Along the same lines, logging into Salesforce Communities as an end-user before go-live is particularly critical. There are several permissions that need to be enabled to expose Salesforce data to the end users in a community. They will be drastically different than for any named Salesforce user, and especially different than a Salesforce Administrator!
So a best practice is to open a new web browser or incognito mode, and log in using credentials for one of your end users in the new community, before you launch. This is the best way to make sure that everything is configured correctly, and that your users have access to the data and functionality required in the community (and no access to anything they shouldn’t have).
How to Deploy
For an app like Chargent, you will need to install the app directly into Production. Installed packages (what Salesforce AppExchange apps are) are not copied from Sandbox configurations.
Chargent can be installed from our web site using the Package Installation Manager, which selects the correct pieces of your Chargent setup.
You can migrate configuration changes from your sandbox to production using Salesforce Change Sets. Change Sets are a convenient way to move configuration changes from one Salesforce org to another, and only includes changes you make under the Setup menu in Salesforce. No record data is included.
Once you have installed Chargent in production, and migrated the configuration from your Salesforce Sandbox, it’s time to test some more.
Make sure you test with end users as described above, test a few live payments to make sure that part is set up correctly for Chargent, and do a final run through of any user requirements.
Accept Salesforce Payments with Chargent
Chargent offers a powerful solution for Salesforce payments. Our payment partners, direct gateway connections, and an easy-to-use interface enable you to customize accepting payments in a way that works best for your organization. We’re committed to providing our customers with the tools they need to streamline their payment processes – and our customers agree, rating us the number one payment solution on the Salesforce AppExchange. See what Chargent can do for you with our 30-day free trial!