Configuring FinDock Core

After installing the Core (aka "PaymentHub") and ProcessingHub packages, you can start configuring FinDock Core. This article guides you through the procedures for completing basic Core app configuration only.

Before you start

We recommend taking a moment to collect the following information before starting. This helps you go through the configuration without having to request the information as you need it. To configure FinDock, you need:

  • Number of FinDock user licenses You can find this on the Installed Packages overview in Salesforce Setup. The column “Allowed Licenses” lists either a number of licenses or “Unlimited.” Installed-packages
  • Mandate information To FinDock mandate management, you need to get answers to the following questions about how the organization wants to handle mandates.
    • Will FinDock automated mandate management be used?
    • Will multiple recurring donations be collected using the same mandate?
    • For SEPA mandates: Will the organization use a prefix (such as the organization’s name) on every mandate?

Assign user licenses

If the licenses are unlimited, you can skip this step. If the number of licenses for FinDock is limited, you need to assign each FinDock user a license. This includes licenses for Integration and Guest users (such as websites). License management is standard Salesforce functionality. For further information, please read the Salesforce article Managing Licenses for Installed Packages.

Assign permissions

FinDock contains several permission sets that help you assign the right permissions to users. For further information, set Permissions. Assign permissions using standard Salesforce functionality. For further information, please read the Salesforce permission documentation Control Who Sees What. For admin users:

  • Assign Permission Set “PaymentHub All FLS.”
  • Assign Permission Set “ProcessingHub Operations.”

For end users:

  • Assign Permission Set “PaymentHub Operations.”
  • Assign Permission Set “ProcessingHub Operations.”

For system integrations (Integration Users):

  • Assign Permission Set “PaymentHub Integration Base.”
  • Assign Permission Set “ProcessingHub Operations.”

You might need to add additional permission sets to a user for source connectors and payment extension. Please refer to the specific extension or connector article to check if additional permissions are required.

Activate analytics

You can access the FinDock app from the App Launcher. This app contains links to all the FinDock objects as well as the FinDock setup where you manage settings, source connectors and so forth. The first time you open FinDock, you need to confirm that FinDock is activated and sharing the contractually agreed statistical data with FinDock is allowed. To activate analytics:

  1. Open the App Launcher (button on the top left of the page, just below the Salesforce Cloud logo), search For “FinDock” and select the FinDock app.
  2. Click Confirm to activate FinDock.
    activate FinDock
  3. Select the Setup tab. Each activated package is displayed, and you can access configuration pages for these packages by clicking on the package tile.
    FinDock setup screen
note

FinDock packages installed before October 2019 release are called ‘StepOrange CPM’ or ‘PaymentHub.’ Opening the StepOrange CPM app

Configure Remote Site access

For some operations, including Deploy Config, FinDock needs to be able to call itself through the Salesforce Metadata API. This requires that the URL of the org is in remote site settings. To configure Remote Site access:

  1. Launch the FinDock App and click on the Remote Site Settings tab. You should see a red circle with “1” next to the tab.
    4-4-remote-site-settings-tab
  2. Click the Create Initial Setting button. The page automatically refreshes and takes you back to the app home view. You should see a green “0” next to the remote site settings tab, indicating Metadata Access was successfully configured.
    setup-screen-after
  3. In a separate tab, open Setup > Security > Remote Site Settings and check that the org URL has been correctly added to the settings.

Configure general settings

The general settings include enabling informal logging, enforcing uniqueness of payment profiles, as well as defining your default source connector. During initial configuration, we recommend enabling the informal logs so you get a complete record of what is happening in the background should you need to do troubleshooting. The enforce uniqueness is enabled by default. We recommend keeping the setting as is. It defines what happens when a new payment profile record is created. When enabled, the uniqueness of the payment profile record is guaranteed within all payment profiles that are active and have enforce uniqueness checked. This is enforced through the Unique Identifier field on the Payment Profile object. To configure general settings:

  1. From the FinDock Setup tab, click the General icon.
  2. Configure the general settings as desired.
  3. Click Save.
    findock_core_configuration_enforce_uniqueness

Activate packages

Activate each installed FinDock package. This should include at least PaymentHub. To activate packages:

  1. Launch the FinDock app and click on the Activate/Deactivate tab.
  2. Use the toggle in the Status column to activate packages.
    configuringfindockcore_activating_packages

Configure mandates

Setup mandate handling according to the information you gathered from the organization. To configure mandates:

  1. Launch the FinDock app and click on the Mandates icon.
  2. Enter the prefix the organization wishes to use for Mandate Reference.
  3. Click the check boxes for “Re-use existing mandate” and “Auto Create Mandate Recurring Payment DD.” FinDock otherwise creates a new mandate for every recurring payment.
    mandate-settings
  4. Click Save.

Schedule Apex jobs

Certain functions in FinDock require a scheduled job to run in the background. Unless otherwise specified, we recommend running the following classes at least once a day:

  • PaymentSchedulesSchedule
  • MessagesScheduleInbound

The timing for the PaymentSchedulesSchedule should be discussed with the Finance department. Because it is a heavy process, generally it is best to run this outside normal office hours, such as during the night. The MessagesScheduleInbound should be set to run as soon as possible. This job also automatically reschedules itself. To schedule Apex jobs:

  1. Open the Salesforce setup page, click Apex Classes and then click the Schedule Apex button.
  2. For each FinDock class mentioned above, define a Job Name and schedule the execution time.
    schedule-apex-page