Integrating Braintree With Chargent In Salesforce

Salesforce Payments by Chargent is the leading payments application available on the Salesforce AppExchange. Chargent allows you to process payments directly from within Salesforce. This guide shows you how you can easily connect Braintree with Salesforce using Chargent.

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About This Guide
Video Tutorial
Before You Begin
Setting Up Your Test Environment
Running Test Transactions
Going Live in Production
Supported Features
Field Mapping
Gateway Response Codes
Troubleshooting
Getting Help

About This Guide

This guide walks you through the steps needed to integrate Chargent with PayPal’s Braintree gateway. It assumes you have already installed and configured Chargent, but links are provided to installation, user management, and configuration topics where more detail is available to get you up and running quickly. It also assumes you have already chosen the Braintree gateway and includes links to gateway-specific documentation for configuration instructions.

Note: Screenshots and details may differ based on your Chargent or gateway version.

Video Tutorial

If you’re a visual learner, like many of us, check out our overview video to get started with Braintree. The text in this guide covers the video’s content in greater detail, so if you have any questions, make sure to follow along with the content here.

Before You Begin

Before you start integrating Braintree in Chargent with Salesforce, make sure you’ve completed the following steps.

Installing and Configuring Chargent

Before setting up your gateway, install the latest version of Chargent and configure your user permissions. Guides for these topics are available below to help you get started.

Installing and Updating Chargent
License Assignment (Production Only, not required for Sandbox)
Permission Assignment

Note: We always recommend installing and testing Chargent in a sandbox before installing it in your production environment.

Setting Up Your Test Environment

Before installing Chargent in production, we highly recommend installing and testing in a Salesforce sandbox. The following topics provide instructions for obtaining your test gateway credentials and creating a test Gateway record in Salesforce. Remember to refresh your sandbox beforehand to ensure that your sandbox is aligned with your production configurations.

Creating Your Braintree Sandbox Account

If you don’t already have Braintree credentials for testing, you must Create a Braintree Sandbox Account.

Obtaining Your Braintree Sandbox Credentials

To verify your test gateway credentials in Salesforce, Chargent requires the following gateway information:

Merchant ID
Private Key
Public Key

You can access your Braintree Sandbox credentials by following these steps:

Log in to your Braintree sandbox account.
Click on the gear icon in the top right of the screen.
Click API.

If you don’t see any keys under the API Keys section, click Generate New API Key.
When a key is present, click View under the ‘Private Key’ header to see all required credentials.
Copy the public key, private key, and Merchant ID and save them in a secure location.

Creating Your Test Gateway in Chargent

Now that you have your credentials in hand, it’s time to create a gateway record in a Salesforce sandbox and verify your Braintree sandbox credentials.

Login to your Salesforce sandbox (partial, full, or developer sandboxes work).
Go to the App Launcher and click the Chargent app.
Click the Chargent Settings tab and choose the Setup Wizard subtab.
Click Yes when prompted, “Do you have a Payment Gateway account?”.
Select ‘Braintree’ from the list and click Continue.

Note: In your Salesforce sandbox instance, Chargent automatically sends your transactions to your gateway’s test endpoint URL to ensure you don’t accidentally send live transactions from your Salesforce sandbox environment.

If your testing process requires creating live transactions in your sandbox environment, see Running Live Transactions in Sandbox.

Enter your Braintree sandbox credentials, leaving the Endpoint Override field blank.
- See Merchant Account ID if you plan to process payments for multiple business units or currencies using Braintree’s Merchant Account feature.
Click Sign In.
When you receive a message stating “Your credentials have been successfully verified!”, click Continue to complete the steps in the wizard.
- If you receive an error message in red, see the Checking Your Remote Site Settings section below or check out our troubleshooting tips.

The remaining choices in the Gateway Setup Wizard are determined by your specific use case. For more detailed information about the steps, see Gateway Setup Wizard.

Checking Your Remote Site Settings

The remote sites for your gateway should automatically activate when completing the Gateway Setup Wizard. If you encounter any issues connecting to Chargent using your gateway credentials, ensure they have been correctly activated in your org.

Click the gear icon at the top right and choose Setup.
Enter “remote” in the Quick Find box and choose Remote Site Settings.
Locate the following Remote Site names and make sure the “Active” box is selected:

- Braintree_Test
- Braintree_Live

If the “Active” box is not selected, click Edit, select Active, and click Save.

Setting Up Your Direct Debit Network

Setting up your Direct Debit Network is optional but recommended. When you reach the Gateway Setup Wizard page labeled “Select the Payment Methods you accept,” select the Direct Debit Network for your region.

Braintree supports the ACH – US Direct Debit Network. Choosing the correct Direct Debit Network will allow you to accept Bank Account payments and display the correct Direct Debit Network fields in Chargent.

Note: You must complete a few steps before you can begin accepting ACH payments using the Braintree gateway integration. See ACH requirements.

Learn more by visiting Understanding Bank Account Payments.

Running Test Transactions

After successfully creating your test gateway record, you can attempt your first test transaction. See Testing in Sandbox for instructions and best practices for testing. Every gateway has its own test payment methods and response codes. See the list below for information and resources specific to Braintree.

Testing Credit Card Transactions

Visit Braintree’s documentation, Credit Cards – Testing and Go Live, for a complete list of test credit card numbers. To quickly verify your integration, you can use the following test credit card number to ensure Chargent is appropriately configured:

Processing Network	Card Number	Expiration	CVC
Visa	4111111111111111	Any date in the future	Any 3-digit number
Mastercard	5555555555554444	Any date in the future	Any 3-digit number
American Express	378282246310005	Any date in the future	Any 4-digit number
Discover	6011000991300009	Any date in the future	Any 3-digit number

Testing Bank Account Transactions

Visit Braintree’s documentation, ACH Direct Debit – Testing and Go Live, for a complete list of test bank account numbers. To quickly verify your integration, you can use the following test bank account information to ensure Chargent is appropriately configured:

Routing Number	Account Number	Bank Name	Account Type
Any 9-digit number	1000000000	Any bank name	Checking

Testing Response Codes

It’s important to test different gateway responses to ensure that your gateway is configured properly. The gateway’s response is stored on a transaction record (see the Response Code and Response Status fields) in Salesforce.

Every gateway has its own response codes. You can test response codes by inputting specific billing information, as noted in the following guides:

For example, you can test the following credit card numbers to generate a specific response code:

Card Number	Processing Network	Expected Response
4000111111111115	Visa	Declined
378734493671000	American Express	Declined
3566002020360505	JCB	Failed

Running Live Transactions in Sandbox

It is not considered best practice to run live transactions in your sandbox environment. If you still wish to send live transactions from a Salesforce Sandbox as a final step in testing, add the Braintree Production Endpoint URL noted below to the Endpoint Override field on your gateway record. You will also require your gateway’s production credentials, which can be obtained by following the steps in the next section of this guide.

Braintree Production Endpoint URL: https://www.braintreegateway.com/

For more information, see Testing Live Transactions in Sandbox.

Going Live in Production

Once you’ve tested your gateway integration in a Salesforce sandbox, you’re ready to move to production. See Moving from Sandbox to Production to learn how to migrate your Chargent configuration changes to your production environment. After moving Chargent to production, see Testing in Production for best practices prior to going live.

Obtaining Your Live Gateway Credentials

Contact Braintree’s Sales Team to create a live Braintree account, where you can find your live gateway credentials. Your production credentials will differ from your sandbox credentials. To process live transactions in your production environment, create a new gateway record in Salesforce using the credentials for your live Braintree account by following the instructions in the next section.

Creating Your Live Gateway Integration in Salesforce

So far, you’ve used your test Braintree credentials and created a test gateway in your Sandbox. Now, it’s time to create a new gateway record in your production environment specifically for processing live transactions.

Log in to your production Salesforce org.
Go to the App Launcher and click the Chargent app.
Click the Chargent Settings tab and choose the Setup Wizard subtab.
Click Yes when prompted, “Do you have a Payment Gateway account?”.
Select ‘Braintree’ from the list and click Continue.
Click Live Transactions and enter your new live gateway credentials, leaving the Endpoint Override field blank.
- See Merchant Account ID if you plan to process payments for multiple business units or currencies using Braintree’s Merchant Account feature.

Click Sign In.
When you receive a message stating “Your credentials have been successfully verified!”, click Continue to complete the steps in the wizard.
- If you receive an error message in red, see our troubleshooting tips.

For more detailed information about these steps, see our documentation for the Gateway Setup Wizard.

Running Live Transactions

With your live gateway record created, you are ready for the final phase of testing: running live transactions in a production environment. Visit Testing in Production for considerations and best practices related to testing in your production environment.

When testing with live payment information, you can prevent transactions from settling by voiding them immediately afterward. For more information, see Refunding and Voiding Transactions. As a precaution, we recommend using very low amounts to minimize any impact in the event you forget to void them.

Note: Live transactions will incur a per-transaction fee. So, you may wish to limit the number of live transactions you run as tests.

To test gateway responses in the live environment, submit live transactions with the correct street address, zip code, and CVC information to generate successful responses. Likewise, submit incorrect street address, zip code, and card code information to generate other responses. You can void successful transactions immediately to prevent live test transactions from being processed.

Congratulations! You have successfully integrated Salesforce and Braintree! You can now process one-time or recurring credit card payments through Braintree directly in Salesforce using Chargent!

Supported Features

All of Chargent’s gateway integrations support most of Chargent’s core features. Some features are reliant on support by the gateway itself. Chargent’s integration with Braintree includes, but is not limited to, the following features:

ACH Validation

Using Braintree, you can validate US bank accounts on the Automated Clearing House (ACH) network via Lyons ACH Validation before the transaction is attempted. This feature is designed to satisfy NACHA’s mandate—Supplementing Fraud Detection Standards for Web Debits.

For more information, see ACH Validation.

Address Verification System (AVS)

Chargent’s integration with Braintree supports Address Verification System (AVS), a technology used to prevent fraud by validating the ownership of a credit card using the billing address of a credit card and matching it with the data on file at the credit card issuing company.

Your AVS results are stored in Salesforce using the AVS Response Code field on your transaction record. For code definitions, see Braintree’s AVS Response Codes.

For more information, see Address Verification System (AVS).

Currencies

Chargent’s integration with Braintree supports the following currencies: Braintree Currencies. See Merchant Account ID if you plan to process payments for multiple business units or currencies using Braintree’s Merchant Account feature.

Additionally, this gateway integration supports Salesforce’s Multiple Currencies feature.

For more information about currencies in Chargent, see Understanding Currencies.

Merchant Account ID

Chargent supports Braintree’s multiple Merchant Account functionality. A single Braintree gateway account can have multiple Merchant Accounts designed to process transactions for different business units or currencies. Contact Braintree to get started with multiple Merchant Accounts.

In Chargent, you can create multiple gateway records, each related to a unique Merchant Account ID (which is different from the Merchant ID, a unique identifier for your gateway account).

When creating your gateway record in Salesforce using the Gateway Setup Wizard, populate the Merchant Account ID field associated with your merchant account.

When making payments in Salesforce, your users or processes can now select the gateway record tied to a specific Merchant Account ID.

Customers with only a single merchant account who don’t plan to utilize this feature can leave the Merchant Account ID field blank in the Gateway Setup Wizard.

Data Levels

Data levels allow you to send more information with each transaction, ensuring the security and authenticity of the payment. Higher data levels translate to higher savings on transaction fees. The following levels of data are supported by Braintree using Chargent:

Level I
Level II

For more information about data levels, see Understanding Data Levels.

Payment Method Types

Below, we’ve listed the payment method types that are supported when using the Braintree gateway integration. For more information about payment methods supported by Chargent, see Payment Methods Supported.

Credit Cards

Visa
Mastercard
Discover
American Express
MC Eurocard
UK Maestro
JCB Card
Diners Club

For more information, see Understanding Credit Card Payments.

Bank Accounts

ACH – US (see the ACH requirements below)

Required: To accept ACH payments via Braintree in Salesforce, you must complete the following steps:

1. Install or update to Chargent version 7.80 or higher. Updating is free and provides you with the latest and greatest Chargent resources. Not sure what version of Chargent you’re on? Find out now!

2. Contact Braintree to add ACH functionality to your Sandbox or Production gateway account. ACH support is not activated by default.

For more information, see Understanding Bank Account Payments.

Surcharging for Card Payments

Surcharging represents a growing trend in the payment industry, allowing you to pass your credit card fees on to your customers. Chargent has partnered with InterPayments, a leader in the surcharging space, to help you take control of your credit card fees and improve your Salesforce payment process.

To learn more, see Setting Up Surcharging.

Tokenization

Tokenization allows you to store payment information at your gateway and not in Salesforce. Tokenization helps you decrease the scope of your PCI compliance and improve security by storing your customers’ payment information on Braintree’s servers and not in Salesforce.

Chargent’s Braintree integration supports tokenization for the following payment method types:

Credit Card
Bank Account

The token returned by Braintree is stored in the Token field on the Chargent Order and Tokenization on the Transaction records in Salesforce. Additionally, tokens are stored in a Chargent Tokens record when Payment Methods is enabled in your org.

To learn more, visit Understanding Tokenization.

Transaction Sync

Chargent sends charges and authorizations to the payment gateways, recording the result in a real-time transaction in Salesforce. Chargent also updates Salesforce records long after the initial transaction if, for example, ACH transactions are returned for non-sufficient funds (NSF) or credit card authorizations that expire.

The following list represents potential final transaction status values for Braintree. Visit Braintree Statuses for definitions.

authorization_expired
settlement_declined
settled
voided
processor_declined
gateway_rejected
failed
voided
submitted for settlement
settling
settled
settlement declined
settlement pending

We recommend setting up Transaction Sync in your org.

Transaction Types

Chargent’s integration with Braintree supports the following transaction types:

Authorize
Capture
Refund
Partial Refund
Credit
Void

For more information about Transaction Types, see Understanding Payments.

Field Mapping

Salesforce sends payment information to your gateway based on the field values in your Chargent Order records. Braintree stores the payment information as a transaction in your Braintree account. Then, Braintree returns a response to Salesforce, storing it in a Transaction record. Here are a few important examples of how the data is mapped between Salesforce and Braintree.

Chargent Field	Salesforce Object	Direction	Braintree Field
Gateway ID	Transaction	>	ID
Token	Chargent Order	<	Payment Method Token
Invoice Number	Chargent Order	>	Purchase Order Number
Order Information	Chargent Order	>	Order ID
Billing First Name	Chargent Order	>	First Name
Billing Last Name	Chargent Order	>	Last Name
Billing Company	Chargent Order	>	Company
Billing Address / Billing Address 2	Chargent Order	>	Street Address
Billing State / Province	Chargent Order	>	Region
Billing Zip Code / Postal Code	Chargent Order	>	Postal Code
Billing Country	Chargent Order	>	Country Code

*The Invoice Number and Order Information fields allow you to send custom invoicing or additional information about your transaction. Chargent does not automatically populate these fields.

ACH Hosted Fields

Hosted fields represent field values securely hosted on Braintree’s servers but displayed in Salesforce. Using hosted fields reduces the scope of your PCI compliance by keeping sensitive data from being stored in Salesforce. Chargent’s Braintree integration displays the following Hosted Fields for ACH payments on Take Payment, Payment Request, and Payment Console screens:

Routing Number
Account Number
Account Type
Bank Name
Ownership Type
Address Line 1
Address Line 2
City
State
Zip Code

Gateway Response Codes

The Reason Code field on a Transaction record stores a response code provided by Braintree. To learn more about status responses from Braintree, see Braintree Statuses.

To review gateway responses in Salesforce, go to the transaction record in Chargent and examine the following field values:

Transaction Field Name	Description
Response Status	The state of the transaction, such as “Approved,” “Declined,” or “Error” received from the payment gateway.
Reason Code	The code provided by the gateway, indicating why the transaction was successful or not. Braintree stores a code of 1000 for successful transactions. See Processor Responses for more information.
Gateway ID	Corresponds to the transaction ID in the gateway. Use this field to reconcile your Salesforce transaction records with your gateway’s transaction records.
Gateway Response	Contains the entire message received from the gateway and stored in the Salesforce transaction record. This field is helpful when troubleshooting your transactions.

Troubleshooting

If you are having trouble connecting to your gateway, we recommend starting with these troubleshooting steps.

For additional troubleshooting tips or frequently asked questions about Braintree, check out Chargent’s Knowledge Base.

Getting Help

Contacting Braintree Support

Please reach out to Braintree for gateway-specific support.

Contacting Chargent Support

Contact our support team if you encounter any issues with your Chargent implementation.

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus. Highly recommend this application!

Kevin K., August, 2022

When our incompetent SF implementation partner dropped the ball, Chargent support was able to login to our account, identify the issue, and have it resolved in less than 24 hours so we had virtually no downtime in processing payments. Excellent job!

Jon A, November, 2021

I am the Salesforce Admin for our company. We have a very delicate environment and way too much customization. Our business required a solution that is not out of the box Chargent. The support and quick response I have received is above and beyond what is expected.

Kent B, August, 2021

We are using Chargent for handling payment processing. On one click of “Send Pay Request” we can send an email and customer can pay easily just with a link. Customer support team is quick in response and ready to help. I like how Chargent stay ahead and helps update Chargent app according to Salesforce new releases.

Deepika N, June, 2020

I’m a SF Admin recently charged with preparing for the June 20′ release. I am extremely grateful for the support team at Chargent. I am very impressed with the thoroughness of monitoring their product with SF and the proactive approach to keeping ahead of the releases. Thank you Chargent!

Andrew K, May, 2020

Great integrated solution for capturing payments — and great support! This solution has made it so much easier for our org to track payments and make sure they are tethered to the original deal, and it makes the capturing of payments so quick and seamless for our customers. Also, the support is great! Quick response times and relentless problem solving on the part of the support team!

Katie K., April, 2022

We are successfully tokenizing credit cards, sending payment links, and processing credit cards for multiple payment gateways and companies. Setup was easy and tech support was very responsive when needed. Chargent was exactly what our company needed to capture payments via Salesforce. Thanks to the flexibility and security features of Chargent, we have been able to reduce our credit card processing fees by close to 2%.

James C, September, 2020

We have been using devs to handle our connections between FormAssembly, Chargent and Salesforce. I was asked to change our payment methods and was having issues with it being charged to the wrong gateway. Nick and I had a web meeting in which he was able to point out the issue of a different process builder that was changing gateways from the one I thought was. Even though this issue was on our Salesforce end, he was more than willing to help and explain things to me.

Tim P, November 2022

Excellent for all types of payments. We’ve been running recurring and one time billing through Chargent for at least the last five years. They have frequent updates to keep us compliant and there are virtually never any issues with payments. Even better is their support team.

Nick F, October, 2020

Chargent’s application has provided us the ability to automate a payment process which normally took a person 15 minutes to process, down to less than a minute with the Chargent integration. Handling payments in the past will no longer haunt us since we are now PCI compliant, we know we can rest our client’s minds by letting them know their data is secure.

Nick S, March, 2020

Chargent works really well and can be configured lots of different ways to fit your business needs. I’ve implemented the product on a few different projects with a variety of requirements and the package is very smooth. The Chargent Support team is also one of the best I’ve ever worked with.

William S, December, 2021

Seamless app for integrating our donations into our Salesforce platform. Excellent and responsive customer service.

Kate G, February 2023

I’m a consultant in the Entertainment space and my clients are always looking for a quick/easy way to leverage their existing payment processing provider within Salesforce. I recommend Chargent every single time. The solution is flexible and allows for a great deal of customization.

Charles O, May, 2021

Chargent has helped streamline our recurring payments. Before we could only automate monthly payments. Now we can automate, monthly, quarterly, semi-annual, and yearly. We can also automate outreach for declined payments.

Sarah R, September 2022

I am very pleased with the support I receive for Chargent. I have implemented it for several clients and I always have questions regarding each use case. The support team is very knowledgeable and helpful!

Salesforce Consultant, March, 2019

This is a great app that helps simplify receiving payments from most popular payment gateways and recording everything in Salesforce. I’m a consultant and set this up for a client who had a very custom requirement. Chargent support was very helpful in guiding me on the configuration.

Kaivalya K, July, 2020

I implemented Chargent for an end customer because of the limitations on the current app that they were using. The Chargent APIs are super simple, the support staff was great and very responsive. We found a great partner in Chargent. The simplicity in setting up multiple gateways and recurring billing configuration options are second to none if you want the go by clicks not code mantra.

Swapnil M, July, 2020

My client was in search of a Credit Card Chip Reader solution as they were migrating off of old card swipers and their current payment product. In doing research, Chargent Terminal seemed to be a great fit. The whole process of implementation from cradle to grave was seamless and simple. My clients said that Chargent is far more intuitive and has made their lives in processing payments extremely simple.

Arnold C, July, 2020

The Chargent product has streamlined our process for credit cards. Our customers and sales team find it easy to tokenize our credit card payments. Any questions are answered quickly by the customer support team. Chargent was the right partner for my company.

Maria C, October, 2020

As someone who has a technical background but is relatively new to working in Salesforce, I have been very impressed with the Chargent product for Salesforce. I was first impressed by the very comprehensive guides and online documentation available. Subsequently, in working to update and upgrade our Chargent implementation, our organization has worked with three different support reps over the past year and each one has been super friendly, very helpful, and very technically proficient. A great example of how to do technical support the right way!

David M., January, 2022

Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team.

James M, July 2022

With Robert’s help my client was able to convert sales to cash and utilize partial payment and recurring payment settings. With Chargent and DBSync integrations, my client is able to integrate QuickBooks Enterprise to record invoices, payments and estimates for progress billing. I highly recommend this integration.

Salesforce Consultant, June, 2019

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus.

Kevin K, August 2022

We use Chargent to manage all of our sustaining memberships and for sending out payment requests. Makes it so much easier for people to pay their invoices. It is also such an easy tool to get set up and running!

Bonnie S, April, 2020

BEST IN CLASS!! Chargent was a game changer for us. It has allowed a payment automation process for our sales team that we could not live without. The team is quick to respond and eager to help. I could not ask for a better partner.

John D., May, 2022

Chargent has simplified our billing needs substantially. We are able to charge hundreds of customers with ease while receiving timely support by the Chargent team whenever it is needed. Very satisfied!

Powell N, November, 2020

Chargent is a great payment processing solution! We’ve been using the app for a little over a year now and our end users love the simple ability to send payment links to clients. As an admin, it’s easy for me to add gateways when we open new locations.

Brea G, August, 2021

The Support Team at Chargent was very helpful and diligent in supporting our needs and transition to Chargent. Responses were on time and punctual on a case by case basis and the support team is a pleasure to work with!

John D., March, 2022

We signed up for the add-on package for the Automated Payments and the same day we signed up we had Nick schedule a meeting with us to get started. He was not only helpful for the initial set up, but he would send helpful training videos for the rest of the team. Usually when you sign up for something new it takes a long time to train everyone and get it set up. I am happy to say that was not the case for us.

Tonya B, November 2022

We came across Chargent during our Salesforce implementation. We were having lots of issues with online payments. Chargent solved all our problems in an instance. Highly recommend this product for higher education institutes, especially TargetX CRM users.

Ahmet D, April, 2021

Chargent makes automating our monthly donor payments a snap. Top-notch, extremely responsive service. Thanks!

Amy K, October, 2021

Chargent is incredible! It makes getting payment so much easier when you can send a link, and the client can click on it and process payment on their own time.

Camille T, January 2023

We have received overwhelming support from Robert Ruelas on the Chargent/Accounting Seed integration. Robert stayed with us on our problem until resolved. We don’t find this level of support frequently and would recommend the Chargent App for any organization that handles credit cards when you are using Salesforce and/or Accounting Seed.

Mike M, February, 2020

We love that Chargent is entirely native to Salesforce and allows for a lot of customizations, such as complete control over email templates, invoices, receipts, etc. It makes it much easier in a heavily regulated field, Financial Services. The support quality alone is enough for me to fully endorse this company.

Financial Services, July, 2020