Getting started with Payment Experiences

The following is a simple overview of the steps you need to take to start working with FinDock Payment Experiences.

FinDock Payment Experiences is a pilot feature that needs to be activated in your org. Please fill out this form to sign up for the pilot.

FinDock will take you through the scope and capabilities of FinDock Payment Experiences as part of the pilot onboarding process. In addition, we recommend reading through the pilot documentation, starting with our introduction to FinDock Payment Experiences.

If you haven't already, enable Digital Experiences in your org through the Salesforce Setup.

We recommend practicing with the ready-made templates available from FinDock Labs. The site template used Salesforce Lightning Web Runtime (LWR).

Users who need access to your digital payment experience need to have the FinDock Payer permission set group. This permission set group includes two permission sets required to use the FinDock Payment Experiences components: FinDock Core Experience Cloud Run and FinDock Experience Cloud.

Apart from this permission assignment, there are a few key permission-related settings in Salesforce you need to configure to allow guest user access.

1. Adjust Flow access.
   Go to Setup > Flows > [Your flow] > Edit Access and check the setting Override default behavior and restrict access to enabled profiles or permission sets. You may also need to enable specific user profiles for the flow by adding them to the list of Enabled Profiles.
2. Adjust site access.
   Go to Setup > Sites > Builder > Settings > General and check Guest users can see and interact with the site without logging in. On that same settings view, go to Guest User Profile > Enabled Flow Access > Edit and select the payment flow(s) and enable.
3. Adjust API access.
   Go to Setup > Sites > Builder > Administration > Preferences and check Allow guest users to access public APIs.