Flow: Take Payments & Guest User

Flow with Take Payments Component & Guest User Access #

Pre-Requisites #

• You are on Platform Edition of Chargent or Higher
• You have a Digital Experience Site with Salesforce

Setup the Flow #

• Configure flow to include a Take Payment Component

• Flow Should Be Configured to Run as System Context Without Sharing
  • While on the Flow, Go to View Properties
  • Then Click on the Show Advanced
  • Find the How to Run the Flow dropdown and Select System Context Without Sharing – Access All Data

• Don’t forget to Save and Activate your flow

Setup Digital Experience Page #

Creating Site Page

• Go to Builder
• On Top-Left, Click on the Page Properties gear
• On the Bottom, Click on New Page
• On the Pop-Up Screen, Select Standard Page
• Next, Select the Page Layout and Click Next
• Give your page a Name (URL will Auto-Populate) & API Name
• Click on Create
• While on your new page, Click on the Page Properties gear
• Find Page Access and set it to Public

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Publish Site

• Go to Top-Right and Click on Publish

Configure Guest User Access

Allow Guest User to Access Flow

• From Setup, in the Quick Find box, enter Flows, and then select Flows.
• Locate the flow to update and, from the actions dropdown next to the flow, select Edit Access
• Select Override default behavior and restrict access to enabled profiles or permission sets.
• Save your flow
• Go to Settings.
• Find and Click on Sites
• Click on the Site Label
• Then click on Public Access Settings to access Guest User Profile
• Find Flow Access and click on it
• Click Edit and Choose the flow from the Available Flows column and add it to the Enabled Flows column.
• Save your work
• Go back to the Profile Overview and Click on Assigned Users
• Now click on the guest User Name to access User Configuration
• Under Permission Set Assignments, Select the following:
  • Permission Set for Payment Request (Base)
  • Permission Set for Payment Request (Chargent Orders)
• Save your work
• Go to Settings
• Find and Click on Sharing Settings
• Create a new Gateway Sharing Rule
• Name it whatever you want
• Under Rule Type select Guest User Access, based on criteria
• Criteria can be the following:
  • Active equals True
• Under Share With select the Guest User for your Site
• Save your work

How To Test Your Flow

• Go to your public page
• Copy your Site URL and add your Page Name
• For Example:
  • https://appfrontierllc5-dev-ed.my.site.com/s/gym-subscription
• Test in Incognito Mode
• Validate that it created and configured the required records