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.
Go to Setup > Home page > Click Users under the Users section > Choose the user with the System Administrator profile
After clicking the User, click the Permission Set Assignment > Edit Assignments
Choose PosiPay and click Add to Enabled Permissions Sets then click Save. The System Administrator now has access to all of the PosiPay objects and fields.
Enable Guest Access
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
Create Community Site
Go to Setup > All Sites > Click New
Choose a template, for our Site, we choose Build Your Own (Aura).
Fill in the necessary information then click Create.
For example:
After doing so, click Builder.
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.
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
The Community page should be accessible by Guest User
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.
Create a new site for the Webhook List
In All Sites, click Builder next to the site you want to access.
Click Settings and select General.
Under Guest User Profile, click the profile name.
Click Apex Class.
Click Edit.
Enabled these Apex Classes
PosiPay.CommonFunction
PosiPay.StripeFormComponentController
PosiPay.WebhookListener
Webhook Object Access
Go to Setup > Click All Sites
In All Sites, click Builder next to the site you want to access.
Click Settings and select General.
Under Guest User Profile, click the profile name.
Click Object Settings.
Search for the Objects that you want to configure for the Guest User.
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
Set up the Smart Retries on a Stripe account
There are various reasons why payments may fail, but many of them are fixable. If you are using Stripe Billing you can use Stripe to automatically retry failed payments by configuring the settings in the Retries tab of the Revenue Recovery Dashboard.
Open your Stripe Account and then locate and click on the “Revenue Recovery” option in the navigation menu.
In the Revenue recovery Dashboard navigate to the Retries tab, and in the Card payment retries select Use a Smart Retry policy for subscriptions (note that you don’t need to use subscriptions to access Smart Retries on Invoices).
Sharing Settings
Enabling the guest user to obtain access to the gateway account and gateway events records.
Go to Set up
In the Quick Find box search for Sharing Settings
Under the Sharing Rule section, look for Gateway Account Sharing Rules and click New.
After setting up Gateway Account Sharing Rules, do the same process with Gateway Event Sharing Rules.
Gateway Account and Gateway Event
Note: The same process will be set up in Gateway Account and Gateway Event.
Step 1: Rule Name
Label: Guest User Access
Rule Name: Guest_User_Access (Once the label is entered, the form should be automatically populated.)
Step 2: Select your rule type
Rule Type: Guest user access based on criteria
Step 3: Select which records to be shared
Field: Owner ID
Operator: equals
Value: Guest User ID
Step 4: Select the users to share with
Share with: Select the Guest User site (where the Webhook is setup)
Step 5: Select the level of access for the users
Access Level: Read Only
Click Save.
Translation Workbench
Enable Translation Workbench
Make sure that the Translation Workbench is enabled, if it is currently disabled enable it. To enable,
Go to Set up > Search Translation Workbench in the quick find box > Translation Language Settings
Add Translated Languages and Translator
Click Add to select the languages your organization supports and the users who are responsible for translating that language.
Choose the language you wish to add. Add translators for this language to the Selected List box and click Save. After translators have entered all translated values, check Active to make these translations available to your users.
To make users translators for this language, select them from the Available List and click add. Make sure you give all translators the "View Setup and Configuration" permission so that they can begin translating.
Select Language in your Org
Go to Set up > Language Settings > Enable platform-only languages - no default translations are provided for platform-only languages check box is ticked.
Then you can add languages that your org supports. Click Save after.
Export STF File
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.
Go to Setup>Translation Workbench>Export tick the Source radio button and press Export as STF.
(If User is a translator) An email will be sent to the email address that was setup from your org. This email contains the link to the STF file.
(If User is a translator) Click the latest STF file that the email sent (The provided example below shows many STF file, just ignore those as it is just an example, you will only have one STF file when first time).
After clicking the file it will now then prompt you to its detail page where you can also download it. Click View file to download the STF file.
(If User is a translator) The STF file that was exported contains all the translatable content of your org, you can now open and edit it using any of the following: Notepad ++, Excel, VsCode, Notepad or any other editor that can edit STF files.
(If User is a translator) The image below shows the example content of the STF file. To translate some text on it make sure to change the Language Code according to your org’s default language. Then you can now select words form content that you want to translate. Take note that when you translate only change those in the right side and not those in the left side, refer to the check mark in the image below, the check signifies editable area the ex is not.
(If User is a translator) You can now then remove those rows that are not included in your translation. It should look something like the image below (Take note that it only defers on the how many translated content that the translator has translated).
Importing the STF File
If the user has already the STF file, the user can just , go to Setup>Translation Workbench>Import Click the Choose File button then select your STF file. After selecting you can now then press Import.
After that, you should receive an email containing a success message if it is successfully imported and an error message if it is not successfully imported. The email should look something like the image below.
If success,
If failed,
Next place to go: Step 4 - Stripe Setup