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 (https://testwiki.smarterpay.com/smarterpaycloud/start/)
Core Settings
| NAME OF SETTING | DESCRIPTION |
|---|---|
| STORE BANK DETAILS | Bank Account details are not stored in Salesforce by default as doing so introduces compliance and security implications. If you do wish to store Account Numbers and Sort Codes in Salesforce, enable this setting. |
| WEBHOOK PROCESSING TYPE | How the webhooks are being processed into the system. - Platform Event (Default) - Triggered Batch (a batch job executed on an Insert/Update trigger) - Scheduled Job |
| WEBHOOK PROCESSING BATCH SIZE | How many webhook events that are processed in one go. Make this number smaller if limits are being reached. |
| WEBHOOK DELETE ON PROCESSED | Delete the Webhook record if it has been successfully processed. (Default = true) |
| WEBHOOK NUMBER OF EVENT RETRIES | How many times you want to try to reprocess webhook events. |
| WEBHOOK RETRY BATCH SIZE | How many records to process at the same time during a retry. (Default = 1) |
| WEBHOOK RETRY TIME INCREMENTS | Semi-colon separated list defining the time spacing, in minutes, between each webhook event retry. |
| API PROCESSING TYPE | How the API Queue records are being processed into SmarterPay Cloud. - Triggered Batch (Default) - Scheduled Job |
| API QUEUE PROCESSING BATCH SIZE | How many API events that are processed in one go. Make this number smaller if limits are being reached. |
| API QUEUE DELETE ON PROCESSED | Delete the API Queue record if it has been successfully processed. (Default = true) |
| API TIMEOUT | Timeout in milliseconds that Salesforce will wait for a response from SmarterPay Cloud. (Default = 30,000) |
| API QUEUE RETRY BATCH SIZE | How many times you want to try to reprocess API events. |
| API QUEUE NUMBER OF EVENT RETRIES | How many records to process at the same time during a retry. (Default = 1) |
| API QUEUE RETRY TIME INCREMENTS | Semi-colon separated list defining the time spacing, in minutes, between each API Queue retry. |
| SERIES OF TRIGGER SWITCHES | A set of checkboxes that turn packaged triggers on and off. These are useful if they need to be temporarily switched off for troubleshooting purposes. |
Instances
| NAME OF SETTING | DESCRIPTION |
|---|---|
| LABEL | Friendly Name for Environment for example UAT/Live |
| SMARTERPAY INSTANCE NAME | Friendly Name for Environment for example UAT/Live |
| DESCRIPTION | Description of Environment |
| CLIENT ID | ID of the Service User Number Record in SmarterPay Cloud. Supplied by your SmarterPay Representative. |
| SMARTERPAY CLOUD NAMED CREDENTIAL | Named Credential Name for Cloud Endpoint |
| CARD PAYMENT NAMED CREDENTIAL | Named Credential Name for Cloud Endpoint |
| CARD PAYMENT BASE URL | |
| ACTIVE | Boolean |
Service User Numbers
| NAME OF SETTING | DESCRIPTION |
|---|---|
| LABEL | Friendly Name |
| SMARTERPAY SERVICE USER NUMBER NAME | Label |
| SERVICE USER NUMBER | 6 Digit Number Provided by BACS. |
| SMARTERPAY INSTANCE | Lookup to the SmarterPay Instance record |
| SMPC ID | ID of the Service User Number Record in SmarterPay Cloud. Supplied by your SmarterPay Representative. |
Client Bank Account
| NAME OF SETTING | DESCRIPTION |
|---|---|
| LABEL | Friendly Name |
| SMARTERPAY CLIENT BANK ACCOUNT NAME | Label |
| SMARTERPAY SERVICE USER NUMBER | Lookup to the SmarterPay Service User Number Metadata record. |
| SMPC ID | ID of the Client Bank Account Record in SmarterPay Cloud. Supplied by your SmarterPay Representative. |
SmarterPay Payment Gateway Profile
| NAME OF SETTING | DESCRIPTION |
|---|---|
| ACTIVE | |
| DEFAULT | Default Gateway if more than one is configurated. |
| REPEAT PAYMENTS ENABLED | Allows repeat payments, please ensure MID has Continuous Authority |
| SMPC PAYMENT GATEWAY PROFILE ID | ID of Gateway Profile |
| SMARTERPAY CLOUD INSTANCE | Lookup to Instance |