In this video, you're going to learn
how to configure and test Chargent Terminal.
My name is Stacey and I'm from Chargent.
Do you want to learn more about Salesforce and payments?
If so, we have made a special checklist for you
on 10 ways to make Salesforce payment safe,
easy and profitable.
Get the link in the description below.
Chargent Terminal is a standalone app
that does not require Chargent's main packages to use.
The Chargent Terminal app will install everything
you need to accept payments
through a handheld terminal
and track the payments in Salesforce.
Chargent Terminal uses the point smart terminal hardware
to take your in-person credit card and smart phone payments
either initiated from or synced to Salesforce.
Before we begin, you want to make sure
you already have a point dashboard account
and are logged out.
In the process of configuration,
we will need to link your Salesforce org
to the terminals in point.
If you don't have an account set up yet,
you should contact our customer support team
to have that done.
Let's get started.
Step one, assign licenses.
Licenses only need to be assigned in production,
they do not need to be assigned in your Salesforce sandbox.
To assign a license, search and select Installed Packages,
click the Manage License link and then click Add Users.
Step two, configure the app.
You want to configure Chargent Terminal in Salesforce.
Remember terminals themselves are pre-configured
when you receive them.
So nothing needs to be done to the terminal in advance.
You only need to configure the Salesforce settings.
Let's jump over to the Chargent Terminal app to set this up.
Click on the app launcher
and select the Chargent Terminal app.
Click the Chargent Terminal configuration tab.
Over on the left, under initial setup,
you will see the setup wizard.
Let's walk through the steps to configure.
Step two, add the remote site.
Step 2B, assign permissions
for those who need to use the terminal
or administer the terminal configuration.
Unlinked payments is for anyone
who may need to link orphan terminal payments
to a record in Salesforce.
Step 2C, authorize the business.
This is where you will connect Salesforce
to point in order to sync the terminals.
Step 2D, push topics set up.
This step make sure that Salesforce
and the terminals are communicating.
Step 2E, click finish.
Step three, add the lightning component.
Now that Chargent configured,
complete step three to add the lightning component
to the page of the object
where you want to process payments.
If you have Chargent orders installed,
we recommend using our custom objects
otherwise opportunities or Salesforce standard orders
will work as well.
Next, navigate to any record
where you want to add the Chargent Terminal
lightning component.
Click the gear icon and select Edit Page.
Scroll down to the Chargent Terminal component
and drag it into the page layout.
We now need to save and activate the page
for the default org, for both web and phone.
When you're finished, just click the back button
to go back to the record.
Step four, complete the configuration.
From the dropdown menu, select the custom field
you want to use for the default amount.
You can leave this blank
if you want to manually add the amount
each time you process the payment.
Click complete and the terminal is set up
and ready for testing.
Step five, test.
To test, enter an amount in the charge amount field
and click the Charge with Terminal button.
This will send the transaction from Salesforce
to the terminal to be completed.
On the terminal, you'll see the transaction amount up here.
Just insert your card
or if you have Apple Pay or Google pay,
you can just tap your device.
Pretty cool, huh?
Sign the screen with your finger
and select a receipt method.
We always recommend digital such as text message or email.
Digital copies last longer
and are easy to retrieve later on.
In Salesforce, you will now see the terminal payment record
and it will settle with your nightly batch.
You've now configured and tested Chargent Terminal.
And now check out this next video.
My name is Stacey and at Chargent,
we're dedicated to helping Salesforce customers
like you keep your payments simple
and remember, we're always here to help.