In this video, we're going to show you how to integrate
CyberSource to Salesforce in just a couple of moments.
Let's go.
Alright, we'll first off, install both
the Chargent base package, as well as
the Chargent orders package.
And you can put both of them
into your production organization.
Next we're going to configure Chargent.
You've got some tips in the quickstart guide,
but that's really why you're on this video.
So now here in Salesforce, we're going to need to get
into the Chargent setup wizard.
To do that, I'm going to click on the waffle,
which takes me to the app launcher.
And I'm going to click the Chargent option on the screen.
Once I'm in Chargent, I'm simply going to go
to the Gateways tab and click the New button.
Since we're setting up CyberSource, we know that we do have
a payment gateway account, so I'll click Yes.
And now we just need to find CyberSource and click Continue.
Here, we're going to put our merchant ID,
which is also likely your organization ID,
and also your merchant password.
All right, now it's time to get the transaction
security key and for that, we're going to log in
to the business center.
I'm going to click payment configuration,
I'm going to click key management, and then generate key.
In this case, I want to click Transaction Processing
and then SOAP.
To get this key, I'm just going to click once
on the key itself.
I'm going to use Ctrl+A to select all and Ctrl+C to copy.
I'm going to pop back over to the Chargent setup wizard,
and I'm going to use Ctrl+V to paste
into the security key field.
If you'd like some more help with any of that,
just click this view gateway documentation link
and that's going to take you to the companion page
for this video where you can find even more details
on how to make this work.
I don't think you're going to need it cause you should
just click Sign In and here we can see that our credentials
have been successfully verified.
I'm going to click Continue.
Next, the Chargent setup wizard asks
if we should use tokenization.
Chargent strongly recommends that all of our customers
use tokenization.
For more information on that, check out our explainer video
right here.
Do be sure to consult our PCI guide for information
on complete details about configuring Chargent
to best reduce your organization's PCI scope.
All right, next up, we've got currency.
What are you going to be using?
On the screen you can see the most popular ones
with our Chargent customers.
Do keep in mind, we support all government issued currencies
that are supported by your gateway.
Next up, are you going to use payment console?
We sure hope you will.
We think it's a very slick way to take payments.
This was letting us know that the system is going to send
an email on your behalf requesting the key.
When you do get that, please bring that in and put it
into the system to make sure everything works.
All right.
What payment methods will you be accepting,
credit card and bank account, sometimes known as
ACH eCheck or direct debit, and then which cards.
So sometimes folks don't want to take American Express.
So I could just toggle that off.
I want to take all of these in my org. so I'm going to
click Continue.
One of the nice features of payment console
is that there's a number of different ways you could set up
the buttons.
You may want to do your charge button,
you may want to just update a token or possibly,
you need to do an authorization you don't need to do charge.
Simply just toggle whichever ones you need for your process.
And that's it.
Congratulations.
In just a quick five minutes you've successfully configured
your new Chargent gateway.
Let's take a look at testing next.
Okay, well now that you've got your gateway set up
in Salesforce, it's time to do some test transactions.
And we want to do this to ensure the Chargent
was set up correctly.
And also this is a good way to get to understand
how Chargent is going to help you take payments
inside of Salesforce.
Now, this is critical to your success as a Chargent user.
You have to complete extensive testing.
Remember that this is your payment system.
No organization will survive if they cannot get paid.
And if you fail the test, there's a good chance
you won't get paid.
So please take this seriously.
At a minimum, you're going to want to create a few test charges
right now.
So you can see the gateway setup guide for some help
with that and you can also take a look
at some of the other videos on this channel.
Okay, just a quick aside to talk about sending transactions
in the Salesforce sandbox.
So when Chargent is installed in the Salesforce sandbox,
transactions, they're always sent
to the payment gateways test account
or their developer environment.
We do this as a security precaution.
We want to prevent real transactions being accidentally sent
from your Salesforce sandbox environment.
When Chargent is installed in a production
Salesforce environment, the test endpoint checkbox
on the gateway record will allow you to select
between sending payments to the live
or the test environment.
So quick tip here, there's a few exceptions to this rule
about having different endpoints for live
and then for test.
So just note that we documented them in the companion page
that goes along with this video, which we did link below.
In those exceptions, there will be a single endpoint
to send the transactions to.
And then there'll be different credentials
for live versus test.
And it's just something we want you to be aware of.
Refer to your gateway setup guide for additional information
that's unique to your gateway.
Again, you'll find that in the description below.
Well, that's it.
You just integrated CyberSource to Salesforce, in minutes.
It's pretty impressive.
I'd tell my boss if I was you.
If you got any questions just reach out to us here
at Chargent, we are always here to help.
Hey, thank you for watching our video.
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And if you'd like to talk payments, please get in touch.
We're always here to help.