FormAssembly Chargent Connector

Note: The FormAssembly Chargent Connector is created and maintained by FormAssembly.  Chargent can help set up the connector; however, issues with the form or the connector are handled by FormAssembly.

Prerequisites #

• You have a FormAssembly account (separate from Chargent).
• You have Chargent installed in your Salesforce Org.

Creating Your Form #

In your FormAssembly account you will click on New Form.  You will see an option that says Blank Form.

Edit Title: #

First thing you want to do is add the title.  The title could be the name of the business or you can upload an image with your logo.  It should identify the brand you are creating your form for and tell people what the form is for.

Adding a Section for Field Sets: #

Building your form, the first thing you want to do is break out the following sections.  To add each section you want to do the following.

• Click Add Content
• Go Under Section and click Field Set
• Edit the name of the Field Set

You want to have Field Sets for the following

• Credit Card Information
• Billing Details

Credit Card Information #

You will want to add Text Fields for each Field Set with the exception of Card Type.  Card Type will be a Drop-Down Menu consisting of Visa, MasterCard etc… 

• Click Add Content
• Under Section drag in Drop-Down Menu
• Name the section Card Type
  • Select Options
  • Select Manual Input
  • Delete the Options A, B, and C
  • Enter in the text field Visa and hit enter
  • Do the same for MasterCard, American Express, and Discover.  If you have additional Card Types you can add them
  • Click the [Save Choices] button
    
• Click Add Content
• Under Question drag in Text Input for the following

• Credit Card Number Note: this field must marked as Sensitive Data or will not be approved by FormAssembly (See below)
• Expiration Month
• Expiration Year
• Security Code (CVV, CVC, etc…) Note: this field must marked as Sensitive Data or will not be approved by FormAssembly (See below)
• Amount

Billing Information #

Under the Field Set for Billing Information add the following fields:

• First Name
• Last Name
• Address
• Address 2
• City
• State
• Zip Code
• Country

Salesforce and Chargent Connectors #

Salesforce Connector #

The Salesforce Connector should be added first so that you have your form connected to your Salesforce Production or Sandbox Org.  

• Click the Connectors Option in the left panel
• Under the Form Submitted section +Add connector for form submission
• Select the Salesforce Connector
• Click the [Configure] button
• Select which Salesforce option you want to connect to
  • Connect to Salesforce – Production / Developer
  • Connect to Salesforce Sandbox
  • Connect using a custom domain
• You will be asked to login to your Salesforce Org
• Click Allow to grant access
• Change the Status to Enabled
• Click the [Save] button

Chargent Connector #

Note: After you configure the Chargent Connector, you will need to reverse the order of the Salesforce Connector and Chargent Connector.  It’s important that the Salesforce Connector is on top of the Chargent Connector.

Next you want to add the Chargent Connector and map the appropriate fields.  

• Click the Connectors Option in the left panel
• Under the Form Submitted section +Add connector for form submission
• Select the Chargent connector
• Switch the order of the two connectors (this is very important otherwise the form will not work properly).  Click on the up/down arrow and drag the Chargent Connector to the bottom.
• Click the [Configure] button for the Chargent Connector and continue.

Step 1: Salesforce Authentication

• Click the Salesforce Org you set up in the previous step
• Change the radio button under Status to Enabled

Step 2: Chargent Configuration

• Gateway – If you are using multiple Gateways you can enter the Gateway Record ID
• Payment Method: Will the form process payments by Credit Card or Check (ACH / eCheck).
• Currency – If you are defining it in the form you can map that here otherwise you should use the Define Here option and type in the correct currency.

Step 3: Credit Card  Information or Bank Information 

• Map each section
  • Credit Card Number
  • CVV Number (Security Code)
  • Card Expiration Month
  • Card Expiration Yeaar
  • Card Type

Step 4: Billing Details.

• Check the checkbox Collect Billing Information
• Map each section
  • First Name
  • Last Name
  • Email (Optional)
  • Company (Optional)
  • Address
  • Address 2
  • City / Town
  • State / Province
  • Zip / Postal Code
  • Country

Step 5: Collect Shipping Details (Optional)

This field is if you want to collect shipping information and is not required to process payments using the FormAssembly Chargent Connector.

Step 6: Charge

• Charge Type will be either One Time Charge or Recurring Billing (note: if you choose Recurring Billing you will need to define the Recurring Charge Amount, Frequency, and the Payment End).
• Action will allow you to choose Charge or Authorize Only
• Click the [Add an item for Sale] – This is important to map the Amount field
  • Item Name = Amount
  • Description = Defined Here (Enter a description for this field)
  • Unit Price = Defined In the form (map to the Amount field)
  • Quantity Ordered = Defined here: 1

• Click the [Save]

View Your Form for Testing #

To View your form, click View from the left hand column.  A separate tab will open and you will see your form for you to test.  If your form is connected to a Sandbox you should use the test credit card numbers provided by your payment gateway.  If your form is connected to your Production Org, you will want to test using a real credit card and then voiding the transaction record in Salesforce.

When you complete the form, and click the Submit button, a Chargent Order will get created in Salesforce and a Transaction record will be associated.

For additional customizations to FormAssembly you should consult FormAssembly’s Resource Library.