Salesforce

eWAY Managed Payment application is listed on the Salesforce AppExchange.

• You need to have a salesforce account to able to install.
• Find our eWAY Managed Payment application.
• Click on the get it now button.
  
  
• Go through the installation steps.
  
  
  
  
• Deploy the application.
• You are now ready to configure the application.

User will need to configure the application after it has been installed. This configuration section involves three things; overriding buttons, adding buttons and adding tabs. These are required to do before users start using our application.

Override buttons

• Managed Customer(New Button) - This overriding functionality prevents creating new Managed Customer without linking with Account object. All managed customer should be created from account object.
• Managed Customer(Edit Button) - This is for updating customer details on eWAY site.
  
  

Add button on Account Layout

• Account Layout(New Managed Customer Button) - In an Account, you can have one to many Managed Customers.
  
  
  
  

Add Tabs

• Customize My Tabs - eWAY – Settings, eWAY – Setup Guide and eWAY – About Tabs need to be added on User account. User will need these tabs to complete setup process.
  
  

Setup process involves three steps.

• Step 1 - Provide your information to eWAY.
• Step 2 - Enter eWAYCustomerID in “eWAY – Settings”. If you are already a eWAY customer, you can fill in your eWAYCustomerID.
  Note: Your eWAYCustomerID is emailed to you in your "eWAY Welcome Letter" when you join eWAY. If you are not an eWAY customer, you can apply now.
• Step 3 – Set Account Type to Live. We provide test functionality to do test transactions. You will need to enter “87654321” for eWAYCustomerID and Account Type should be selected to “Test”. If you have your eWAYCustomerID ready, you can change the Account Type to “Live” and start on online Credit Card processing.
  
  

User will need to have valid settings to start using Managed Payment application.

• Company Name – Your Company name.
• eWAYCustomerID – 8 digit number issued by eWAY.
• Account Type – There are two account types; Test and Live. You can start testing once you installed the application. If you choose Live account type, you will need to have valid eWAYCustomerID. Once you have your customer ID, you can change the account type to Live and start charging your customer.
  Note: Please make sure you pass your OWN eWAYCustomerID, or the Test ID of "87654321" ONLY. Failing to do so will result in funds being deposited into somebody else's bank account.
• Refund Key – This is a key used for refund process.