Connect to in Live Mode
  • 06 Oct 2023
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Connect to in Live Mode

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Article Summary

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You cannot update the existing test Payment Gateway to live. This will result in an error. Please create a new Payment Gateway.

Was the wrong object defined during the Relationship step?
  1. Navigate to Custom Settings from Setup.
  2. Click Manage next to the Transaction parent custom setting.
  3. Click Remove next to the object.
  4. Navigate to the Transaction object and delete the lookup field to that object.

If you have refreshed a partial or full sandbox from Production, please create a template that does not include the Payment Gateway object. Otherwise, scheduled Transactions in production will be recaptured in the sandbox.

It's time to connect to your account! Follow the steps below to configure you live gateway.

  1. Click the App Launcher.

  2. Type "Payment Gateways".

  3. Click "Payment Gateways".

  4. Click New.

  5. Enter a Payment Gateway Name.

  6. Set Provider = “”.

  7. Click Save.

  8. Click the Connect to Gateway button.

  9.'s login page will launch in a new tab.

  10. Enter your Username & Password.

  11. Click LOG IN.

  12. Click Allow.

The page will redirect back to Salesforce and you're all set!