The XTRM SFDC Connecter Payment Record
This is the data object which enables XTRM to make automated payments directly from Salesforce. You can create payment records in this object, and at intervals, XTRM will fetch and process those records via the Salesforce API and update the payment status.
Expected Usage of this Object:
A company can create XTRM payment records within their Salesforce instance, and supply XTRM with the credential it needs to use the regular Salesforce API to read new (unprocessed) records at a set time interval (typically twice per day). XTRM can then update the payment record transaction IDs, processed time and payment status in the data fields reserved for XTRM’s usage.
To import and process payments records from Salesforce, the XTRM Connecter looks for Payment Status = null, Remitter and Beneficiary Transaction ID = null, Payment amount > 0, Payment currency <> null. Optionally you can have a field Payment_Approval_Status__c = 'Approved'
Payment Object Design
Below are the 3 payment types. More info HERE. We have broken it down into 3 tables but this is one object that can be used for all payment types using the same fields but simple changing the value of ‘Payment Type’
XTRM SFDC Payment Application Configuration
Client ID, Client Secret, Username, Password, Object name, Namespace
Client ID and Client Secret are part of the Connected Apps credentials. You can create a Connected App and you will get the client ID and Client Secret as described below.
Click on one of the connected apps you created and you will see this.
Username and Password are the Salesforce login credentials that has access to the Connected App you created.
Object name is the name of the payment object in your Salesforce environment.
Name space is something you would have created and all the custom object will be prefixed with that.
For example, in the previous screen shot if you have name space set as Commvault then the object name will look like YOURCO_Payment__c
Write access permission to the fields in your payment object.