Congratulations on installing PosiPay! After your initial installation, you are now able to configure the features to make them accessible.
Note: Do this after installing the latest package.
Grant Access to PosiPay
To have access to the PosiPay features, assign PosiPay’s Permission Set to a User with a System Administrator profile.
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For Stripe to be able to engage with PosiPay, we need to create the right environment that allows Stripe to speak to certain objects within PosiPay.
Enable Communities
Enable the Experience Cloud communities.
Setup > Digital Experiences > Settings > tick Enable Digital Experiences > click Save
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Create Community Site
Create a site for Webhook
Go to Setup > All Sites > Click New
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Choose a template, for our Site, we > choose Build Your Own (Aura) .
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Fill in the necessary information then click Create.
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After doing so, click Builder.
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Display the Stripe Form component.
Fill out the following fields below:
Required Fields
Gateway Account = Gateway ID
Insert a Link for the Stripe Gateway Account Creation
Payment Method = Credit Card; Direct Debit
Require CVC = TRUE
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Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
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After creating the Community Sites do the following configuration:
Go to Setup > Home page
In the Quick Find box search All Sites and click Builder
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The Community page should be accessible by Guest User
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> click Builder
Fill out the Name and URL
Name = Webhook
URL = webhook
Set the site to Public Access.
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Webhook Guest User Profile Config
Enable Webhook Listener
In the next step, we will set up the webhooks from Stripe’s end, but first, you need to make sure you are configured to be able to listen to them correctly.
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Gateway Event
Click Edit and tick Read and Create under the Object Permissions as well as in Fields Permissions and click Save.
Gateway Account
PosiPay Log
Gateway Invoice
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Create a Community Site for Stripe Form
Go to Setup > All Sites > Click New
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Choose a template, for our Site, we choose Build Your Own (Aura).
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Fill in the necessary information then click Create.
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After doing so, click Builder.
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Display the Stripe Form component.
Fill out the following fields below:
Required Fields
Gateway Account = Gateway ID
Payment Method = Credit Card; Direct Debit
Require CVC = TRUE
...
Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
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After creating the Community Sites do the following configuration:
Go to Setup > Home page
In the Quick Find box search All Sites and click Builder
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The Community page should be accessible by Guest User
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Manually Displaying Fields in Page Layout
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Export STF File
Note: Do this step if you (the translator) don’t have an STF file; otherwise, if you do, then skip this step.
If you are a translator or if you don’t have a STF file yet for importing. You can export it and translate the words that are translatable for your org’s supported language.
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