- Install both the Chargent Base package and the Chargent Orders package.
- Chargent is only provisioned to those licensed so only those assigned will see the Chargent Object and fields
- Gateway Setup - Make sure all Record Types are available
- Gateway Production - Make sure the "Test Endpoint" is unchecked for live transactions
- Recurring Billing - Make sure to create the batch job and update the necessary fields (Payment Status = Recurring, Payment Start Date, and Payment Frequency)
- Recurring Billing - Make sure batch is set to daily and the end date is scheduled far out in the future
- Importing Data - Make sure you import in small batches and test in your Sandbox account first.
- Payment Requests (if you purchased this option)- Make sure the Site in the Chargent Settings matches the Site you setup in Salesforce Sites
- Always update in your Sandbox in order to prevent the manipulation of live data
- Always test the upgrade to make sure it doesn't break any Workflow Rules or Processes