Chargent Payment Processing for Salesforce supports Stripe’s secure tokenization feature. Tokenization helps you decrease PCI compliance scope and improve security, by storing transaction data such as credit card numbers on Stripe’s servers, and associating it with a token Chargent stores in Salesforce for use in future transactions.
The token returned by Stripe is stored in the Token field on the Chargent Order record in Salesforce.
Customer Token Migration
You can also use the tokenization feature when migrating existing customers in Stripe to Chargent. This is useful because the customer tokens can easily be exported and imported into Salesforce, whereas credit card numbers cannot.
Stripe tokens are strings of letters and numbers that start with cus_. Click Customers on the left and export on the upper right to get the data you need to import your customers into Salesforce. Insert the id column in the export file to the Chargent Token field to complete the migration. We recommend setting a Stripe test gateway record in Salesforce using the test credentials from Stripe, per the instructions above, then running it in parallel to your current system for a full month to validate that all is correct.
If you didn’t enable tokenization when setting up Stripe using the Gateway Setup Wizard, you can enable tokenization by following these steps.
- Click on the App Launcher in the top left hand side of Salesforce.
- Search for Gateways.
- Edit the Stripe Gateway record.
- Check the box that says Use Tokenization.
You can then set the Credit Card Handling field to one of the following
- Never Clear: Chargent will not remove any card data automatically.
- Clear After Successful Charge: Chargent will clear the credit card number, expiration dates and card security code only after a successful charge is run.
- Clear After All Transactions: The credit card number, expiration date and card security code will be erased after any approved transaction (Charge, Void, Refund)
- Clear When Token Present: (Recommended) Only when a token is present in the token field, will the credit card number, expiration date and card security code be cleared.
- When your first successful charge goes through, the Credit Card Number field in Salesforce will be deleted, and a token will be stored for future transactions in the Chargent Token field.
- If you are using Chargent’s Payment Console or Payment Request feature, the card number will never be stored during the generation of the token.