Configuration Options
  • 12 Oct 2022
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Configuration Options

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The Mobile Payments app can be customized in the following ways:

Lock an Amount

On a Salesforce Transaction record, if you set the Mobile Lock Amount = "Yes", the Mobile Payments app will not allow the Amount value to be changed for that Transaction.

Skip the Intro Screen

On a Salesforce Transaction record, if you set the Mobile Skip Intro Screen = "Yes", the Mobile Payments app will not show the Intro screen (Description, Amount, Currency, etc) for that Transaction.

Set Payment Methods

If values are set on the Transaction record Accepted Payment Methods field or the Payment Gateway record Accepted Payment Methods field, only the set Payment Methods will be available for the selected Payment Gateway or Transaction.

The Accepted Payment Methods fields are evaluated in the following order:

  1. If the Transaction Accepted Payment Methods field is set, use those values for the Transaction.
  2. Otherwise, if the Payment Gateway Accepted Payment Methods field is set, use those values for the Transaction.
  3. If neither of those fields are set, all Payment Methods are available for use.

Require an Existing Transaction for Mobile

The “Require Existing Transaction for Mobile” feature is now supported in the Mobile Payments app for Android devices. This setting blocks users from processing a payment in the Mobile Payments app if there isn’t an existing Transaction in Salesforce before the app is launched.


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