--- title: "Go-live checklist" description: "Follow this checklist before you start accepting live payments." url: "https://docs.adyen.com/plugins/salesforce-commerce-cloud/composable-storefront/go-live-checklist" source_url: "https://docs.adyen.com/plugins/salesforce-commerce-cloud/composable-storefront/go-live-checklist.md" canonical: "https://docs.adyen.com/plugins/salesforce-commerce-cloud/composable-storefront/go-live-checklist" last_modified: "2023-09-25T15:19:00+02:00" language: "en" --- # Go-live checklist Follow this checklist before you start accepting live payments. [View source](/plugins/salesforce-commerce-cloud/composable-storefront/go-live-checklist.md) The setup from your test environment is not copied over to your live environment, so you need to configure live settings for: * [Account](#account) * [Finance](#finance) * [Risk and compliance](#risk) * [API communication](#api-communication) * [Webhooks](#webhooks) * [Live environment region](#live-environment-region) If you want to offer your shoppers the option to [pay with wallets](#wallet-payment-methods), there are additional steps to take. After you have configured your [live Customer Area](https://ca-live.adyen.com/), [test your integration by making real payments](#end-to-end-testing). ## Account ### Set up your live account structure * [Create additional merchant accounts](/account/manage-account-structure#request-merchant-account) if needed for your business. ### Give team members access to the live environment * [Create a separate user](/account/users#create) for each team member who needs to access your [live Customer Area](https://ca-live.adyen.com/). * Give each user the [roles](/account/user-roles) and account access required to perform their tasks. * [Set up Customer Area notifications](/account/notification-center/#configure-notification-settings) to be notified of important events such as chargebacks. * Consider setting up [two-factor authentication](/account/two-factor-authentication) for increased security. ### Set up payment methods The package renders the payment methods based on what is enabled in your [Customer Area](https://ca-live.adyen.com/). * [Add all the payment methods](/payment-methods/add-payment-methods) that you want to offer to your shoppers. * Check that the payment methods are rendered in the correct order in your checkout. You can change the order of local payment methods in your [Customer Area](https://ca-live.adyen.com/) > **Settings** > **Checkout settings**. * Make sure that payments appear correctly on the shopper's bank statement. To make any adjustments to the **shopper statement**, contact our [Support Team](https://ca-test.adyen.com/ca/ca/contactUs/support.shtml?form=other). ## Finance ### Receive payouts from Adyen * [Add information about the bank accounts](/account/manage-payout-account-details) where you want to receive the payouts from Adyen, if you haven't done so [as part of your application](/get-started-with-adyen/application-requirements#bank-statement). * [Review and change how you get paid](/account/getting-paid#change-how-you-get-paid), if required. ### Use reports for reconciliation * Set up [automatic generation of reports](/reporting/automatically-get-reports). * Use the [Settlement details report](/reporting/settlement-detail-report) to reconcile your accounts on a transaction level. * Consider [automating your reconciliation process](/reporting/settlement-reconciliation). ### (Optional) Set up a Reserve * Consider setting up a [Reserve](/account/balances/reserve): this is used for refunds and other operational expenses in case of insufficient [in-process funds](/account/balances). ## Risk and compliance ##### Risk webinar To learn more about risk management with Adyen, [sign up for an upcoming webinar](https://help.adyen.com/academy). By default, your Adyen account has a risk profile based on industry standards. * Review and [customize](/risk-management) your risk profile. * [Set up Customer Area notifications](/account/notification-center/#configure-notification-settings) about [Fraudulent Payments (NOF)](/risk-management/understanding-disputes/dispute-process-and-flow#dispute-process) and [Chargebacks (NOC)](/risk-management/understanding-disputes/dispute-process-and-flow#dispute-process). * Make sure that you know how risk rules are triggered, for example by making a payment where the billing address is different from the delivery address, or using different email addresses with the same IP address. ### 3D Secure Note that for Visa and Mastercard, the enrollment for [3D Secure](/online-payments/3d-secure) can take up to seven days. This means that you might not be able to offer [3D Secure](/online-payments/3d-secure) to your shoppers immediately after your [live Customer Area](https://ca-live.adyen.com/) has been activated. To render the 3D Secure 2 component in the live environment, implement your Content Security Policy (CSP) by authorizing scripts in your Retail React App. In the `ssr.js` file of your Retail React App, add the script URLs for each payment method in a `script-src` array. Refer to the [`ssr.js` file in our GitHub](https://github.com/Adyen/adyen-salesforce-headless-commerce-pwa/blob/develop/packages/adyen-retail-react-app/overrides/app/ssr.js)to see an example. ### Compliance When using our Salesforce Commerce Cloud package, you need to assess your PCI DSS compliance according to the [Self-Assessment Questionnaire A (SAQ A)](/development-resources/pci-dss-compliance-guide?tab=client_side_encryption_3). ## API communication Make sure that your live API credentials have the following [permissions](/development-resources/api-credentials/#api-permissions): * Merchant Recurring role * Checkout webservice role * Checkout encrypted cardholder data In your [MRT environment](/plugins/salesforce-commerce-cloud/composable-storefront/install-and-set-up-the-package?plugin=Salesforce%20Composable%20Storefront\&integration=package\&version=latest#set-environment-variables): * Replace the **YOUR\_SITE\_ID\_ADYEN\_API\_KEY** value with the [API Key](/development-resources/api-credentials#generate-api-key) from your [live Customer Area](https://ca-live.adyen.com/). ### Live environment region and URL prefix * In your [MRT environment](/plugins/salesforce-commerce-cloud/composable-storefront/install-and-set-up-the-package?plugin=Salesforce%20Composable%20Storefront\&integration=package\&version=latest#set-environment-variables): 1. Update the **YOUR\_SITE\_ID\_ADYEN\_ENVIRONMENT** value with the `environment` value for the live endpoint region. | Endpoint region | Value | | ------------------------------------ | ------------- | | Europe (EU) live | **live** | | United States (US) live | **live-us** | | Australia (AU) live | **live-au** | | Asia Pacific & Southeast (APSE) live | **live-apse** | | India (IN) live | **live-in** | 2. Get your [live URL prefix](/development-resources/live-endpoints#live-url-prefix) and add it to the **YOUR\_SITE\_ID\_ADYEN\_LIVE\_URL\_PREFIX** variable. 3. If you want to use different live endpoint regions for different sites, create new variables for your sites.\ For example, for your two sites, **RefArch** and **RefArchGlobal**, create a **RefArchGlobal\_ADYEN\_ENVIRONMENT** variable and connect that site to a different region by setting the variable to the [live endpoint region](/development-resources/live-endpoints#location-based-live-endpoints) you want to use. ## Webhooks * [Set up webhooks](/plugins/salesforce-commerce-cloud/composable-storefront/install-and-set-up-the-package?plugin=Salesforce%20Composable%20Storefront\&integration=package\&version=3.0.0#set-up-webhooks) in your [live Customer Area](https://ca-live.adyen.com/). * Check that you are receiving all [webhook event types](/development-resources/webhooks/webhook-types#event-codes) needed for your integration. * To [prevent webhook events being queued](/development-resources/webhooks/troubleshoot#retry-queue), make sure that you [accept all webhook events](/development-resources/webhooks/configure-and-manage#accept-webhooks). * The package has a scheduled job that handles the webhook event. To test that this is working correctly: 1. In your [Customer Area](https://ca-live.adyen.com/), go to **Developers** > **Webhooks**. 2. Next to **Standard Webhook**, select the edit webhook icon **. 3. Select **Test Configuration**. 4. If you are on a [company account](/account/account-structure#company-account), select a **Merchant account** from the dropdown list. 5. In the **Event** dropdown list, select the [event code](/development-resources/webhooks/webhook-types#event-codes). If the webhook is working correctly, you will see a [successful HTTP response status code](https://developer.mozilla.org/en-US/docs/Web/HTTP/Status#successful_responses), for example `ResponseCode`: **200**. After setting up webhooks in your Live Customer Area, you need to update the following variables in your [MRT environment](/plugins/salesforce-commerce-cloud/composable-storefront/install-and-set-up-the-package?plugin=Salesforce%20Composable%20Storefront\&integration=package\&version=latest#set-environment-variables) with your live credentials: * **YOUR\_SITE\_ID\_ADYEN\_WEBHOOK\_USER** * **YOUR\_SITE\_ID\_ADYEN\_WEBHOOK\_PASSWORD** * **YOUR\_SITE\_ID\_ADYEN\_HMAC\_KEY** ## Wallet payment methods * If you use PayPal, follow the steps to [set up your PayPal account](/payment-methods/paypal/setup-paypal-direct-merchants/), and [add your live PayPal Merchant ID to your Customer Area](/payment-methods/paypal/setup-paypal-direct-merchants/?tab=add-ca-live_2). * If you use Google Pay, follow the steps to [go live with Google Pay](/payment-methods/google-pay/web-drop-in/#before-you-go-live). * If you use Apple Pay, follow the steps to [go live with Apple Pay](/plugins/salesforce-commerce-cloud/composable-storefront/set-up-payment-methods#go-live-apple-pay). ## End-to-end testing To make sure your integration can handle the entire [payment lifecycle](/account/payments-lifecycle) with real payment details, you need to test possible scenarios with real payment details. Payments with real details incur fees. To have enough funds available for refunds, consider setting up a [Reserve](#reserve). * For each payment method that you offer, make a successful payment using real details. * Make a payment with `resultCode`: **Refused**, for example by entering incorrect card details. * Make a payment with `refusalReason`: **FRAUD**, by triggering multiple risk checks to achieve a risk score above **100**. * Make a [refund using our API](/online-payments/refund#refund-a-payment), including a [partial refund](/online-payments/refund#refund-a-payment). ### 3D Secure * Make a successful payment with 3D Secure authentication. * Make a 3D Secure payment where the shopper fails to complete the challenge. ## Next steps Once you have completed the above checklist, you are ready to accept live payments! ###### [Keep your plugin up to date](/plugins/release-notes) [Follow our release notes, and subscribe to our releases on GitHub.](/plugins/release-notes) ###### [Managing your live account](/account) [Learn how to manage your Adyen account after your integration is live.](/account)