Please note: This information is specific to the GoCardless for Salesforce application.
Mandates can either be created internally to the org (for example, if an agent in a call centre was taking details over the phone to set up a mandate) or externally (if a link to setup the mandate is required outside of Salesforce.)
Buttons are provided to cover both these cases:
Process authorisation will process the mandate internally, redirecting the user to a GoCardless payment page where the payor details can be completed. After filling out and submitting the payment page, the user will be redirected back to the Salesforce record page for the associated mandate, with the details filled in.
Public link will show a lightning quick action dialog where a link can be copied:
This link can be copied by hitting the Copy button above, and can then be distributed via any means necessary (email, IM, etc.) to the user who needs to set up the mandate. When the user navigates to the link, it will show the GoCardless payment page as before. When the form is submitted, the user is not redirected to the Salesforce record page, but instead a page showing that the redirection flow has been completed:
The authorisation object will be populated in Salesforce the same way as before.