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Go-live checklist

Follow this checklist before you start accepting live payments.

The setup from your test environment is not copied over to your live environment, so you need to configure live settings for:

After you have configured your live Customer Area and the Salesforce Business Manager, test your integration by making real payments.


Set up your live account structure

Give team members access to the live environment

Set up payment methods

The cartridge renders the payment methods based on what is enabled in your Customer Area.

  • Add all the 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 > 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.


Receive payouts from Adyen

Use reports for reconciliation

(Optional) Set up a Reserve

  • Consider setting up a Reserve: this is used for refunds and other operational expenses in case of insufficient in-process funds.

Risk and compliance

Risk webinar

To learn more about risk management with Adyen, sign up for an upcoming webinar.

By default, your Adyen account has a risk profile based on industry standards.

3D Secure

Note that for Visa and Mastercard, the enrollment for 3D Secure can take up to seven days. This means that you might not be able to offer 3D Secure to your shoppers immediately after your live Customer Area has been activated.


When using our Salesforce Commerce Cloud cartridge, you need to assess your PCI DSS compliance according to the Self-Assessment Questionnaire A (SAQ A).

API communication

  • Generate an API key in your live Customer Area, and copy it over to the Salesforce Business Manager.
  • Make sure your live API credentials have the following permissions:
    • Merchant Recurring role
    • Checkout webservice role
    • Checkout encrypted cardholder data


If the webhook is working correctly, you will see a successful HTTP response status code, for example ResponseCode: 200.

End-to-end testing

To make sure your integration can handle the entire payment 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.

  • 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, including a partial refund.

3D Secure

  • Make a successful payment with 3D Secure authentication.
  • Make a 3D Secure payment where the shopper fails to complete the challenge.
  • Make sure that 3D Secure is triggered correctly according to your Dynamic 3D Secure settings and your risk profile.

Salesforce Business Manager

When you have completed your tests, configure the following settings in the Salesforce Business Manager. The steps you have to follow depend on the version you are using.

  • Go to Merchant tools > Adyen settings > Account settings:

    1. Switch Environment from Test to Live.
    2. Replace the test credentials with live credentials.
    3. Add your live URL prefix to the Adyen Live Prefix field.
      You can get your live URL prefix from your live Customer Area under Developers > API URLs > Prefix.
  • Go to Administration > Operations > Services:

    • In the Services tab, select each service individually. For each service, next to the Credentials field at the bottom, select the corresponding service name that ends with live and select Apply.
  • Payment methods

Merchants accepting payments in India have to follow these steps:

  1. Go to Merchant tools > Adyen settings > Account settings.
  2. Switch Environment from Test to Live.
  3. Replace test credentials with your live credentials.
  4. In the Front-end resources region dropdown menu, select IN - India.

Next steps

Once you've completed the above checklist, you're ready to accept live payments!