🧭 Step 1: Check Your Salesforce Backlog

• Open your assigned Payments Onboarding cases in Salesforce.
• Open the case and confirm the Status is Open.

💳 Step 2: Access the PayFac Portal

• Log in to the PayFac Portal
• Click Brand > Switch Brand
• Choose CellSmart POS from the dropdown
• Confirm you’re in the correct brand by checking the logo at the top left

📸 Screenshot – Switching Brand in PayFac Portal

🏗️ Step 3: Create the PayFac Account

1. From the Merchant List, click Create Account
2. Use the left side of the Salesforce case to fill out the following:
   • Environment: Live
   • Brand: CellSmart
   • Account Name: Match Salesforce
   • SF Opportunity ID: From the opportunity record
   • MCC: Type of business (based on merchant)
   • External Account ID: 18-digit ID from Salesforce
   • Country: USA or Canada
   • User Email / First & Last Name: From Contact in Salesforce
   • External User ID: Copy from Salesforce contact if listed

📸 Screenshot – Create Account Form

✅ Step 4: Save & Confirm Creation

• After filling out all fields, click Save Account
• You’ll be redirected to the Merchant List
• Use the Search bar to confirm the new merchant was added