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Quick start

note

FinDock functions like Apex jobs run under the user that activated them. If you wish this to be an integration user, please use that account for all the below steps.

This quick start takes you through the steps for a basic setup of FinDock with Stripe as the example payment processor. This does not cover the full range of FinDock features, nor is it the only way to configure a basic setup. For example, FinDock Giving Pages is used as an online donation channel, but any web front-end can be integrated through the FinDock Payment API.

To get a functional overview of payments orchestration with FinDock, please visit our Collecting payments with FinDock article. For a high-level overview of what is required for a FinDock deployment project, please visit our Starting a project article.

Basic FinDock setup

Install FinDock

  1. Open the FinDock Installer.
  2. Select your Salesforce org type (sandbox or production).
  3. Accept the terms and conditions and click Continue.
  4. Log in to your Salesforce org.
  5. Wait until the polling of packages is complete and then click Continue.
  6. Select the following packages:
    • PaymentHub Core (preselected)
    • FinDock Additional Setup (preselected)
    • ProcessingHub (preselected)
    • Stripe for PaymentHub
  7. Click Continue.
  8. Accept terms of conditions and the master subscription agreement.
  9. Click Install and wait for the packages to be installed. This may take a while.

Assign permission sets

To be able to access FinDock functionality, you need to assign certain permission sets. In this quick start, we assume you are setting up a sandbox environment. So, you can use your admin account for all these assignments. Normally, you would assign different permission sets to different users, as explained here.

  1. Go to Salesforce Setup and open the Users settings.
  2. Select the user you want to use for FinDock.
  3. Go to Permission Set assignments.
  4. Assign these permission sets to the user:
    • FinDock Additional Setup
    • Pages
    • PaymentHub ALL FLS
    • PaymentHub Integration Base
    • PaymentHub Operations
    • ProcessingHub Operations
    • Stripe Integration User

Configure FinDock

  1. Open the FinDock app and click the Setup tab.
  2. Go to the Remote Site Settings sub-tab and click Initial remote site setting.
  3. Go to the Activate/Deactivate sub-tab and activate the following packages:
    • PaymentHub
    • ProcessingHub
    • PaymentHub-Stripe
  4. Go back to the main Setup tab and click Schedule Heartbeat in the Setup Assistant at the top.
  5. Go to General, select PaymentHub as Default Source Connector, and click Save.
  6. Go back to the main Setup tab, scroll down to Extensions - System and click ProcessingHub.
  7. Click Connect and follow the instructions. When done, you should see a green bar saying “Success: Working connection to ProcessingHub!”
  8. Click Back to go back to the main Setup tab, scroll down and click WebHub.
  9. Click Connect and follow the instructions. When done, you should see a green bar saying “Success: Working connection to WebHub!”
  10. Click Back to go back to the main Setup tab and confirm the Setup Assistant is gone.
  11. Finalize your configuration by clicking Deploy config in the top right corner.

You are ready to start collecting payments!

Configure Stripe credit card

This quick start assumes that you have a Stripe account. This can be any (test) account. If you do not have a Stripe account, simply create a free test account.

To Configure Stripe credit card payment method:

  1. Open the FinDock app and click the Setup tab.
  2. Open the Activate/Deactivate sub-tab.
  3. Click the Payment Methods button next to PaymentHub-Stripe
  4. In the pop-up, activate the Payment Method Credit Card by switching the Active toggle and click Close.
  5. Go to the main Setup tab and click PaymentHub-Stripe.
  6. Set the Is Test toggle to true. (This is automatically set to true and disabled for sandbox and development orgs.)
  7. Click Connect with Stripe and follow the instructions. When completed, you are redirected back to FinDock.
  8. Click Save.
  9. Click Back to go back to the main Setup tab and click Deploy config.

Create a payment webpage

To collect payments with FinDock, you need a way to get payments into Salesforce. Since we’re doing Stripe Credit Card, we need a website. You can connect your own website to our Payment API, use the Salesforce Workbench or use the out-of-the-box provided Giving pages. In this quick start we will set up a Giving page to create test payments with.

To configure a Giving page:

  1. Assign the Pages permission set to your user.
  2. Go to the FinDock Setup and click the Giving Pages tile.
  3. Press Create domain.
  4. Enter a subdomain name for your pages and click Save.
  5. Scroll down and click Add Page.
  6. Select any template and click Save.
  7. The Pages Builder opens automatically.
  8. In the Pages Builder, click Payment form in the sidebar.
  9. Click Configure Payment Methods.
  10. In the pop-up, select Credit Card (PaymentHub-Stripe) for both one-time and recurring payments click Save.
  11. Click Save in the Payment form settings.
  12. Click Publish in the top right.

You have now configured a payment webpage!

Collect a one-time payment

To make a one-time payment:

  1. In the Pages Builder click Go to page in the top right corner.
  2. Select an amount and one-time, 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: 01/24
    • CCV: 123
  4. When the payment is completed, you are redirected 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 that was created when you were redirected to the Stripe checkout page. It was set to collected when you completed the payment with Stripe.
  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 payment

To make a recurring payment:

  1. Go to your Giving Pages page.
  2. Select an amount and recurring, 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: 01/24
    • CCV: 123
  4. When the payment is completed, you are redirected back to the default Thank You of your Giving Pages page.

Check out your 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. Open the FinDock app and go to the Payment Schedules tab.
  2. Click New and select the following:
    • Source = PaymentHub
    • Payment Method = CreditCard
    • Payment Processor = PaymentHub-Stripe
    • Target = any target that is connected
  3. Click Start Generation.
  4. Follow the payment schedule progress.