscription Issues v x Lead Customize Layout peta View Help for this Page Ms Betty Bair Show Feed Back to List Leads Open Activities 0 Activity History 0 Campaign History 0 HTML Email Status 0 Lead Detail Lead Owner E Jeff Challis Change Phone 6 610 265 9100 Name 5 Betty Bair Mobile Company American Banking Corp Fax Title VP Administration Email bblair abankingco com Lead Source Purchased List Website Industry Lead Status Working Contacted Annual Revenue Rating No of Employees Address PA USA Product Interest GC5000 series Current Generator s All SIC Code 2768 Primary Yes Number of Locations 130 Created By Jeff Challis 9 03 2013 7 56 PM Last Modified By Jeff Challis 9 03 2013 7 56 PM Description Open Activities Open Activites Hep 7 Locate a lead click into the lead and press Edit Layout link Installation Manual c AAkonsult Pty Ltd 2014 Page 115 Installation Manual konsult PAYM
196. nstallation Manual c AAkonsult Pty Ltd 2014 88 Installation Manual konsult PAYMENTS 5 2 Scroll down to the Hide 2 field and select Skip Page2 HTTP Redirect Merchant Logo Top Merchant Logo Bottom Background Image Page 1 Continue Button Show Back Button Back Button Image Show Cancel Button Cancel Button Image Page 2 Button Image Page 2 Retry Button Hide Page 2 Link 1 Text Link 1 URL Link 2 Text Link 2 URL Link 3 Text Link 3 URL This will ensure that the payment form will return to AAkonsult Payments when the transaction is complete Installation Manual c AAkonsult Pty Ltd 2014 Page 89 Installation Manual konsult PAYMENTS How to set up Payment Express PxFusion Obtain your PxFusion username from AAkonsult An email will provide instructions on how to obtain your password Navigate to the Merchant Facilities tab Select Payment Express PxFusion from the Payment Gateway drop down menu Carol Challis Change Payment Gateway Payment Express PxFusion Payment Gateway Password PxPay PxFusion Userld AAkonsultPxF Dev REESE ES PxPay PxFusion Password Force SSL J Z Credit Card Masking Policy 2X 2X Organisation Id QOD90000000ItXdEAI c AAkonsult Pty Ltd 2014 Page 90 Installation Manual Installation Manual Installation Manual konsult PAYMENTS Enter both passwords Owner
197. nt Subscription Renewal URL Regards The team at Organization Installation Manual c AAkonsult Pty Ltd 2014 Page 196 Installation Manual konsult PAYMENTS How to send out second automated reminders account level For second membership reminders at an organisational level The workflow setup process is very similar to the WORKFLOW First Renewal Reminder Contact Level and WWORKFLOW Second Renewal Reminder Contact Level processes described above With the exception of basing the template workflows from 1st Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW and 2nd Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW Quick Steps 1 Clone Workflow rule 2nd Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW and rename to 2nd Account Subscription Renewal Reminde 2 Adda Time Dependant Action Set it to fire 10 days after Account Subscription End Dates or time period you would like Add Action use existing workflow Email Alert send 2nd Account Subscription Renewal Reminder Email 3 Optionally review and update the renewal reminder email templates Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules Carol Challis Help AAkonsult Payments My Profile jportunities Campaigns Developer Console Help for this Pa Logout Installation Manual c AAkonsu
198. nual konsult PAYMENTS Select Select Existing Action from the drop down menu Time Dependent Wor flow Actions 727 30 Days Before Subscription End D Ho warkflow actions have been added New Task j New Email Alert New Field Update New Outbound Message Select Email Alert from the Choose Action Type drop down menu select Existing Actions Help fi Available Actions Selectei Email Alert Send Account Membership Confirmation Email sent after a membership has been approved Email Alert send 1st Account Subscription Renewal Reminder Email Installation Manual c AAkonsult Pty Ltd 2014 Page 204 Installation Manual konsult PAYMENTS Add Email Alert send 2nd Renewal Reminder Email and Save select Existing Actions Choose Search Email Alet v fr Fin as Search Email Alert Y for Type Available Actions Selected Acti Email Alert Send Account Membership Confirmation Email sent after a membership has been approved Email Alert send 1st Account Subscription Renewal Reminder Email Remove Select Done button to complete the workflow rule Edit Rule 2nd Account Subscription Help for this Page Step 3 Specify Workflow Actions Step 3 of 3 Dene specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Account Subscription Renewal Reminder EQUALS 2
199. o get this notification Payment M it Activate Send an internal notification that a new online payment has been made Excluding Memberships as this is a Txn Sie separate workflow notification 0 5 x Z Other Al Pty Ltd 2014 278 Installation Manual Installation Manual konsult PAYMENTS _ 4 Click into New Online Payment Notification and into Email Alert Workflow Rule Help for this Page New Online Payment Notification Managed Back to List Workflow Rules This Workflow Rule is managed meaning that you may only edit certain attributes Display More Information Workflow Rule Detail Rule New Online Payment Notification Object Payment Txn Namespace Prefix AAKPay Evaluation Criteria Evaluate the rule when a record is created and any time i edited ta subsequently meet criteria Installed Package AAKPayments m Description UPDATE configure who in your organisation is to get this notification Send an internal notification that a new online payment has been made Excluding Memberships as this is a separate workflow notification Rule Criteria Payment Txn Status EQUALS Payment Complete AMD Payment Txn Payment Type Type NOT EQUAL TO Membership Created By jef challis 25 10 2014 1 39 PM Modified By jef challis 25 10 2014 1 39 PM Workflow Actions Edit Im
200. ocument getElementById theFrame var win myIframe contentWindow myIframe contentDocument win postMessage pMSGStr y lt script gt lt div class textResize Choose font size lt a style font size 9em margin left 1 px onclick changelweize 9 9em A a lt a style font size 1 onclick changemysize 1lem A a lt a style font size l lem onclick changemysize 1 1em A a a style font size 1 2em onclick changemysize l 2em A a lt a style font size 1 3em onclick changemysize 1 3em A a lt a style font size 1l 4em onclick changemysize 1 4em A a lt a stylez font size 1 5em onclick changemysize 1 5em gt A lt a gt lt a style font size 1 6em onclick changemysize 1 6em A a div lt key is to keep closing frame in closing tag iframe id theFrame sre https MEN o ou width 188 height 3200px frameborder seamless iframe An example of the javascript code using the sample page is shown above The iframe of the AAkonsult Payments Form Note the id theFrame tag The lt div gt s show the text size and have an onclick event This event calls the changemysize function and passes in the size Note the size is in em 3 he change my function creates an object with the font size that was passed in This then converts the ob
201. om U amp AAkPay Tiny Token dx oy Installation Manual c AAkonsult Pty Ltd 2014 Page 53 Installation Manual konsult PAYMENTS 1 Setup gt Administration gt Domain Management Search All Setup lt Domain Expand All Collapse All You can view View Ai v Salesfor 1 Setup New Force com Home Domains Administer Action T SALE ge an Edit Del Manage amp ik Manage Apps Del Manage Territories Edit Del Company Profile Security Controls Edit Del Domain Management E Domains H Communication Templates Tranelatinn Workhench 2 Add Domain Home Chatter Campaigns Leads Accounts Contacts Opportunities Projects Timesheets Invoices Reports Dashboards Content Libraries v Search All Setup Q Domain Help for this Page Expand All Collapse All Enter your domain name If you already have certificates defined in your organization you can attach them to the domain for user authentication Salesforce1 Setup New A new or renamed domain will be permitted if any of criteria is true Note that 004300000 is your organization s unique API identifier in lower case characters Force com Home Your domain name is a CNAME record that to domain 00d30000 siteforce com gt As an example if you are addin ini www example com 004300 GM ve siteforce com Note th
202. on the condition that you and your representatives have by receiving it agreed not to reproduce or copy it in whole or in part or to furnish such information to others or to make any other use of it except for the evaluation purposes stated above and to return it to AAkonsult Pty Ltd upon request The previous statement shall not apply to the extent that such statement violates any federal or state laws requiring such information to be made available to the public In the event this document results in a contract you may retain this document for use including making any necessary copies related to the products and services covered by such contract The offerings and prices presented in this document excluding any leasing quotes or rates shall remain valid for a period of 120 days from the document date unless AAkonsult Pty Ltd authorizes an extension Limitation of Liability To the fullest extent permitted by law and not withstanding any other provision of this Agreement the total liability in the aggregate of the AAkonsult Pty Ltd and the AAkonsult Pty Ltd s officers directors partners employees and sub contractors and any of them to the Client and anyone claiming by or through the Client for any and all claims losses costs or damages including attorneys fees and costs and expert witness fees and costs of any nature whatsoever or claims expenses resulting from or in any way related to the Project or the Agreement from any cause or
203. on while adjusting Security settings Be sure to reset back to enhanced version 1 Navigate to Setup gt App Setup gt Customize and Select Customize your User Interface Home About Payments Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Customize Expand All Collapse All Force com Home Customize Customize application tab names and field labels Customize your Products tab System Overview Customize your Home tab Customize your User fields Customize your Activities Customize list views for the console Customize your Campaigns tab Customize your Reports tab Personal Setup Customize your Leads tab VABSENITBOR TUAM VERS My Personal Information Customize your Accounts tab TESIS and Customize Y elf Service portal Email Customize your Contacts tab Customize your feeds Import Customize your Opportunities tab Customize Social Accounts and Contacts Desktop Integration Customize your Cases tab Customize Chatter Answers gt My Chatter Settings Customize your Contracts tab Customize Communities Customize your Solutions tab i Getting Started ELO Tips amp Hints for Page Layouts and Field Level Security Tab Names and Labels Tips amp Hints for Multiple Business Processes e Tips amp Hints for Record Types gt Activities Formula Fields Quick Reference Guide c
204. ons Selected Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION Email Alert send reminder that Recurring Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION Installation Manual c AAkonsult Pty Ltd 2014 Page 239 Installation Manual konsult PAYMENTS we 6 3 Add Email Alert send reminders that Recurring Payments Processor has been stopped and Save Select Existing Actions Type Available Actions Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION Email Alert send Installation Manual c AAkonsult Pty Ltd 2014 Page 240 Installation Manual konsult PAYMENTS 7 Select Edit on the Actions list for the new rule Edit Rule Recurring Payments Restart Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility Evaluation Criteria cronTIriggerId EQUALS null Merchant Faci Evaluate the rule when a record is created and any time it s edited to subsequently me Immediate Workflow Actions workflow actions have been added Add Workflow Action Time Dependent Workflow Actions See an example 70 1
205. or s SIC Code Sample SIC Code Primary Sample Primary Number of Locations 74 99 Chat 1 Click on the Buttons selection object 2 Drag Address Update button from the available buttons to the Custom Buttons Section You can use this with or without the Address Update link option Installation Manual c AAkonsult Pty Ltd 2014 Page 118 Installation Manual konsult PAYMENTS 1 5 Save the Page Layout Lead Layout v Mini Page Layout Mini Console View Video Tutorial Help for this P penne n 6 unao E tayoutropertes Q Quick Find Button Name js Address Update Edit Clone Find Duplicates Expanded Lookups Convert Sharing Related Lists Delete Report Charts Vieuslfaren Danae Lead Sample Highlights Panel Customize the highlights panel for this page layout Actions in the Publisher Post File Link Poll Lead Detail Standard Buttons Custom Buttons Make sure you press the Save button for closing the screen You ll need to repeat this process for other layouts should they exist 2 Adding address autocomplete and validation for Contacts 2 1 Edit the contact page layout ments Merchant Facilities Payment Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Subscription Issues Contact Customize eta View Help for this j Quinten Coad 4p Show Feed Back to List Leads Opportunities 1 O
206. oring or consent does not grant access to any s Cod account information and is not used for authorization Compute Learn more Networking Storage Big Data Support Click on the Credentials link under the APIs amp Auth menu option Then click on the Create New Key button 6 Create a new Server Key Console Prefer the old console Go back Dismiss OAuth OAuth 2 0 allows users to share speci with you for example contact lists keeping their usernames passwords information private The APIs represented in the Google Developers Console require that requests include a unique project identifier This enables the Console to tie a request to a specific project in order to monitor traffic enforce quotas and handle billing Create a new key Learn more Create new Client ID Android key iOS key Public API access No keys found Use of this key does not require any user action or consent does not grant access to any account information and is not used for authorization Learn more Create new Key Installation Manual c AAkonsult Pty Ltd 2014 Page 107 Installation Manual konsult PAYMENTS _ 7 Assign Salesforce Server IP addresss Velcome to the new Google Developers Console Preter the old console G chem TDS Toure Create a server key and configure allowed IPs This key should be kept secret on your server Every API request is generated by software running on a machine that
207. otten your email address or password Sign Up for Free c AAkonsult Pty Ltd 2014 Page 95 Installation Manual Installation Manual konsult PAYMENTS Q 3 2 Select More from tools section Tools Welcome Invoicing Request Money 2 TE P Ee send Developer Site Resolution Money Make a Centre Payment On your home screen there should be a Tools Pallet Visible Select the More option Installation Manual c AAkonsult Pty Ltd 2014 Page 96 Installation Manual konsult PAYMENTS _ 3 3 API Access Tools Accept payments wherever you do business PayPal E 5 Email an Invoice Express Mass Payments Get Paid on Your Get Paid in Get Paid in Your Checkout Website Person Store Grow your business Integrate PayPal Logo Centre Manage your business Send money My Business Set GST Set up and PayPal up Management Resolution Developer Site Shit Centre Calcu Select API Access from the Manage your business section Press the GO TO API access area when prompted Installation Manual c AAkonsult Pty Ltd 2014 Page 97 Installation Manual konsult PAYMENTS 3 4 Select the 2 Request API credentials to create your own username and password API Access Back to My Profile API Application Programming Interface allows PayPal software to communicate with your online shop or shopp
208. ount Site Ticker Symbol Type Ownership Industry Employees Annual Revenue SIC Code Number of Gifts Two Years Ago 0 Total Number of Gifts 0 Total Gifts Last Year 0 00 Average Gift 0 00 Total Gifts This Year 0 00 Best Gift Year Locate an Account in your organisation click into the Account Detail then click on the Edit Layout Link Alternatively navigate to setup gt Customize gt Accounts gt Page Layouts Click edit next to the layout you wish to edit c AAkonsult Pty Ltd 2014 Page 322 Installation Manual Installation Manual konsult PAYMENTS _ Q 1 1 Add Make Payment Button to layout Account Layout Mini Page Layout Mini Console View Wideo Tutorial Help for PPT em pistes ten fume a e Quick Find Button 1 DN Credit Card dg p Include Offline Edit Expanded Lookups Related Lists Danan 6 Account Sample Highlights Panel Customize the highlights panel for this page layout Actions in the Publisher i Account Detail En Buttons Account Information Header visible on edit only Account Owner Sample User Rating Sample Rating AccountName Sample Account Name Phone 1 415 555 1212 Darant Armmmint Qamnla Ancrcniint Fax 4415 nnn 4247 a 1 Click on the Buttons Link 2 Drag Drop Make Payments Button onto your form 3 Press Save button 2 Adding Make Payments Butto
209. ow rule Batch Payment Processor Not Running ADD TIME BASED WORKFLOWZJ and rename to Batch Payment Processor Not Running 2 Add a Time Dependant Action Set it to fire 1 day after Rule Trigger date 3 Add Action Use existing workflow Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATION 4 Update the recipient of the Email Action Email Alert send reminder that Batch Payments Processor has been stopped and should be restarted UPDATE WHO RECEIVES THIS NOTIFICATIONJ to be a contact in your organisation that will follow up this email alert Navigate to Setup App Setup Create Workflow amp Approvals Workflow Rules Carol Challis Help AAkonsult Payments My Prafile jportunities Campaigns Developer Console Help for this Pa Logout Installation Manual c AAkonsult Pty Ltd 2014 Page 258 Installation Manual konsult PAYMENTS Select Workflow Rules Custom Labels Objects Packages Report Types Global Actions rkflow amp Approvals ff Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Post Templates settings Installation Manual c AAkonsult Pty Ltd 2014 Page 259 Installation Manual konsult PAYMENTS Read about Workflows and select Continue Understanding Workflow Help for this Page 9 Many of
210. pdate Get Contacte Sharing Custom Links Credit Card Payment Include Submit for Approval Actions Delete Make Payment Expanded Lookups Manual Payment Related Lists Danan hanc Actions in the Publisher Account Detail Standard Buttons Custom Buttons tat Delete Sharing include Offine Address Update Account Information Header visible edit only Account Owner Sample User Rating Sample Rating AccountName Sample Account Name Phone 1 415 555 1212 ParentAccount Sample Account Fax 1 415 555 1212 Make sure you press the Save button for closing the screen You ll need to repeat this process for other layouts should they exist Installation Manual c AAkonsult Pty Ltd 2014 Page 127 Installation Manual Customisation Optional Installation Manua c AAkonsult Pty Ltd 2014 Installation Manual konsult PAYMENTS How to adjust the Contacts Page layout It can be useful to have extra information on a preferred screen 1 Navigate to Setup App Setup Customise Contacts Page Layouts Carol Challis My Profile Developer Console Logout 1 1 Select App Setup gt Customise gt Contacts gt Page Layouts AAKONS App Setup E Customize f TabNamesandlabels Activities Campaigns Leads Payme Accounts Contacts Fields Related Lookup Filters Va
211. perseded by using the Regular Recurring Payment option as defined on the Payment Form related to the Merchant Facility Tab This is the default option for all new installations of AAkonsult Payments Salesforce already comes with workflow templates that cannot be altered These instructions show how to create a copy of the template which is then updated to suit AAkonsult Payment s functionality This workflow reminds administrators to restart the Recurring Payment Processor such someone stop the Recurring Payment Processor but for some reason forgets to restart it within 1 day Salesforce already comes with workflow templates that cannot be altered These instructions show how to create a copy of the template which is then updated to suit AAkonsult Payment s functionality Quick Steps 1 Clone Workflow rule Payments Recurring Process ADD TIME BASED WORKFLOW and rename to Payments Recurring Process 2 Add a Time Dependant Action Set it to fire 1 hour after Rule Trigger date 3 Add Action Use existing workflow Field Update set Status Payment Start 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules Carol Challis Help AAkonsult Payments My Profile m yportunities Campaigns s Developer Console Help for this Logout c AAkonsult Pty Ltd 2014 Page 214 Installation Manual Installation Manual konsult PAYMENTS 1 1 Select Workflow Rules
212. ple salesforce com can automatically send an email that notifies the Video Tutorial English Only account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according to time triggers For example salesforce com can automatically send an email reminder to the account team if a high value opportunity is still open ten days before the close date View All Workflow Rules Create New View PQ R ST U VI W X Y Z Other All Action Rule Name Description Object Active UPDATE configure who in your organisation is to get this notification p Pay Activate 8 Membership Payment Send an internal notification that a new online MEMBERSHIP payment has been made and receipting matching ina completed NB ONLY works when background processor going UPDATE M configure who in your organisation is to get this notification Payment Edit Activate eh New Online Payment Notification Send an internal notification that a new online payment has been made Excluding Memberships as this is a Txn separate workflow notification 7 Other Al 284 Installation Manual c AAkonsult Pty Ltd 2014 Installation Manual konsult PAYMENTS 4 Click into the New Online Membership Payment Notification and into
213. portunity is still open ten days before the close date U Dont show me this page again This page can be turned off Installation Manual c AAkonsult Pty Ltd 2014 247 Installation Manual 3 Scroll down and select Batch Payments Process Restart Reminder ADD TIME BASED WORKFLOW UPDATE Edit Del Activate 2nd Renewal Reminder Add Time Based Workflow 10 days after Subsci Email Alert send 2nd Renewal Reminder Eme Keep in mind Automatic Renewals Email Contact a reminder that their subscription UPDATE Add Time Based Workflow 10 days after Subscl Email Alert send 2nd Renewal Reminder Em Edit Activate Keep in mind Automatic Renewals Sends outa confirmation email when a Account renews Edit Activate Advise Payment Administrators if a Batch Paymi hours Add time based action 1 day aft Last Batch Pr send Email send reminder that Batch Paymer E dit Activate Remind Payment Administrators if a Batch Payn ithin 24 hours IPDATE Add time based action 1 day aft rule trigger send Email send reminder that Batch Paymer Edit Activate BASED WORKFLO sets Create URL Checkbox to trigger creation al Edit Activate Create Account URL Token Update the filter parameters for this workflow to URL Tokens are used for creating object specifi sets Create URL Checkbox to trigger creation Edit Activate Update the filter parameters for this workflow to URL
214. py Address to H Enable Self Service Request Update Credit Card Payment Make Payment Sharing Delete Manual Payment Submit for Actions Expanded Lookups Related Lists Report Charts Oana Pty Ltd 2014 295 Installation Manual Installation Manual konsult PAYMENTS How to create a button on the Opportunity tab Cash Cheque Money Orders and Credit Card payment buttons are available for Accounts Contacts Opportunities and Campaign Member tabs For other objects and custom objects custom buttons can be created by administrators To see how to do this please see the salesforce com online help Quick Steps 1 Edit the Opportunity Page Layout and drag drop the following buttons onto the Page Layout Credit Card Payment Button To launch the Credit Card payment checkout form and link the transaction with the Opportunity Optionally you can set this to include Manual Payments as well Manual Payment Button To launch the Manual Payment form and pre fill link with Opportunity Details Make Payment Button Enables Credit Card Payment or Manual Payment Also allows for selection of merchant facility and Payment Form Navigate to Setup App Setup Customize Opportunity Page Layouts Opportunities Fields Related Lookup Filters Validation Rules Triggers Contact Roles mnpeatitors Compact Layouts
215. r customers and a third for marketing Your Force com Domain Your Force com domain name is aakpaytest developer edition ap1 force com Farce com Sites Terms and Conditions Sites aakpaytest developer w edition ap1 force com LESEN Action Site Label t Site URL Edit Deactivate Payments htip aakpaytest developer edition ap 1 force com Installation Manual c AAkonsult Pty Ltd 2014 50 Installation Manual konsult PAYMENTS we Navigate to the Merchant Facilities tab Home About AAkonsult Payments Merchant Facilities x Payment Manual Payments Sites Installation Manual c AAkonsult Pty Ltd 2014 Page 51 Installation Manual konsult PAYMENTS 4 Select the Merchant Facility you wish to use nts ESTES PaymentTxn s Manual Payments Recurring Payments Merchant Facilities Help for this Page amp Home View All Merchant Facilities Go Editi Create New View Recent Merchant Facilities utens Recently Viewed Y Payment Setting Name Active Primary Bank Deposit Account Matching Rules Payment Gateway Userld Theme Account First Name Last First Last Mame f DEMO Savings Phone Last Email ina g DEMO FACILITY wf Last Name First Name SalesforceComdev redmond Suburb Last Mame Mobile Membership 19 Last Name 5 Select Edit 6 Paste the site URL into t
216. redit Card Payment Detail Page Button Edit Delete Delete E dit Edit Edit E dit List List E dit Make Payment Payment Detail Page Button Edit Make Payment Payment Action Custom Visualforce Edit Manual Payment Manual_Payment Detail Page Button Edit New New Edit View View 3 Fill in the details for the new button Account Custom Button or Link New Button or Link Custom Button or Link Edit Save Quick Save Preview Cancel bel Manual Payment Manual Payment Payment Payment Description Display Type Detail Page Link View example gt Detail Page Button View example O List Button View example Behavior Display in new window Y View Behavior Options Content Source URL w Create for your new button This will automatically the Select Detail Page Link for Display Type Select Display in new window for Behavior Select URL for the Content Source pep nes Installation Manual c AAkonsult Pty Ltd 2014 Page 314 Installation Manual Installation Manual c AAkonsult Pty Ltd 2014 Page 315 Installation Manual konsult PAYMENTS _ 4 Cut and paste the following code into the text field Account Custom Button or Link New Button or Link Custom Button or Link Edit IE Manual Payment Manual_Payment A special button for Manual Payments for Persons Account tab Disp
217. rganization Affiliations 111 Relationships 0 Cases 0 Open Activities 0 Activity History 0 Campaign History 0 Notes amp Attachments 0 HTML Email Status 0 Contact Detail Contact Owner Jeff Challis Change Phone 08 9198 1991 Name Quinten Coad Home Phone Account Name Q Corp Mobile Title Other Phone Department Fax Birthdate Email quinten coad mailinator com Reports To View Orq Chart Assistant Lead Source Asst Phone Automatically Renew v NFP Info BestGift Year 2015 LastGiftAmount 500 00 Best Gift Year Total 500 00 LastGiftDate 3 04 2015 Last Transaction Date LargestGift 500 00 Lifetime Transaction Total Smallest Gift 500 00 Soft Credit This Year gt 0 00 Total Gifts Last Year 0 00 Soft Credit Last Year 0 00 Total Gifts This Year 500 00 Soft Credit Total 0 00 Total Gifts Two Years Ago 0 00 Soft Credit Two Years Ago gt 0 00 Locate a lead click into the Contact and press Edit Layout link Installation Manual c AAkonsult Pty Ltd 2014 Page 119 Installation Manual konsult PAYMENTS Alternatively click on setup at the top to the screen navigate to Customize gt Contacts gt Page Layouts Click edit next to the page layout you wish to update 2 2 Make address fields read only Related Lists Report Charts Vieualfaren Danne Membership I zu ane A TEM x Additional Information Header visible on edit only
218. riptions 7 Profile Developer Console Logout 1 2 Select Develop from the App Setup section on the LHS App Setup Customize Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Installation Manual c AAkonsult Pty Ltd 2014 Page 48 Installation Manual konsult PAYMENTS 1 3 Select Sites App Setup Customize Create Develop Apex Classes Apex Triggers Apex Test Execution API Components Custom Settings Email Services Remote Access Installation Manual c AAkonsult Pty Ltd 2014 Installation Manual 2 Copy the secure URL of your site Copy shortcut Highlight amp Cntr C Make sure you choose the SECURE URL not shown below secure URL will begin with https Sites What is a Site Force com sites enables you to create public websites and applications that are directly integrate username and password You can publicly expose any information stored in your organization t to create public community sites ta gather customer feedback branded login and registration pac Because sites are hosted on Farce com servers there are no data integration issues amp nd becau information is performed automatically You can allow users ta access your site through your unic or subdomain to redirect to your site Create multiple sites that appeal ta different audiences and satisfy your company s various busin developers another fo
219. riteria are met See an example Rule Criteria Recurring Payment Recurring Payment Status EQUALS Active AND Recurring Payment Record Type EQUALS Credit Card AND Recurring Payment Card Expiry Date NOT EQUAL TO null Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions No workflow actions have been added Add Workflow Action v Add Time Trigger 3 1 Set Time Trigger to 7 Days before Card Expiry Date and Save Add Time Trigger Recurring Payment Workflow Time Trigger Edit Workflow Rule Recurring Payment Card Expire 7 Recurring Payment Card Expiry Date Installation Manual c AAkonsult Pty Ltd 2014 228 Installation Manual konsult PAYMENTS _ 3 2 Select the Add Workflow Action button Edit Rule Recurring Payment Card Expire Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Recurring Payment Recurring Payment Status EQUALS Active AND Recurring Paymen Card Expiry Date NOT EQUAL TO null Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions workflow actions have been added Add Workflow Action Y Time Dependent Workflow Actions See an example 8 T Days Before Recurring P
220. rofile Payments Profile Users with this profile have the permissions and page layouts listed below Administrators can change a users profile by editing that users personal information H your organization uses Record Types use the Edit links in the Record Type Settings section below to make one or more record types available to users with this profile Login IP Ranges 0 Enabled Apex Class Access 0 Enabled Visualforce Page Access 11 Profile Detail Edit Users Name Payments Profile User License Guest Custom Profile Installation Manual c AAkonsult Pty Ltd 2014 Page 71 Installation Manual Installation Manual konsult 6 2 Select user to be assigned AAkonsult Payments access Payments Proflle 6 3 Check Name and Time Zone A B C D E A B C D E You may wish to edit the name of the Sites Payment User as this is the one the payment receipts will come from by default Also check the timezone to make sure it is your local time zone so that payment creation dates reflect the right date User Payments Site Guest User User Detail User License Profile Email eff challis aakonsultcom Active Username payments aakpaytest developer edition ap1 Mobile Push Registrations Nickname Payments 1 Salesforce CRM Content User Email Encoding Division lime Zone Locale Used Data Space Language English Used File Space Time Based Token a Created By Je
221. rs into exponential format When getting an AAkonsult Payments Payment Express account there are two usernames passwords One is for Salesforce and the other is for PayLine Online web access It is the Payline account that is used here You need to create a CSV file needs to following specifications https www paymentexpress com Technical Resources Other Components Payline Batch Processor Please see the Authorisation transactions transaction section as that is the one we need to get the tokens For the ref use the contactld or even the recurring payment id as extracted in step 2 For the Account column please contact AAkonsult support aakonsult com for details Process and generate the Tokens 1 Log into Payline 2 Upload the CSV file for bulk tokenisation 3 Wait for the process to complete then download from the reports section 4 Upload Token into Salesforce The CSV file generated in step 3 contains the Recurring Payment Record id Reference and Token Use these details to update the dpsBillingld in Salesforce Installation Manual c AAkonsult Pty Ltd 2014 350
222. rt Installation Manual c AAkonsult Pty Ltd 2014 Page 68 Installation Manual konsult PAYMENTS _ Q 4 4 Set the Default Record Type to Payment and Save Selected Record Types Select the record types for this user profile You need to add the record type field tc Available Record Types Selected Record Types Default Record Type select the default record type for this user profile The default record type is used 5 Allocate Permissions Installation Manual c AAkonsult Pty Ltd 2014 69 Installation Manual Installation Manual konsult 5 1 Scroll down to Standard Object Permissions on the Payment Profile screen Standard Object Permissions Accounts Assets Campaigns Cases Contacts Contracts Documents Custom Object Permissions Account Subscriptions Account Subscription Payment Direct Debit Batches Error Logs Import Files Import File Line Items Import File Line Item Payment Txn s Merchant Facilities Payment Items Payment Item Group 5 2 Select Edit Read Create Edit Delete View Modify All Z Ideas Leads 4 x Opportunities X yx Products Solutions Read Create Edit Delete View Modify All Payment Options Payment Txn s Payment Types 1 Recurring Payments Subscription Groups Subscriptions Subscription Issues 7 Subscription Issue Items 71 Subscription Payments URL Tokens c AAkonsult Pty
223. rule when a record is created and any time it s edited ta subsequently meet criteria Mo workflow actions have been added Edit Delete Description Select Existing Action Edit Remove Email Alert send 1st Renewal Reminder Email Edit Remove Field Update set ist Reminder Due Add Workflow Action Y Add Time Trigger Make sure you are NOT adding a time based workflow but an immediate one c AAkonsult Pty Ltd 2014 157 Installation Manual Installation Manual konsult PAYMENTS 9 1 Select Field Update Select Existing Actions Choose Action Type Field Update set 1st Reminder Due A Field Update set 2nd Reminder Due Installation Manual c AAkonsult Pty Ltd 2014 158 Installation Manual konsult PAYMENTS 9 2 Select Field Update Set 1st Reminder Due Select Existing Actions Help for this Page Choose Action Type Search Field Update i Field Update set2nd Reminder Due gt ield Update set Ist Reminder Due 10 Select Done button to complete the workflow rule Edit Rule 1st Renewal Reminder Help for this Page Step 3 Specify Workflow Actions Step 3 of 3 Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 1st Reminder Set Reminder AND Subscription Membership Status EQUAL TO Cancelled Evaluation Criteria Eva
224. s Recurring Process ADD TIME BASED WORKFLOW Recurring Payment Card Expir Recurring Payment Error 15 person requesting WIrect Veo oul processing is now complete This is run far Direct Debit add to batch complete batch email is sentto the person requesting the Direct Debit Ext that the extract is complete and available far them ta downloa Send Notification that a new error has been logged sends an email after Import File Processing request has bee Notification is sentto the PaymentType Donor Care when the transaction is greater than the PaymentType Large Payment Mark Refunds as having been receipted sa they will ga thrauc process sends outa confirmation email when a membership is appre member renews UPDATE configure who in your organisation is to get this notification send an internal notification that a new online MEMBERSHIP made and matching completed NB ONLY works when background processor going UPDATE configure who in your organisation is to get this notification send an internal notification that a new online payment has b Memberships as this is a separate warkflow notification Recurring Payments are placed in the Payments Queues will This time based workflow moves itta Payment Start to do the UPDATE 1 Filed Update set Status Payment Start For organisations that need to gettheir card holders expiry da
225. s There are a number of pre built notifications and alert workflows that are enabled by default The following are options that organisations can choose to enable should the need arise New Online Payment Notification New Online Membership Payment Notification Recurring Payments If your organisation relies on recurring payments these workflows are recommended How to set up recurring payments How to set up a recurring payment restart reminder Installation Manual c AAkonsult Pty Ltd 2014 Page 141 Installation Manual konsult PAYMENTS _ Batch Processing If you use batch processing it is very useful to have these workflow rules set up if the processing is stopped f you need to deliberately stop the batch process this workflow reminds you to restart it How to set up the batch payments process restart reminder e If the batch process stops unexpectedly this workflow sends a notification to let you know How to set up the batch payments process not running notification Installation Manual c AAkonsult Pty Ltd 2014 Page 142 Installation Manual konsult PAYMENTS How to send out first automated reminders contact level This workflow setup is required if you wish to send out a first automated reminder to Contact level members subscribers Quick Steps 1 Clone Workflow rule 1st Renewal Reminder ADD TIME BASED WORKFLOWTJ and rename to 1st Renewal Reminder 2 Add Immediate Wor
226. s Restart Reminder ADD TIME BASED WORKFLOW r Step 2 Configure Workflow Rule Enter the name description and criteria to trigger your workflow rule In the next step associate workflow actions with this workflow rule Edit Rule Required Infe Description Remind Payment Administrators if a Recurring Payment Schedule has been stopped but restarted within 24 hours f mud m Installation Manual c AAkonsult Pty Ltd 2014 236 Installation Manual konsult PAYMENTS 5 Select the Add Time Trigger button Edit Rule Recurring Payments Restart Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronIriggerId EQUALS null Merchant Facility Evaluation Criteria Evaluate the rule when record is created and any time its edited to subsequently meet criteri Immediate Workflow Actions workflow actions have been added Add Workflow Action Time Dependent Workflow Actions See an example o workflow actions have been added Before adding a workflow action you must have at least one time trigger defined Add Time Trigger 5 1 Set Time Trigger to 1 day after Rule Trigger Date and Save Add Time Trigger Merchant Facility Workflow Time Trigger Edit Workflow Rule Recurring Payments Restart
227. scription Renewal Reminder ADD TIME Object Account Subscrip BASED WORKFLOW Namespace Prefix AAKPay Evaluation Criteria Evaluate the rule its edited to subs Installed Package AAKPayments Active Description EmailAccount Subscription Contact a reminder that their subscription is now due UPDATE Add timebase workflow 30 days before subscription end date Email Alert send 1st Account Subs Renewal Reminder Email Field Update set 2nd Reminder Due m amm 4 4 1 Re name the workflow rule 151 Account Subscription and select Save amp Next Edit Rule 1st Account Subscription Renewal Reminder ADD TIME BASED WORKFLOW Step 2 Configure Workflow Rule meson seve a sea Enter the name description and criteria to trigger your workflow rule In the next step associate workflow actions with this workflow rule Edit Rule Required In Object Account Subscription 151 Account Subscription Description EmailAccount Subscription Contact a reminder that their subscription 4remaining now due Installation Manual c AAkonsult Pty Ltd 2014 Page 181 Installation Manual konsult PAYMENTS 5 Select the Add Workflow Action Edit Rule 1st Account Subscription Renewal Reminder Help for this Page 4 Step 3 Specify Workflow Actions Done Specify the workflow actions that will be triggered when the rule criteria are met See a
228. setLayout Opportunity Opportunity Layout View Assiqnment View Assignment Campaign Campaign Layout Opportunity Product Opportunity Product Layout View Assignment View Assignment Campaign Member Campaign Member Page Layout Price Book Price Book Layout View Assignment View Assignment Case Case Layout Product Product Layout View Assignment View Assignment Case Close Close Case Layout Solution Solution Layout View Assignment View Assignment Contact Contact Layout Task Task Layout 4 Set Record Types c AAkonsult Pty Ltd 2014 Page 65 konsult Installation Manual 4 1 Scroll down to Record Type Settings heading a ERES P LH Ga samo Installation Manual Record Type Settings Standard Record Type Settings Accounts Announcements Campaigns Campaign Members Cases Contacts Content Contracts Custom Record Type Settings Account Subscriptions Account Subscription Payment Direct Debit Batches Error Logs Import Files Import File Line Items Import File Line Payment Txn s Merchant Facilities Payment Default c AAkonsult Pty Ltd 2014 Events Inbound Social Posts Leads Opportunities Price Books Products Solutions Tasks Payment Options Payment Txn s Payment Types Recurring Payments Subscription Groups Subscriptions Subscription Issues
229. sions Custom Setting Pages Sites Static Resources Tanlo Email Services Help for this Pi Email Services Email services are automated processes that use Apex classes to process the contents headers and attachments of inbound email For example you can create an service that automatically creates contact records based on contact information in messages Each email service has one or more email service addresses that can messages for processing lt Before creating email services create Apex classes that implement the Messaging InboundEmailHandler interface global class myHandler implements Messaging InboundEmailHandler global Messaging InboundEmailResult handleInboundEmail Messaging InboundEmail email Messaging InboundEnvelope envelope Messaging InboundEmailResult result new Messaging InboundEmailresult return result View Create New View nis HI JKULMNOPQORSTUVIWIX Y 2 No records to display Under Setup gt Develop gt Email Service Click the New Email Service button Installation Manual c AAkonsult Pty Ltd 2014 Page 330 Installation Manual konsult PAYMENTS 2 Link Email service to importFileEmailListener Email Service Email services let you use Apex classes to process the contents headers and attachments of inbound email Use the settinc create ane or more email service addresses to receive messages for processing Save and Ne
230. site to your Merchant Facility 48 HOW lo add a custom URL ODUORl 53 eui d S SS S SS SSS SSS ss 61 How to set up external site security older version 62 How to set up external site security enhanced version 79 How to set up internal security Salesforce 81 FoM OW 84 How to set up Payment Express 85 How to set up Payment Express PxPay a a aa 87 How to set up Payment Express 2 a 90 POW IO Sel UD DOP ns 92 HOW Setup AUINONI ZS uuu uuu u u uu asa susan tibns 100 Address autocomplete and 101 Vich ad SS uu a 102 How to setup Google Places Address Validation 105 How to setup Data lools KI eD8r uu u YR ik arl ei E i ke E Ec S Pn a an 110 How to setup DataTools Kleber for Leads Contacts and Accounts 115 C oO n ATOM r PON aeos sura quiin
231. sult PAYMENTS 5 Add Custom Links semema s Event Attendee OK Event Attendee Lis Expanded Lookups Related Lists Report Charts Other Information Header visible on edit on N Additional Information Header visible on edit N i System Information Header visible on edit only Created By Sample User Last Modified By Sample User View paign Inf Description Information Header visible on edit only Description Sample Description i Custom Links Header visible on detail only View Campaign aent Attendee Group Influence Report List Mobile Cards Salesforce1 only The custom links contains links to Campaign specific reports that will show lists of attendees for the Campaign 6 Save Campaign Layout save 3 Quick save Preview Cancet undo Redo E Layout Properti Aawer rna Butonname Buttons Add Event Atter Edit Custom Links Advanced Setup Manage Members Expanded Lookups Clone Sharing Related Lists Delete Submit for Approval Report Charts c AAkonsult Pty Ltd 2014 302 Installation Manual Installation Manual konsult PAYMENTS How to create a button on the Campaign Member Cash Cheque Money Orders and Credit Card payment buttons are available for Accounts Contacts Opportunities and Campaign Members tabs For other obje
232. sult PAYMENTS wy How to create custom buttons Edit Lead Custom Button or Link Help for this Page Credit Card Payment Custom Button or Link Edit Save was successful Label Credit Card Payment Name Credit Card Payment i Getting Started Sample Buttons amp Links z Display Detail Page Link View example Detail Button View example List Button View example Behavior in existing window without sidebar or header w View Behavior Options content Source URL Select Field Insert Field Functions Insert Merge Field Function Categories gt apex AAkPay Checkout customRefFieldName Lead c amp customRefPFieldId Lead idl Insert Selected Function Check Syntax i Link Encoding Unicode UTF 8 The button must be created on the destination object In the above example the button would be created on the leads Object Use the following URL s For Credit Card Payments AAkPay__ Checkout customRefFieldName xxxxx amp customRefFieldld yyyyy For Manual Payments AAkPay__ manualPayment customRefFieldName xxxxx amp customRefFieldld yyyyy c AAkonsult Pty Ltd 2014 Installation Manual Page 320 Installation Manual konsult PAYMENTS Where xxxxx is internal fieldname that was created on Payment object example lea
233. t Email Templates System Overview Personal Setup My Personal Information Email Import Desktop Integration My Chatter Settings App Setup Customize gt Create Develop Deploy schema Builder Canvas App Previewer Installed Packages AppExchange Marketplace Critical Updates Manage Users Manage Apps Company Profile Installation Manual c AAkonsult Pty Ltd 2014 174 Installation Manual konsult PAYMENTS we Select AAkonsult Payments from the drop down Folder list AAkonsult Payments Below 15 a list of all your email templates in the folder selected Click the ne email templates when sending single emails For mass emails only text H Folder AAkonsult Payments v Edit Create New Folder Scroll down to find Renewal 2nd Reminder AAkonsult Payments Below is a list of all your email templates in the folder selected Click the new email templates when sending single emails For mass emails only text HTM Folder AAkonsult Payments Edit Create New Folder Hew Template Action Email Template Template Type Available For 4 Renewal 2nd Account Reminder Edit Del Els opr Visualforce Edit Del peg Renewal 2nd Reminder J vw Edit Del Rd Renewal 2nd Reminde Visualforce subscription Issue Mailout T Edit Del Text A subscription Issue Payment Del 8
234. t Express by Direct Payment Solutions DPS If you are with the Commonwealth Bank of Australia you will also need to specific that you need and internet merchant account via CommWeb and that you would like to have the following transactions Purchase Refund Authorisation Complete If you are in North America please contact AAkonsult at info aakonsult com and we can provide a contact If you are unsure if your bank is supported please check the Payment Express website at http paymentexpress com au Knowledge Base Bank Guides If your bank is not listed there is often options available so please contact AAkonsult at info aakonsult com 2 Ensure you have the following policies on your website 2 1 Contact Information Your website will be checked items such as Installation Manual c AAkonsult Pty Ltd 2014 Page 11 Installation Manual The domain name matches the domain name on the registration form Your trading name eg Logo is clearly visible Your organisation is the owner of the domain Your address including country code are on the site e Contact email and contact phone number 2 2 Privacy policy Names addresses are stored securely in Salesforce We also store IP address and browser Information for diagnostics and fraud prevention Credit Card No s and CCV s are NOT stored in Salesforce but tokens for recurring billing might You should check with your legal advisor when creating the Privacy Policy
235. t PAYMENTS 3 Locate Places API and Start Google Developers Console Sign up for a free trial Jeff Welcome to the new Google Developers Console Prefer the old console Go back Dismiss lt Projects API Project Browse APIs NAME QUOTA STATUS Credentials Consent screen Places API The Google Places API is a service that returns information about a place defined within this API as an 100 000 requests day ES Push establishment a geographic location or prominent point of interest Monitoring Source Code Compute Networking Storage Big Data Support Need help Type Places in the browse APIs selection Once you have located the Places API press the OFF button to activate the API 4 Agree to Terms and Conditions Enable the Places API v have read and agree to Google Maps Earth APIs Terms of Service efined Read understand and agree to the Terms and Conditions Installation Manual c AAkonsult Pty Ltd 2014 Page 106 Installation Manual konsult PAYMENTS 5 Create Credentials Google Developers Console lt Projects OAuth OAuth 2 0 allows users to share specific data API Project with you for example contact lists while keeping their usernames passwords and other information private Permissions Learn more Billing amp settings mesa APIs N Public API access No keys found Pu Use of this key does not require any user action Monit
236. t Pty Ltd 2014 Page 340 Installation Manual Installation Manual konsult PAYMENTS 4 3 Fill in details and select Save webhook Add A Webhook Order payment https aakpaytest developer edition ap1 force Cancel Save webhook 1 Select Order payment from the drop down menu 2 Select JSON format 3 Copy amp Paste the special URL from your AAkonsult Merchant Facilities tab 5 Test the integration 5 1 Select send test notification Webhooks Event Callback URL Format You can subscribe to events for your products and orders by creating web hooks that will push Order https aakpaytest developer JSON send test XML or JSON notifications to a given URL payment edition ap1 force com services apexrest AAkPay shopify a0C9000000GlmuE notification Create a webhook 5 2 Check for a new transaction in the Payments Txn tab AAkonsult Payments A new entry from Bob Biller from My Company will be created This could take a few minutes Installation Manual c AAkonsult Pty Ltd 2014 Page 341 Installation Manual Website Setup Installation Manual c AAkonsult Pty Ltd 2014 Page 342 Installation Manual konsult PAYMENTS _ to your form to your website The AAkonsult Payments forms can be added to your website in a number of ways These methods available inlcude e Embedded using an iframe e Embedded using a lightbox e Launched from a button or a link
237. t only approvals have update access to the Approval field on the Payment Txn Object Quick Steps 1 Locate workflow Refund Approval 2 Update the recipient of the workflow email 3 Enable this workflow 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules 2 jeff challis c AAkonsult Pty Ltd 2014 271 Installation Manual Installation Manual 2 Select Workflow Rules Installation Manual App Setup Custom Labels Interaction Log Layouts Objects Packages Report Types Tabs Edit E dit E dit E dit E dit E dit E dit Workflow Rules _ Workow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Knowledge Action Post Templates settings Develop el c AAkonsult Pty Ltd 2014 Edit E dit E dit Edit E dit E dit E dit konsult Page 272 Installation Manual konsult PAYMENTS 3 Use the alphabetical look up to find Refund Approval and Activate All Workflow Rules Configure your organization s workflow by creating workflow rules Each workflow rule consists of Quick Tips Criteria that cause the workflow rule to run Immediate actions that execute when a record matches the criteria For example salesforce com can automatically send an email that notifies the account team
238. t up check for the following error message System QueryException Non selective query against large object type more than 100000 rows Consider an indexed filter or contact salesforce com about custom indexing Installation Manual c AAkonsult Pty Ltd 2014 Page 336 Installation Manual konsult PAYMENTS Shopify Installation Manual c AAkonsult Pty Ltd 2014 337 How to set up Shopify The Shopify Integration allows organisations to create an online shopping cart and to have orders that have been paid for details stored in salesforce com This provides a complete view of all purchases that a customer has made with your organisation 1 Set up a Shopify account 1 1 Navigate to the Spotify website link below a Use Shopify to sell your products Everywhere Trusted by over 100 000 businesses worldwide Sell online Sellin store http www shopify com ref aakonsult pty Itd 1 2 Set up an account that suits your organization s needs 2 Obtain a license key from AAkonsult Contact AAkonsult info aakonsult com Installation Manual konsult PAYMENTS 2 1 Enter your license details into the Merchant Facilities tab PRPS YP PPR Ee Liy ALLA IL UO uie mime Additional License Options License Expiry Date 28 06 2014 License Key hHwbe4 zZeuPPHgatSAXb5pVHxw3nwCRcpRXcKDapBIK Y 3 Find the webhook to link AAkonsult Payments to Shopify 3
239. ted and any time it s edited ta subsequently meet criteria Immediate Workflow Actions Ho workflow actions have been added Add Workflow Action y 30 Days Before Account Subscription End Date Edit Delete workflow actions have been added to this time trigger Add Workflow Action Y Add Time Trigger Page 185 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS 7 1 Select Select Existing Action from the drop down menu Time Dependent Work ow Actions 727 30 Days Before Subscription End D Ho warkflow actions have been added New Task j New Email Alert New Field Update New Outbound Message 7 2 Select Email Alert from the Choose Action Type drop down menu select Existing Actions Help for this Page Choose Action Search Email Alert epo ine Available Actions Selected Actions Email Alert Send Membership Confirmation Email sent after a membership has been approved Email Alert send 1st Renewal Reminder Email Email Alert send 2nd Renewal Reminder Email Installation Manual c AAkonsult Pty Ltd 2014 Page 186 Installation Manual konsult PAYMENTS _ 7 3 Add Alert send 1st Renewal Reminder Email and Save select Existing Actions Help for this Page ae Email Aet v in as Search Email Alert for Type Available Actions S
240. the tasks you normally assign the emails you regularly send and other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflow automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value af a field an a record Outbound Messages Send a secure configurable message in XML format ta a designated listener Far example workflow can Assign follow up tasks to a support rep ane week after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound message an external HR system to initiate the reimbursement process for an approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatical
241. tification Send an internal notification that a new online payment has been made Excluding Memberships as this is a separate Txn workflow notification Approval Processes Using This Email Alert Approval Processes Using This Email Alert Help CP c AAkonsult Pty Ltd 2014 280 Installation Manual Installation Manual konsult PAYMENTS 6 Update the recipient s and Save oend an internal notification that a new online payment has been made Managed Create email alert to associate with one or more workflow rules approval processes or entitlement processes When entitlement processes assaciated with it This Email Alert is managed meaning that you may only edit certain attributes Display Information Email Alert Edit Edit Email Alert Description Send aan Internal notification that a new online payment has been made Unique Name Send an internal notif i Prefix AAkPay Installed Package AAkPavments Object Payment Txn Email Template New Online Payment N J Protected Component Recipient Type Search User for Find User TestFulluser Account Owner User Jeff challis Installation Manual c AAkonsult Pty Ltd 2014 281 konsult PAYMENTS Installation Manual How to ac
242. tion you must have at least one time trigger defined Set Time Trigger to 10 days after Subscription End Date and Save Add Time Trigger subscription Workflow Time Trigger Edit Workflow Rule 2nd Renewal Reminder 10 Subscription End Date Note You can change the number of days as required if you wish to give more less notice Installation Manual c AAkonsult Pty Ltd 2014 Page 169 Installation Manual konsult PAYMENTS Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule 2nd Renewal Reminder Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Subscription Renewal Reminder EQUALS 2nd Reminder AMD Subscription Me Cancelled Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions workflow actions have been added 70 10 Days After Subscription End Date Edit Delete workflow actions have been added to this time trigger Add Workflow Action Y Add Time Trigger Installation Manual c AAkonsult Pty Ltd 2014 Page 170 Installation Manual konsult PAYMENTS Select Select Existing Action from the drop down menu Time Dependent Wor flow Actions 727 30 Days Before Subscription
243. tion Remind Payment Administrators if a Recurring Payment Schedule has been stopped but nat restarted w UPDATE AH LIS T E ma s el ETT rt Imm 8 2 Set Default Workflow User and Save Workflow amp Approvals Settings Help for this Page Specify a default workflow user Salesforce com recommends choosing a user with system administrator privileges Enabling email approval response lets users reply ta email approval requests by typing APPROVE or REJECT in the first line and adding comments in the second line Enable Email Approval Response A By enabling the email approval response feature you agree to allow salesforce com to process email approval responses update approval requests for all active users in your organization and update the approval object on behalf of your organization s users If a Default Workflow User has already been set this step will be skipped Installation Manual c AAkonsult Pty Ltd 2014 Page 244 Installation Manual konsult PAYMENTS How to set up the batch payments process restart reminder The Batch Payment Processor is started from the Start button on the Merchant Facility and processes new transactions every 10 minutes This workflow is used if the Batch Payment Processor has been running and has been turned off for more than 24 hours Quick Steps 1 Clone Workflow rule Batch Payments Process Restart Reminder ADD TIME BASE
244. tivate New Online Membership Payment Notification Turn this workflow on if you wish to be notified of all new Membership Subscription Payments are made Quick Steps 1 Locate workflow New Online Membership Payment Notification 2 Update the recipient of the workflow email 3 Enable this workflow 1 Navigate to Setup gt App Setup gt Create gt Workflow amp Approvals gt Workflow Rules jeff challis w F Page 282 c AAkonsult Pty Ltd 2014 Installation Manual Installation Manual konsult PAYMENTS 2 Select Workflow Rules Custom Labels Interaction Log Layouts Objects Packages Report Types Tabs Workflow Rules Approval Processes Flows Tasks Email Alerts Field Updates Outbound Messages Knowledge Action Past Templates Settings el Installation Manual c AAkonsult Pty Ltd 2014 283 Installation Manual konsult PAYMENTS 3 Use the alphabetical look up to find New Online Membership Payment Notification and Activate SCs p FEW a a E Tu u W All Workflow Rules Help for this Page Configure your organization s workflow by creating workflow rules Each workflow rule consists of Quick Tips Criteria that cause the workflow rule to run Useful Sample Workflow Rules Immediate actions that execute when a record matches the criteria For exam
245. tomize Create Develop Classes Triggers Apex Test Executian Components Custom Permissions 2 2 Select Manage next to Household Settings 2 3 Untick the checkbox for DISABLE Household Opportunity trigger field Advanced Household Naming Always Rollup to Primary Contact gt Async Household Naming gt 7 7 DISABLE HouseholdAfter trigger 7 DISABLE HouseholdBefore trigger 7 DISABLE Household Opportunity trigger V DLE opusehold trig p DISABLE OpportunityRollup trigger gt Roll Up Opps in Triggers Enable Soft Credit Rollups Enable Update Check Opp Rectypes Excluded for Account 3 Schedule Roll up processor to automatic The Batch Payment Processor started on the Merchant Facility Tab is not compatible with this part of the Nonprofit Starter pack for versions 2 0 or earlier The below steps enable the scheduling of the roll ups so totals on Accounts and Contacts get re calculated daily Installation Manual c AAkonsult Pty Ltd 2014 Page 135 Installation Manual konsult PAYMENTS 3 1 Navigate to Opportunity Roll ups Tab App Setup Customize Create Develop Apex Classes lI Apex Triggers Apex Test Execution Click at the end of the Tabs the select Opportunity Rollups 3 2 All Tabs salesforce com Developer Edition Mozilla Firefox AAKonsult Jeff C
246. ts Object Merchant Facility Email Template Batch Payment Schedule ex Protected Component Recipients e Available Recipients Selected Recipients Merchant Facility Owner 3 User Carol Challis 8 Select Done button to complete the workflow rule Edit Rule Batch Payments Process Restart Reminder Help for this Page Step 3 Specify Workflow Actions Step 3 of 3 Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Merchant Facility cronTriggerBatchId EQUALS Merchant Facility Primary EQUALS True Evaluation Criteria Evaluate the rule when a record is created and any time it s edited to subsequently meet criteria Iimmarliata Woarkflaw Actinne Installation Manual c AAkonsult Pty Ltd 2014 256 Installation Manual konsult PAYMENTS 8 1 Select Activate to begin the workflow process Workflow Rule Batch Payments Process Restart Reminder Back to List Workflow Rules Workflow Rule Detail petete cione 5 Rule Name Batch Payments Process Restart Reminder Active Eva Description Remind Payment Administrators if a Batch Payment Processor has been stopped but not restarted UPDATE Add time based action 1 day aft rule trigger Sand Email and reminder that Hatch Pavmantas Prareacenr hac haan ctannad and 8 2 Set Default Workflow User and Save Workflow amp Approvals Setti
247. u press the Save button for closing the screen edit only Sarah Sample Sample Account Standard Buttons Delete Cone Sharing Request Update View Sef Service Enable Set Service Custom Buttons Phone 1 415 555 1212 Home Phone 1 415 555 1212 Mobile 1 415 555 1212 You ll need to repeat this process for other layouts should they exist 3 Adding address autocomplete and validation for Accounts 3 1 Edit the Account page layout nents Merchant Facilities Payment Txn s Manual Payments Recurring Payments Subscription Groups Account Subscriptions Subscriptions Subscription Issues Account Customize paoe peta View Help for this Q Q Corp Show Feed Back to List Leads Account Detail Account Owner Account Name Parent Account Account Number Account Site Type Industry Annual Revenue Number of Gifts Two Years Ago Total Gifts Last Year Total Gifts This Year Total Gifts Billing Address Contacts 1 Opportunities 1 101 Open Activities 0 Activity History 0 Notes amp Attachments 0 Partners 0 Jeff Challis Change Q Corp View Hierarchy 0 00 500 00 500 00 76 Brunswick Street Eat Delete omine Rating Phone Fax Website Ticker Symbol Ownership Employees SIC Code Total Number of Gifts Average Gift Best Gift Year Best Gift Year Total First Gift Date First Donation Date Largest Gift
248. ublicly expose any information stored in your organization through pages that match the look and fee to create public community sites to gather customer feedback branded login and registration pages for your portals Web forms for capturil Because sites are hosted on Force com servers there are data integration issues And because sites are built native Visualforce pa information is performed automatically You can allow users to access your site through your unique Farce com domain and URL or you C or subdomain to redirect to your site Create multiple sites that appeal to different audiences and satisfy your company s various business needs For example a software come developers another for customers and a third for marketing Your Sites Your Force com Domain MyCompany force comidevelopers MyCompany force com gt MyCompany force MyCompany force com marketing Create Your Force com Sites Your Force com domain name is aakpaytest developer edition ap1 force com Force Sites Terms and Conditions Sites aakpaytest developer edition ap1 force com Action Site Label Site URL Site Description Active Site Installation Manual c AAkonsult Pty Ltd 2014 Page 36 Installation Manual konsult PAYMENTS _ 2 1 Fill in the details for your site 1 Create a meaningful Site Label for visitors to your site Create a Site Name for referencin
249. ule Criteria Account Subscription Renewal Reminder EQUALS 1st Reminder Set Reminder AND Account Subscription Membership Status EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when record is created and any time it s edited to subsequently meet criteria Immediate Workflow Actions Action Type Description Edit Remove Field Update Add Workflow Action Time Dependent Workflow Actions Set ist Account Reminder See an example o workflow actions have been added Before adding a workflow action you must have atleast one time trigger defined sime roe 6 1 Set Time Trigger to 30 days before Subscription End Date and Save Add Time Trigger Account Subscription Workflow Time Trigger Edit Workflow Rule 1st Account Subscription Note You can change the number of days as required if you wish to give more less notice Installation Manual c AAkonsult Pty Ltd 2014 Page 184 Installation Manual konsult PAYMENTS 7 Select the Add Workflow Action button in the Time Dependent Workflow Action section Edit Rule 1st Account Subscription Step 3 Specify Workflow Actions Specify the workflow actions that will be triggered when the rule criteria are met See an example Rule Criteria Account Subscription Renewal Reminder EQUALS 1st Reminder Set Reminder AN Membership Status NOT EQUAL TO Cancelled Evaluation Criteria Evaluate the rule when a record is crea
250. urrency Calculate a dollar or other currency amount and automatically format the field as a currency amount Example Gross Margin Amount Cost Date Calculate a date for example by adding or subtracting days to other dates Example Reminder Date CloseDate 7 Date Time Calculate a date time for example by adding a number of hours or days to another date time Example Number Calculate a numeric value Example Fahrenheit 1 8 Celsius 32 Percent Calculate a percent and automatically add the percent sign to the number i ME 6 5 formula URL Help for this Page o New Custom Field Step 3 Enter formula Step 3 of 5 Previous Next Cancel Quick Tips Enter your formula and click Check Syntax to check for errors Click the Advanced Formula subtab to use additional fields operators and functions Getting Started 7 Example Full Name LastName amp 4 FirstName More Examples Operators amp Functions Simple Formula Advanced Formula eere mis All Function Categories Tiny URL Text https pay mydomain com U T iny Token c BLANKVALUE BR CASE Insert Selected Function Add the formula https pay mydomain com U amp AAkPay Tiny Token c Make sure you replace pay mydomain com with your domain as setup in steps 2 through 5 above Press NEXT Installation Manual
251. utbound Messages Past Templates settings Installation Manual c AAkonsult Pty Ltd 2014 Page 165 Installation Manual konsult PAYMENTS Read about Workflows and select Continue Understanding Workflow Help for this Page 9 Many of the tasks you normally assign the emails you regularly send and other record updates are part of your organization s standard processes Instead af doing this work manually you can configure workflow to do it autamatically What is Workflow Workflow automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value af a field an a record Outbound Messages Send a secure configurable message in XML format ta a designated listener Far example workflow can Assign follow up tasks to a support rep ane week after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound message an external HR system to initiate the reimbursement process for an approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can
252. uthorized Site Standard Pages No standard pages are allowed Action Error Condition Site Page Name Preview Authorization Required Page 401 Unauthorized Preview Limit Exceeded Page 509 BandwidthExcee Preview Maintenance Page 500 503 InMaintenance Preview Page Not Found Page 404 FileNotFound Preview Generic Error Page Exception 24 Hour Usage History Metric Current Usage Installation Manual c AAkonsult Pty Ltd 2014 Page 41 Installation Manual konsult PAYMENTS 2 1 Select the Assignment button Error Pages Page Assignment Error Pages Help Action Error Condition Site Page Hame Site Page Description Preview Authorization Required Page 401 Unauthorized Default Force com Authorization Required page Preview Limit Exceeded Page 509 BandwidthExceeded Default Force com Limit Exceeded page Preview Maintenance Page 500 503 InMaintenance Default Force com In Maintenance page Preview Page Not Found Page 404 FileNotFound Default Force com Page Data Not Found page Default Force com page for post authentication errors Preview Generic Error Page Exception 2 2 Type checkoutError for the two fields shown below Assign Error Pages Payments By default standard Farce cam branded error pages appear Replace them with yo Assign Error Pages Cancel Authorization Required a Unauthorized CL Limit Exceeded Page 509 BandwidihExceeded a Mainte
253. w cons baw Easy to Try Kleber allows you to try out all of the options even before you become a subscriber Our showcases not only describe real life examples of how you can implement Kleber data methods but they also allow you to enter your own information into the showcase so that you can see it working in action Each individual data method also has a detailed method description accessed by clicking on the method itself in the method list At this detailed level you will find a working example at the top where you can enter data and see how the results are returned Ifyou then decide to trial the product you can register here to receive 50 free credit Registering gives you full access to the Kleber platform and all data methods so that you can implement them into your own environment and the 50 free credit allows you to test out any method or methods you like Kleber currently includes a credit for organisations to trial their tool AAkonsult will not be charging anything additional for the Kleber Integration providing organisations sing up through the AAkonsult Kleber link If you are already a DataTools Kleber customer then please contact info aakonsult com for the Kleber pricing information After clicking on AAkonsult Kleber link then select the Learn More Tab followed by you can register here link in the Easy to Try section Installation Manual c AAkonsult Pty Ltd 2014 Page 110
254. w Email Address Cancel Email Service Information Email Service Name ApexClass mponFileEma O Attachments AJ Advanced Email Security Settings m Accept Email From Convert Text Attachments to Binary Attachments Failure Response Settings Configure how salesforce com responds when an attempt to o this email service fails for the reasons shown below Over Email Rate Limit Action Requeue message v Deactivated Email Address Discard message v Action Deactivated Email Service Discard message v Action Unauthenticated Sender Discard message Action Unauthorized Sender Action Discard message Enable Error Routing Route Error Emails to This Email Address umm Ensure you link the service to the Apex Class importFileEmailListener Accept all attachments Put authorised individual emails and or your companies domain here If the email is forwarded from a different email then it will not be accepted Requeue if you go over your daily limit Enable Error Routing Send any errors to a support person in your organisation 9 Installation Manual c AAkonsult Pty Ltd 2014 Page 331 Installation Manual konsult PAYMENTS Press Save and New Email address 3 Save the email address Email Service Address Specify an email address for this email service The email service processes messages sent to this address One email ser Email Service
255. w automates the following types af actions based an your organization s processes Tasks Assign a new task to a user role ar record owner Email Alerts Send an email ta one or more recipients you specify Field Updates Update the value of a field an a record Outbound Messages Send a secure configurable message in XML format to a designated listener Far example workflow can Assign follow up tasks to a support rep ane week after a case is updated Send sales management email alert when a sales rep qualifies a large deal Change the Owner field on a cantract three days before it expires Trigger an outbound message an external HR system to initiate the reimbursement process for an approved expense report Each workflow rule consists of Criteria that cause the workflow rule to run Immediate actions that execute when record matches the criteria Far example salesforce com can automatically send an email that notifies the account team when a new high value opportunity is created Time dependent actions that queue when a record matches the criteria and execute according ta time triggers For example salesforce com can automatically send an email reminder ta the accaunt team if a high value opportunity is still open ten days before the close date U Don t show me this page again Continue This page can be turned off Installation Manual c AAkonsult Pty Ltd
256. w online MEMBERSHIP payment has been made Email Alert Printable View Help for this Page Send an internal notification that a new online MEMBERSHIP payment has been made Managed Back to List Workflow Rules This Email Alert is managed meaning that you may only edit certain attributes Display Mare Information Rules Using This Email Alert 11 Processes Using This Email 0 Entitlement Processes Using This Email Alert 0 line MEMBERSHIP payment has been made Email Template Email Alert Detail Description Send an internal notification tf x Unique Name Send an internal notification that a new online MEMBERSHIP payment has been made Object Payment Txn Namespace Prefix Installed Package AAkPayments From Email Address Current Users email address Recipients User jeff challis Additional Emails Created By jeff challis 25 10 2014 1 39 PM Modified By jeff challis 25 10 2014 1 39 PM Rules Using This Email Alert Rules Using This Email Alert Help Action Rule Name Description Object Active UPDATE Kiew Eo mnt configure who in your organisation is to this notification TIU Send an internal notification that a new online MEMBERSHIP payment has been made and receipting matching y P Notification compiuto Tn v HB ONLY works when background processor going Edit Activate gh parapa l D
257. y Jeff Challis 24 07 2015 8 15 PM Modified By Jeff Challis 25 07 2015 2 46 Workflow Actions Immediate Workflow Actions No workflow actions have been added Time Dependent Workflow Actions See an 727 7 Days Before Recurring Payment Card Expiry Date Type Description Email Alert Send Credit Card is about to expire 29 Chat Installation Manual c AAkonsult Pty Ltd 2014 Page 231 Installation Manual konsult PAYMENTS How to set up a recurring payment restart reminder This workflow setup is required only if you are using recurring payments The recurring payments run a scheduler that can be easily started or stopped by an authorised person from the Merchant Facility Tab This time based workflow creates a reminder in case the processor is stopped and someone forgets to restart it again Quick Steps 1 Clone Workflow rule Recurring Payments Restart Reminder ADD TIME BASED WORKFLOW and rename to Recurring Payments Restart Reminder 2 Add a Time Dependant Action Set it to fire 1 day after Rule Trigger date 3 Add Action Use existing workflow Email Alert send reminders that Recurring Payments Processor has been stopped 4 Update the recipient of the Email Action Email Alert send reminders that Recurring Payments Processor has been stopped to be a contact in your organisation that will follow up this email alert 1 Navigate to Setup gt App Setup gt Create gt Workflow amp
258. you control Per user limits will be enforced using the address found in each request s userIp parameter if specified If the userIp parameter is missing your machine s IP address will be used instead Learn more ACCEPT REQUESTS FROM THESE SERVER IP ADDRESSES IP address or subnet per line Example 192 168 0 1 172 16 0 0 16 2001 db8 1 or 2001 db8 64 13 108 0 0 15 13 110 0 0 16 96 43 144 0 20 136 146 0 0 15 182 50 76 0 22 185 79 140 0 22 202 129 242 0 23 204 14 232 0 21 See the current Salesforce IP server IP following IP addresses to whitelist article Please make sure you use the addresses in this article under the required for access section as these addresses can vary from the ones shown above screenshot as Salesforce updates IP ranges Copy test values in and press Create button Installation Manual c AAkonsult Pty Ltd 2014 108 Installation Manual 8 Copy your API Key Key for server applications Ion KEY IPS ACTIVATION DATE ACTIVATED BY Edit allowed IPs 13 108 0 0 15 13 110 0 0 16 96 43 144 0 20 Feb 14 2015 9 10 00 AM a Regenerate key Delete Copy this API key as it needs to be entered into the Merchant Facility in Salesforce 9 Update Salesforce with your Google API Key Form Width Mobile Responsive Background Colour w Address Validation Address Helper Address Password Token b Address Helper URL 5
259. you have Donation Record Types List Button URL Edit Layout p New Payment New_Payment Creates new Payment child record Action Layout Contact Roles Layo New t ayment ay y Record y Competitors Edit Opportunities Tab Tab Standard Sale Page Layouts Update a Field Sets Edit Layout Quick Update Quick Update Action Layout Compact Layouts E E dit eh Refresh_Name this name based on the naming scheme NPSP Lm Buttons Links and Actions Edit View View Standard Sale 1 Navigate to setup and section for adding a new button For example on Opportunities navigate to setup gt Customize gt Opportunities gt Buttons and Links 2 Press the New Button on Link button Installation Manual c AAkonsult Pty Ltd 2014 326 Installation Manual konsult PAYMENTS 4 1 custom make payment button details Opportunity Custom Button or Link New Button or Link Help for this Page Custom Button Link Edit Save Quick Save Preview Cancel Lb m Paymen i Quick Tips Getting Started Description Sample Buttons amp Links Operators amp Functions Disnlay Type e a DU 1 t J o Behavior Display in new window v View Behavior Options Content Source URL Field Insert Field Functions Spport Insert Merge Fiel
260. youts click the Page Layout Assignment button to control which page layout users see by Force com Home Person Account Page Layouts Page Layout Assignment Action Page Layout Name Created By System Overview Edit I Person Account Layout Jeff Challis 19 05 2011 11 42 Personal Setup Installation Manual c AAkonsult Pty Ltd 2014 Page 317 Installation Manual konsult PAYMENTS 5 3 Drop and drag buttons into page layout Person Account Layout Custom Console Components Mini Page Layout Mi save Quick Save Preview As v Cancel 2 Undo Reo Layout Properties Quick Find Button Name Credit Card Payment Disable Partner A Enable Self Service Manual Payment sub for Approval TT Edit Get Contacts I icy Customer User Actions Delete Enable As Partner Include Offline Requesjgipdate View Self Service Expanded Lookups Disable Customer Enable Customer User Sha Related Lists Report Charts Lc d Person Account Sample Highlights Panel Customize the highlights panel for this page layout Publisher Actions i The publisher actions are currently inherited from the publisher layout You can override the global publisher layoutto set a customized list of actions far this layout Person Standard Buttons account sa Keno Request Update ew Selk Service Enable Enable As Pane En

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