Please be very cautious if you use the Process Builder, Validation Rules or Required fields on your Chargent Orders with recurring billing. Validation rules can prevent the Chargent Order from saving properly after a transaction occurs, which prevents the Transaction from being properly saved to the parent Chargent Order.
Because Recurring transactions run in a batch you would see the errors in the Apex Jobs monitoring page in Salesforce, and in emails to the Chargent Admin Email Address as configured in the Chargent Settings Tab..
Certain validation rule problems can result in duplicate transactions, so please be sure to test any validation rules in Sandbox prior to deployment. Contact us for additional assistance.
Connecting Chargent Orders to other Objects #
Chargent Orders is a separate object from Salesforce standard objects. When you set up Chargent Anywhere on a native Salesforce object you should also relate that object to the Chargent Order (which hosts the current payment information). You can add this as a Related item, however you need to first create Lookup fields to connect the two.
For example, you install Chargent Anywhere on your Opportunity object and now want to relate the Chargent Order payment source as a Related item. Simply create a Lookup field on the Opportunity object and then add it to the Page Layout.
Instructions from the Chargent Orders with Opportunities Guide can be followed to relate Chargent Orders to other standard or custom objects in Salesforce.
