Chargent Support Center


How do I setup Chargent in Lightning

After you have enabled My Domain in Salesforce.
 
  1. Click the Gear icon and select Setup
  2. In the Quick Find window type 'domain'
  3. Under Company Settings choose My Domain
  4. Follow Salesforce Documentation to setup My Domain
     
Once you have My Domain setup up you can add the correct Actions to your Page Layout.
 
  1. Click the Gear icon and select Setup
  2. Under Platform Tools select Objects and Fields
  3. Select Object Manager
  4. Choose Chargent Orders
  5. Select Page Layout
  6. You can either edit the existing Page Layout or create a new one
  7. Under Salesforce1 & Lightning Actions drag the Charge, Authorize, and Void actions into the Salesforce1 & Lightning Experience Actions section of the page.
  8. Save
     
* Note:  You also want to add the Refund and Partial Refund actions to the Transaction Object.
 
If you are having trouble viewing the actions on the page you can check the following
  • Is the Page Layout assigned to the correct Profile?


 
 


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