Getting Started

App Installation

3min

Installation of Breadwinner Payments is a simple process. Please review this guide documentation prior to installing the application from the AppExchange for best success.

Prerequisites for App Installation

  • Installed in Salesforce Enterprise Edition or greater.
  • Installed by a full Salesforce Administrator account.
  • Login/Authentication details of Payment Processor 

App Installation

Installation of the Breadwinner Payments app is done from the Salesforce AppExchange following the same familiar process as other apps. Please note, however, that we suggest you select Install for Admins Only during this installation. This follows best practices for data security, controlling general user access to Breadwinner data when needed and not exposed by default.

Install for Admins Only when prompted during Install
Install for Admins Only when prompted during Install




Once the application has been fully installed you will find the Breadwinner Payments in the Salesforce App Selector. Go ahead and click Breadwinner Payments under Apps as shown. You should then be able to see that Breadwinner has installed tabs such as BWP Customers.

Breadwinner Payments App and Tabs
Breadwinner Payments App and Tabs