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
