Payment Forms

Creating payment links or payment forms to charge or capture and save payment information is easy and supported with Paytram.

You can use Screenflows to design payment forms, URL parameters to pass variables (like record ID) to the flow, and Salesforce Digital Experience sites our Lightning Out to present the Flows on a public webpage.

Designing Your Flows/Forms for Use on a Public Site

Set Flow or individual subflows to run as System so it has access to read or create records

Ensure that only fields that you don't mind sharing are including in any Get Record, if you retreive all fields, they will all be accssable to the user from their browser console.

Create a Digital Experience Site

Assigning the correct permissions and profile settings

External Named Credentials

Ensure that that the Guest User profile has permissions for the External named Credental

Flow Access

Ensure that the Guest User proflie has access to the Flow To do this you will have to manage the Flow access to override the default 'All' and assign to specific profiles, including Guest Profile.