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            Enable Self-Registration and OTP Authentication for Pay Now Stores

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            Enable Self-Registration and OTP Authentication for Pay Now Stores

            Enable your buyers to self-register and securely authenticate one-time payments at checkout directly through the Pay Now store. This setup enables buyers to securely save their shipping addresses and payment methods directly to their profiles for future use. During subsequent visits, buyers can opt to log in via a unique one-time password (OTP) sent to their registered contact number rather than remembering a password. After authenticating, the system automatically retrieves their saved contact information and payment details to populate the checkout fields.

            Beginning Summer ‘26, this feature is available in Essentials, Pro Suite, Professional, Enterprise, Unlimited, and Developer editions for orgs with Pay Now Basic or Pay Now Prime.

            Enable Self-Registration and One-Time Payment Authentication For Pay Now Stores Created Starting in Summer ‘26

            For Pay Now stores created in Summer ‘26 and after, follow these steps to enable self-registration and one-time authentication for your buyers. Buyers can then opt in to save their payment information and other contact details.

            Before you enable self-registration, verify that person accounts are enabled. If not enabled, enable person accounts. See Enable Person Accounts for Commerce.

            1. From your Pay Now store’s home page, click Store, and then click Buyer Access.
            2. Under Self-Registration, assign the default buyer groups and save your changes.
            3. Enable Self-Registration.
              Enable Self-Registration for Pay Now Stores

            Enable Self-Registration and OTP Authentication For Pay Now Stores Created Before Summer ‘26

            You can enable self-registration and one-time password authentication for your existing Pay Now stores created before Summer ‘26. Buyers can store sensitive payment and contact information within their profiles. During checkout, the system provides an option to authenticate via a one-time password sent directly to the buyer's device. Upon successful login, saved shipping and payment details are applied immediately to the order.

            To set up Pay Now self-registration, create the payNowShopper Profile and the PayNow_Shopper permission set group, which contains the authenticated payer permission. Then, enable Person Accounts and Business Account record types before linking these configurations to your store’s buyer access settings and assigned buyer group.

            1. Clone the External Apps Login User profile and create the payNowShopper Profile.
              1. Click Setup icon at the top of the page, and then select Setup.
              2. In the Quick Find box, enter Profiles, and then select Profiles.
              3. Next to External Apps Login User, select Clone.
              4. For Profile Name, enter PayNowShopper Profile.
              5. You can choose another name, but keep in mind that this profile is used for your shoppers.
              6. Save your changes.
            2. Create the PayNow_Shopper permission set group.
              1. Click Setup icon at the top of the page, and then select Setup.
              2. In the Quick Find box, enter Permission Set Groups, and then select Permission Set Groups.
              3. Click New Permission Set Group.
              4. For Label, enter Shopper PSG.

                You can choose another name, but keep in mind that this permission set group is used for your shoppers.

              5. Click Save.
              6. On the Permission Set Groups page, in the Permission Sets section, click Permissions Sets in Group.
              7. Select the Authenticated Payer permission set, and click Add.
              8. Save your changes.
            3. Create the Business Account record type.
              1. Click Setup icon at the top of the page, and then select Setup.
              2. In the Quick Find box, enter Object Manager, and then select Account.
              3. Click Record Types.
              4. Click New.
              5. For Record Type Label, enter a name (for example, Business Account).
                You don’t have to use Business Account as the name. However, keep in mind that this record type is used for businesses, not shoppers. After you create a Business Account, you can associate it with multiple contacts (individual employees working for the business).
              6. Click Next.
              7. Select a page layout, and click Save.
            4. Enable Person Accounts for Pay Now.
              1. Click Setup icon at the top of the page, and then select Setup.
              2. In the Quick Find box, enter Person Accounts and then select Person Accounts.
              3. Complete the steps listed on the Setup page.
              4. Turn on Person Accounts.
            5. Verify that Person Accounts are enabled.
              1. Click Setup icon at the top of the page, and then select Setup.
              2. In the Quick Find box, enter Object Manager, and then select Person Account.
              3. Click Record Types.
              4. Verify that the Person Account record type is listed.
                If you don’t see the Person Account record type, contact Salesforce Support.
            6. Follow these steps if your existing Pay Now store doesn’t have a buyer group assigned to it.
              1. In the App launcher, find and select Buyer Groups.
              2. Click New.
              3. Enter the name and description of your buyer group.
              4. Select the role as Account Based.
              5. Save your changes.
              6. From the newly created buyer group, click the Related tab.
              7. Under Stores, click Assign and assign the store to the buyer group.
            7. Enable Self-Registration.
              1. From your Pay Now store’s home page, click Settings | Store, and then click Buyer Access.
              2. In the Self-Registration section, for the Profile, Account Record Types, Permission Set Group, and default Buyer Groups, select the values that you created.
              3. Save your changes.
              4. Enable Self-Registration.
             
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