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This section is internally created by DBSync and is specifically designed to run an API call as mentioned below. A project and  and respective processes are triggered asynchronously.

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    "run": "async"  

  },

Section 2:

This section is the payload which can be Payload request is coded on the basis of Authorize.Net Specificationspecification. . This is a JSON object. User needs to provide the information for the payload dynamically on the query builder and post the below set of information as requiredPayload is generated based on user requirements. For example, Bill to, amount, translation type and CC information are provided. The user can construct the below information as per requirement, and Credit card informationare the required fields displayed for the below example.

     "request": {

    "transactionType": "authCaptureTransaction",

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This information can come from any application such as a Salesforce, Database, etc connected respective application representing the transaction that is taking place

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  • Once the request comes in there is a Session_put. 

  • During the run of this call, you can out some things that persists persist across this run time which called session variables. Enter these values and make it static for the function to run

  • This predefined JSON helps in getting the schema for mapping.

  • In mapping, use the desired fields in the schema to update to Salesforce.

Note:


The Mapping Screen Configuration

In this example, the encryption type is the Card number, and the 3 components of  CALL, REQUEST AND RESPONSE, and map the values for what is entered (input) into required values based on the target system such as Salesforce, QuickBooks etc .

                                                                   Fig : Mapping Screen

  • Login to Salesforce with the same account used in the Cloud Workflow.

  • Create a Visualforce Page 

  • The visualforce page is an editable JSON which appear as below:

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Provide the user name and password for the DBsync Cloud Workflow instance .(in Key and Token )placeholders respectively.

                token: "xxxxxx"

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                        cardNumber: "5424000000000015",     

Note:

  • User can provide the CC details in this                     

  • Section. 

  • The credit card information is not saved unless chosen as an option and as default these values are empty. The user decides which CC information must be stored and whether if/not to be stored. If values of the CC are provided by the user it will appear in this section if not it is set as empty and needs to be manually entered and this decision is upto to the user.

                        expirationDate: "2021-12",

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    })

</script>

</apex:page>


Note:

  • The credit card information is not saved unless chosen as an option and as default these values are empty. The user decides which CC information must be stored and whether if/not to be stored. If values of the CC are provided by the user it will appear in this section if not it is set as empty and needs to be manually entered and this decision is up to to the user.

  • Click Save 

  • Make sure to check dbsyncAuth, project, process, paymentInstance payment instance fields are relative to your DBSync account.

  • Also, make sure you map fields of transactionRequest transaction request with the required Salesforce fields of your choice.

  • Map the session fields for the fields which are to be used in CloudWorkflow Mapping.

  • With this Visualforce Page, create a Lightning Action for the required Salesforce Object.

  • Also, make sure that you add the Lightning Action to the same Salesforce Object’s page layout.

  • Now when you click on the Lightning Action button for a record, there will be a pop-up as shown below.

Note:

Now the setup is ready.

Salesforce and ACH Final setup view 

  • Click on the Account you wish to process the payment

  • Click the drop-down under the account name to select the User to process the payment

  • From the list select the visualforce Visual Force page you created.

  • There will be a pop-up as shown below.

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