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  1. Ensure latest Salesforce Payments Package is installed - Production Salesforce Payments Package

  2. Install

    1. Recommendation is to ‘Install for All Users’.

    2. If you prefer to you can Install for Admin Users Only, ensure .

Info

Ensure that the Salesforce

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User authorising the Payrix Sync is a Salesforce System Administrator or has System Administrator privileges.

  1. If the issue persists and you are still unable to authorise the Salesforce organisation to the Payrix account, as Salesforce has strict firewalls and security, it may be a case of requiring your Salesforce IP and domain to be whitelisted. Speak to our Integrations team to confirm - customerintegration@payrix.com.au.

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