• Setup

Configure ProcessingHub

ProcessingHub is an essential component for FinDock, handling bulk processing tasks, bank file parsing, automated matching and other key functions.

Activate ProcessingHub

Before you can configure ProcessingHub, you need to activate the package.

To activate ProcessingHub:

No specific actions are needed. ProcessingHub is automatically activated when you open the FinDock Setup.

Connect ProcessingHub

The user account used to connect ProcessingHub needs to be assigned the FinDock Integration User Group permission group.

   The ProcessingHub connection flow with a Salesforce Integration license currently does not support multi-factor authentication (MFA). You may need to temporarily waive MFA (through permission sets) for the integration user to complete the connection.

To connect to ProcessingHub:

  1. Launch the FinDock app and click the FinDock Setup tab.
  2. Go to Connect with FinDock.
  3. Under Online Payments & PSP Notifications, enter your integration user for the ProcessingHub connection and click Connect.
  4. At the Salesforce prompt, enter the user credentials.
  5. Once the account is authenticated, click Allow to grant FinDock access to your org.

   If you get a permission error when going back to Salesforce, log out and then log in again with your admin user account to continue.

Configure file exchanges

Most FinDock implementations include processing bank files, such as camt.053. These files are exchanged between Salesforce and ProcessingHub through a Chatter Group.

To set up a Chatter Group for file exchanges:

  1. Open the Salesforce App Launcher, search for “Groups” and click on the Groups search result.
  2. On the Groups page, click New.
  3. Enter a name such as “ProcessingHub File Exchange” (we use this name to refer to this group) and description.
    new-chattergroup-creation
  4. Scroll down to Access type and select “Private.” This limits access to group members and System Administrators. The files exchanged through this group may contain private information, therefore access should be limited.
  5. Click Save & Next to create the group.
  6. On the next page, search for the integration user you used for ProcessingHub and click Add to make it a member of this group.
  7. Add the other users that require access (usually finance staff).
  8. Click Done when you have added all users.

   Make sure the group you assign for file exchanges is not deleted or archived. FinDock cannot complete file processing with a missing or achived group. Note that Chatter Group auto achiving is enabled by default.

After the group is created, add the group to your ProcessingHub configuration.

To set up ProcessingHub file exchange with Chatter:

  1. Launch the FinDock app and click the FinDock Setup tab.
  2. Go to Connect with FinDock.
  3. Under Chatter Group for ProcessingHub files, select the file exchange group you just created.
  4. Click Save Settings.

ProcessingHub matching and advanced settings

You can adjust the ProcessingHub advanced settings if needed. However, in most cases, the defaults for these settings can be used without modification.

The advanced settings include:

  • File handling: you can define where ProcessingHub adds links to generated files. Keep in mind how this impacts file accessibility.
  • Automated matching: these settings refine how ProcessingHub handles certain matching scenarios. FFor information on the installment handling options, see Automatic matching on ProcessingHub.
  • Bulk API usage: batch sizes and concurrency modes can be adjusted to improve performance; this is typically not necessary unless you are deal with large data volumes

From the FinDock Setup, go to the Automated Matching Settings and Advanced Settings on the Connect with FinDock page to adjust the ProcessingHub setup.

Automating file uploads to Chatter

If you have many bank files coming in on a regular basis, you may want to automate the Chatter upload process There are a couple of options. One very simple way is automatic Chatter file upload with email.

Another option is to leverage the Salesforce REST API for direct Chatter file upload. Use the POST method to upload XML or JSON content to the Chatter group for processing.

Disconnecting ProcessingHub

FinDock requires a working ProcessingHub connection to function properly. Disconnecting should always be done with caution.

Disconnecting and reconnecting, even with the same user, causes FinDock to wipe all data associated with the Salesforce environment in ProcessingHub. A full data sync is performed before processes like Payment Schedules can be run. Especially for Salesforce environments with Large Data Volumes (LDV), the first sync after reconnecting could take several hours or longer.

If you need to disconnect ProcessingHub, you can do the from the same setup location as the original connection procedure outlined above.

Troubleshooting the ProcessingHub connection

If there is an error with the ProcessingHub connection, please check the following:

  • Is the user for the connection still active?
  • Did something change with that user's permissions?
  • Has anything in the Salesforce Sessions Settings changed?

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