Empower your Salesforce with Integrated Payments
With the Easypay Add-on, you can easily build custom forms with built-in payment processing directly within Salesforce. Offer your customers their preferred payment methods, including MB WAY, Multibanco References, Visa and Mastercard, Direct Debits, and digital wallets like Apple Pay, Google Pay, and Samsung Pay.
Tailor the experience to your needs: set up One-off Payments for events and quick sales, or leverage Subscriptions to manage recurring contributions and memberships. Seamless integration for a frictionless checkout experience.
Manual de Instalação do Add-on formulários Salesforce
Production/Live Org: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIV000000GIIZYAS
Sandbox/Testing Org: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIV000000GIIZYAS
1. Open your browser and paste the URL above (select the URL depending on the environment you want to use).
2. After the login page appears, use your credentials to log in.
3. Select “Install for All Users”, check the acknowledge checkbox, and click Install.
4. Confirm the API access and continue.
5. You will receive an email after the installation is complete, or you can wait until you see the image below.
ADD/UPDATE METADATA RECORDS
Search for “Custom Metadata” in the Quick Find box, then click “Custom Metadata Types”.
Click Easypay “Manage Records” and then New.
For the Label type “Match With” and for Options, copy and paste this:
Account,Account;Contact,Contact;Lead,Lead
For the Label type “Payment Types” and for Options, copy and paste this:
Single Payment, Single; Subscription, Subscription
For the Label type “Payment Methods”, the Easypay Name will automatically populate, and for Options, copy and paste this:
Credit Card,cc
MB WAY, mbw
Multibanco,mb
Direct Debit,dd
Virtual IBAN, vi
Apple Pay, ap
Google Pay, gp
Samsung Wallet, sw
Click Save, and go back to the Custom Metadata Types. Click Easypay Connection “Manage Records” and then New.
checkout:
https://api.test.easypay.pt/2.0/checkout (for sandbox/testing environment)
https://api.easypay.pt/2.0/checkout (for Production/Live environment)
deletePayment:
https://api.test.easypay.pt/2.0/single/{ID} (for sandbox/testing environment)
https://api.easypay.pt/2.0/single/{ID} (for Production/Live environment)
CREATE THE COMMUNITY PAGE
Click the gear at the top right of the page and select Setup.
In the Quick Find box, search for “Digital Experiences”, and enable Digital Experiences if it’s not already activated.
Select “All Sites”. Next click New.
Select the option “Build Your Own (Aura)”. Click Get Started.
1. Type the desired site name.
2. Type the custom URL (Optional).
Select Builder.
Click on the trash icon to remove the default component.
Click the button “Components” located at the top left of the page.
Find and drag the “EasypayFormAura” component to the page.
Click the “Settings” button located at the top left of the page.
1. Select the checkbox “Public can access the site”.
EASYPAY APP – CONFIGURATION
After the package is installed, it is necessary to configure your Easypay account in Salesforce.
Go to App Launcher and search for “Easypay”. Select the Easypay application.
Once in the Easypay Quick Wizard, fill in the fields with your information to create the connection with your Easypay Account.
The current version of the connector will match Payments with Accounts and Opportunities.
- Account: select the field to match depending on the information you want to collect (e.g., Name, Fiscal Number).
- Opportunity: When creating a payment, a new opportunity is created. Select the stage that will be selected by default.
- Payment Methods: Select which payments you want to have available for your customers.
CREATE A SITE FOR EASYPAY NOTIFICATIONS
Click the gear at the top right of the page and select Setup. Search for “Sites” in the Quick Find box and select “Sites”.
Fill in the information below and click Save:
Site Label: ep-notifications
Site Name: ep_notifications
Active: True (checked)
Click the Site Label link and then click Public Access Settings.
Go to Apex Class Access, click Edit, and add the following classes:
- ezpay.CONTROLLER_Setup
- ezpay.EasypayBodyMessage
- ezpay.EasyPayConnection
- ezpay.EasyPayServices
EASYPAY BACKOFFICE
To update the payment status, set up a webhook in your Easypay account Backoffice.
Go to Web Service > Configurações API 2.0 and click the Notificações button.
For Generic – URL, add your site URL followed by: /services/apexrest/ezpay/easypay-service/