Install FinDock

This article describes how to install FinDock Core and other required packages in your Salesforce org. Once installed, we'll go through the basic settings for FinDock Core.

• FinDock Core (mandatory): core setup and features
• ProcessingHub (mandatory): setup for ProcessingHub and WebHub
• Additional Setup (pre-selected): additional tabs and related permissions

Before you start

Before you install FinDock packages, please check that your org has:

• Chatter enabled
• A custom domain name
• IP session locking disabled.

Install required FinDock packages

FinDock provides an Installer to guide you through the installation process. The Installer can be used for installing any FinDock package, but here we just want to install what is needed for core FinDock features.

To install required FinDock packages:

1. Using your administrator account, log in to the org where you want to Install FinDock.

2. In the same or different browser tab, open the FinDock Installer.

3. Select the org type (production or sandbox) for the installation.
   

4. Confirm the org analysis iss correct and click Continue.
   

5. Confirm FinDock Core and ProcessingHub are selected and click Continue.
   

6. Read the installation information carefully and confirm you are ready with the checkboxes below, and then click Install.
   

7. Wait for the packages to be installed. Do not close the window while installing!
   

8. The Installer indicates when the installations are successfully completed.

Deploying FinDock configurations

FinDock handles the deployment of configuration changes for you. The deployment updates, for example, picklist values in control fields on payment schedules to correctly display what is configured and available for payment processing.

There are two deployment frameworks currently in use. In both frameworks, the deployment overwrites custom dependencies on control picklists.

Enhanced setup configuration deployment

The enhanced setup available from the FinDock Setup tab features automated deployment. This deployment framework uses an external FinDock app running on Heroku.

When something needs deployment for the first time, you are automatically prompted to allow the app to access your org. This authorization persists during your session, but it is not permanent. It expires after some hours of idle time. After expiration, you are prompted to authorize the app when you make your next changes to the FinDock setup.

Classic setup configuration deployment

In the classic setup, you have a Deploy config button to manually start deployment. This button is always visible on the right top of the classic setup.

When you make changes that need to be deployed, you are notified to click Deploy config.

Next steps

Once you have the required FinDock packages installed, the next step is to adjust and assign permissions. Then you can move on to FinDock Core and other setup topics.

1. Configure permissions.
2. Configure FinDock Core.
3. Connect FinDock ProcessingHub and WebHub.
4. Add payment extensions
5. Add a source connector