ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
What Is the AppExchange?
Publish on the AppExchange
Email Notifications
AppExchange Checkout
Checkout Management App
Checkout Management App Best Practices
Checkout Management App Objects
Get Started with the Checkout Management App
Install the Checkout Management App
Set Up the Checkout Management App
Assign Access to the Checkout Management App
Modify a Notification Template in the Checkout Management App
Configure Logs in the Checkout Management App
Sample Checkout Management App Customizations
Update Settings in the Checkout Management App
View Checkout Management App Logs
Work with AppExchange Leads
Analytics Reports for Publishers
Update the Package in an AppExchange Listing
AppExchange FAQ
Manage Orders
Managing Licenses
Provide a Free Trial
Supporting Your AppExchange Customers
Upgrading Your App
Appendices
Glossary
PDF

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Set Up the Checkout Management App

Use the Checkout Management App (CMA) setup tool to connect your Stripe account and import data into your Salesforce org. Then get familiar with your dashboard and choose when customers and team members receive email notifications from the CMA.

User Permissions Needed
To configure the Checkout Management App: “CMA Admin User”
Watch a Demo: Watch Video DemoSet Up the Checkout Management App
  1. Log in to the org where the CMA is installed.
  2. Open the App Launcher, and then click Checkout Management App.
  3. Click Checkout Setup.
  4. Connect your Stripe account.
    1. In the Connect Stripe Account section, click Do It.
    2. Click Get API Key from Stripe.
      The Stripe dashboard opens in a new tab.
    3. In the Stripe dashboard, copy your live secret API key.
    4. In the CMA, paste the key into Live Secret API Key, and then click Connect Stripe Account.
  5. Set up data syncing by creating and configuring a Force.com site. After you set up data syncing, new Stripe data syncs to your org automatically.
    1. Click Set Up Data Syncing.
    2. Click Register a Force.com Domain, and then follow the setup instructions in the CMA.
    3. Click Create a Force.com Site, and then follow the setup instructions in the CMA.
    4. Click Configure Site Access, and then follow the setup instructions in the CMA.
    5. Click Connect the Site to Stripe, and then follow the setup instructions in the CMA.
  6. Import your Stripe data. If you haven’t sold an offering using AppExchange Checkout before, you don’t have any Stripe data, so you can skip this step.
    1. Click Import Existing Data.
    2. Click Import Data.
      Importing Stripe data can take awhile depending on how much data you have. Don’t use CMA reports or dashboards while data is being imported.
    3. After the import finishes, close the dialog to return to the setup wizard.
  7. Configure email notifications.

    Before you enable a notification, review the default content we provide. That way, you know exactly what customers and team members receive, and you can tailor it to reflect your company’s identity.

    Tip

    1. In the Configure Notification Settings section, click Do It.
    2. Enable customer notifications as desired.
    3. To add the email addresses of team members, click View/Edit, and then click Save.
    4. Enable partner notifications as desired.
    5. Go back to the setup wizard.
  8. Say hello to your dashboard.
    1. In the Meet Your Dashboard section, click Do It.
    2. View the dashboards we’ve created for you, or go to Trailhead to learn how to customize dashboards.
You’re all set! To update configuration details later, return to Checkout Setup.