First and foremost, we need to download all the required packs for connecting Brickwork with your Salesforce environment so that you can accept payments directly from your Salesforce Account.
First and foremost, you will to need to install the Brickwork package. Additional packages may also need to be installed depending upon your Salesforce configuration.
These instructions are written with the assumption that you are a Salesforce Administrator with permission to install packages and knowledge pertaining to editing standard and custom object page layouts and adding Lightning specific elements including deploying My Domain.
Notes for installation process:
Here is an overview of what each option is and how you can expect to see your transaction information:
This option connects Brickwork to the NPSP Recurring Donation object, and its related Donation records. Using an iATS Customer Code, all schedule details are synced between Salesforce and iATS Payments allowing for transactions to be automatically processed on the defined date you or the donor has selected. Brickwork will auto-import all transactions that have been processed and relate them to the correct Donation record. In addition, when the transaction is processed successfully, Brickwork will change the Stage of the Donation from Pledged to Posted (or the closed/won option you define) so your reporting and roll-ups are accurate. If the transaction is declined, Brickwork will change the stage to the closed/lost option you define.