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            Permissions for the Hosted Card Payments Component

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            Permissions for the Hosted Card Payments Component

            The Hosted Card Payments component lets customers and partners save credit card information and make payments in an Experience Cloud site or Lightning page. They can use the component to when they have the proper object and field permissions. (Salesforce Billing Managed Package)

            Required Editions

            Important
            Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.
            Available in: Salesforce Billing Winter ’20 and later

            You need the Enable Billing HPP Component Functionality permission enabled to use the Hosted Card Payments component. To enable the permission, contact Salesforce Tier 2 support.

            The Hosted Card Payments component requires default object permissions from the Hosted Payment User Permission set. It also requires non-default object permissions, system permissions, and field permissions. We recommend creating a Hosted Payment User Additional Permissions permission set that contains all three additional permission types, then assigning the set to customers and partners who will make payments with the Hosted Card Payments component.

            Hosted Payment User Permission Set

            The Hosted Payment User permission set includes the object permissions needed for users to make payments with the Hosted Card Payments component. Assign this permission set to customers and partners who use the component. If the Hosted Payment User permission set hasn't already been enabled for your org, contact Salesforce support. Enabling the permission also exposes a System Permission called Allow Payment Using Card Hosted Payment Component. This permission must be assigned to users who will use with the Hosted Card Payments Component.

            Important
            Important Salesforce Billing comes with a Salesforce Billing Admin User permission set that includes permissions for the package’s custom objects. However, some Salesforce Billing actions require access to standard objects. As a managed package, Salesforce Billing can’t give access to standard objects, so you must manually give users access to standard objects. When you assign permissions for objects with a master-detail Account relationship, such as the Invoice and Payment objects, include access to the Account object.
            Hosted Payment User
            Object Read Access Write Access Update Access
            Finance Book Yes No No
            Finance Period Yes No No
            GL Rule Yes No No
            GL Treatment Yes No No
            Legal Entity Yes No No
            Payment Run Yes No No
            Payment Transaction Yes Yes Yes

            Non-Default Object Permissions

            The following permissions aren’t enabled by default. They’re required for customers and partners to use the Hosted Card Payments component.

            Object Read Access Write Access Update Access
            Account Yes Yes Yes
            Contact Yes No No
            Invoice Yes No No
            Payment Yes Yes No
            Payment Method Yes Yes No

            System Permissions

            Each user also requires the system permission Allow Payment Using Card Hosted Payment Component.

            Field Permissions

            The following objects have fields that require Read access.

            Account Payment Finance Period, Payment Gateway, Payment Method, Payment Transaction
            • Account Number
            • Bill To Contact
            • Customer Profile ID
            • Default Payment Type
            • Billing Street
            • Billing City
            • Billing State
            • Billing Postal Code
            • Billing Country
            • Fax
            • Name
            • Phone
            • Shipping Street
            • Shipping City
            • Shipping State
            • Shipping Postal Code
            • Shipping Country
            • Transaction
            • All non-required fields
             
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