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Assign “Stripe Integration - Admin” permission set to Admin.

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Create (or use existing one) Site for handling Stripe Webhooks (status update on payments/refunds)

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Update Stripe Secret Key & Webhook Url in Salesforce.

1. Copy Site Url

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2. Copy Secret key from Stripe account.
   

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3. Paste Site Url & Secret Key in the Configuration page and click Validate.

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Add to the Account / Contact layout “Sync with Stripe” button.

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Add to the Account / Contact layout with Bank Account and Credit Card list views.

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uDCD8 Patch Notes

Version 2.8 - 10 Aug 2024

• Status
  colour Red title major

  Improvement: added additional search for Stripe Customer. We are now able to search using Account parameters instead of just Contact parameters.

• Status
  colour Red title major

  Bug fix: added support for Active and Inactive Stripe accounts. There was an issue with Inactive Stripe account due to API difference.

  • An Inactive Account is usually a test/dev account used prior to Stripe account Activation.

• Status
  colour Red title major

  Bug fix: added support for transaction search using special characters.

• Status
  colour Green title low

  Added new App test cases

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