Brickwork Setup and Support

Learn how to set up and customize Brickwork.

Administrative Tasks

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The following sections describe common Admin tasks of Brickwork and Salesforce.

Confirm your Current Brickwork Version Number

1. In Set-up use quick find and search for Installed packages.
2. Locate “iATS Payments” from the Package list. The Brickwork version number will appear under the Version Number column.


Grant iATS Staff Temporary Access to Salesforce

For troubleshooting purposes, you may be asked to grant iATS staff access to your Salesforce environment.

Salesforce Standard Menu:

1. If using the standard menu, click Setup > Personal Setup > My Personal Information > Grant Login Access.
2. Locate 'First American Payment Systems Support'.
3. Select the length of time iATS will be able to access environment in the “Access Duration” drop down menu (usually 7 business days).

 

Salesforce Enhanced Menu:

1. Click your name > My Profile > Personal > Grant Login Access.
2. Locate 'First American Payment Systems Support'.
3. Set the access expiration date (usually 7 business days).
4. Click Save. 

 

Lightning:

1. Click your avatar at the top right > My Profile > Personal > Grant Login Access.
2. Locate 'First American Payment Systems Support'.
3. Set the access expiration date (usually 7 business days).
4. Click Save. 

 

Manually Re-schedule the Payments Apex Class

The Payments Apex class is automatically created and scheduled when the Brickwork Payments add on extension is downloaded via the Salesforce App Exchange. If the user who initially installed the extension leaves the organization, or the Apex is deleted by accident, it can be re-created manually.

1. Within Setup, use quick find to locate Apex Classes.
2. Click the Schedule Apex button.
3. Enter “iATS Nightly Download Journal” for the job name.
4. Within Apex Class, select the “iATSPayments_journal_log”.
5. Select Weekly as the frequency, and select each day of the week.
6. Leave today as the start date, but change the end date to be a date far into the future.
7. Select a preferred start time between 7am and 7pm (Your own time zone). Internal iATS updates and maintenance may occur between 11:00pm and 4:00am nightly. Setting the “Preferred Start Time” during this window is not recommended.
8. Click Save.

 

 

 

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