Testing is an important step when implementing or making changes to Chargent. We recommend all customers test in a Salesforce sandbox before deploying to production. A Salesforce sandbox is a completely separate instance with all your configurations and optional test data. Charging credit cards and bank accounts is serious business, so follow best practices in quality assurance and change management processes at all times.
Testing is especially important prior to:
- Going live with Chargent
- Updating Chargent
- Adding or changing custom automation or validation rules to Salesforce
- Adding a new payment gateway
- Updating payment gateway credentials
- Updating payment gateway settings
AppFrontier is not liable for the misconfiguration of the Chargent product. If you are uncomfortable configuring Chargent, please consider hiring one of our experienced implementation partners.
Testing Payments in Salesforce #
The following video quickly walks you through the basic steps for testing Chargent, but here are some highlights:
- Test your transactions in a Salesforce sandbox.
- Make adjustments as needed.
- Deploy to production.
- Test your transactions in your Salesforce production org using a live gateway account.
Understanding Test Accounts #
Chargent’s payment gateway providers often allow you to set up two types of accounts:
- Test = Sandbox
- Live = Production
Having two separate accounts allows you to test your transactions without capturing funds or processing fees using your production data. Our gateway-specific guides provide test credit card numbers, security codes, and other data to process test cases.
Best Practices for Testing #
Thorough testing is one of the most important factors in having a successful implementation. To be prepared for anything, review our best practices for testing Chargent.
Testing in Sandbox #
Salesforce offers test instances called sandboxes for you to test installations like Chargent before rolling them out to all your users. We strongly recommend testing in your Salesforce sandbox before going live with Chargent.
Moving from Sandbox to Production #
After testing all Salesforce and Chargent configurations in a Salesforce sandbox, you are ready to migrate it into your production org. The quickest and easiest way to do this is using a Salesforce change set. Review our instructions for moving from sandbox to production.
Testing in Production #
After you’ve thoroughly run through all test cases in a sandbox test environment, running test and live transactions in production is also important because each environment behaves differently. But be careful. Follow our instructions for testing in production.
Rolling Out Chargent #
Now that you’ve tested your transactions in a production environment, it’s time to roll Chargent out to your users. See our Rolling Out Chargent guide for tips and best practices to maximize user adoption.
Next Steps #
Migrating Your Data
If you have been using another payment system, you can migrate that data to Chargent by exporting it from the old system. Loading that data into Salesforce should be easy. Follow our instructions for migrating your data to Chargent.
Testing Automated Collections
Chargent Automated Collections is an add-on tool that automatically retries payment collection on missed and late payments. It is important to test your Automated Collections processes before activating them in production.
See Also
Gateway Setup and User Guides
Quick Start Guide
Manage Your Sandboxes
Deploy Your Changes