In this video,
I'm going to show you how to set up
a Salesforce Partner Community and add payments to it
for a quick proof of concept using standard components.
My name is Stacey and I'm from Chargent.
If you're a Salesforce admin or consultant
who wants to learn about payments
and be a superstar for your organizations,
then you are in the right place.
And by the way, we've made a special checklist for you
on 10 ways to make Salesforce payment
safe, easy and profitable.
So check that link in the description below.
For this configuration,
you can use the Chargent Anywhere component
to take payments and set recurring payments
from the Deals tab.
These are your opportunities
in Salesforce Partner Community.
The cool thing is,
this works just like when you are in opportunities
in Salesforce as an internal user
and it's pretty straightforward
to configure with this guide.
So here are the steps.
Step one; Lightning Bolt.
We're going to start
with the Lightning Bolt template Partner Central.
You can find that on the Salesforce app exchange
under the Lightning Bolt section.
Salesforce Lightning Bolts
are industry solution templates
built by Salesforce and partners,
helping you to get going with communities faster.
Step number two, sharing settings.
There are quite a few sharing settings
that need to be configured
in order to expose certain Salesforce data
in your partner community, allow updating,
and allow Chargent payment to process.
Okay, Sharing Settings and org-wide defaults.
Sharing Settings allow you to determine
who can access information within your Salesforce org.
External access for communities allows those outside the org
in communities to access specific information
that you control.
The following Sharing Settings need to be set
in order to set up payments in the partner community.
Some settings should always be kept as private
while others are controlled by the parent object.
For leads, the external access should be set to private.
For the account object,
in other words customers and contract
the external access should be set to Private.
For contacts, the external access
should be set to Controlled by Parent.
For opportunities, in other words, deals,
the external access should be set to Private.
For charging orders, the external access
should be set to Private.
Gateways, external access should be set to Public Read Only.
And for transactions, external access
should be controlled by parent.
Step three, required licenses.
For this to work, you will need the following licenses
installed and assigned:
a Salesforce Partner Community license,
all three Chargent packages, Chargent Orders,
Chargent Base, and Chargent Anywhere.
For step four, we'll set up the community user profile.
Set up a profile for a Partner Community User
with the following permissions.
For Objects Settings,
accounts should be set to Read, Create and Edit.
For Chargent Orders,
it should also be set to Read, Create and Edit.
For contacts, also set to Read, Create and Edit,
and for Leads also set to Read, Create and Edit.
And finally, for Opportunities
set to Read, Create and Edit as well.
Step five, create the community.
You will now set up your community; the workspaces.
The administration settings and preferences
should be set as follows:
for Settings, the Status should be set to Active
and for Preferences, the record ownership default owner
should be set to Happy Chargent Customer.
The members should be the system administrator
and the Partner Community User.
Step six, use the Builder.
And now the fun part.
Use the Builder to create menus and pages.
For the navigation menu, add the menu item,
rename accounts Customers.
Set the Type to Salesforce Object,
set the object to Equal Account
and set the Default List View to equal My Accounts.
Next, add the menu item leads.
Set the type to equal to Salesforce Object,
set the object to equal Lead,
and set the Default List View to equal All Open Leads.
Next, add the menu item and rename Opportunities or Deals.
Set the Type to equal the Salesforce Object.
Set the object to equal opportunity
and set the Default List View to equal My Opportunities.
Next, add a menu item Chargent Orders.
The type should be set to Salesforce Object.
The object should be set to Chargent Order
and the Default List View set to All.
Step seven, add Chargent.
Using the Chargent Anywhere component.
You will add payments capabilities
to the community that you have built.
For the Pages and Find Opportunity Details,
Page Variations, create the new page ariation,
Opportunity Detail, make it the default.
Under the Properties, change the layout
to be set up for two columns with a two to one ratio.
Next, add the Chargent Anywhere
to the Opportunity Detail page.
For the configuration set the Gateway ID
for the desired payment gateway,
add the default charge amount.
The opportunity amount field will work, for example.
Limit the Payment Request Contacts to true.
If you missed any of the steps or settings
consult the page in our documentation for easy reference.
And now it is time to test.
You should log in as a Partner Community User to make sure
everything works as expected,
since as the system administrator,
you will have access to things
that regular partner community users will not.
And now, check out this next video.
My name is Stacey and at Chargent we're dedicated
to helping Salesforce customers like you
to keep your payments simple.
And remember, we're always here to help.