Realex and Salesforce - Chargent by AppFrontier

Integrating Realex and Salesforce using Chargent

This guide contains instructions for integrating your Salesforce.com environment with the Realex payment gateway — recently rebranded Global Payments — using the Chargent payment processing plug-in.

Click a link to go directly to one of these sections:

Overview
Prior to setting up Realex in Salesforce
Setting up Realex in Salesforce
- Add a Realex Gateway record in Salesforce using Chargent’s Gateway Wizard
Testing using Chargent Anywhere
Moving to Production
- Get your Production Credentials
Refunds vs Rebates in Realex
Correspondence in the Transaction Fields

Connect Realex and Salesforce with Chargent

See all Realex transactions, manage refunds, send payment links and more, all inside Salesforce with Chargent, the top rated payments app on the Salesforce AppExchange.

Not yet a Chargent customer?

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Overview

Realex Payments, a division of Global Payments Inc., is one of Europe’s leading providers of ecommerce payment solutions. Realex works with thousands of small to medium-sized businesses to enable them to scale their online business and expand their international reach. Over the past 16 years, Realex has established a strong reputation in the industry and amongst our customers for ecommerce expertise, payments knowledge, and dedication to excellent customer service.

Realex Payments was acquired by Global Payments Inc. in March 2014. In 2018, the Realex name was changed to Global Payments.

Using the step by step instructions in this guide, it’s easy to connect Salesforce to the Realex Payments gateway with the Chargent app. Chargent has many features to offer, including automating and streamlining Salesforce payment processes, easy subscription management, click-to-charge buttons, payment request emails, and more.

Integrating Realex with Chargent gives you the ability to easily build a seamless process for completing payment for orders that you manage in Salesforce. The integration connects the Realex gateway directly to Salesforce. Chargent also supports Realex gateway tokenization for processing credit card payments. See Configuring Salesforce for Realex Integration for additional information on the gateways.

Prior to setting up Realex in Salesforce

Install both the Base Package and the Chargent Orders Transaction Package of Chargent into your Salesforce org.
Configure Chargent according to the Installation and Setup Guide.

For Chargent versions prior to 5.57 you may need to activate the Remote Site Settings in Salesforce if they aren’t already active for Realex.

Click the gear icon on the top right and select Settings
Under Security select Remote Site Settings
Locate RealexPayment and click edit
Check the Active box
Click Save

Your Realex Sandbox Account

The first task is to get a sandbox / test account from Realex so that you can run test transactions from Salesforce. To being the process for obtaining a sandbox account, complete the form on the sign up page

Username and temporary password

Upon approval, you’ll receive an email that contains these testing credentials:

User ID
Temporary password

Click the link in the email to go to the test login page.

Need help? Contact Realex through the options given on their Support page.

Permanent password

On your first successful login, you’ll get a prompt to enter a permanent password of your own choosing. Take note of any restrictions on the required strength of the password.

Whitelisting

Keep in mind that Realex may need to whitelist Salesforce IP addresses for your account.

Setting up Realex / Global Payments in Salesforce

Add a Realex Gateway record in Salesforce using Chargent’s Gateway Wizard.

Click on the App Launcher on the top left side in Salesforce.
Select Chargent as the App
Select the Chargent Settings Tab
Choose Chargent Setup Wizard
Do you have a Payment Gateway account – Select Yes
Select Realex as your Payment gateway.
Select Test Transactions for testing or Live Transactions if you are looking to process real time payments.
Follow the prompts to configure your gateway.

You will need the following information:

Add your credentials based on your Sandbox (Test) or Production Live Realex account.

- User Name: This is your Realex Merchant ID

Shared Secret and Refund Password:: This will be your Secret Key and Refund Password joined together with an @ symbol (ex: if your Secret Key is ‘mycompany’ and your Refund Password is ‘12345abcd’, then this field would be mycompany@12345abcd).

Other information that will be asked:

- Will you be using tokenization? (recommended)

- What currency will you be using? (USD, CAD, etc..)

- What Credit Card types will you be accepting? (Visa, Mastercard, etc…)

- Payment Console Setup (Premium feature for Platform Edition)

- - Show Charge Button
  - Show / Create Update Token Button
  - Show Authorize Button

Testing using Chargent Anywhere

Testing with Payment Console

To test using the Payment Console, you want to navigate to any record in your Sandbox that has the Chargent Anywhere Component enabled.

Click the [PaymentConsole] button
If you are using multiple gateways select your gateway from the dropdown otherwise continue to step 3
Enter all the Billing Information and click [Next]
Enter in a test credit card number, expiration date, and CVC code based on the Realex test credit cards below.
Click the [Charge] button.

You should receive a green box showing Approved.

Testing using Payment Request

To test using a Payment Request you want to be sure you have the Chargent Payment Request feature set up as outlined in our documentation.

Click the [Send Payment Request] button
If you have multiple Payment Request templates set up you will first choose what template you want to use.
Enter an email address where you want to send the test Payment Request along with any amount.
Enter a Contact name (Optional)
Click the [Send Request] button

When you receive the email, click the secure link for the Payment Request. Use one of Realex credit cards testing numbers to complete the payform and submit the payment.

You should receive a green box confirmation

Realex / Global Payments Test Credit Cards

Card Type	Card Number	Comments
Visa	4263970000005262	Successful
Visa	4000120000001154	Declined
Visa	4000130000001724	Referral A
Visa	4000160000004147	Referral B
Visa	4009830000001985	Comms Error
Mastercard	5425230000004415	Successful
Mastercard	5114610000004778	Declined
Mastercard	5114630000009791	Referral A
Mastercard	5121220000006921	Referral B
Mastercard	5135020000005871	Comms Error
American Express	374101000000608	Successful
American Express	376525000000010	Declined
American Express	375425000000907	Referral A
American Express	343452000000306	Referral B
American Express	372349000000852	Comms Error
3D Secure	4012001038443335	Cardholder Not Enrolled ECI 6 **
3D Secure	4012001038488884	Unable to Verify Enrolment ECI 7 **
3D Secure	4012001036298889	Invalid response from Enrolment Server ECI 7 **
3D Secure	4012001036853337	Enrolled but invalid response from ACS ECI 7 **
3D Secure	4012001037141112	Successful Authentication ECI 5 **
3D Secure	4012001037167778	Authentication Attempt Acknowledged ECI 6 **
3D Secure	4012001037461114	Incorrect Password entered ECI 7 **
3D Secure	4012001037484447	Authentication Unavailable ECI 7 **
3D Secure	4012001037490006	Invalid Response from ACS

Refunds and Rebates with Realex

Realex Payments offers two types of transaction refunds, refunds and rebates. Rebate is the default type, and will refund money to the same credit card for the initial transaction. The refund amount limit for a rebate is 115% of the original transaction value.

If you want to refund any amount of money to any credit card, choose the refund type. This is available in the custom settings. In the Chargent Settings tab, click the Advanced Settings tab and then check the box for Use RealEx Rebate Method.

Sending Live Transactions from a Salesforce Sandbox

When Chargent is installed in a Salesforce Sandbox, transactions are typically sent to the payment gateway’s test / sandbox / development environment, regardless of whether Chargent’s Test Endpoint checkbox is checked. This is done as a security precaution, to prevent real transactions from being accidentally sent from a Salesforce Sandbox.

When Chargent is installed in a production or developer Salesforce org, checking the Test Endpoint checkbox on the Gateway record will route transactions to the test environments provided by the gateway.

Note: Some gateways use the same endpoint for live and test environments. For these gateways, the Chargent application does not prevent live transaction processing. As such, it is best practice to deactivate your live gateway records in orgs used for testing.

If you wish to send live transactions from a Salesforce Sandbox, as a final step in testing, simply use Chargent’s Endpoint Override field on the Gateway record, and enter the production endpoint of your chosen gateway there.

Here is the production endpoint URL for Chargent’s integration with Realex:

https://api.realexpayments.com/epage-remote.cgi

Note that the full endpoint URL must be entered in the Endpoint Override field, and the domain must be present in the Remote Site Settings (for standard Chargent integrations it should be already present).

Understanding Transactions

When a transaction occurs between Chargent and the Realex gateway, a new transaction record is created in Salesforce. The listing of transactions can be found in the Transaction section under the Related section of the Chargent Order.

On the Chargent Order page, click the Related tab, and select a Transaction ID link to see the details, as shown in the figure below. This transaction record contains the entire set of data that Realex sends in its response, including transaction Type (Charge, Authorize, Refund or Void), the Response Status (Approved, Declined, Error), and any related approval or error messages.

Verifying Transactions in the Realex Dashboard

You can compare the transaction records in Salesforce with the records in your Realex dashboard. Login to the Realex test portal and click the Batched link at the top. See the figure below.

You’ll see a transaction listing similar to this one.

Locate the transaction of interest in the listing, and click on the transaction row, then click again on the item of interest on the next page to see the details for that transaction.

Correspondence in the Transaction Fields

The Salesforce Gateway ID is the Realex Pas Ref combined with the Realex Order ID, with an underscore between them.

Moving to Production

This section contains the procedure for configuring the integration in a production system.

Get your Production Credentials

In the same email that contains your credentials you also find a Shared Secret and Refund Password, merged by a “@” symbol (for example, “secret@refund) This is the value for Merchant Security Key in Salesforce.

Production account: You’ll also need to register for a production account. When you’re ready, use the contact information in the enrollment email messages to work with Realex Support and obtain the same set of credentials for your production account.

NOTE: It’s important that you do not proceed here until the testing procedure described in Testing the Integration is successful.

Follow these steps to configure the production in Salesforce:

First, obtain the production credentials for the Realex production gateway account (similar to the method given for sandbox credentials in Obtain a Realex Sandbox Account.
Get these production credentials from your enrollment email message(s):
User ID
- Password
- Realex Shared Secret and Refund Password, merged by a “@” symbol. For example, “secret@refund”. This will be the Merchant Security Key in Salesforce.
Repeat the steps in above, but substitute the production credentials
- Version 5.40 or current use the Chargent Setup Wizard
- Versions prior to 5.40, set up the gateway manually
Repeat the steps in the Testing the Realex Integration section above with respect to the SalesForce production environment, using the production credentials
Void a transaction: 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.

Refunds vs Rebates in Realex

Realex uses Refunds for transactions that are more than 60 days old. This will allow you to refund a credit card that is not attached to the original transaction. Rebates will have the original Transaction and the Auth ID and would only be available for transactions up till 60 days. After 60 days you would need to issue a Refund.

Note: Rebates are available in 4.92 or later. If you receive an error stating missing required field “Auth ID” you want to update your Chargent Package

Correspondence in the Transaction Fields

This table contains the mapping information between the gateway and Salesforce fields.

Salesforce field	Direction	Gateway field
Gateway ID	<	First part of the Pass Ref field plus 2nd part of the Order ID at top of Realex detail page
Gateway ID	>	2nd part of the Order ID at top of Realex detail page
Gateway ID	>	Date/Time in listing

We use Chargent to manage all of our sustaining memberships and for sending out payment requests. Makes it so much easier for people to pay their invoices. It is also such an easy tool to get set up and running!

Bonnie S, April, 2020

I’m a SF Admin recently charged with preparing for the June 20′ release. I am extremely grateful for the support team at Chargent. I am very impressed with the thoroughness of monitoring their product with SF and the proactive approach to keeping ahead of the releases. Thank you Chargent!

Andrew K, May, 2020

As someone who has a technical background but is relatively new to working in Salesforce, I have been very impressed with the Chargent product for Salesforce. I was first impressed by the very comprehensive guides and online documentation available. Subsequently, in working to update and upgrade our Chargent implementation, our organization has worked with three different support reps over the past year and each one has been super friendly, very helpful, and very technically proficient. A great example of how to do technical support the right way!

David M., January, 2022

Excellent for all types of payments. We’ve been running recurring and one time billing through Chargent for at least the last five years. They have frequent updates to keep us compliant and there are virtually never any issues with payments. Even better is their support team.

Nick F, October, 2020

We have received overwhelming support from Robert Ruelas on the Chargent/Accounting Seed integration. Robert stayed with us on our problem until resolved. We don’t find this level of support frequently and would recommend the Chargent App for any organization that handles credit cards when you are using Salesforce and/or Accounting Seed.

Mike M, February, 2020

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus. Highly recommend this application!

Kevin K., August, 2022

This is a great app that helps simplify receiving payments from most popular payment gateways and recording everything in Salesforce. I’m a consultant and set this up for a client who had a very custom requirement. Chargent support was very helpful in guiding me on the configuration.

Kaivalya K, July, 2020

We are using Chargent for handling payment processing. On one click of “Send Pay Request” we can send an email and customer can pay easily just with a link. Customer support team is quick in response and ready to help. I like how Chargent stay ahead and helps update Chargent app according to Salesforce new releases.

Deepika N, June, 2020

Chargent is incredible! It makes getting payment so much easier when you can send a link, and the client can click on it and process payment on their own time.

Camille T, January 2023

Chargent’s application has provided us the ability to automate a payment process which normally took a person 15 minutes to process, down to less than a minute with the Chargent integration. Handling payments in the past will no longer haunt us since we are now PCI compliant, we know we can rest our client’s minds by letting them know their data is secure.

Nick S, March, 2020

We have been using devs to handle our connections between FormAssembly, Chargent and Salesforce. I was asked to change our payment methods and was having issues with it being charged to the wrong gateway. Nick and I had a web meeting in which he was able to point out the issue of a different process builder that was changing gateways from the one I thought was. Even though this issue was on our Salesforce end, he was more than willing to help and explain things to me.

Tim P, November 2022

With Robert’s help my client was able to convert sales to cash and utilize partial payment and recurring payment settings. With Chargent and DBSync integrations, my client is able to integrate QuickBooks Enterprise to record invoices, payments and estimates for progress billing. I highly recommend this integration.

Salesforce Consultant, June, 2019

Chargent makes automating our monthly donor payments a snap. Top-notch, extremely responsive service. Thanks!

Amy K, October, 2021

Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team.

James M, July 2022

When our incompetent SF implementation partner dropped the ball, Chargent support was able to login to our account, identify the issue, and have it resolved in less than 24 hours so we had virtually no downtime in processing payments. Excellent job!

Jon A, November, 2021

Chargent has simplified our billing needs substantially. We are able to charge hundreds of customers with ease while receiving timely support by the Chargent team whenever it is needed. Very satisfied!

Powell N, November, 2020

BEST IN CLASS!! Chargent was a game changer for us. It has allowed a payment automation process for our sales team that we could not live without. The team is quick to respond and eager to help. I could not ask for a better partner.

John D., May, 2022

Chargent has helped streamline our recurring payments. Before we could only automate monthly payments. Now we can automate, monthly, quarterly, semi-annual, and yearly. We can also automate outreach for declined payments.

Sarah R, September 2022

I am the Salesforce Admin for our company. We have a very delicate environment and way too much customization. Our business required a solution that is not out of the box Chargent. The support and quick response I have received is above and beyond what is expected.

Kent B, August, 2021

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus.

Kevin K, August 2022

We love that Chargent is entirely native to Salesforce and allows for a lot of customizations, such as complete control over email templates, invoices, receipts, etc. It makes it much easier in a heavily regulated field, Financial Services. The support quality alone is enough for me to fully endorse this company.

Financial Services, July, 2020

My client was in search of a Credit Card Chip Reader solution as they were migrating off of old card swipers and their current payment product. In doing research, Chargent Terminal seemed to be a great fit. The whole process of implementation from cradle to grave was seamless and simple. My clients said that Chargent is far more intuitive and has made their lives in processing payments extremely simple.

Arnold C, July, 2020

I’m a consultant in the Entertainment space and my clients are always looking for a quick/easy way to leverage their existing payment processing provider within Salesforce. I recommend Chargent every single time. The solution is flexible and allows for a great deal of customization.

Charles O, May, 2021

We came across Chargent during our Salesforce implementation. We were having lots of issues with online payments. Chargent solved all our problems in an instance. Highly recommend this product for higher education institutes, especially TargetX CRM users.

Ahmet D, April, 2021

Chargent is a great payment processing solution! We’ve been using the app for a little over a year now and our end users love the simple ability to send payment links to clients. As an admin, it’s easy for me to add gateways when we open new locations.

Brea G, August, 2021

The Chargent product has streamlined our process for credit cards. Our customers and sales team find it easy to tokenize our credit card payments. Any questions are answered quickly by the customer support team. Chargent was the right partner for my company.

Maria C, October, 2020

Chargent works really well and can be configured lots of different ways to fit your business needs. I’ve implemented the product on a few different projects with a variety of requirements and the package is very smooth. The Chargent Support team is also one of the best I’ve ever worked with.

William S, December, 2021

Seamless app for integrating our donations into our Salesforce platform. Excellent and responsive customer service.

Kate G, February 2023

Great integrated solution for capturing payments — and great support! This solution has made it so much easier for our org to track payments and make sure they are tethered to the original deal, and it makes the capturing of payments so quick and seamless for our customers. Also, the support is great! Quick response times and relentless problem solving on the part of the support team!

Katie K., April, 2022

The Support Team at Chargent was very helpful and diligent in supporting our needs and transition to Chargent. Responses were on time and punctual on a case by case basis and the support team is a pleasure to work with!

John D., March, 2022

We signed up for the add-on package for the Automated Payments and the same day we signed up we had Nick schedule a meeting with us to get started. He was not only helpful for the initial set up, but he would send helpful training videos for the rest of the team. Usually when you sign up for something new it takes a long time to train everyone and get it set up. I am happy to say that was not the case for us.

Tonya B, November 2022

We are successfully tokenizing credit cards, sending payment links, and processing credit cards for multiple payment gateways and companies. Setup was easy and tech support was very responsive when needed. Chargent was exactly what our company needed to capture payments via Salesforce. Thanks to the flexibility and security features of Chargent, we have been able to reduce our credit card processing fees by close to 2%.

James C, September, 2020

I am very pleased with the support I receive for Chargent. I have implemented it for several clients and I always have questions regarding each use case. The support team is very knowledgeable and helpful!

Salesforce Consultant, March, 2019

I implemented Chargent for an end customer because of the limitations on the current app that they were using. The Chargent APIs are super simple, the support staff was great and very responsive. We found a great partner in Chargent. The simplicity in setting up multiple gateways and recurring billing configuration options are second to none if you want the go by clicks not code mantra.

Swapnil M, July, 2020

Integrating Realex and Salesforce using Chargent

Connect Realex and Salesforce with Chargent

Not yet a Chargent customer?

Overview

Prior to setting up Realex in Salesforce

Your Realex Sandbox Account

Username and temporary password

Permanent password

Whitelisting

Setting up Realex / Global Payments in Salesforce

Add a Realex Gateway record in Salesforce using Chargent’s Gateway Wizard.

Testing using Chargent Anywhere

Testing with Payment Console

Testing using Payment Request

Realex / Global Payments Test Credit Cards

Refunds and Rebates with Realex

Sending Live Transactions from a Salesforce Sandbox

Understanding Transactions

Verifying Transactions in the Realex Dashboard

Correspondence in the Transaction Fields

Moving to Production

Get your Production Credentials

Refunds vs Rebates in Realex

Correspondence in the Transaction Fields

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