Customization & Enhancement Guide

Table of Contents

Using This Document

Customizations & Enhancements

This document provides information about customizations and enhancements which

is required to complete Managed Payment application setup. Users will need to go
through all steps provided in this document.

1.
2.
3.
4.
5.
6.
7.
8.

Configuring buttons and tabs

eWAY - Setup Guide
eWAY - Settings

Page

Override New Button (eWAY Managed Customer) ............................................. 2

Override Edit Button (eWAY Managed Customer) .............................................. 6
Override New Button (eWAY Managed Payment)............................................... 9
Override Edit Button (eWAY Managed Payment).............................................. 13
Override New Button (eWAY Settings)............................................................. 16
Add Button and Related List on Account Layout .................................................. 17
Add Tabs .............................................................................................................. 22
eWAY - Setup Guide and eWAY - Settings .......................................................... 24

Page 1

1. Override New Button (eWAY Managed Customer)

What:

Create new Managed Customer only from Account

Why:

To relate Managed customer with Account.

How:

1.
2.

Log in to SalesForce as an Administrator

In the upper right corner, select Setup.

3.

In left navigational panel, find App Setup and select Builds > Custom Objects

4.

In Custom Objects panel, select eWAY Managed Customer

Page 2

5.

In eWAY Managed Customer panel, click Standard Buttons and Links

6.

Click Override on New button.

Page 3

7.

In Custom S-Control, select eWAY Disable new managed customer from the list.

8.

Click Save (From this step, continue for overriding Edit button)
Page 4

Page 5

2. Override Edit Button (eWAY Managed Customer)

What:

Edit Managed Customer details

Why:

Managed customer has sensitive data and to store this data securely on eWAY, Edit button needs to be overridden.

How:
1.

In eWAY Managed Customer panel, click Standard Buttons and Links

2.

Click Override on Edit button.

3.

In Custom S-Control, select eWAY Update Managed Customer from the list.

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4.

Click Save

Page 7

Page 8

3. Override New Button (eWAY Managed Payment)

What:

Prevent user from creating payment manually

Why:

Payment record will be created after user processed the transaction. User does not need to create manually.

How:

1.
2.

Log in to SalesForce as an Administrator

In the upper right corner, select Setup.

3.

In left navigational panel, find App Setup and select Builds > Custom Objects

4.

In custom objects panel, select eWAY Managed Payment

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5.

In eWAY Managed Payment panel, click Standard Buttons and Links

6.

Click Override on New button.

Page 10

7.

In Custom S-Control, select eWAY Disable Button from the list.

8.

Click Save (From this step, continue for overriding Edit button)
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Page 12

4. Override Edit Button (eWAY Managed Payment)

What:

Prevent user from updating payment manually

Why:

Payment record will be created after user processed the transaction. User does not need to update the payment details.

How:
1.

In eWAY Managed Payment panel, click Standard Buttons and Links

2.

Click Override on Edit button.

3.

In Custom S-Control, select eWAY Disable Button from the list.

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4.

Click Save

Page 14

Page 15

5. Override New Button (eWAY Settings)

What:

Prevent user from creating eWAY Settings object manually

Why:

User should start the setup process from eWAY Setup Guide tab and user does not need to create new object in eWAY - Settings. There should be
only one record for eWAY Settings.
Note: These following steps are same as 3. Override New Button (eWAY Managed Payment).

How:

1.
2.
3.
4.
5.
6.
7.

In the upper right corner, select Setup.

In left navigational panel, find App Setup and select Build > Objects
In custom objects panel, select eWAY - Setting
In eWAY Setting panel, click Standard Buttons and Links
Click Override on New button.
In Custom S-Control, select eWAY Disable Button from the list.
Click Save.

Page 16

6. Add Button and Related List on Account Layout

What:

Create new Managed Customer from Account

Why:

To relate Managed Customer with Account.

How:

1.
2.

Log in to SalesForce as an Administrator

In the upper right corner, select Setup.

3.

In left navigational panel, find App Setup and select Customize > Accounts > Page Layouts

4.

In Account Page Layout, select Account Layout

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5.

Click Edit and double click on Detail Page Buttons

Page 18

6.

Add New eWAY Managed Customer and click OK.

Page 19

7.
8.
9.

On right hand side, there is a View drop down list. Select Account Related Lists.
Drag the eWAY Managed Customer item and drop in Related List Section which is usually at the end of the page.
Click Save to save the changes of Account Layout.

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Page 21

7. Add Tabs
What:

Add eWAY Tabs to visible to User

Why:

To complete setup process and view current eWAY settings.

How:

1.
2.

Log in to SalesForce as an Administrator

In the upper right corner, select Setup.

3.

In left navigational panel, find Personal Setup and select My Personal Information > Change My Display

4.

In Change My Display panel, select Customize My Tabs

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5.

Add eWAY Settings, eWAY Setup Guide and About eWAY tabs.

6.

Click Save button to save the changes.

Page 23

8. eWAY - Setup Guide and eWAY - Settings

What:

Setup an account with eWAY

Why:

If you are an existing eWAY customer, you can use eWAYCustomerID to complete the setup. If you are not eWAY customer, you can apply online at
www.eway.com.au.

How:

1.

Click on eWAY Setup Guide tab.

2.

Provide your information and click Next.

3.

Click on eWAY Settings tab. There will be one setting record with your company name. If you cannot see the record, change the drop down
list view to Recently Created.
Page 24

Click on that setting record and click Edit link.

4.

If you have your eWAYCustomerID which is an 8-digit number issued by eWAY, select Account Type to Live. To test with test account, select
Account Type to Test and enter Test ID (87654321). Then click Save to save the changes.

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5.

Click on eWAY Setup Guide tab and go through all three steps. If you have completed the setup process, you will see the message saying
You are now ready to process payment.

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