Learn how to set up a Salesforce Partner Community and add payment capabilities to it for a quick proof of concept, all using standard components. For this configuration, you can use the Chargent Anywhere component to take payments and set recurring payments from the Deals tab (these are your opportunities) in Salesforce Partner Community.
The nice thing is, this works just like when you are in Opportunities in Salesforce as an internal user. It’s straightforward to configure with this guide and can boost your partner relationship management efforts, providing ways for Partners to accept and process payments on your behalf within a Salesforce Partner Community.
Step 1: Lightning Bolt
We are going to start with the Lightning Bolt Template “Partner Central.” You can find that on Salesforce AppExchange, under the Lightning Bolts section.
Salesforce Lightning Bolts are industry solution templates built by Salesforce and partners, helping you get going with Communities faster.
Step 2: Sharing Settings
There are quite a few sharing settings that need to be configured, in order to expose certain Salesforce data in your Partner Community, allow updating, and allow Chargent payments to process.
Here is a quick list. For easy reference, you can also find this in our configuration guide in our documentation on Partner Communities.
Sharing Settings (Org-Wide Defaults)
Sharing settings allow you to determine who can access information within your Salesforce Org. External Access for Communities allows those outside the org in Communities to access specific information that you control.
The following Sharing Settings need to be set in order to set up payments in the Partner Community. Some settings should always be kept as Private while others are controlled by the Parent object.
- Account (customers) and Contract – External Access = Private
- Contacts – External Access = Controlled by Parent
- Leads – External Access = Private
- Opportunities (deals) – External Access = Private
- Chargent Orders – External Access = Private
- Transactions – External Access = Controlled by Parent
- Gateways – External Access = Public Read Only
Step 3: Required Licenses
For this to work, you will need the following licenses installed and enabled:
- Salesforce Partner Community License
- All three Chargent packages (Chargent Orders/Base/Anywhere)