https://wiki.smarterpay.com/ 2026-04-20T03:57:03+00:00 https://wiki.smarterpay.com/ https://wiki.smarterpay.com/_media/wiki/logo.png text/html 2024-04-29T10:03:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/architecture?rev=1714384990&do=diff Architecture SmarterPay Cloud acts as a bridge between Salesforce and Bacs or the payment gateway of your choice, ensuring customer payments are managed and represented correctly in Salesforce. SectionObject StructureObject BrowserHow It WorksWorkflow Examples ---------- Object Structure How It Works - Communication between SmarterPay Cloud and Salesforce text/html 2024-06-20T15:13:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/bacsdirectdebitcredit?rev=1718896406&do=diff Bacs Direct Debit & Credit Direct Debit and Direct Credit Process Mandate Setup – Salesforce Within minutes of installation, a Bank Account and Mandate can be setup for your customer. Simply click on the SmarterPay App and select the Setup Wizard. text/html 2024-06-20T15:13:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/cardpayments?rev=1718896427&do=diff Card Payments SmarterPay Cloud acts as a bridge between Salesforce and the payment gateway of your choice, ensuring customer payments are managed and represented correctly in Salesforce. Card Payment Options Moto Payment Within minutes of installation, PCI-Compliant MOTO card payments can be taken within Salesforce. Simply click on the SmarterPay App and select 'Card Payment'. text/html 2026-03-18T09:32:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/classlibrary?rev=1773826365&do=diff Class Library & Invocable Methods SectionGlobal ClassesInvocable MethodsExtending API and Webhook Queues ---------- Global Classes The SmarterPay for Salesforce package provides a comprehensive set of global classes that help with creating records, processing API/Webhook queues and communicating directly with SmarterPay Cloud. text/html 2024-01-04T09:45:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/flows?rev=1704361544&do=diff Screen Flows The SmarterPay Cloud package contains a series of out of the box flows. Each flow allows Inputs so that they can be used as part of wider processes; they are also marked as templates so they can be used as a starting point for a completely custom experience. This enables clients, and SmarterPay, to extend functionality to integrate perfectly with business processes. text/html 2025-07-22T13:46:51+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/installation?rev=1753192011&do=diff Installation The following provides a set of steps that will get you setup to use the Smarterpay Cloud for Salesforce managed package with the default settings. An explanation of these settings and more customisation options can be found under the 'Additional Settings' section. text/html 2024-01-04T09:54:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/legacy?rev=1704362075&do=diff Legacy Salesforce Package This section contains details for SmarterPay's Legacy Salesforce product. Bacs Direct Debit & Credit bacs index Card Payments cardpayments index text/html 2026-03-18T10:01:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/paymentlinks?rev=1773828077&do=diff Payment Links The SmarterPay for Salesforce package enables the generation of secure Payment Links directing customers to a customized ecommerce interface. This functionality is managed via the Payment Link Object, which synchronizes with the SmarterPay Cloud API to generate unique, secure URLs. text/html 2024-01-04T09:35:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/permissionsets?rev=1704360915&do=diff Permission Sets Two permission sets are provided. SmarterPay Admin and SmarterPay User. Both give users access to the main SmarterPay records and allow interaction via the API. Anyone who needs basic access to set up Mandates or take Card Payments is given the SmarterPay User permission set. text/html 2026-03-18T11:23:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/releases?rev=1773833036&do=diff Release Notes SmarterPay for Salesforce is continuously being developed and patched. Release notes shown in this section highlight the major additions, or changes, that would be of interest to our customers. 1.22 - Wednesday 18th March 2026 * text/html 2024-02-07T10:25:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/settings?rev=1707301513&do=diff Additional Settings This section describes settings and configuration that can be made against the Salesforce package. \\Other settings, such as 'DDMS' configuration (what happens on specific BACS error codes) are made in SmarterPay Cloud and as such are described in the SmarterPay Cloud WIKI ( text/html 2026-03-11T15:10:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/sidebar?rev=1773241828&do=diff SmarterPay for Salesforce Introduction Release Notes Architecture Object Browser Installation & Configuration Installation Additional Settings Permission Sets Standard Components Screen Flows Class Library & Invocable Methods Reports & Dashboards Payment Links Package Extensions Aedon Accounting Introduction Release Notes Architecture Object Browser Installation Additional Settings Direct Debits (Sales Invoices) Accounting Seed Introduction Release Notes Arc… text/html 2025-10-08T14:38:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.smarterpay.com/salesforce/start?rev=1759934312&do=diff SmarterPay for Salesforce This section of the WIKI gives details around the SmarterPay for Salesforce Managed Package. Please use the menu to navigate the product documentation. If you have questions or issues with SmarterPay for Salesforce, or one of it's extension packages, please contact support via our dedicated portal