---
title: "Go-live checklist"
description: "Follow this checklist before you start accepting live payments."
url: "https://docs.adyen.com/plugins/salesforce-commerce-cloud/sfra/go-live-checklist"
source_url: "https://docs.adyen.com/plugins/salesforce-commerce-cloud/sfra/go-live-checklist.md"
canonical: "https://docs.adyen.com/plugins/salesforce-commerce-cloud/sfra/go-live-checklist"
last_modified: "2024-01-19T16:48:00+01:00"
language: "en"
---

# Go-live checklist

Follow this checklist before you start accepting live payments.

[View source](/plugins/salesforce-commerce-cloud/sfra/go-live-checklist.md)

The setup from your test environment is not copied over to your live environment, so you need to configure live settings for:

* [Account](#account)
* [Finance](#finance)
* [Risk and compliance](#risk)
* [API communication](#api-communication)
* [Webhooks](#webhooks)

After you have configured your [live Customer Area](https://ca-live.adyen.com/) and the Salesforce Business Manager, [test your integration by making real payments](#end-to-end-testing).

## Account

### Set up your live account structure

* [Create additional merchant accounts](/account/manage-account-structure#request-merchant-account) if needed for your business.

### Give team members access to the live environment

* [Create a separate user](/account/users#create) for each team member who needs to access your [live Customer Area](https://ca-live.adyen.com/).
* Give each user the [roles](/account/user-roles) and account access required to perform their tasks.
* [Set up Customer Area notifications](/account/notification-center/#configure-notification-settings) to be notified of important events such as chargebacks.
* Consider setting up [two-factor authentication](/account/two-factor-authentication) for increased security.

### Set up payment methods

The cartridge renders the payment methods based on what is enabled in your [Customer Area](https://ca-live.adyen.com/).

* [Add all the payment methods](/payment-methods/add-payment-methods) that you want to offer to your shoppers.
* Check that the payment methods are rendered in the correct order in your checkout. You can change the order of local payment methods in your [Customer Area](https://ca-live.adyen.com/) > **Settings** > **Checkout settings**.
* Make sure that payments appear correctly on the shopper's bank statement. To make any adjustments to the **shopper statement**, contact our [Support Team](https://ca-test.adyen.com/ca/ca/contactUs/support.shtml?form=other).

## Finance

### Receive payouts from Adyen

* [Add information about the bank accounts](/account/manage-payout-account-details) where you want to receive the payouts from Adyen, if you haven't done so [as part of your application](/get-started-with-adyen/application-requirements#bank-statement).

* [Review and change how you get paid](/account/getting-paid#change-how-you-get-paid), if required.

### Use reports for reconciliation

* Set up [automatic generation of reports](/reporting/automatically-get-reports).
* Use the [Settlement details report](/reporting/settlement-detail-report) to reconcile your accounts on a transaction level.
* Consider [automating your reconciliation process](/reporting/settlement-reconciliation).

### (Optional) Set up a Reserve

* Consider setting up a [Reserve](/account/balances/reserve): this is used for refunds and other operational expenses in case of insufficient [in-process funds](/account/balances).

## Risk and compliance

##### Risk webinar

To learn more about risk management with Adyen, [sign up for an upcoming webinar](https://help.adyen.com/academy).

By default, your Adyen account has a risk profile based on industry standards.

* Review and [customize](/risk-management) your risk profile.
* [Set up Customer Area notifications](/account/notification-center/#configure-notification-settings) about [Fraudulent Payments (NOF)](/risk-management/understanding-disputes/dispute-process-and-flow#dispute-process) and [Chargebacks (NOC)](/risk-management/understanding-disputes/dispute-process-and-flow#dispute-process).
* Make sure that you know how risk rules are triggered, for example by making a payment where the billing address is different from the delivery address, or using different email addresses with the same IP address.

We strongly recommend to implement CAPTCHA [to prevent card testing attacks](https://help.adyen.com/en_US/knowledge/risk/fraud-score/how-can-i-prevent-bin-attacks), also known as [BIN](/get-started-with-adyen/adyen-glossary/#bank-identification-number-bin) attacks.

### 3D Secure

Note that for Visa and Mastercard, the enrollment for [3D Secure](/online-payments/3d-secure) can take up to seven days. This means that you might not be able to offer [3D Secure](/online-payments/3d-secure) to your shoppers immediately after your [live Customer Area](https://ca-live.adyen.com/) has been activated.

* If you are using v22.1.1 and earlier, make sure that you have [enabled 3D Secure 2](/plugins/salesforce-commerce-cloud/sfra/set-up-the-cartridge/?plugin=Salesforce%2BSFRA\&integration=cartridge\&version=22.1.1#step-7-enable-3ds) in the Business Manager.

- Configure your own rules for [Dynamic 3D Secure](/risk-management/dynamic-3d-secure), to have more control over which transactions are processed with [3D Secure](/online-payments/3d-secure).

### Compliance

When using our Salesforce Commerce Cloud cartridge, you need to assess your PCI DSS compliance according to the [Self-Assessment Questionnaire A (SAQ A)](/development-resources/pci-dss-compliance-guide?tab=client_side_encryption_3).

If you are [eligible for the Self-Assessment Questionnaire A (SAQ A)](/development-resources/pci-dss-compliance-guide/saq-a-eligibility/), you are exempt from additional [PCI DSS v4.0.1](/development-resources/pci-dss-compliance-guide/#ensuring-compliance-with-pci-dss-v4-0-1) requirements. To meet SAQ-A requirements, we recommend to use the default card component of the plugin.

If you customized the cartridge, you must review the [applicable compliance requirements](/development-resources/pci-dss-compliance-guide/?tab=api_only_3_4#online-payments), and you may not be eligible for the SAQ A. If you complete the Self-Assessment Questionnaire D (SAQ D) instead, additional requirements apply. See [Script security for PCI DSS v4.0.1 compliance](/online-payments/script-security-compliance/).

### Accessibility (WCAG/EAA) Compliance

You are responsible for ensuring compliance with WCAG and EAA accessibility standards.

The Adyen Salesforce Commerce Cloud plugin uses technologies that do not enforce additional accessibility requirements by default. The Adyen Plugins team does not implement additional accessibility measures beyond what the [Salesforce Commerce Cloud platform](https://developer.salesforce.com/docs/commerce/sfra/guide/b2c-sfra-standards-compliance.html) and [Adyen Web Components](/online-payments/accessibility/#adyens-commitment-to-accessibility) provide.

## API communication

* [Generate an API key](/plugins/salesforce-commerce-cloud/sfra/set-up-the-cartridge?plugin=Salesforce%20SFRA\&integration=cartridge#generate-keys) in your [live Customer Area](https://ca-live.adyen.com/), and copy it over to the Salesforce Business Manager.

* Make sure that your live API credentials have the following [permissions](/development-resources/api-credentials#api-permissions):

  * Merchant Recurring role
  * Checkout webservice role
  * Checkout encrypted cardholder data

## Webhooks

* [Set up webhooks](/plugins/salesforce-commerce-cloud/sfra/set-up-the-cartridge?plugin=Salesforce%20SFRA\&integration=cartridge#set-up-webhooks) in your [live Customer Area](https://ca-live.adyen.com/), and in the Salesforce Business Manager.

* Check that you are receiving all [webhook event types](/development-resources/webhooks/webhook-types#event-codes) needed for your integration.

* To [prevent webhook events being queued](/development-resources/webhooks/troubleshoot#retry-queue), make sure that you [accept all webhook events](/development-resources/webhooks/configure-and-manage#accept-webhooks).

* The cartridge has a scheduled job that handles the webhook event. To test that this is working correctly:

  1. In your [Customer Area](https://ca-live.adyen.com/), go to **Developers** > **Webhooks**.
  2. Next to **Standard Webhook**, select the edit webhook icon **.
  3. Select **Test Configuration**.
  4. If you are on a [company account](/account/account-structure#company-account), select a **Merchant account** from the dropdown list.
  5. In the **Event** dropdown list, select the [event code](/development-resources/webhooks/webhook-types#event-codes).

If the webhook is working correctly, you will see a [successful HTTP response status code](https://developer.mozilla.org/en-US/docs/Web/HTTP/Status#successful_responses), for example `ResponseCode`: **200**.

## End-to-end testing

To make sure your integration can handle the entire [payment lifecycle](/account/payments-lifecycle) with real payment details, you need to test possible scenarios with real payment details.

Payments with real details incur fees. To have enough funds available for refunds, consider setting up a [Reserve](#reserve).

* For each payment method that you offer, make a successful payment using real details.
* Make a payment with `resultCode`: **Refused**, for example by entering incorrect card details.
* Make a payment with `refusalReason`: **FRAUD**, by triggering multiple risk checks to achieve a risk score above **100**.
* Make a [refund using our API](/online-payments/refund#refund-a-payment), including a [partial refund](/online-payments/refund#refund-a-payment).

### 3D Secure

* Make a successful payment with 3D Secure authentication.
* Make a 3D Secure payment where the shopper fails to complete the challenge.
* Make sure that [3D Secure](/online-payments/3d-secure) is triggered correctly according to your [Dynamic 3D Secure](/risk-management/dynamic-3d-secure) settings and your [risk profile](/risk-management/create-and-use-risk-profiles).

## Salesforce Business Manager

When you have completed your tests, configure the following settings in the Salesforce Business Manager. The steps you have to follow depend on the version you are using.

### Tab: v25.3.0 or later

* Go to **Merchant tools** > **Adyen settings** > **Account settings**:

  1. Switch **Environment** from **Test** to **Live**.

  2. [Generate keys](/plugins/salesforce-commerce-cloud/sfra/set-up-the-cartridge/?plugin=Salesforce%20SFRA\&integration=cartridge\&version=24.2.0#generate-keys) in your Live Customer Area and replace your test API and client key with live credentials.

  3. Add your [live URL prefix](/development-resources/live-endpoints#live-url-prefix) to the **Adyen Live Prefix** field.\
     You can get your live URL prefix from your [live Customer Area](https://ca-live.adyen.com/) under **Developers** > **API URLs** > **Prefix**.

  4. Select your region from the **Front-end resources region** dropdown menu. The region you select must:

     * Be the closest region to where your shoppers are located.
     * Match your live URL prefix environment.

* Go to **Administration** > **Operations** > **Services**:

  * In the **Services** tab, select each service individually. For each service, next to the **Credentials** field at the bottom, select the corresponding service name that ends with **live** and select **Apply**.

* If you have set up [in-person payments](/plugins/salesforce-commerce-cloud/sfra/set-up-the-cartridge/?plugin=Salesforce%20SFRA\&integration=cartridge\&version=latest#set-up-in-person-payments), go to **Merchant tools** > **Adyen settings** > **In-person payments settings**:

  * Under **Terminal API Region**, select your region, or the region that is closest to your location.

* Payment methods

  * If you use [PayPal](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#paypal), you need a PayPal merchant ID to accept live payments.
  * If you use [Google Pay](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#google-pay), you need a Google merchant ID to accept live payments.
  * If you use [Apple Pay](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#set-up-apple-pay-on-the-web), you need to set it up either [using Adyen's Apple Pay certificate](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods?tab=use_adyen_s_apple_pay_certificate_1#set-up-apple-pay-on-the-web) or [using your own Apple Pay certificate](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods?tab=use_your_own_apple_pay_certificate_2#set-up-apple-pay-on-the-web).

* Make sure that a specific language-country/region locale (for example, **en\_US&#x20;**&#x66;or English - United States) is designated as the default locale, instead of using a generic default value. This ensures that the checkout experience matches the locales of your shoppers.

### Tab: v25.2.0 - v25.2.1

* Go to **Merchant tools** > **Adyen settings** > **Account settings**:

  1. Switch **Environment** from **Test** to **Live**.

  2. [Generate keys](/plugins/salesforce-commerce-cloud/sfra/set-up-the-cartridge/?plugin=Salesforce%20SFRA\&integration=cartridge\&version=24.2.0#generate-keys) in your Live Customer Area and replace your test API and client key with live credentials.

  3. Add your [live URL prefix](/development-resources/live-endpoints#live-url-prefix) to the **Adyen Live Prefix** field.\
     You can get your live URL prefix from your [live Customer Area](https://ca-live.adyen.com/) under **Developers** > **API URLs** > **Prefix**.

  4. Select your region from the **Front-end resources region** dropdown menu. The region you select must:

     * Be the closest region to where your shoppers are located.
     * Match your live URL prefix environment.

* Go to **Administration** > **Operations** > **Services**:

  * In the **Services** tab, select each service individually. For each service, next to the **Credentials** field at the bottom, select the corresponding service name that ends with **live** and select **Apply**.

* If you have set up [in-person payments](/plugins/salesforce-commerce-cloud/sfra/set-up-the-cartridge/?plugin=Salesforce%20SFRA\&integration=cartridge\&version=latest#set-up-in-person-payments), go to **Merchant tools** > **Adyen settings** > **In-person payments settings**:

  * Under **Terminal API Region**, select your region, or the region that is closest to your location.

* Payment methods

  * If you use [PayPal](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#paypal), you need a PayPal merchant ID to accept live payments.
  * If you use [Google Pay](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#google-pay), you need a Google merchant ID to accept live payments.
  * If you use [Apple Pay](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#set-up-apple-pay-on-the-web), you need to set it up either [using Adyen's Apple Pay certificate](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods?tab=use_adyen_s_apple_pay_certificate_1#set-up-apple-pay-on-the-web) or [using your own Apple Pay certificate](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods?tab=use_your_own_apple_pay_certificate_2#set-up-apple-pay-on-the-web).

### Tab: v24.1.0 - 25.1.0

* Go to **Merchant tools** > **Adyen settings** > **Account settings**:

  1. Switch **Environment** from **Test** to **Live**.

  2. [Generate keys](/plugins/salesforce-commerce-cloud/sfra/set-up-the-cartridge/?plugin=Salesforce%20SFRA\&integration=cartridge\&version=24.2.0#generate-keys) in your Live Customer Area and replace your test API and client key with live credentials.

  3. Add your [live URL prefix](/development-resources/live-endpoints#live-url-prefix) to the **Adyen Live Prefix** field.\
     You can get your live URL prefix from your [live Customer Area](https://ca-live.adyen.com/) under **Developers** > **API URLs** > **Prefix**.

  4. Select your region from the **Front-end resources region** dropdown menu. The region you select must:

     * Be the closest region to where your shoppers are located.
     * Match your live URL prefix environment.

* Go to **Administration** > **Operations** > **Services**:

  * In the **Services** tab, select each service individually. For each service, next to the **Credentials** field at the bottom, select the corresponding service name that ends with **live** and select **Apply**.

* Payment methods

  * If you use [PayPal](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#paypal), you need a PayPal merchant ID to accept live payments.
  * If you use [Google Pay](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#google-pay), you need a Google merchant ID to accept live payments.
  * If you use [Apple Pay](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#set-up-apple-pay-on-the-web), you need to set it up either [using Adyen's Apple Pay certificate](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods?tab=use_adyen_s_apple_pay_certificate_1#set-up-apple-pay-on-the-web) or [using your own Apple Pay certificate](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods?tab=use_your_own_apple_pay_certificate_2#set-up-apple-pay-on-the-web).

### Tab: v23.3.1 or earlier

* Go to **Administration** > **Operations** > **Services**:

  1. In the **Credentials** tab, for each live endpoint, edit the URL and replace **\[YOUR\_LIVE\_PREFIX]** with your [live URL prefix](/development-resources/live-endpoints#live-url-prefix) that you get from the [live Customer Area](https://ca-live.adyen.com/) under **Developers** > **API URLs** > **Prefix**.\
     Make sure that the data center that you use for your live URL prefix matches the front end region you chose in the Business Manager.

     Currently, the cartridge does not support using multiple live URL prefixes in your Salesforce sandbox environment, and the prefix you set up in the sandbox is shared with all connected live sites. This means that you cannot use different live URL prefixes to go live in different regions.

  2. In the **Services** tab, select each service individually. For each service, next to the **Credentials** field at the bottom, select the corresponding service name that ends with **live** and select **Apply**.

* Go to **Merchant tools** > **Custom preferences**:

  1. Switch **adyen\_mode** from **test** to **live**.
  2. Replace the test credentials with live credentials.

* Payment methods

  * If you use [PayPal](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#paypal), you need a PayPal merchant ID to accept live payments.
  * If you use [Google Pay](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#google-pay), you need a Google merchant ID to accept live payments.
  * If you use [Apple Pay](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods#set-up-apple-pay-on-the-web), you need to set it up either [using Adyen's Apple Pay certificate](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods?tab=use_adyen_s_apple_pay_certificate_1#set-up-apple-pay-on-the-web) or [using your own Apple Pay certificate](/plugins/salesforce-commerce-cloud/sfra/set-up-payment-methods?tab=use_your_own_apple_pay_certificate_2#set-up-apple-pay-on-the-web).

Merchants accepting payments in India have to follow these steps:

1. Go to **Merchant tools** > **Custom preferences**.
2. Switch **adyen\_mode** from **test** to **live**.
3. Replace the test credentials with live credentials.
4. In the **Region** dropdown menu, select **"IN"**.

## Next steps

Once you have completed the above checklist, you are ready to accept live payments!

###### [Keep your plugin up to date](/plugins/release-notes)

[Follow our release notes, and subscribe to our releases on GitHub.](/plugins/release-notes)

###### [Managing your live account](/account)

[Learn how to manage your Adyen account after your integration is live.](/account)
