Zumzum Financials Knowledge Base
Overview
You are able to configure the behaviour of certain features of Zumzum financials with your own settings in the Custom Metadata Types in Salesforce setup. Once configured in your sandbox, you are also able to deploy these configuration settings using change sets.
Use the below settings to enable, disable and configure features for the Payment Transaction page in Zumzum Financials.
Payment Gateway Transaction Page Settings
See below for Custom Metadata Payment Gateway Transaction Page Settings.
These metadata records are used to define settings for how your Payment Gateway “Request Payment” page is presented to your users – with blank values in the fields or with prefilled values from your standard or custom fields.
| Field | Description | Default Value |
|---|---|---|
| Payment Amount Field | You will be able to select a field from the object you selected in the “Related Object” field. Configure your settings to decide which of your standard or custom fields will be used to auto populate the amount field on your “Request Payment Page”. | N/A |
| Payment Description Field | You will be able to select a field from the object you selected in the “Related Object” field. Configure your settings to decide which of your standard or custom fields will be used to auto populate the description field on your “Request Payment Page”. | N/A |
| Payment Gateway Type | Use this option to select the Payment Gateway these settings will apply to. You may have one setting per object, for each payment gateway. | Blank |
| Related Object | Select the standard or custom object you will use for your “Request Payment” component. | N/A |
| Related Payment Contact Field | You will be able to select a field from the object you selected in the “Related Object” field. Configure which of your fields will be used to auto populate the “lead/contact” field on your “Request Payment Page”. | N/A |
