Enable Express Payment

Administrators can enable express payments in Community Hub.

This feature uses Custom Metadata types which must be enabled in your org before you can use it; in addition, some of the steps listed below require Nimble AMS Support to complete. To process these internal steps or enable Custom Metadata Types, please reach out to Nimble AMS Support for assistance.

1. Enable the feature in Community Hub:

   1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
   2. Click Manage Records next to Tag for the Community Hub.
   3. Click Edit next to ExpressPaymentWIN18.
   4. Select Is Active.
   5. Click Save.
2. Ensure you have walked through the steps to Set Up a Payment Gateway.

3. Ensure an Online Guest Account has been created.

   Create the Online Guest Account

   1. Create a new account where the Last Name has a value of: Online Guest Checkout.

   2. Copy the ID of this new account from the URL, you will need it in a bit. Learn where the ID is in the Salesforce URL.

      

      You should exclude this account from reports where you don't want guest donations to affect the numbers.

      

      For the following steps, you need to contact Nimble AMS Support to complete them.

   3. Add the Online Guest Checkout account ID to a custom setting:

      1. From Community Hub Setup, go to Custom Settings tab.

      2. Click Manage for Customization Settings/Edit for Customization.

         

         If an org has one Community Hub, there will be one entry under Customization Settings > Manage that is labeled Community Hub. The user must click Edit next to this record. There is no "Customization" option.

      3. In Anonymous Account Id, paste the ID of the account you just created.

      4. Click Save.

   

   Rather than reaching out to Nimble AMS Support to update the Anonymous Account ID field, an administrator using Lightning Experience can update this field on their own using the Community Hub Settings interface.

4. Schedule the Send Order Confirmation Emails Apex Job:
   1. From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages.
   2. Click Configure next to Nimble AMS.
   3. In the Scheduled Jobs section, select Enable next to Send Order Confirmation Emails and click Apply.
   4. Click Save.

5. Add fields to the Entity Page Layout:

   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Entity.
      
   3. In the Page Layouts list, click Edit next to Entity Layout.
   4. If it does not already exist, we recommend you create a new Community Hub section under the Accounting section.
   5. If they are on the page layout, move Checkout Page and Download Proxy Page to the Community Hub section.
   6. In the Community Hub section, add Payment URL (Order) and Payment URL (Cart) Payment URL (Cart).

   7. Click Save.

      

      Repeat these steps for any custom Entity Page Layouts.

      You may need to give profiles permission for these fields.

6. Populate the Payment URL (Order) and Payment URL (Cart) fields on the Entity(s):

   1. In the tab bar, click 

      

      App Launcher, or in Salesforce Classic, click 

      

      Nimble AMS, Staff View, Button, All Tabs.
   2. Click Entities.
   3. Select a list view, like All Entities.
   4. Click the entity used by Community Hub.

   5. In Payment URL (Order), enter the path of your community appended with /expresspayment?id= . Example: my.communityhub.com/expresspayment?id= .

   6. In Payment URL (Cart), enter the path of your community appended with /expresspaymentcart?id= . Example: my.communityhub.com/expresspaymentcart?id= . 

      

      Repeat these steps for all entities with a Community Hub with which you want to use express payment.

7. Add a field to the Cart Page Layout:

   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Cart.
      
   3. In the Page Layouts list, click Edit next to Cart Layout.
   4. Add Payment URL.

   5. Click Save.

      

      Repeat these steps for any custom Cart Page Layouts.

      You may need to give profiles permission for these fields.

8. Add a field to the Order Page Layout:

   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Order.
      
   3. In the Page Layouts list, click Edit next to Order Layout.
   4. Add Payment URL.

   5. Click Save.

      

      Repeat these steps for any custom Order Page Layouts.

      You may need to give profiles permission for these fields.

9. Add a field to the Payment Page Layout:

   1. From Setup, click Create | Objects.
   2. In the Custom Objects list, click Payment.
      
   3. In the Page Layouts list, click Edit next to Order Payment Layout.
   4. Add Express Payment.

   5. Click Save.

      

      Repeat these steps for any custom Payment Page Layouts.

      You may need to give profiles permission for these fields.

10. Give the Community Hub Login User Permission to Edit Order Confirmation Email Fields

    

    These steps are only needed if the org does not have Community Hub Donations.

    1. Update the Additional Emails permissions.
       1. From Setup, click Create | Objects.
       2. In the Custom Objects list, click Order.
          

       3. In the Custom Fields & Relationships list, click Additional Emails.

          

          Be sure to click Additional Emails and not Additional Email.

       4. Click Set Field-Level Security.
       5. In the Field-Level Security for Profile list, next to Community Hub Login User, select Visible.
       6. Click Save.
       7. Click Back To Order.
    2. Update the Confirmation Email permissions.
       
       1. In the Custom Fields & Relationships list, click Confirmation Email.
          
       2. Click Set Field-Level Security.

       3. In the Field-Level Security for Profile list, next to Community Hub Login User, select Visible.

11. Ensure the Community Hub Login User profile has permission to edit particular fields for the Cart Payment object:

    1. From Setup, click Create | Objects.
    2. In the Custom Objects list, click Cart Payment.
       

    3. In the Custom Fields & Relationships list, click Account Number.

    4. Click Set Field-Level Security.
    5. In the Field-Level Security for Profile list, next to Community Hub Login User, select Visible.
    6. Click Save.

    7. Repeat these steps for the (following) other fields on the Cart Payment object.:
       

       1. Expiration Month
       2. Expiration Year
       3. Name on Payment

       4. Payment Security Code
          

12. Ensure the Community Hub Guest permission set has permission to edit particular fields for the Cart Payment object:
    

    1. From Setup, go to Permission Sets.
    2. Select Community Hub Guest.

    3. Go to Object Settings and click Cart Payment.

    4. Click Edit and select Edit Access for the following fields:

       1. Account Number
       2. Expiration Month
       3. Expiration Year
       4. Name on Payment

       5. Payment Security Code

13. Optionally, if you want to permit constituents to purchase a product via Express Payment that would otherwise be hidden from them (i.e., products where Self Service Enabled is false):

    1. Go to the Business Rules tab.
    2. In the Business Rule component, select  Allow Self Service Disabled For Express in the dropdown.
    3. In the Evaluations component, click New.
    4. Specify a Label and Evaluation Name such as True.
    5. For Apex Class, select TrueEvaluator.
    6. Click Save.

14. Activate the Community Hub page:

    

    This is a background step needs to be completed by Nimble AMS Support.

    1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
    2. Click Manage Records next to Page.
    3. Click Edit next to Express Payment.
    4. Select Is Active.
    5. Click Save.
    6. Click Edit next to Express Payment Thanks.
    7. Select Is Active.
    8. Click Save.