This section contains the procedure for configuring the integration in a production system.
NOTE: Do not proceed here until the testing procedure described in Testing the Integration is successful.
- First, obtain the production credentials for the PayTrace production gateway account (similar to the method given for sandbox credentials in Obtain a PayTrace Sandbox Account.
- Get these production credentials from your enrollment email message:
- Repeat the steps in the Configuring Salesforce for PayTrace Integration section above, but substitute the production credentials.
- Repeat the steps in the Testing the PayTrace Integration section above with respect to the SalesForce production environment, using the production credentials.
- Void the transactions: If you’re using an actual credit card and want to prevent the charge from settling, remember to void the transaction after testing.
- Be sure to successfully transmit at least one real credit card transaction using company or personal accounts. We recommend that you submit a transaction with a very small amount and then void that transaction afterwards. This ensures that the system works with your production credentials.
Chargent has always sent charges and authorizations to the payment gateways, and recorded the result in a real-time Transaction in Salesforce. Chargent can also update Salesforce records long after the initial transaction—for ACH transactions that are returned for non-sufficient funds (NSF), credit card authorizations that expire, and more.
Two fields, Transaction Status and Settlement Date can now be updated through a daily scheduled batch in Salesforce.
Possible values of the Transaction Status are either final or non-final. It the status is final, then no more updates will occur for that transaction. Also, batches will not pick up any transaction having a final status.
The Settlement Date field stores the date and time when the Transaction Status is changed to final (such as “Settled” or “Voided”), after which it will no longer receive any updates.
To schedule the batch, navigate to Setup > Develop > Apex classes, and then click the Schedule Apex button. These are the batch names:
The following are the various transaction status values for PayTrace Transactions. Use some of the values to learn when a transaction has been declined, and take appropriate action within Salesforce—such as sending an email or assigning a follow-up task.
- GB or Settled (and batch number appended)
- Batch number itself