Payment Center Permissions and Guidelines

Before you deploy Salesforce Billing, we recommend testing the Payment Center in a sandbox with each user who submits customer payment information. This way, you can confirm that each user’s permission set contains the necessary permissions. Also make sure that your payment gateways are configured in a way that matches your gateway configuration in Production.

Important Many Salesforce Billing objects, including payments, payment transactions, and payment allocations, look up to the account. If you change the account’s sharing settings to Private or Read-Only, payment run users can’t complete payments as they lose access to payments, payment transactions, and other important objects. In this case, you must give equivalent permissions and sharing rules to run users so that they can continue using, creating, and managing payment runs.

After you complete a payment in the Payment Center, reconcile the payment transaction with the equivalent transaction in your payment gateway to confirm that the payment was settled with the customer’s bank. If the payment failed or was indeterminate, evaluate the equivalent transaction in the gateway and take the necessary corrective steps before trying to make the payment again.