Install and set up the Adyen OMS package

Prerequisites

Before you install the Adyen Salesforce Order Management (OMS) package, make sure that you:

1. Have created a Salesforce OMS Org.
2. Install the base dependent API Library Apex Adyen package with the installation key Payments@Adyen..

Step 1: Install the app

1. In your Salesforce OMS Org, enable Currencies.
2. Install the Adyen Payments for Salesforce Order Management (SOM) app with the installation key Payments@Adyen.
3. Follow the instructions on the Salesforce Application Installation Guide.

Step 2: Configure package components

In your Salesforce OMS Org, configure package components:

1. Add new Adyen fields to the layout.
2. Configure Named Credentials.
3. Configure Adyen custom metadata type.
4. Configure sales channels.

Add new Adyen fields to the layout

1. From Setup, go to Object Manager.
2. Search for and click on the Sales Channel object.
3. Click on Page Layouts and select the page layout that you want the new Adyen Merchant Account field to appear in.
4. Drag and drop the field to your selected layout.
5. Click Save.

Repeat these steps for the Payment and Payment Authorization objects by adding the Adyen Override Merchant Config, Adyen Payment Method, Adyen Payment Method Variant fields.

Configure Named Credentials

The Named Credentials have the authentication details used between the Salesforce OMS and Adyen.

1. From Setup, enter Named Credentials in the search field.

2. Select Adyen Legacy Named Credential and click Edit.

3. Fill these properties:

   Field	Value
   Username	The name of your Adyen API Credential, for example ws@Company.[YourAdyenCompanyAccount].
   Password	The basic authentication password for your Adyen API Credential.
   Callout options	Select the checkbox for: - Generate Authorization Header - Allow Merge Fields in HTTP Body

4. Click Save.

Configure Adyen custom metadata type

1. From Setup, search for Custom Metadata Type.
2. Select Manage Records of Adyen Adapter metadata.
3. Select Edit for the Adyen Default metadata record.
4. Set the Merchant Account to the name of your Adyen merchant account. This field is case-sensitive.
5. Click Save.

Configure sales channels

1. From the App Launcher, search for Sales Channels.
2. Select the Sales Channel that you want to use.
3. Set the Adyen Merchant Account field to AdyenDefault.

   This must match the custom metadata record name from the previous step.

Step 3: Set up the Payment Gateway

To set up the Payment Gateway:

1. Create a Payment Gateway Provider record.
2. Create a Payment Gateway record.

Create the Payment Gateway Provider record

Get the Apex Adapter ID:

1. In your Salesforce OMS Org, go to Setup > Custom Code > Apex Classes
2. Choose AdyenAsyncAdapter class.
3. Get the Apex Adapter ID from the last 15 digits of the URL in your browser's address bar, for example 01pB0000004IvhM.

Add the Payment Gateway Provider record:

1. In Workbench, choose the latest API version available.

2. Select Utilities > REST Explorer.

3. Make a POST /services/data/v58.0/tooling/sobjects/PaymentGatewayProvider request with the following body:

   {
   "ApexAdapterId": "YOUR_APEX_ADAPTER_ID",
   "DeveloperName": "Adyen",
   "MasterLabel": "SalesforceOrderManagement-Adyen",
   "IdempotencySupported": "Yes"
   }

4. You get a confirmation in the API response if the Payment Gateway Provider record was created successfully.

Create a Payment Gateway record

1. In the App Launcher, search for Payment Gateways and select it.

2. Select New and enter the following values into the corresponding fields:

   Field	Value
   Payment Gateway Name	Adyen
   Payment Gateway Provider	Choose the Payment Gateway Provider you created.
   Merchant Credential	The Named Credential you created.
   Status	Active
   External Reference	Adyen_Component. This value must match your SFCC B2C Payment Processor ID.

3. Select Save.

Step 4: Set up webhooks

Adyen sends webhooks that contain JSON objects to your Salesforce payment gateway adapter. To receive these webhooks:

1. Expose a Salesforce site endpoint.
2. Configure webhooks in the Customer Area.
3. Test your webhook configuration.

Expose a Salesforce site endpoint

1. In your Salesforce OMS Org, go to Setup > User Interface > Sites and Domains - Sites, and then select Site.
2. Select New.
3. Enter a label, for example Adyen.
4. Enter a unique value for the default web address, for example http://dev-myorganization--sandbox.cs17.force.com/adyen.
5. Select Active.
6. Select an Active Site Home Page, for example, UnderConstruction.
7. Select Guest Access to the Payments API.
8. Select Save to save your changes and make sure the site is active.
9. Go to Public Access Settings > Custom Metadata Type Access.
10. Select Edit and enable the Adyen Adapter metadata type by moving it to the Enabled column.
11. Select Save.

12. Construct the webhook endpoint URL. For this you need:

    • The URL of your Salesforce site.
    • The Payment Gateway Provider ID you got when creating the Payment Gateway Provider record.

    For example:

Configure webhooks in the Customer Area

In your Customer Area, enable and configure webhooks for your company account, merchant account, and merchant account groups:

1. Go to Developers > Webhooks.

2. Select Webhook.

3. In the row for the Standard webhook, select Add.

4. Configure General settings:

   Setting	Description
   Server configuration	- URL: The webhook endpoint URL you constructed. - Method: JSON. - Encryption Protocol: The latest TLS version in the list.
   Merchant accounts	Select which merchant accounts this webhook is for.
   Events	Disable all events except for CAPTURE and REFUND. Contact our Support Team to enable this if you don't have access.

5. Select Save changes.

Test your webhook configuration

1. In your Customer Area, go to Developers > Webhooks.
2. Next to Standard webhook, select the edit webhook icon .
3. Select Test Configuration.
4. If you're on a company account, select a Merchant account from the dropdown list.
5. In the Event dropdown list, select the event code.

If your webhook configuration is correct, it shows a successful HTTP response status code, for example ResponseCode: 200.

Step 5: Set up alternative payment methods

To set up alternative payment methods:

1. Add a new gateway provider payment method type.
2. Add permissions.

Add a new gateway provider payment method type

1. In your Salesforce OMS Org, go to Setup > Object Manager > Alternative Payment Method > Record Type.
2. Verify that you have a record type named Alternative Payment Method.
3. Go to Setup > Developer Console.
4. Select the Query Editor tab.

5. Run the following query:

   SELECT Id from RecordType where Name = 'Alternative Payment Method' Limit 1

6. From the response to the query, store the Id of the record type. If you get a parsing error, you need to remove and insert the single quotes (‘) back in the query.
7. Go to Workbench.
8. Choose the latest API version available.
9. Select Login with Salesforce and log in with your OMS sandbox credentials.
10. Select Utilities > REST Explorer.

11. Make a POST /services/data/v58.0/sobjects/GtwyProvPaymentMethodType request with the following body:

    {
    "DeveloperName": "AlternativePaymentMethod",
    "MasterLabel": "Alternative Payment Method",
    "GtwyProviderPaymentMethodType" : "AdyenComponent",
    "PaymentGatewayProviderId" : "YOUR_APEX_ADAPTER_ID", //id of the Payment Gateway Provider record from step 3
    "PaymentMethodType" : "AlternativePaymentMethod",
    "RecordTypeId": "YOUR_RECORD_TYPE_ID"  //id of your Alternative Payment Method record type
    }

    You should receive the following response:

    {
     "id" : "1gpxxxxxxxxxxxxxxx",
     "success" : true,
     "errors" : [ ]
    }

Add permissions

1. In your Salesforce OMS Org, go to Setup > Permission Sets > Order Management B2C service > Object Settings > Alternative Payment Methods > Edit.
2. Under Record Type Assignments > Alternative Payment Method record type, select the Assigned Record Types checkbox.
3. Click Save.
4. Go back to Object Settings and go to Payment Authorizations > Edit.
5. Under Field Permissions, add Edit access for the Adyen Payment Method and Adyen Payment Method Variant fields.
6. Click Save.
7. Go back to Object Settings and go to Payments > Edit.
8. Under Field Permissions, add Edit access for the Adyen Payment Method and Adyen Payment Method Variant fields.
9. Click Save.

Go live

When you are ready to go live, follow our SFCC go-live checklist. You do not need to follow the steps to configure the SFCC Business Manager in the checklist. Instead, you need to:

1. Configure a new Named Credential with the username and password for your live Adyen credential.
2. For the new Named Credential you created, add the live URL using your live URL prefix, for example:
   https://[YOUR_LIVE_PREFIX]-checkout-live.adyenpayments.com
   • Replace [YOUR_LIVE_PREFIX] with the live prefix in your live Customer Area under Developers > API URLs > Prefix.
3. In the Adyen Payment Gateway record you created, change the Merchant Credential value to the new Named Credential.
4. Only if you are using a different merchant account in live, change the Merchant Account for the Adyen custom metadata record to the name of your live account.