Community Payments for Guest Users

You can use your Salesforce Digital Experience page to quickly and easily collect payments or start a recurring payment for your unauthenticated guest users using Flow and Chargent’s Take Payment component. For example, you sell subscriptions to potential customers who want to sign up for a series of payments. This flow will allow you to create a form for your Digital Experience users that will both take the initial payment and start billing on a schedule.

Note: If you want to enable authenticated users to make payments via your Experience Cloud Site, see Take Payment Component.

Prerequisites #

Ensure you’ve completed the following steps prior to implementing community payments for Guest Users:

• Install and configure the latest version of Chargent using the Quick Start Guide.
• Ensure Take Payment is activated for your org. Please reach out to our support team to enable Take Payment.
• Set Up a Digital Experience Site.

Create the Flow #

1. Configure flow to include a Take Payment Component

2. Configure the Flow to Run as ‘System Context Without Sharing’
   1. While on the Flow, Go to View Properties
   2. Then Click on the Show Advanced
   3. Find the How to Run the Flow dropdown and Select System Context Without Sharing – Access All Data
   4. Don’t forget to Save and Activate your flow

Setup Digital Experience Page #

Creating Site Page #

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

Publish the Site #

• Go to Top-Right and Click on Publish

Configure Guest User Access #

Allow Guest User to Access the Flow #

1. From Setup, in the Quick Find box, enter Flows, and then select Flows
2. Locate the flow to update and, from the actions dropdown next to the flow, select Edit Access
3. Select Override default behavior and restrict access to enabled profiles or permission sets
4. Save your flow
5. Go to Settings
6. Find and Click on Sites
7. Click on the Site Label
8. Click Public Access Settings to access the Guest User Profile
9. Click Enabled Flow Access
10. Click Edit
11. Choose the flow from the Available Flows column and add it to the Enabled Flows column
12. Click Save

Allow Guest User to Access Chargent #

1. Go to Settings
2. Find and Click on Sites
3. Click on the Site Label
4. Click Public Access Settings to access the Guest User Profile
5. Click View Users
6. Click the guest user’s name
7. Under Permission Set Group Assignments, click Edit Assignments
8. Select ‘Chargent Guest User’ and click Add
9. Click Save

Create Sharing Rule #

1. Go to Settings
2. Find and Click on Sharing Settings
3. Click New next to Gateway Sharing Rules
4. Name it whatever you want
5. Under Rule Type select ‘Guest User Access, based on criteria’
6. Criteria can be the following:
   • Active equals True
7. Under ‘Share With’, select the Guest User for your Site
8. Click Save

Test Your Flow #

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