There are many use-cases for this, but the obvious one relates to Customer Service. If you’re running a customer service department, and taking payments over the phone or by email, then implementing Chargent’s Take Payments feature can lower that volume. This means you can reduce staffing costs and free up time so your staff can focus on other tasks. Allowing self-service payments also provides flexibility to your customers as they no longer have to call or send an email in order to make the payment; they can simply log into their account and make the payment.
Furthermore, Chargent Take Payments expands the potential value of your Salesforce Community by unlocking other use-cases:
Turn your community into an ecommerce venue where you can sell goods, services, upgrades, etc.
Utility company customers can log in to pay bills, update payment methods, or pay for move-requests
Take payments during event sign-ups
This feature payment-enables any Salesforce.com Communities page in minutes.
In order to set up the Chargent Take Payments feature, you need to have your Salesforce Communities page already created. For setting up your Communities Page you should contact your Salesforce Account Representative.
Ensure you have enough space available for the Take Payments component.
The object associated with your Salesforce.com Communities page needs to include the following fields to work:
A lookup field to the Chargent Order object
A lookup field to a Contactobject (recommended, but not required)
A Charge Amountfield on the object you are going to be taking payments from
You will also want to ensure that the following are completed:
Chargent 5.81 Base or newer is installed. If you need to upgrade to a current version please do so from our PIM (Package Installation Manager) on our Installation Page
Chargent Take Payment feature has been activated for your Org (Chargent Platform license or above includes Communities licensing).
At least one payment Gateway record has been created and tested
Your user profile has “View Setup and Configuration” and “Customize Application” permissions enabled
Step 1 – Add the Chargent Take Payment Component to your Communities Page
Enter your Org setup by clicking the [Gear] icon, then click [Setup]. This will open the Setup home.
In the Quick Find search field, type “Communities,” then click “All Communities.”
Click the [Builder] link on the Community you wish to add Take Payments to.
At the top-left portion of the screen, click the down-arrow to reveal the list of available pages, then click the page on which you wish to configure the Take Payment component.
Note: If you want to add the Take Payments feature to a different object than the Account (default), you can click Home, then New Page at the bottom of the list. Click the Object Page and select the object you want to use. Then select it from the Home menu.
At the top-left portion of the screen, click the [Components] icon (looks like a lightning bolt), and scroll to the bottom of the list until you see “Chargent Take Payment” under the ‘Custom Components section.
Drag the Chargent Take Payment component from that list to the desired section of your page.
While the component is compact and should fit in most page sections, it is not advised to add the component to smaller, narrow sections like headers and footers.
Upon dragging the component to a Communities page, you may see an error stating that “Something went wrong.” This should resolve once you’ve configured the component as seen in the instructions in Step 2. Once configured, simply navigate back to the page on which you’ve configured the component and refresh your browser. This message should no longer be present and instead will display the Take Payments form.
Step 2 – Configure the Chargent Take Payment Component
Now that you’ve added the component to your page, it’s time to configure it.
While still in the Builder, click the Chargent Take Payment component to bring up the configuration panel.
Complete the fields and options as follows:
Payment Form Title
Type the desired title to display at the top of the component. Some examples:
“Make Payment” or “Pay Invoice” for utility or service contracts
“Checkout” for ecommerce sites
“Donate” or “Make Donation” for charities or non-profits
Include Email Address Field
Check this box if you’d like the component to include a field for the Payee email address
Include Country Field
Check this box if you’d like the component to include a field for the Billing Country
Gateway ID
Enter the 15 or 18 character Gateway Record Id (go to Gateways, click on the Gateway you wish, and copy the record ID from the web browser URL).
Charge Amount Field API Name
Enter the API name of the currency field on this page to be used as the default charge amount
Billing Contact Field API Name
Enter the API name of the Contact lookup field on this page
If provided, the billing address fields will be pre-populated with the billing address from the chosen Contact Record (the user may still change these fields even when pre-populated.
If not provided, the user will be required to enter the address manually
Chargent Object Lookup Field API Name
Enter the API name of the Chargent Order lookup field on this page
Payments made on pages where this field is populated, will be made against that Chargent Order
Payments made on pages where this field is not populated will generate a new Chargent Order Record
Record ID
This field defaults to {!recordId} and should not be edited
Once all the required fields are populated, you can re-select the page you are taking payments from and refresh. You see the form on the page and should now be able to publish the page.
To Publish, click the [Publish] button at the top-right of the page and follow the prompts to publish this page.
Setup is now complete! Navigate to the Communities page you’ve configured to test the Chargent Take Payment feature.
Once configured, the Chargent Take Payments Component appears on the Communities page you configured and allows your customers / users to quickly submit payments that are captured immediately within your Salesforce.com Org.
Before We Start
A couple of quick notes:
This component will abide by the rules and restrictions of the gateway record it is configured to use. This includes:
Payment methods allowed
Card types allowed
Is the CVV required
When making a payment via Bank Account, if your Communities users manually type into the “Account Number” or “Bank Account” fields, a second version of that field will appear and request confirmation of that entry. This is to prevent failed payments due to mis-typed accounts and bank numbers. Pasting into these fields will not require this confirmation.
This component will change in appearance (colors) based on the color or theme options set on the Communities page.
The “Charge Amount Field API Name” will not properly function if mapped to any field type other than Currency.
Using our Take Payment Component
Payment Method Selector: Select whether to submit payment via Card or Bank Account (ACH)
Billing Address: Enter the billing address for the card or bank account being used
This will auto-populate if the “Billing Contact Field API Name” is configured
This is editable regardless of whether the “Billing Contact Field API Name” is configured
Payment Info: Enter the card or bank account info being used for this payment
Pay Button: Click the pay button to submit the payment
This button will reflect the total amount being paid and is controlled via the “Charge Amount Field API Name” field of the component configuration.
Great! To add the same great Chargent Take Payment functionality to other pages, just follow this guide again. Chargent Take Payment can be added to multiple pages and is configurable on a per-page basis, adding flexibility and uniquely customized usage of Chargent Take Payment on each page in your Community.
Can I use the Take Payments component without a Chargent Order record already established?
Yes, however the “Chargent Object Lookup Field API” field still needs to be mapped to a Chargent Order lookup field. You may choose to not show this field on the Page Layout if it isn’t relevant to your use-case. When used without a Chargent Order populated in that lookup field, a successful payment will result in the creation of a new Chargent Order record.
The Take Payment form shows a success message after the payment has been made, but the page itself doesn’t change or close.
This form is designed to fit any use-case. As such, we have not built it to manage or affect the rest of your Communities pages outside of simply transmitting and recording the payment. We recommend that you configure your Communities pages to recognize when the payment has completed (successfully or not) and provide any page transitioning or messaging that you require.
