In this video,
I'm going to show you how to integrate
the Vantiv e-commerce gateway
with Salesforce using Chargent.
Vantiv rebranded to the name Worldpay in 2018,
so you might see either name used
as you follow this process.
It is important to note that only the Vantiv gateway,
which is owned by Worldpay, is supported by Chargent.
Other Worldpay gateways are not supported by Chargent.
My name is Stacy from Chargent,
and if you're a Salesforce admin or consultant
who wants to learn about payments
and be a superstar for your organization,
we've made a special checklist for you
on 10 ways
to make Salesforce payments safe, easy and profitable.
So click that link in the comments below.
So why would you want to integrate
the Vantiv e-commerce gateway
with Salesforce using Chargent?
That is so that you can process payments
through the Vantiv gateway from Salesforce.
Here are the steps.
Install both the Chargent base
and Chargent orders package into your sandbox org.
You can set this up in production later.
Next, we're going to configure Chargent.
Our quick start guide gives you some tips,
but that's really why you're on this video.
You're here to get more information
on configuring your Vantiv gateway.
So now in Salesforce,
it's time to set up Vantiv.
I'm going to start by clicking the app launcher,
the little waffle in the left hand corner,
and I'm going to choose the Chargent application.
Once on Chargent, simply click the Chargent Settings tab
and the Chargent Setup Wizard.
Since you're going to use Vantiv,
we know that you have a gateway account,
so click Yes on the first page,
select Vantiv as the gateway, and then click Continue.
You should already have a username,
password, and merchant ID
from when you originally signed up with Vantiv.
For additional setup tips,
you can click the link on the bottom
to view the gateway documentation.
It's a great companion guide to this video
that will walk you through exactly what needs to happen.
Now we're just going to copy the username
and paste it into the correct field in Salesforce.
We'll also need to copy and paste the password
and the merchant ID.
Once all of the credentials are copied and pasted,
we can click Next.
You can see that Chargent is testing the credentials,
and the green banner at the top indicates
that this has been verified successfully.
You can then click Continue.
Next, the Chargent Setup Wizard asks,
"Should we use tokenization?"
Chargent strongly recommends that all
of our customers use tokenization.
Be sure to consult our PCI guide for information
on reducing your organization's PCI scope.
Next step, we have currency.
What are we going to be using?
On the screen, you can see the most popular ones
with our Chargent customers.
Do keep in mind that we support all government currencies
that are supported
by your gateway.
Next, are you going to be using the payment console?
We sure hope so.
We think it's a very slick way of taking payments.
Clicking Yes will let you know
that the system is going to send an email
on your behalf requesting an activation key.
When you get the key, bring that over,
and put it into the system to make sure
that everything works.
All right, what payment methods will you be accepting?
Credit card and bank accounts?
Bank accounts are also known as ACH,
eCheck, or direct debit.
Then we want to select which cards we will be accepting.
Sometimes folks may want to exclude American Express,
so I can just toggle that off here.
I want to take all of these in my org,
so I'm going to click Continue.
One of the nice features of the payment console is
that there's a number of different ways
that you can set up the buttons.
You may want to use only your charge button,
or you may not need to do charges at all.
You may want to just update a token,
or possibly do an authorization only.
Simply just toggle whichever ones you need
for your specific processes.
Will you be using recurring billing,
also known as subscription payments or scheduled payments?
Clicking Yes will walk you
through setting up the recurring batch
that will allow future payments to be scheduled
and processed automatically.
We recommend scheduling the batch at 3:00 AM,
but feel free to schedule it for whenever works best
for your organization.
Now that you have your gateway setup,
you will want to do some test transactions.
We want you to do this
to ensure Chargent was set up correctly,
and to understand how Chargent helps you
to take payments inside of Salesforce.
This is critical to the success as a Chargent user.
Remember that this is your payment system.
No organization will survive if you can't get paid.
And now that you set up Vantiv,
it's crucial that you create some test charges,
and thoroughly test out any potential real life scenarios.
So click on this next video,
How to Test in a Salesforce Sandbox,
where I'm going to show you how to do this.
My name is Stacy, and at Chargent,
we're dedicated to helping Salesforce admins and consultants
like you learn about payments,
and be a superstar for your organization,
and remember, we're always here to help.