AppFrontier

Chargent Anywhere



Chargent Anywhere

Lightning Quick Start Guide




Why Chargent Anywhere?

You’ve configured your Salesforce Org to facilitate your priorities and processes, and now you need to take payments. Instead of integrating an entirely new object and workflow into your Org, why not simply take those payments directly from the object you’re already working in? Chargent Anywhere allows you to do just that. Follow this quick guide and you’ll be collecting and managing one-time payments, setting up recurring payment schedules, and sending Payment Requests to your customers. 60 seconds from now the object of your choosing will be payment-enabled.


Prerequisites

If you’re reading this guide you’ve most likely already installed and configured our core packages, Chargent Base and Chargent Orders. If not, please click here to get those taken care of. The Chargent Anywhere package installation is found on that same page and should be installed last. Be sure to complete the below prerequisites first.

The other items you’ll want squared away are:

  • Chargent Order licenses are assigned
  • Premium feature keys have been requested and activated
  • Payment Request is configured (more info)
  • Payment Console is configured (more info)
  • A payment Gateway record has been created and tested
  • Tokenization is enabled on your Payment Gateway record/s
  • Your user profile has “View Setup and Configuration” and “Customize Application” enabled.

If you would like assistance with any of those items, our Support Team is ready to help. Click here to reach out to them.


Configure Chargent Anywhere

We promised that you’re favorite Salesforce object would be payment-enabled within 60 seconds. Let’s get started.

Step 1 - Add The Chargent Anywhere Lightning Component

From the record view of the object you wish to add Chargent Anywhere to, click the [Gear Icon] and then click [Edit Page]. This will open the Lightning App Builder for that object.

setup

From the Lightning App Builder page, locate the Chargent Anywhere Component near the bottom of the left-side list and drag it to the desired position on the narrow right-side section of the page layout. We recommend placing it at the top of that list for the easiest access.

custom

Click the [Save] button and follow the Salesforce Activation prompt to activate this lightning page.

Step 2 - Run the Configuration Assistant

Now that you’ve edited the Lightning Page for the object you’re configuring for Chargent Anywhere, navigate to a record on that object and you’ll see the Chargent Anywhere component at the top left. It’ll display the following message:

configure

Simply click the [Configure] button, and Chargent will generate the fields, object relationships, and other configurations so you don't have to. The following page will appear:

configuration wizard

Once you have read the details and are ready to proceed, type UNDERSTOOD (case sensitive) where indicated. Then click the [Create Relationship Fields] button.

understood

If NOT successful, please contact support@appfrontier.com

Note: Chargent Anywhere component requires to reference four fields to work properly, the following fields can be existing or custom fields:

    • Charge Amount (Currency)
    • Recurring Amount (Currency)
    • Billing Account (Lookup)
    • Billing Contact (Lookup)

*Fields are referenced with their API Name.

Basic setup is now complete! Navigate to a record on the configured object and you’ll see the Chargent Anywhere component at the upper-right portion of the record detail. You’re ready to collect a one-time payment, set up a recurring payment, or send a Payment Request.


Configure the CA Lightning Component Options

You’re up and running with Chargent Anywhere, but we designed this feature to make the payment process easy and intuitive. To fully achieve this, we recommend you configure the lightning component to pull relevant data automatically. Click here to see our video guide for this step.

Configure the Chargent Anywhere Lightning Component

From the record view of the object you’ve added Chargent Anywhere to, click the [Gear Icon] and then click [Edit Page]. This will open the Lightning App Builder for that object.
(see in video)

setup II

Click the Chargent Anywhere component at the upper-right portion of the screen to access the component configuration options. You’ll see a list of fields and options on the right, which you can leave as they are by default or modify to suit your configuration:
(see in video)

Gateway Id

If this field is left blank and you have multiple active gateways, each time the user begins a process that requires association with a gateway they will need to pick which gateway to use.

If you want to set the gateway used for records on this object, enter the 15 or 18 character Gateway Record Id (go to Gateways, click on the Gateway you wish, and copy the record ID from the web browser URL).

(see in video)

When Gateway ID is populated, the gateway selection step is bypassed

Default Charge Amount Field API Name

The API name of the currency field to be used as the default charge amount. This allows you to auto-populate the Amount and Initial Amount fields in the Payment Console and Payment Request features.

If left blank, manual entry of amounts is still allowed.

(see in video)

Default Recurring Amount Field API Name

The API name of the currency field to be used as the default charge amount. This allows you to auto-populate the Amount and Initial Amount fields in the Payment Console and Payment Request features.

If left blank, manual entry of amounts is still allowed.

(see in video)

Add Cash / Add Check

This allows you to hide/show buttons for [Add Cash] and [Add Check] in the Chargent Anywhere component on the object it is being configured for. These buttons allow you to record cash and check payments as transactions in Chargent.

Billing Account Lookup Field API Name

The API name of the field on this object that references the Account Object.

If provided, the billing address for new Chargent records will be pre-populated with the billing address from the account

If Limit Payment Request Contacts is enabled, contacts available for selection will be limited to those associated with the account this field references.

(see in video)

Billing Contact Lookup Field API Name

The API name of the field on this object that references the a Contact record.

If provided, the billing address for new Chargent records will be pre-populated with the billing address from the chosen Contact

Payment Console Charge Button Text

Change the Button text from “Charge” to anything else you desire

(see in video)

Limit Payment Request Contacts

Contacts available for selection will be limited to those associated with the account this field in #2 references

If no value is present for #2 this setting is ignored



Want to Payment-Enable More Objects?

Great! To add the same great Chargent Anywhere functionality on other objects, just follow this guide again for those objects. Chargent Anywhere can be added to any and all objects! It’is configurable on a per-lightning page basis, adding flexibility and uniquely customized usage of Chargent Anywhere on any object in your Org, even if different user types need a different configuration of the Chargent Anywhere component. You can create multiple lightning pages for the same object (delivered based on app, profile, etc) and add a uniquely configured instance of Chargent Anywhere to each of those lightning pages.