You are here:
Payment Run Permissions
To complete a payment run, Salesforce Billing must create payment transactions, payments, and payment allocations. If the user who submitted the payment information doesn’t have access to the objects or the objects that they look up to, the payment creation process fails. (Salesforce Billing Managed Package)
Before you deploy Salesforce Billing, we recommend testing your payment runs in a sandbox with each user who will create and own payment scheduler and payment run records. 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 because they lose access to
payments, payment transactions, and other important objects. In this case, give equivalent
permissions and sharing rules to run users so that they can continue using, creating, and
managing payment runs.
| Action | Read | Create | Edit | Delete |
|---|---|---|---|---|
| Create Payment Schedulers and Payment Runs |
|
|
None | None |
Did this article solve your issue?
Let us know so we can improve!
