In this video, I'm going to show you how to use
the popular FormAssembly software to process payments,
manage them in Salesforce and more.
And we'll answer your questions in the comments
and check the description for the steps.
My name is Stacey from Chargent.
And if you're a Salesforce admin or consultant
who wants to learn about payments and be a superstar
for your organization,
click subscribe and the notification bell,
so you don't miss anything.
And by the way, we've made a special checklist for you
on 10 ways to make Salesforce payments
safe, easy and profitable.
So check that link in the comments below.
So you might be asking yourself,
what is FormAssembly and why would I use it?
Well, FormAssembly is an online form creator.
It enables you to host a forum on your website where
your customers and donors can enter their information,
which gets sent to your server to process payments
using the power of Chargent.
So what do you need to get this rolling
for your organization?
You'll need a Salesforce account.
You'll need to have Chargent set up
to process your payments.
You'll need to have an active FormAssembly account
and you'll need to have set up an existing form.
The form will need to contain all of the required fields
for processing your payments in Chargent,
such as billing and credit card information.
Now you're going to need to add your connectors.
The connectors are the link between your FormAssembly form
and your Chargent payment processing within Salesforce.
They basically act as a bridge between the two systems.
To do this, go to formassembly.com and login,
select the form you want to configure
the connectors with.
You do this by hovering your mouse over the configure button
and selecting Connectors.
Next, you want to add your first connector and add it
to the form submitted section.
Click on Add Connector for form submission
and select Salesforce.
Next, click that Add Connector button again,
but this time click on Chargent.
This is where we configure everything
and make the magic happen.
With both connectors added to your form,
we will walk through configuring each one in order.
Let's configure the Salesforce Connector first.
Go ahead and click the configure button
next to the Salesforce Connector.
Then select Connect to Salesforce.
This will automatically redirect you
to the standard Salesforce login page.
Enter the credentials of the active system administrator
of your Salesforce account,
click Login and click that Allow Access button
to give FormAssembly access to your Salesforce.
Using the system administrative credentials,
we'll help you to avoid any interruptions later.
Now in FormAssembly, you'll see that your Salesforce access
has been configured.
We know that sometimes there are changes to your staff.
So know that you can always come back later
to change the credentials, if needed.
You might also consider using an integration user
for this purpose to ensure the form stays live
even if you make staffing changes.
Please be aware that if you are using
the Chargent opportunities or cases' packages,
there are some additional steps here to follow.
You can find a link to our comprehensive documentation
linked below.
And just like that, your first connector is configured.
That wasn't so hard.
Let's jump into configuring the Chargent Connector.
Go ahead and click on that Configure button
next to your Chargent Connector.
You'll notice that configuring this connector looks
a little bit different and is broken into six steps.
Don't panic. We'll guide you through it.
Skip step one and go directly to step two.
This is where you'll enter in your gateway ID
and choose your payment methods.
This ID is the specific gateway record ID
in your Salesforce account.
If you're unsure where to get that, you can find it
by going to your gateway record and copying it from the URL.
Into that ID into the gateway ID field,
then select whether you want to accept
only credit card payments,
or if you want to accept a check.
In step three, you're going to do some field mapping.
In this section, you will map the credit card fields
from your form that you want to be sent
to your payment gateway.
Each field has a drop down menu that contains
a list of fields available for mapping.
These fields are the ones that exist on your form.
Just select the appropriate fields required
to complete a payment.
Step four is mostly the same as step three,
but this is for your billing details.
For first name, select your first name field,
for last name, select your last name field, and so on.
Continue this for each of the fields throughout the section.
Remember most gateways will require certain
billing information to be passed over
in order to successfully process your payments.
So be sure to include and map all the needed fields
for your corresponding gateway.
Hang in there, you're almost done.
For step five, you have the option
to collect shipping information.
This doesn't affect anything with Chargent,
but is an option if you want it.
Step six.
Here, you can select whether you want to perform
single one-time payment or set up recurring payments.
If you're only doing one-time payments,
select that option and choose your action.
This can be an authorization or an immediate charge.
If you're doing recurring payments,
you will need to set the fields to charge,
the payment frequency, and the payment max count.
Now, click Save.
To test your connectors, go to your form,
fill out the information and submit the form.
If all the steps were completed,
you should get a success message,
and you'll see a new Chargent order
and related transaction record in your salesforce.org.
And check out this next video where I'll show you
how to optimize your Salesforce payments report
using Chargent.
My name is Stacey, and at Chargent,
we're dedicated to helping Salesforce admins
and consultants like you learn about payments
and be a superstar for your organizations.
And remember, we're always here to help.
So click on that next video.