Click & Pay (Salesforce) - Button Concept

The Button Concept in the Click & Pay Suite is a dynamic and customizable feature designed to streamline the item listing and transaction process—particularly from the Contact Details Page and Virtual Terminal (VT). It allows admins to predefine how items are displayed and interacted with by leveraging Salesforce reports or custom data files.

This guide walks you through the creation, configuration, and deployment of buttons within the suite.

🛠️ Creating a Button in Click & Pay Suite

1. Navigate to Button Settings

Go to:
 Click & Pay Suite → Launcher (top right corner) → Settings → Buttons

2. Create a New Button

Click on + New Button to begin configuration.

3. Enter Basic Button Details

📥 Load Item Lookup Report

Choose a data source for item records:

Option 1: Select Existing Salesforce Report

• Choose an existing saved report from your folders.
• Navigate to: Select Folder → Choose Report
• The report columns will be available for field mapping.

Option 2: Upload CSV File

• Upload a .csv file containing item records.

Note: The maximum number of records allowed to be added to buttons is 2,000 when using either a Salesforce Report or a .csv file, if the Contact field is not mapped.
 However, if the Contact field is mapped, the system supports more than 2,000 records.

🔗 Mapping Fields

Link each record's fields to the item configuration. The following mappings are available:

⚠️ Fields should be mapped according to their datatype.

🔍 Preview and Process

Once mappings are completed:

• Preview Button: View the top 10 records to ensure proper configuration.
• Process the Records: Click Process the Records at the bottom of the page to activate the button.

💡 How the Button Works

After configuration, the button becomes accessible from the Virtual Terminal and the Contact Details Page. Users can:

• View predefined items,
• Select from menus or perform lookups,
• Ensure consistent and streamlined transactions.

This improves both data accuracy and user efficiency.

🔄 Automatic Sync to VT

After saving in Settings, the system automatically publishes and syncs the new group and buttons to Virtual Terminal (VT)—no manual publishing required.

Locate Groups Control in Payment Details

1. Open VT and go to the Payment Details section.

2. Verify there are two buttons near items:

   • Add Items button

   • Groups button.

Select a Group

1. Click the Groups button.

2. A dropdown lists all groups synced from Settings.

3. Select the group from the list.

Select a Specific Button to Load Items

1. Click the Button button.

2. The items configured for that button will load into Payment Details.

3. Items may be edited.

➕ Add Button to Contact Details Page

To enable button access from a contact record, follow these steps:

Step 1: Open the Page Layout Editor

• Navigate to: Contacts → Page Layouts
• Select the desired layout (e.g., Contact Layout)

Step 2: Locate and Add Component

• Find: C&P VT Dynamic Buttons
• Location: Under Custom Components
• Drag and drop the component into the layout.

Step 3: Configure the Group

• Set the Field Name.
• Select the appropriate Group Name from the dropdown (created during button setup).

Step 4: Save and Verify

• Save the layout.
• Visit any Contact record to confirm that the C&P VT Dynamic Buttons section is visible.

✅ Summary

The Button Concept in the Click & Pay Suite is a user-friendly way to control item listings, integrate structured data from reports or CSVs, and offer seamless access to items for transactions—all directly within the Salesforce environment.

By following the steps in this guide, you can create powerful buttons that:

• Centralize item logic,
• Improve transaction flow,
• Reduce manual entry and errors.