Integrating Stripe With Salesforce Using Chargent

Before setting up your gateway, install the latest version of Chargent and configure your user permissions. Guides for these topics are available below to help you get started. If you’re not yet a customer, you can sign up for a free 30-day trial.

• Install or Update Chargent
  • Our Stripe integration requires Chargent v8.35 or later. Not sure what version of Chargent you’re on? Click here to find out.
• Enable Payment Methods
  • Payment Methods is required for the Stripe gateway integration and is automatically enabled for all new Chargent installations.
• Assign Chargent Licenses
  • Production Only, not required for Sandbox.
• Assign Chargent Permissions

The following sections provide instructions for obtaining Stripe credentials and creating a gateway record in Salesforce. Ensure you run test transactions in a sandbox environment before processing live transactions in your production environment.

If you don’t already have Stripe credentials for testing, sign up and create a Stripe account.

Stripe has two modes: Test and Live. For testing, ensure that the setting is toggled to ‘Test mode’. This setting can be enabled by logging in to your Stripe account and activating the ‘Test mode’ toggle on the top right of your window.

When ‘Test mode’ is activated, you will see a bar at the top of your screen notifying you that “You’re using test data. To accept payments, complete your business profile.” You will not be able to perform live transactions when in ‘Test mode’. Learn more by visiting Test Mode and Use Cases.

Before setting up your Stripe gateway in Chargent, you must activate the Remote Site for Stripe in your org.

1. Click the gear icon at the top right and choose Setup.
2. In the Quick Find, search for and select Remote Site Settings.
3. Locate the following Remote Site name and make sure the “Active” box is selected:

• • StripeConnect (https://connect.stripe.com)

4. If the “Active” box is not selected, click Edit, select Active, and click Save.

Follow these steps to authenticate your Stripe account in Salesforce, create a gateway record, and complete the integration process:

1. Log in to your Salesforce environment.

2. Go to the App Launcher and click the Chargent app.
3. Click the Chargent Settings tab and choose the Setup Wizard subtab.
4. Click Yes when prompted, “Do you have a Payment Gateway account?”.
5. Select ‘Stripe’ from the list and click Continue.

6. (Optional) If you plan to process ACH transactions, add a Webhook Signing secret to ensure your transaction statuses remain up to date. See the Webhook Configuration section below for more information.
7. Click Sign In to open a pop-up window.

8. In the pop-up window, enter the email address connected to your Stripe account and click Continue.
9. Enter your Stripe account password and click Submit.
10. If you haven’t set up two-step authentication, you will be prompted to do so now. Use any of your preferred authenticator apps (Google Authenticator, Microsoft Authenticator, Authy, etc.). Once set up, click Next to continue.
11. If you have multiple accounts, ensure you select the correct one and click Connect.
12. Complete the remaining steps in the form related to your Stripe account.
13. In the same pop-up window, select your Salesforce account.
14. Enter your Salesforce credentials and click Log In.
15. Complete the MFA requirement if applicable.
16. Click Continue to save your changes.

17. When you receive a message stating “Your credentials have been successfully verified!”, click Continue to complete the steps in the wizard.
    • If you receive an error message in red, see our troubleshooting tips.

The remaining choices in the Gateway Setup Wizard depend on your specific use case. For example, do you want to enable ACH payments? For more detailed information about the steps, see Gateway Setup Wizard.

Chargent listens for real-time payment status updates from Stripe via webhooks. A webhook is an HTTPS notification that Stripe sends to your Salesforce org whenever a payment event occurs (e.g., a payment succeeds, fails, or is refunded). Without this configuration, Chargent will not automatically update transaction records when Stripe processes asynchronous events such as ACH payments.

For instructions, visit the Stripe Webhook Configuration Guide for Chargent.

Setting up your direct debit network is optional but recommended. When you reach the gateway setup wizard page labeled “Select the Payment Methods you accept,” select the direct debit network for your region.

Our Stripe integration supports the ‘ACH – US’ direct debit network. Choosing the correct direct debit network allows you to accept bank account payments and display the correct direct debit network fields in Chargent.

Once you’ve tested your gateway integration in a Salesforce sandbox, you’re ready to move to production. See Moving from Sandbox to Production to learn how to migrate your Chargent configuration changes to your production environment. After moving Chargent to production, see Testing in Production for best practices prior to going live.

You can learn more about Going Live via Stripe’s Go-Live Checklist.

To prepare your Stripe account to accept live payments, please follow these steps:

1. Ensure you’ve completed the Prerequisites for Stripe.
2. Complete your business profile and activate Payments.
3. Disable ‘Test mode’ for your Stripe account.
   • This setting can be turned off by logging in to your Stripe account and disabling the ‘Test mode’ toggle on the top right of your window. When ‘Test mode’ is disabled, you cannot perform test transactions using test cards.
4. Find and save your ‘Live Secret Key’.

So far, you’ve used your test Stripe credentials and created a test gateway in your Sandbox. Now, it’s time to create a new gateway record in your production environment specifically for processing live transactions.

1. Log in to your production Salesforce org.
2. Go to the App Launcher    and click the Chargent app.
3. Click the Chargent Settings tab and choose the Setup Wizard subtab.
4. Click Yes when prompted, “Do you have a Payment Gateway account?”.
5. Select ‘Stripe’ from the list and click Continue.
6. Click Live Transactions and enter your new live gateway credential, leaving the Endpoint Override field blank.

7. Click Sign In.
8. When you receive a message stating “Your credentials have been successfully verified!”, click Continue to complete the steps in the wizard.
   • If you receive an error message in red, see our troubleshooting tips.

For more detailed information about these steps, see our documentation for the Gateway Setup Wizard.

With your live gateway record created, you are ready for the final phase of testing: running live transactions in a production environment. Visit Testing in Production for considerations and best practices related to testing in your production environment.

When testing with live payment information, you can prevent transactions from settling by voiding them immediately afterward. For more information, see Refunding and Voiding Transactions. As a precaution, we recommend using very low amounts to minimize any impact in the event you forget to void them.

To test gateway responses in the live environment, submit live transactions with the correct street address, zip code, and CVC information to generate successful responses. Likewise, submit incorrect street address, zip code, and card code information to generate other responses. You can void successful transactions immediately to prevent live test transactions from being processed.

Congratulations! You have successfully integrated Salesforce and Stripe! You can now process transactions through Stripe directly in Salesforce using Chargent!

All of Chargent’s gateway integrations support most of Chargent’s core features. Some features are reliant on support by the gateway itself. Chargent’s integration with Stripe includes, but is not limited to, the following features:

Using Stripe, you can validate US bank accounts on the Automated Clearing House (ACH) network via our partner, Lyons, a leading data verification provider. This feature is designed to satisfy NACHA’s mandate—Supplementing Fraud Detection Standards for Web Debits.

For more information, see ACH Validation.

Chargent’s integration with Stripe supports multiple currencies. See Stripe’s documentation for Supported Currencies.

Additionally, Salesforce’s Multiple Currencies feature is supported when integrating Stripe with Salesforce using Chargent.

For more information about currencies in Chargent, see Understanding Currencies.

Data levels allow you to send more information with each transaction, ensuring the security and authenticity of the payment. Higher data levels translate to higher savings on transaction fees. The following levels of data are supported by Stripe using Chargent:

• Level I

For more information about data levels, see Understanding Data Levels.

Below, we’ve listed the payment method types that are supported when using the Stripe gateway integration. For more information about payment methods supported by Chargent, see Payment Methods Supported.

Credit Cards

• Visa
• Mastercard
• Discover
• American Express
• MC Eurocard
• UK Maestro
• JCB Card
• Diners Club

For more information, see Understanding Credit Card Payments.

Bank Accounts

• ACH – US

For more information, see Understanding Bank Account Payments.

Tokenization allows you to store payment information at your gateway and not in Salesforce. Tokenization helps you decrease the scope of your PCI compliance and improve security by storing your customers’ payment information on Stripe’s servers and not in Salesforce.

Chargent’s Stripe integration supports tokenization for the following payment method types:

• Credit Card
• Bank Account

The token returned by Stripe is stored in the Token field on the Chargent Order and Tokenization on the Transaction records in Salesforce. Additionally, tokens are stored in a Chargent Tokens record when Payment Methods is enabled in your org.

To learn more about why we recommend tokenization, visit Salesforce Tokenization.

Chargent’s integration with Stripe supports the following transaction types:

• Authorize
• Capture
• Partial Capture
• Refund
• Partial Refund

For more information about Transaction Types, see Understanding Payments.

Salesforce sends payment information to your gateway based on the field values in your Chargent Order records. You can find your payment information in your Stripe account by clicking Transactions in the left sidebar. Then, the gateway sends a response to Salesforce, storing it in a Transaction record. Here are a few important examples of how the data is mapped between Salesforce and Stripe.

*The Order Information field allows you to send additional custom information about your transaction. Chargent does not automatically populate this field.

The Reason Code field on a Transaction record stores a response code provided by Stripe. To learn more about a specific response code, including the HTTP status code summary, see Stripe’s Error Documentation.

To review gateway responses in Salesforce, go to the transaction record in Chargent and examine these field values:

If you are having trouble connecting to your gateway, we recommend starting with these troubleshooting steps.

For additional troubleshooting tips or frequently asked questions about Stripe, check out Chargent’s knowledge base articles or see the specific notes below:

Please contact Stripe if you experience any issues with or have questions about your gateway account.

Contact our support team if you encounter any issues related to Chargent.

Chargent Quick Start Guide
Gateway Setup Overview
Supported Gateways