Chargent for Salesforce Billing

Step 1: Package Installation

Prerequisites 

Packages 

• Salesforce CPQ 222.2, or later must be installed first.
• Salesforce Billing, Version Summer ’19 220.7 or later must be installed first.
• Consumption Schedule must be enabled.  Contact Salesforce support for enablement if needed.

Install Links

Chargent Gateways Connector for Salesforce Billing

Step 2: Salesforce Organization Setup

Add Gateway Type 

In order to add Chargent gateways to your Salesforce Billing setup, you will first need to create a new Gateway Type in the Global Value set. To do this simply:

1. Navigate to Salesforce Setup
   
2. In the search box type “Picklist Value Sets”
3. Click on “Picklist Value Sets”
4. Find the “Gateway Type” value set
5. Click On the “Gateway Type” label
   
6. Click “New” under values
7. Type “Chargent Gateway” in the text box – exclude the quotes
8. Check the box that reads “Add the new picklist values to all Record Types that use this Global Value Set.”
9. Click the [Save] button

Permission Set Assignment

Assign the “Chargent Gateway Admin” permission set to users who will set up and / or edit the Gateway records. Typically, it is advised to only provide this permission to Admin users.

1. Navigate to Salesforce Setup
   
2. In the search box type “Permission Sets”
3. Click on “Permission Sets”
4. Click on “Chargent Gateway Admin”
5. Click the [Manage Assignments] button near the top of the screen
6. Click the [Add Assignments] button

7. Check the box next to users you wish to grant access, then click the [Assign] button.

Add Chargent Gateway to Custom Setting

1. Navigate to Salesforce Setup
2. In the search box type “Custom Settings”
3. Click “Custom Settings”
4. Next to Payment Gateway Config click “Manage”

5. Click the [New] button
6. Complete the Fields:
   1. Name
      1. Chargent Gateway
   2. Gateway Class Name
      1. ChrgntBllng.ChargentGatewayAPI

7. Click the [Save] button

Update the Payment Gateway Page Layout

NOTE: Completing this step can be done in two ways; Adding the “Chargent Gateway” field to the default “Payment Gateway” page layout, or assigning the “Chargent Gateway Layout” to the needed profiles. We recommend the first option, adding the “Chargent Gateway” field to the default “Payment Gateway” page layout, as it’ll ensure that your “Payment Gateway” layout remains as up-to-date as possible in cases where Salesforce.com updates this Object.

To add the “Chargent Gateway” field to the Payment Gateway Layout, follow these steps:

1. From the Salesforce Setup page, click the “Object Manager” tab
2. Click on “Page Layouts” in the left-side menu
3. Click “Payment Gateway Layout”
4. From the “Fields” section of the palette, drag the “Chargent Gateway” field (ChrgntBllng__Chargent_Gateway__c) onto the Payment Gateway layout
   
5. Click the [Save] button

If you wish to instead assign the Chargent Gateway Layout to the appropriate profiles, follow these steps:

1. From the Salesforce Setup page, click on the “Object Manager” tab
2. Click on “Payment Gateway”
3. Click on “Page Layouts” in the left-side menu
4. Click the [Page Layout Assignment] button
5. Click the [Edit Assignments] button
6. Select the appropriate profiles (those you wish to use for this feature). Hold the CTRL button while clicking to choose multiple profiles
   
7. From the “Page Layout to Use” picklist, choose “Chargent Gateway Layout”
8. Click the [Save] button

Step 3: Setup Your Chargent Gateway Record

1. Click the App Launcher icon at the top-left of the screen
2. Search for and click on “Chargent Settings”
3. Click the “Chargent Setup Wizard” tab
4. Choose your payment gateway from the picklist
5. Enter your payment gateway credentials, then click the [Sign In] button
6. Choose whether to enable Tokenization. (We highly recommend enabling it in order to protect yours and your customers’ data.)
7. Select the Currency Types you plan to accept, then click the [Continue] button
8. Select the Payment Methods you plan to accept, then click the [Continue] button

Step 4: Salesforce Billing Payment Gateway Setup

1. Click the App Launcher icon at the top-left of the screen
2. Search for “Payment Gateways,” then click on “Payment Gateways”

Note: There will be two different Payment Gateway objects. You want to select the one that is installed with the Billing Connector package.

3. Click the [New] button
4. Complete the following fields:
   • Payment Gateway Name
   • Check the Active box
   • Check the Default (Based on your requirements)
   • Gateway Type should be Chargent Gateway (See organization setup above if not present)
   • Chargent Gateway – Lookup to the Chargent Gateway record you created in the previous step
5. Click the [Save] button