Setup

Here we take you through all the steps required for adding FinDock to a Salesforce org. After the basic setup is complete, you can move on to adding packages for payment extensions and, if needed, source connectors.

The left-hand menu here is ordered according to the sequence of topics to cover in a typical setup.

The basic setup procedure is:

1. Install FinDock packages.

   Install FinDock Core, ProcessingHub and the optional Additional Setup.

   Start installing >
2. Configure permissions.

   This is a crucial step to get right. Take our time here.

   Prepare permissions >
3. Configure FinDock Core.

   FinDock Core has a few important items to set up.

   Configure Core >
4. Connect FinDock.

   The FinDock ProcessingHub app needs an authenticated connection to your org.

   Connect ProcessingHub >
5. Connect WebHub.

   This is not required, but setups often need an authenticated connection to the FinDock WebHub app.

   Connect WebHub >

Once the basic setup is in place, you can add payment extensions to integrate with your preferred payment processor. You may also need to install a source connector for industry solutions.

You can also use advanced options like automated Chatter upload, and if you have existing payment data, use our recommendations for migrating payment data