The Payments app is a Salesforce Connector to multiple payment providers (Stripe, Paytm & RazorPay) which allows you to create payment request links and checkout for your customer from any standard or custom object in Salesforce.

There is no dependency on salesforce’s other applications. The payment app can be configured with any custom or standard object. You need to supply the following parameters in order to use the flow or API - [Customer Name, Email, Phone, Amount].

1. It can be used by internal agents to generate payment links and share them with the customer.
2. Payment checkout screen can be integrated with community or guest users to accept the payment.
3. DC Payment app is also accessible on the force.com sites.

Yes, one licence is required for configuring the webhook URL and integrating the transaction data with Salesforce.

There are various steps:
1. Test Authorizations - Ensure the app is connected to the payment provider.
2. Transaction logs - Monitor the transaction logs data. This object tracks any error that occurred during the API calls, DML operations, etc.
3. Please connect with the Datacolada support team for any other issue.

All the checkout screens are browser supported. Mobile browsers can be used to make the payments.

You need to complete all the steps from the payment Configuration Tab. This is a one-time activity. Please follow our installation guide to get more detailed instructions.

Go to Payment Configuration -> Test Authorization. You can always use this option to test your setup and verify your credentials with the provider.

Yes a sharing rule needs to be created with the guest users if you wish to accept payment in the public domain. This is required to fetch the payment request ID. No sensitive data is exposed on the public site. Please check our manual for detailed instructions.

No, the app exchange product is PCI compliant and we are not storing any sensitive data like card information etc.

DC Payment service admin: Assign this permission set to the internal user who acts as an admin for the org. This will be used for checking transaction logs and generating the payment links for the customers.

DC Payment users - Assign this permission to the customers (community or guest users) who are supposed to make payment for the services.

Yes, customers can customize the payment screens with the company logo and change the theme colors. The process may vary based on the different service provider.

Yes, the payment app can be called from salesforce flow. We have created a sample flow “Capture Payment flow” which can be exposed to the community for testing purposes.

Yes, there is already a predefined payment app flow that can be configured across any record page for any standard or custom object. Please follow our manual guide to learn more about the flow configurations.

Yes, we have a dedicated API that can be called from your apex code to retrieve the payment request and navigate to the checkout screen from any custom-built solution.