Stripe for Salesforce Platform Installation Guide

Identify what environment you want to install your app in. We provide separate installation options for test and production environments.

• To Install this Application from the Salesforce AppExchange , follow this link. For users in Japan, AppExchange Japan is also available.

1. Login into the Salesforce organisation you wish to install the package into.
2. After logging in, you’re directed to the installation page. Click Continue to begin the installation process.
3. We recommend installing Install for Admins Only. This option allows for controlling access and permissions after the package has been installed.
   
4. Approve Third-Party Access tick the box and click Continue to start the package installation when the modal appears. As it states, this is to allow data to be sent back and forth between your Salesforce org and the Stripe PBO.
   

Configure permission sets

The package incorporates both the Stripe Connector Integration User and the Stripe Connector Data User permission sets. These sets enable different users within your organisation to access specific application features.

Stripe Connector integration user

The Stripe Connector Integration User permission set must be assigned to any non-system administrator persona designated to manage setup log cleanup settings and event subscriptions. However, since system permissions are unable to be packaged due to limitations with Salesforce AppExchange apps. You must add additional permissions manually by cloning the permission set, in order for these users to access setup features.

1. Clone Permission Set To clone the permission set, navigate to Setup > User > Permission Sets.
2. Next to the Stripe Connector Integration User permission set, click Clone.
   
3. Enter a new unique Label and API Name, then click Save.
   
4. Modify Permission Set Navigate to Setup > User > Permission Sets and select your cloned permission set.
   
5. Select System Permissions.
   
6. Click Edit then select the Download AppExchange Packages permissions, and click Save.
   
7. Click Save again to confirm changes.
   
8. Assign Permission Set to user(s) by navigating to Setup > User > Permission Sets.
9. Select your cloned permission set.
   
10. From the Permission Set Overview page, click Manage Assignments.
    
11. Click Add Assignments.
    
12. Tick the box next to the user(s) to assign permission set to and click Next at the bottom of the page.

Stripe Connector data user

The Stripe Connector Data User has the ability to perform operations on the Stripe_Event__c object records, which the Webhook Handler class creates. To provide non-admin users access to Stripe Event records, you must assign a data user permission set to their user profile.

1. Assign a permission set to a user by navigating to Setup > User > Permission Sets.
2. Select the Stripe Connector Data User permission set.
   
3. From the Permission Set Overview page, click Manage Assignments.
   
4. Click Add Assignments.
   
5. Tick the box next to a user to assign a permission set to them
6. Click Next at the bottom of the page.

Stripe for Salesforce Platform setup wizard

When users first access the Stripe Connector for Salesforce app, they must complete an Initial Setup flow. This guided wizard flow helps users authorise an org, add a Stripe account, and configure sync preferences. After completing the initial setup, the Account Management tab becomes the users’ landing page. Here, they can add more Stripe accounts or navigate to other tabs to edit configuration settings.

Add a Stripe account using the setup wizard

1. Launch the initial setup wizard, and navigate to App Launcher > Stripe for Salesforce Platform
   
2. Click the Get Started button.
   
3. Click the Authorise button.
   
4. After the new window opens, click Allow to grant access for your org.
5. Click the Next button.
   
6. Input your Stripe API Key, and click Add Account button to add the Stripe account.
   
7. After you select an account, click the Next button.
   
8. (Optional) Click the toggle if you wish to enable the Stripe Events and Sync Logs cleanup.
9. If the cleanup trigger is active, enter the numerical value in the input box to set the desired amount of records to be retained in the Salesforce org.
10. Click the Next button.
    
11. Click the Stripe API Version dropdown.
12. Select the Stripe API version to install. If you’re unsure what version to install, select the latest version.
13. Click the Install Package button, which launches another window that you need to use to complete the installation of the extension package.
14. Click Finish