Manage Payment Method Sets
Learning Objectives
After completing this unit, you’ll be able to:
- Define a payment method set.
- Configure a payment method set for your org.
- Configure Salesforce Payments to accept Apple Pay as a payment method.
A Payment Method for Every Shopper
A payment method is how a shopper pays for their order, for example, a credit card or a payment service. Salesforce Payments supports a variety of Payment Methods so you can offer payment solutions that make it easy for shoppers to convert carts to orders.
Ursa Major Solar sells to solar contractors, installers, and DIY retailers through direct sales and their Salesforce Commerce B2B store. They also sell a limited number of direct-to-consumer products through their Salesforce Commerce B2C store. Merchant buyers and retail shoppers are accustomed to having several payment options.
They want standard credit and debit options, and like the convenience of pay-later payment services. Direct sales, made through their B2B store, account for the majority of Ursa Major Solar’s sales. For direct sales transactions, invoices and credit cards are the most used payment methods. Direct to consumer sales are made through their B2C store where shoppers prefer credit, debit, and pay-later services.
Configure a Payment Methods Set
A payment method set is a group of payment methods from which your buyers select their preferred method of payment. With Salesforce Payments, you can create a variety of payment method sets, each configured to the payment needs of a specific sales channel or geographic area. For example, you can customize payment method sets for stores in different geographies where different payment types are accepted.
Ursa Major Solar has two B2C stores, AMER-US and EUROPE-EURO. When Maria set up Payments, she configured the AMER-US payment method set. Now Maria wants to configure a payment method set for the EUROPE-EURO store. The finance team has decided on the payment types for the Europe–Euro store geographic area: EUROPE-EURO: credit cards, SEPA Debit, Klarna, and Apple Pay.
Here’s how Maria creates and deploys the payment methods set for the Europe–Euro store.
- In the Payments app, click the Home tab and select Settings.
- From the list of merchant accounts, select the merchant account for the payment method set.
- Click the Related tab.
- In the Payment Method Sets section, click New.
- Enter the Payment Method Set key. The key is the name of the merchant account.
- From the Available Payment Methods, select the methods you want to add to the set and click the right arrow.
- When your set is complete, click Create.
The new payment method set is created. Maria confirms the method set is listed under Payment Method Sets.
In the next unit, Maria adds the payment method set to the Salesforce Payments component for the D2C store. Next she sets up Apple Pay
Configure Apple Pay
One of the most commonly used payment methods is Apple Pay. To use Apple Pay, you register your domain name with Apple Pay for each merchant account that accepts Apple Pay. To register your domain, you use a connect API.
For this step, Maria enlists the help of Wei Leung, a developer at Ursa Major Solar.
To register the domain, Wei initiates a POST to the following endpoint:
/services/data/API_version/payments/merchant-accounts/merchant_acct_id/apple-pay-domains
Here’s how Wei configures the registration for the Ursa Major Solar merchant account 8zbRO00000003E2YAI
/services/data/v58.0/payments/merchant-accounts/8zbRO00000003E2YAI/apple-pay-domains
The request body format is:
{
"domainName":"org_domain"
}
The value of the org_domain can be a top-level domain, such as mysite.com, or a subdomain, such as mybrand.mysite.com.
Here’s how Wei configures the request.
{
“domainName”:”www.ursamajorsolar.amer_us.com”
}
This Ursa Major Solar domain name is now registered with Apple Pay. Maria can add Apple Pay to any payment method set created for the registered merchant account.
Next Steps
In this unit you learned about payment method sets and how to configure them. And you learned how to register your domain name with Apple Pay. Next, you learn to add the Salesforce Payment LWR component to the Ursa Major Solar store, and customize the component.