The Payment Method feature redesigns Chargent’s object model by including three objects that can help you organize and track your customers’ credit cards and bank accounts as tokens: Chargent Payment Method, Chargent Log, and Chargent Token. The diagram below represents the relevant objects, fields, and object relationships directly related to the Chargent Payment Method object and does not represent all of Chargent’s objects and relationships.
Payment Methods Objects #
We’ve developed three objects to help you store your customers’ payment methods. These objects make it easy to identify a payment method, track all related actions, and identify the associated token.
| Object | Description |
|---|---|
| Chargent Payment Methods | The Chargent Payment Methods object is the one-stop shop for all information related to a specific customer payment method. |
| Chargent Tokens | Contains information about the token obtained from your payment gateway, such as whether or not a charge was approved and why. |
| Chargent Logs | Contains information about the gateway responses returned by your payment gateway. |
Object Relationships #
See the following table for a list of important object relationships related to the Chargent Payment Method object. The table below doesn’t represent all of Chargent’s object relationships but focuses on relationships related to Payment Methods.
| Lookup Field | Location (Object) | Description |
|---|---|---|
| Payment Method Default | Chargent Order | Chargent Orders are the backbone of Chargent. Payment Method records are related to a Chargent Order record via the Payment Method Default lookup field on the Chargent Order object, which tracks all Chargent Orders related to a particular payment method. |
| Payment Method Applied | Transaction | A Chargent Payment Method is also related to a Transaction record via the Payment Method Applied lookup field. This field denotes which Payment Method was used for the specific transaction and tracks all transactions made using that method. |
| Payment Method | Chargent Token | A token will be related to every payment method record. Multiple Chargent Tokens can be related to a single Payment Method to allow merchants to tokenize a payment method for multiple gateways. |
| Gateway | Chargent Token | Since every token is tied to a specific gateway, the Chargent Token record relates to only one gateway record. For more information about how tokens work, see Salesforce Tokenization. |
| Payment Method | Chargent Log | A Chargent Log record relates to a single payment method, providing an auditable log of all gateway responses related to a specific payment method. |
| Billing Account | Payment Method | Use this field to associate this Payment Method with the Account that owns this payment source and profile. Chargent will automatically populate this data when available. See Chargent’s Account and Contact Fields. |
| Billing Contact | Payment Method | Use this field to associate this Payment Method with the Contact that owns this payment source and profile. Chargent will automatically populate this data when available. See Chargent’s Account and Contact Fields. |
Payment Methods Fields #
For more information about the fields included on the Chargent Payment Methods object, see Payment Method Fields.
Payment Methods Ownership #
The user creating a payment method becomes the owner of the record. Depending on your security settings, Admins are the only additional users who can access the payment method record. For example, if a Community User creates a Payment Method record through your Experience Cloud Site, they will own it. If an internal user creates the Payment Method record, the Internal user will own it.
In the case of a Payment Request, the payform is accessed and paid by a Site Guest User. The user who initiated the request, not the Site Guest User, is granted ownership of the payment method.
Payment Methods Naming Conventions #
The Chargent Payment Method object contains records of a customer’s specific credit card or bank account that can be reused for future payments. The payment details are masked, but a Chargent Payment Method Name distinguishes it from other payment methods by concatenating [the type of card (such as VISA and AMEX)] followed by [the last 4 digits of the card number] and [the cardholder’s last name], as shown in the example below.
- For example: VISA-1111-Blake
For bank account and routing number, the Chargent Payment Method Name displays [Bank Account Network Type] – [First 5 digits of routing number] – [last 4 digits of account number].
- For example: ACH-54321-1234
See Also
Setting Up Payment Methods
Payment Methods Duplication Management
Chargent’s Account and Contact Fields
Payment Method Fields
