Remote Site Authorization
Without authorizing Pervasive DataCloud, Integrated Credit Card Processor will not be able to authorize credit cards.
While logged into Salesforce, click on 'Setup' located at top-right
of screen.
Within the left hand sidebar (towards the bottom), find a header
titled 'Administration Setup' then below, find and click the expandable
menu called 'Security Controls' and click 'Remote Site Settings' near
bottom of the list
Within the main content area, click
'New Remote Site'
Enter the 'Remote Site Name' as
'DataCloud' and enter Remote Site
URL:
'https://datacloud2.pervasive.com' then click 'Save'
Integrated Credit Card Processor(ICCP) Configuration
Click on the
'+' tab, then click the 'ICCP Configuration' link
You will be presented with the ICCP configuration screen which is comprised of 3 sections:
*
Step 1 - Obtaining a Connection ticket with Intuit Merchant Service
*
Step 2 - Pasting the Connection ticket for Pervasive to user
*
Step 3 - DataCloud Credentials
Step 1 - Click "
Create New Connection Ticket." A new window will open requiring you to enter your login information for Intuit Merchant Service.
Step 1 (continued) - You will be presented with a
connection ticket. Copy the
connection ticket and navigate back to the ICCP Configuration tab in Salesforce
Step 2 - Paste the ticket value into the box provided in the ICCP Configuration tab in Salesforce.com
Step 3 - Enter your Pervasive/DataCloud username and password(you received this when signing up for ICCP) and click on "
Show Settings."
The service will log you into Pervasive DataCloud and you will be presented with an area to enter your Salesforce.com Username and Password. Enter a Salesforce.com admin's credentials and click "
Save Settings."
The DataCloud and Intuit Merchant Service are now configured. Next we'll modify Salesforce a bit to display the buttons and objects necessary
Click on
'Setup'
Within the left hand sidebar, find a header titled
'App Setup' then below, find and click the expandable menu called
'Create' and click
'Objects' from within that list.
In the main area, click the
'Payment' link
Navigate down to the
'Standard Buttons and Links' section which resides between 'Triggers' and 'Custom Buttons and Links.'
Next to
'View,' click the
'Edit' link
Confirm the
'View' Label and Name at the top. Select the
'Visualforce Page' radio button. Then select
'ProcessPayment' and click
'Save'
In the same
'Standard Buttons and Links' section, next to
'New,' click the
'Edit' link
Confirm the
'New' Label and Name at the top. Select the
'Visualforce
Page' radio button. Then select
'NewPayment' and click
'Save'
Confirm that you have Overridden the
View and
New buttons properly
We've made the proper overrides to the Payment Object, now we need to do so for the Recurring Payments Object
Within the left hand sidebar, find a header titled
'App Setup'
then below, find and click the expandable menu called
'Create'
and click
'Objects' from within that list.
In the main area, click the
'Recurring Payment' link
Navigate down to the
'Standard Buttons and Links' section which
resides between 'Triggers' and 'Custom Buttons and Links.'
Next to
'New,' click the
'Edit' link
Confirm the
'New' Label and Name at the top. Select the
'Visualforce Page' radio button. Then select
'NewRecurringPayment' and click
'Save'
The configuration is now complete. Please refer to the User Guide for details on how to use the product.