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’