Zumzum Financials Knowledge Base
Overview:
In Zumzum Financials, administrators can configure the behaviour of various features using Custom Metadata Types within the Salesforce setup, enabling precise customisation to meet specific organisational needs. This powerful capability allows for detailed adjustments of settings, ensuring that financial workflows are optimised for efficiency and effectiveness.
The settings for the Payment Transaction page can be tailored to enable, disable, and configure various features, streamlining the management of payment transactions. Administrators can control field visibility, set validation rules, and automate workflows to maintain data integrity and operational efficiency. Furthermore, integration points with other Salesforce modules or external systems can be configured to ensure seamless data synchronisation and enhance overall process efficiency. Once configured in your sandbox environment, they can be deployed across different Salesforce instances using change sets, ensuring consistent feature implementation and adherence to organisational standards. By leveraging these customisation capabilities, administrators can effectively manage payment transactions, improve user productivity, and adapt financial operations to evolving business needs within Zumzum Financials. This ensures that the Payment Transaction page operates smoothly, supporting robust financial management and regulatory compliance.
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 |
Find more about Custom Metadata Types in Salesforce and learn how to configure Custom Metadata Settings in Zumzum Financials here to optimise your account management processes. Explore enabling/disabling features, configuring field visibility, setting up validation rules, and integrating seamlessly with external systems for enhanced efficiency and productivity.