Chargent & Process Builder

Chargent is a flexible application that allows payment processing to become easily managed, but every organization has different needs and complexities in their design. With Salesforce providing organization with special features that can be enabled that are not common in every instance, tailoring an application to fit every process isn’t realistic. This is why Process Builder can help you fill those needs by automating actions that are unique to your organization. 

Below we have included Process Recipes, see what scenarios aligns with your company needs:

Process Recipe #1 – Chargent Anywhere with Person Accounts Enabled

Person Accounts: Person accounts store information about individual people by combining certain account and contact fields into a single record. Is important to know that after Person Accounts are enabled in Salesforce, it can’t be disabled. If you haven’t enabled Person Accounts and are considering this option, we recommend that you read the following document from Salesforce before you decide:

Considerations for Using Person Accounts

Use Case: For Chargent Anywhere’s Payment Console to work properly with person accounts enabled, you will need to create an automation using Process Builder. This automation will update Person Account related contact’s Mailing Address with Person Account Billing Address when record is created.

Complexity Level: Beginner

Requirements: Chargent Anywhere Installed & Configured, Person Accounts Enabled

Step by Step Instructions: 

1. Go to Setup 
2. In the Quick Find box type: Process Builder
3. Click on Process Builder
4. Click on New
   • The following screen will appear, requires input. See image below for reference.

• After you are done with this screen, click Save.

5. Choose Object and Specify when to start the process. See image below for reference.

• Click [Save].

6. Name and Define Criteria for this Action Group. See image below for reference.

• Click [Save].

7. Add Action and Select Action Type: Update Records
8. Give Action a Name
9. Select Record Type: Record related to the Account
10. Click on Drop Down and Type: Contact ID
11. Select Contact ID
12. Define Action. See image below for reference.

• Click [Save].

13. Activate Process.

Don’t forget to run Mass Update to update all Contacts Mailing Addresses. You can use tools like Dataloader.io to update existing records.

Process Recipe #2 – Paid Amount to Related Object

Paid Amount: The total amount paid towards the full amount due.

Use Case: Chargent Orders has a field called Total Transactions that captures this amount but some companies want to see this amount on a related object to see at a glance how much has their customer paid towards the full amount. An example would be using this field to verify if the deposit has been paid toward a Reservation, this will allow the agent to continue with the booking process. 

Complexity Level: Beginner

Requirements: 1 Custom Currency Field in the Opportunity object and Lookup Relationship to Opportunity Object. (if you are using Chargent Anywhere in Opportunity this relationship has been already created)

• Object: Opportunity
• Create New Field
  • Data Type: Currency
  • Field Label: Paid Amount
  • Length: 16
  • Decimal Places: 2
  • Default Value: 0

Important Information: This automation is to be used for one Chargent Order with One or Multiple Transactions, Multiple Chargent Orders Will break this automation. This is great for recurring billing and verifying if the initial deposit amount has been met.

Step by Step Instructions: 

14. Go to [Setup] 
15. In the Quick Find box type: Process Builder
16. Click on Process Builder
17. Click on [New]

The following screen will appear, requiring input. See image below for reference.

After you are done with this screen, click Save.

18. Choose Object and Specify when to start the process. See image below for reference.

6. Click [Save].
7. Name and Define Criteria for this Action Group. See image below for reference.

8. Click [Save].
9. Add Action and Select Action Type: Update Records
10. Give Action a Name
11. Select Record Type: Record related to the Chargent Order
12. Click on Drop Down and Type: Opportunity (or any other related object)
13. Select Opportunity
14. Define Action. See image below for reference.

Click Save.

15. Activate Process.

Process Recipe #3 – Most Recent Transaction Response

Most Recent Transaction (MRT):  The most recent transaction related to opportunity. 

Use Case: To allow Sales Agents to Immediately identify an Opportunity record with a payment issue. Also, they will be able to create actionable list views to easily find the Opportunities that need attention.

Complexity Level: Beginner

Requirements: 2 Custom Text Fields added to the Opportunity Object

• MRT-Response Message
• MRT-Response Status

Action Delay Trick: if you would like to delay automation for less that an Hour Create the following Custom Formula Field to use in the Automation.

Note: This is not an exact science so delay may take less or a bit longer time but is the best workaround for short delays.

• Object: Transaction
• Create New Field
  • Data Type: Formula
  • Field Label: 55 minutes ago
  • Formula Return Type: Date/Time
  • Formula:

Now() – (55/1440)

Step by Step Instructions: 

1. Click the gear icon and choose Setup 
2. In the Quick Find search and select: Process Builder
3. Click on [New]

The following screen will appear, requiring input. See image below for reference.

4. Click [Save].
5. Choose Object and Specify when to start the process. See image below for reference.

6. Click [Save].
7. Name and Define Criteria for this Action Group. See image below for reference.

8. Click [Save].
9. Under Scheduled Action Set Time for Action to Execute, See image for reference.

10. Click [Save].
11. Add Action and Select Action Type: Update Records
12. Give Action a Name
13. Select Record Type: Record related to the Transaction
14. Click on the Drop Down and Type: Order
15. Select Order 
16. On the Second Drop Down Type: Opportunity
17. Select Opportunity
18. Define Action. See image below for reference

19. Click [Save].
20. [Activate] Process