How to setup payment account

  • Install app from the link above and follow the steps to install in your Salesforce environment.
  • Once installed go to App launcher in Salesforce and search for lite pae.
  • Then you can create a new payment account configuration to be used on lite pae LWC component in your Experience cloud sites (communities) or Salesforce flows.
Lite Pae dashboard image

How to setup Lite Pae LWC component in Experience cloud sites (communities)

  • Open your Experience Site builder.
  • Go to Components section on the left.
  • Scroll down to the bootom section i.e. Custom Components.
  • There you can find component called Lite Pae
  • Drag and drop to your Experience Site page.
  • Select the payment account on its configuration panel
  • Fill out other fields like amount etc.
  • Publish the Experience Site page and you are ready to collect payment

Note: Every Experience Site user needs a permission set to access the Lite Pae component on live site i.e. Lite Pae Light Permission set.
Also If you have org wide sharing settings set to private for all custom objects for portal users, you might have to use Sharing rules for its Payment Account object. By-default we set it to public-read for portal users.

How to setup Lite Pae payment component in Salesforce Flows

  • Create a new flow.
  • Add a step to query Payment Account and store its Id in a flow variable i.e. paymentRecordId.
  • Add a screen component and add Lite Pae component on it.
  • Configure its properties like Payment Record Id to above flow variable (paymentRecordId) and Amount etc.
  • Publish flow.
  • Add flow on your Salesforce page and Save.
  • Now you are ready to collect payments.
  • For more dynamic flow setup checkout the video.
  • Feel free to contact support for pre-built flow samples.

Releases and Roadmap

Released
  • Initial release to collect payments in experience cloud sites
  • 3DS Secure payments
  • Submisions tab to see processed transactions.
  • Ability to add payment component (LWC) in Flow
  • Recurring payments
Future - open to Ideas
  • Collect more fields back to Salesforce
  • Templates