Chargent for Commerce Cloud

Overview #

Connecting payment gateways to Salesforce Commerce for B2B, Salesforce Commerce for B2C, and the Order Management System is difficult for many businesses. We make connecting to payment gateways simple.

Your primary business is getting your goods into the hands of your consumers and the businesses that trust you with their business. Our business is making payments easy for your business.

Supported Gateways

Currently, Chargent for Commerce Cloud supports the following gateways:

• Adyen
• Braintree
• Cybersource
• Stripe
• PayTrace

New gateways are added based on customer demand.  Please contact our sales team today to discuss your preferred gateway.

For more information, check out Chargent for Commerce Cloud on the AppExchange.

Prerequisites #

• Your Commerce Cloud implementation must be ready to accept payments from your desired process.
  • Tokenization is not always set by default in Lightning B2B. 
    • If you are not able to tokenize, review and complete these steps: Fully functional Commerce Org Setup for ISVs
  • Your Commerce Cloud checkout flows should be set up with Flows that make the tokenize, authorize, capture, and refund calls as specified in the Commerce Cloud trailheads (B2B Lightning, B2C Commerce), help files (B2B Lightning, B2C Commerce) and other documentation.
    • The Chargent support team is not responsible for nor able to troubleshoot or answer any questions about your checkout flows. This is not something that our team knows.  We know payments, but we don’t know commerce implementation.
• Obtain authentication credentials for your gateway.
  • You can leverage our documentation and support team for assistance in finding your credentials; however, only your gateway provider can provide the credentials for you.

Note: The Chargent support team is here to help you.  While we are experts on the Commerce Payments API, digital payments and payment gateways, we are not Commerce Cloud implementation experts.

Installation and Configuration #

Chargent for Commerce Cloud requires the following 4 packages:

1. Chargent Base Package
2. Chargent Orders
3. Chargent Anywhere
4. Chargent for Commerce Cloud

Step 1: Install Core Chargent Packages

The Chargent Package Installation Manager (PIM) will install Chargent Base, Orders, and Anywhere into your Salesforce organization. For installation instructions, visit Installing and Updating Chargent.

Step 2: Install Chargent for Commerce Cloud

Chargent for Commerce Cloud version 0.10.4

• Choose Install for Admins Only

Installation URL

• Install in Sandbox
• Install in Production

Step 3: Add Payment Gateway Credentials to Salesforce

If you already have your credentials for your payment gateway, you can safely move on to the next step.

Both the PCI standards and Chargent advise fully testing all payment systems with test credentials before entering any live credentials into the system.

Cybersource Test Credentials

1. Get Cybersource evaluation account credentials for testing.
2. Once you submit the form, you will receive a confirmation email in your inbox.
3. Use the provided links in the email to create credentials for both the merchant-level user and the account-level user.
4. Get the Transaction Security Key and log into the CyberSource Test Business Center
5. From the left panel, select Payment Configuration and select Key Management

6. Click Generate Key

7. Select the “SOAP Toolkit” Key Type

8. Click Generate Key

9. Copy/paste the string of characters and store this securely for use later.

Note: You will not be able to access the key from CyberSource again.

Cybersource Live Credentials

Contact the Cybersource administrator at your organization to get live production credentials.  Typically, the credentials are provided by your Payment Processor.

PayTrace Test Credentials

To get test credentials from PayTrace, follow these steps. To avoid any confusion, please review our instructions below entirely before completing PayTrace’s questionnaire form.

1. Visit PayTrace’s Developer Site and click Request Sandbox Account

1. Begin the form, using the answers below when relevant
2. On question 12, choose “Sandbox Account Only”

3. On Question 13, when asked “Do you need check processing enabled to perform ACH/Check Processing acceptance testing?”, select “No”
   • Currently, Chargent for Commerce Cloud, nor Commerce Cloud supports ACH/Check processing on the cloud  
4. On Question 14, when asked “Are you integrating PayTrace’s Recurring Payment functionality?”, select “No”
   • PayTrace Recurring Payments allows developers to add functionality that can create and manage payments that are on a recurring schedule. This is not currently available in Chargent for Commerce Cloud
5. On Question 15, when asked “Are you integrating PayTrace’s EMV card reader to accept credit cards in a retail environment with your application?”, select “No”
6. On Question 16, when asked “Do you need a PCI-compliant payment user interface (UI) to accept sensitive payment information on your e-commerce website?”, select “No”
7. Check your inbox for the notice that your account was created. It could take up to a business day to receive.
8. Click the link in the email received from PayTrace support
9. Set your password
10. Choose a memorable Validation image. You will be asked for this at least sometimes when logging in

PayTrace Live Credentials

The team at PayTrace will ensure you have correct login credentials for your production system.

Adyen Test Credentials

If you haven’t already signed up for an Adyen test account you can sign up on their website.

Once signed up for a test account you will receive an email with your login to the Customer Area including:

• Account
• User name
• Link to set your Password

The email will also include a link to login to your account.

Note: You will need to request enablement of the API PCI feature. For test accounts Adyen should have no problem enabling it; however for live accounts, they will require proof of PCI Compliance before activating it.

To Request access to the API PCI feature, login to your Adyen account and submit a ticket.

You must obtain the following information from your Adyen account to set up Adyen in Salesforce.

• Merchant account name
• API Key

Once in the Adyen merchant portal, you can find the API key by clicking on the Developers tab on the left then selecting API Credentials. Here you will see the API Key. To access these keys you will need to click on the Username.

• Under Authentication, you will see the API Key. You might need to generate a new API Key.
  • If you are refreshing your API Key, expire the old key and click the Save button at the bottom.

Adyen Live Credentials

The team at Adyen will ensure you have the correct login credentials for your production system.

Braintree Test Credentials

1. Go to https://www.braintreepayments.com/sandbox & complete the signup form
2. After receiving an email, click Complete Sandbox Signup
3. Complete the registration
4. On the first page, you will receive your keys 

5. Keep track of the Merchant ID, Public Key, and Private Key that you see on the first page

Braintree Live Credentials

The team at Braintree will ensure you have the correct login credentials for your production system.

Step 4: Configure Named Credentials

To keep things simple for you, we have created Named Credentials and added them to our package. All you will need to do is edit the Name Credential provided and update it with your Username and Password.

Here are step-by-step instructions to accomplish this task:

1. Click the gear icon and select Setup
2. In the Quick Find, search for and select Named Credentials
3. Locate the named credentials for your gateway and environment
4. Click Edit
5. In the Username field, input the following value depending on your gateway:
   • Cybersource: Merchant ID (sometimes called your Organization ID)
   • PayTrace: username
   • Adyen: username
   • Braintree: Public Key
6. In the Password field, input the following value depending on your gateway:
   • Cybersource: SOAP Toolkit token or password
   • PayTrace: password
   • Adyen: API Key
   • Braintree: Private Key
7. Click Save

Named Credentials for Production (Adyen Only)

1. Click the gear icon and select Setup
2. In the Quick Find, search for and select Named Credentials
3. Click New Named Credential
4. Select True for ‘Allow Merge Fields in HTTP Header’
5. Select True for ‘Allow Merge Fields in HTTP Body’
6. For URL, use the Checkout endpoint details found in Adyen’s documentation

Set Up the Merchant ID Custom Setting (Braintree Only)

1. Click the gear icon and select Setup
2. In the Quick Find, search for and select Custom Settings
3. Click the Manage link for Braintree Merchant Id
4. Click New
5. Paste your Braintree Merchant ID
6. Click Save

Step 5: Set Up Payments for Commerce Cloud

Now that pieces are in place, you can connect them using a combination of the developer workbench and administration tools to start taking payments in your store.

Create a Payment Gateway Provider

PaymentGatewayProvider is an object that stores details about the payment gateway that Salesforce communicates with when processing a transaction. Said another way, it defines the connection to a payment gateway Apex adapter. You can use Workbench to create payment gateway provider records.

1. Log in to Workbench from your commerce org
2. From the Data tab, select Insert
3. For Object Type, choose PaymentGatewayProvider
4. Select Single Record and then click Next
5. Fill in the fields using your Payment Gateway Adapter information

Example:

ApexAdapterId	<ID of Payment Gateway Adapter Apex | See image and instructions below>
DeveloperName	MyPaymentGatewayProvider
IdempotencySupported	Yes
Language	en_US
MasterLabel	MyPaymentGatewayProvider

To find the ApexAdapterId, navigate to Setup | Develop | Apex Classes, find the Apex Class for your gateway listed below, and copy the class’s ID (starts with 01p).

• Adyen: chargent.AdyenClient
• Cybersource: chargent.CybersourceClient
• PayTrace: chargent.PayTraceClient
• Stripe: chargent.StripeClient
• Braintree: chargent.BraintreeClient

Create a Payment Gateway Record

The PaymentGateway object stores information that Salesforce uses to communicate with the payment gateway.

1. From the Commerce App, in the object finder, enter Payment Gateway and select Payment Gateway
2. Click New
3. Choose and enter a name
4. For Payment Gateway Provider, enter the ID of the payment gateway provider you created in Step 3
5. For Merchant Credentials, enter the named credential you created in Step 1
6. For Status, select Active
7. Save your work

Connect Your Payment Gateway to Your Checkout using the Store Integrated Service

1. From the Commerce App navigation menu, select Stores.
2. Select the appropriate store.
3. Under Manage Your Store, select Administration.
4. Select Store Integrations.
5. On the Card Payment Gateway tile, select Link Integration.
6. Choose the payment gateway you created during this setup.
7. Now, test your work!

Step 6: Set Up a Webhook Notification (Adyen Only)

Currently this only applies to Adyen.  If you are not using Adyen, skip to the next step!

The Adyen gateway uses an Asynchronous Payment Gateway Adapter in Salesforce.  

1. Follow the steps in Setup Async Gateway Adapter in Salesforce
2. At step “6 c” go to your Adyen merchant cabinet and click Developers | Webhooks

3. Set Standard Notification

Step 7: Run Tests!

Now that you have completed your setup of Chargent for Commerce Cloud, you should run a transaction from start to finish.
See Lightning B2B Commerce Developer Guide for more information.