About Your First Payment Gateway Record
  • 23 Dec 2022
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About Your First Payment Gateway Record

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    Light

Article summary

Your first Payment Gateway record, named "primary" was created automatically during setup.

To view the record, follow the steps below.

  1. Navigate to the Payment Gateway object.
    • Lightning/Classic: Payments (Admin) App > Payment Gateways Tab
  2. Select “All” from the list of List Views.
  3. Click the record named "primary."

When the Default field is checked, any Payment Methods created without a related Payment Gateway will automatically use the default Payment Gateway. Only one Payment Gateway can be set as the default.

The Gateway Information section provides the connection details. If these fields are blank, data in Salesforce will not process in the gateway. You can only get them by clicking the Connect to Gateway button.


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