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How to set up internal security (Salesforce users) - Optional - Extra Information

The below suggestions for security should also be used in conjunction with security best practices. For details on security best practices, visit trust.salesforce.com, then click on the security tab, followed by the best practices link.

THIS SECTION Is optional from a setup point of view.

 

1. Read the Salesforce Security Implementation Guide

Security Implementation Guide

2. Select which users should have access to Payments2Us

Only users that need access to Payments2Us should be given access

3. Select which users will have access to the Merchant Facilities tab

Only a few select and trusted users should have access to the Merchant Facilities tab

Updated at July 27th, 2024

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