• Home

Quick start

The aim here is to get FinDock up and ready to collect payments so you can practice and see how things work. We don't cover the full range of FinDock features. For example, we'll use FinDock Giving Pages as an online payment channel, but you could use a custom front-end integration to the FinDock Payment API as well.

If you prefer self-paced learning, register at the FinDock Academy and enroll in the Getting Started course.

Before you start

To keep this quick start simple, we're going to assume you are working with a sysadmin account.

In a typical FinDock setup, you would normally have multiple user roles with different permissions. For example, the user that activates FinDock functions, like Apex jobs, also executes them. So for the setup, you would log in to the org with that specific account when configuring FinDock.

Another typical user is the integration user, non-person account for connections between FinDock apps, like ProcessingHub, and Salesforce. There are also general permission adjustments to consider.

For now, though, let's continue with one sysadmin user for everything.

To complete the quick start, you need a Stripe account. If you don't have one, create an account.

Install FinDock

  1. Open the FinDock Installer.
  2. Select your Salesforce org type.
  3. Accept the terms and conditions and click Continue.
  4. Log in to your Salesforce org with your sysadmin account.
  5. Wait until the polling of packages is complete and then click Continue.
  6. Select the following packages:
    • PaymentHub Core
    • FinDock Additional Setup
    • ProcessingHub
    • Stripe for PaymentHub
  7. Click Continue.
  8. Accept terms of conditions and the master subscription agreement.
  9. Click Install and wait for the emails from Salesforce confirming the package installations.

Assign permissions

  1. Go to Salesforce Setup and open the Users settings.
  2. Select your current (sysadmin) user for FinDock.
  3. Go to Permission Set Group assignments.
  4. Assign the following:
    • FinDock Administrator
    • FinDock Integration User
    • FinDock Service Agent
    • FinDock Payment Operations

Configure FinDock

  1. Launch the FinDock app and click the FinDock Setup tab.
  2. Go to Connect with FinDock.
  3. With your current user account, connect ProcessingHub and WebHub.
  4. Go to Processing and click Schedule heartbeat.
  5. Go to Payment Processors & Methods.
  6. Scroll down to Stripe and click the install link.
  7. After the installation complete, click Stripe in the installed processors table.
  8. Activate the CreditCard payment method.
  9. Click Add account and fill in a merchant account name.
  10. Set the Test Account toggle to true.
  11. Click Connect with Stripe and follow the instructions. Don't use the skip form option.
  12. After you are redirected back to FinDock, click Save.

Create a Giving Page

To collect payments with FinDock, you need a way to get payments into Salesforce. Here we use Giving pages to create test payments, so let's set that up next.

To configure a Giving page:

  1. From the FinDock Setup tab, click Giving Pages.
  2. Click Create domain, enter a subdomain name and click Save.
  3. Scroll down and click Add Page.
  4. Select any template and click Save. Wait for the Pages Builder to open.
  5. In the builder sidebar, click Payment Form and then Payment Details.
  6. Click Payment Methods and then Configure Payment Methods.
  7. In the pop-up, select Credit Card (PaymentHub-Stripe) for both one-time and recurring payments, then click Save.
  8. Click Save changes in the Payment form settings.
  9. Click Publish in the top right.

Now we can try some test payments.

Collect a one-time test payment

To make a one-time payment:

  1. In the Pages Builder, click Go to page in the top right corner.
  2. Select a one-time amount, then follow the steps in the form.
  3. When redirected to the Stripe checkout page, enter the following test details:
    • Card number: 4242 4242 4242 4242
    • Expiration date: 01/25
    • CCV: 123
  4. Stripe redirects you back to the default Thank You of your Giving Pages page.

FinDock stores all the steps of the payment in Salesforce. To track your payment:

  1. In the FinDock app, go to the Installments tab.
  2. Switch view to All.
  3. You should see a new installment with status Collected.
  4. If you open the Installment, you will see:
    • Your payment details
    • A related contact
    • A related payment profile
    • A related payment

Collect a recurring test payment

Use your Giving Page again to make a test payment, but this time select monthly amount, then check your recurring payment data in Salesforce:

  1. Open the FinDock app and go to the Recurring payment tab.
  2. Switch view to All.
  3. You should see a new recurring payment.
  4. If you open the recurring payment, you will see:
    • Your payment details
    • A related contact
    • A related payment profile
    • A related mandate

To collect an installment for this recurring payment:

  1. In the FinDock app, go to the Payment Schedules tab.
  2. Click New and set the following:
    • Source = PaymentHub
    • Payment Method = CreditCard
    • Payment Processor = PaymentHub-Stripe
    • Target = your default Stripe account
    • Selection Date = first of next month
    • Collection DAte = fist of next month
  3. Click Start Generation.
  4. Follow the payment schedule progress.
  5. Once completed, you can find thew newly created and collected installment from the payment schedule.

Next steps and further reading

If you are implementing FinDock for a nonprofit, you'll probably need to install a source connector. With a different source, the Recurring Payment object is replaced by the source-specific object(s). Installments and schedules maintain their roles as in the above examples.

To get a functional overview of payments orchestration with FinDock, see How FinDock handles payments.

For an overview of what is required for a FinDock implementation project, see Starting a project.

Was this page helpful?