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  • This flow will also update the Payment Event with the settlement ID of the transaction was included in. As they are inserted, a trigger could update the relevant tables for reconciliation within SF.

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Package locations

To install a Salesforce Sandbox organisation, please use this URL:

Info

Sandbox package URL

Once successfully installed, the package will display in “Installed Packages”.

Authorise Salesforce Account

You will need to sync the Salesforce organisation to the Payrix account, to do so follow the below steps:

  1. Login to Payrix Portal

  2. Select ‘Salesforce’ in the top menu bar.

  3. Select the correct radio button, ‘Production’ or ‘Sandbox’.

  4. Login via Salesforce ensuring the correct domain is entered and authorisation should be complete.

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Payrix Payments Application

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