Pre install considerations
Trial period
By default, on first install from the Appexchange you will be granted a 90 day trial. You will be able to process test payments during this period. After the trial period you will be required to sign up to a yearly subscription. Please contact us for a detailed quote / contract.
Upgrade an existing package
Asperato is a managed package, and can thus be upgraded the same way you would install any other package. Simply paste the link into the browser while logged into the Salesforce org, and follow the upgrade instructions. Installation links are available in release notes - see the details in article for version that you wish to upgrade to.
Supported Salesforce versions, Lightning vs Classic
The Asperato package can be used in both Lightning and Classic mode, the functionality is identical. The tabs are the same, and the buttons that appear as lightning quick actions in lightning experience will appear as standard Salesforce buttons in Salesforce Classic.
When it comes to initial ‘Setup’ of the application, you will need to keep in mind that package versions prior to 2.11 do not support configuration process in Classic mode. Regardless of whether the setup is carried out in Lightning or Classic, the functionality of the Asperato application for collections is consistent across both interfaces.
For Outbound Payments within Asperato - this functionality is only available in Lightning.
Users may switch between either interface without affecting functionality.
Paths
If you're using Asperato in Lightning experience, we provide paths on our objects to give you a visual display of the payment or authorisation status. If you wish to use these paths, you'll need to follow the instructions here to enable paths.
Installing & setting up Asperato
- Install the package from the AppExchange here. Installation usually only takes few minutes and you will receive email confirmation from Salesforce once the process has been completed.
- After successful installation you will need to navigate to the "Asperato Setup" page to create a configuration.
- Click the "Setup configuration" button to complete the set up with few simple steps
Example illustration
You should now be connected to an Asperato test account, setup with a number of test payment service provider connections so you can start taking payments right away!
Connecting Salesforce to your chosen Payment Service Providers
On the Asperato Setup page you will see a list of pre-connected payment service providers. These allow you to take immediate test payments. If you wish to connect your own payment service provider, please see the instructions here.
User permissions
See this article for in depth information regarding permissions.
Next article: Create your first payment request