Update Your Payment Gateway Page Layout

  • Updated on Sep 7, 2023
  • 1 minute(s) read
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Payment Gateway Customer Record Update
Since Spreedly does not have an equivalent record (e.g., user id) for customers, a Payment Gateway Customer record will not be created in Salesforce.
  1. Click the Gear icon in the upper right-hand corner.
  2. Click Setup.
  3. Click the Object Manager tab.
  4. Locate the Payment Gateway object.
  5. Click the Field & Relationships tab.
  6. Locate the Provider field.
  7. In the Values section, click New.
  8. Enter “Spreedly” and click Save.
  9. Click the Page Layouts tab.
  10. Click Payment Gateway Layout.
  11. Add the following fields to your Payment Gateway page layout:
    • Spreedly Environment Key
    • Spreedly Configured Gateway
    • Gateway Token
    • Spreedly Private Key (use with iframed components)
    • Spreedly Certificate Token (use with iframed components)
  12. Click on the Buttons section. 
  13. Drag and drop the Create Spreedly Gateway button to the Custom Buttons section.
  14. Click on the Mobile & Lightning Actions section.
  15. Drag and drop the Create Spreedly Gateway button to the Salesforce Mobile and Lightning Experience Actions section.
  16. Click Save.