How can a Revenue Cloud Consultant create a new payment Method for a credit card that will be saved for future Payments?
A . Enter the credit card details into a new payment Method record Click the Tokenize button
B . From the Payment credit cards related list, click the new credit card button.
C . Enter the credit card details into a new payment method record. salesforce users should use platform encryption for PCI Compliance.
D . From the Account, Payment Method related list, then click the new Payment Method Credit Card button.
Answer: D
Explanation:
To create a new payment method for a credit card that will be saved for future payments, the Revenue Cloud Consultant should follow these steps:
Navigate to the account record that needs the new payment method.
Find the Payment Methods related list, and then click New Payment Method Credit Card. This button opens a form that allows entering the credit card details, such as card number, expiration date, cardholder name, and billing address.
Optionally, select a payment gateway record to associate the payment method with a specific gateway. If no payment gateway is selected, the default gateway for the org is used. Optionally, select the Autopay checkbox to make this payment method the default one for all transactions on this account.
Click Save. This action creates a new payment method record and also sends a request to the payment gateway to tokenize the credit card information. Tokenization is a process that replaces sensitive data with a unique identifier that can be used for payment processing without exposing the original data.
Once the payment gateway returns a token, the payment method record is updated with the token
value in the Payment Gateway Token field. This token is used to process payments with this payment
method in the future.
Reference: Create a Credit Card Payment Method
Payment Methods
Payments and Credits
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