In this video, you are going to learn about
how to take payments using
Salesforce communities and Chargent.
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 payments safe,
easy, and profitable.
Get the link in the description below.
So why use Chargent take payments feature
with your Salesforce community?
That's a great question.
The take payments feature can lower the volume
of payments taken by phone and email
and allow your customers to log in
to make their own payments.
Enabling self service payments, frees up valuable time
so your team can focus on other more important tasks.
Take payments is available on Chargent's platform,
our enterprise edition
and requires a Salesforce community license.
Let's jump in and talk about how to set it up.
In order to do the configuration,
we are going to need the following,
a lookup field for the Chargent order,
a custom currency field for the charged amount
and your gateway record ID.
You can also create a lookup to your billing contact record.
However, it's not required to configure your community page
to take payments.
Today I'm going to use the account record.
Here are the steps.
Step one, create the custom fields and copy the field names.
These will be used later during the setup.
Remember, for the charge and order lookup field,
the data type should be lookup relationship.
For the charged amount field,
the data type would be currency.
If you aren't familiar with creating custom fields
in Salesforce, you should check out
the Salesforce Trailhead work with standard
and custom fields.
Step two, copy the gateway record ID.
Use the app launcher to search and select gateways.
When you click on the gateway that you want to use
the record ID will be in the URL.
Let's copy that and paste it for later when we configure
the community page.
Step three, add the take payment lightning web component
to your community page.
Click the gear icon and choose set up.
Search the quick find for communities
and choose all communities.
If you don't see any communities,
you will need to create one before we proceed.
You want to click the link to your builder
next to your community name to access the details.
Once you are in the builder, you can click
the home drop down menu at the top.
Navigate to the page detail, which will pull up
an existing account record.
Click the lightning bolt to bring up
the Salesforce lightning web components.
If you scroll to the bottom, you will see custom components.
Drag the Chargent take payments into the page.
You will now see the popup to add the gateway ID
and field names.
Step four, configure the component by pasting
in the gateway record ID and the field names
which we copied earlier.
You can also change the name of the page along with
bank account and bank number.
For example, if you are in Australia,
you may want the bank number to read BSB number
and if you are in the US,
you will most likely to want it to read routing number.
Step five, test and publish the page.
When you are finished updating the field names,
you can click the preview button to see how it looks
and test it.
You should use the test credit card information
specific to your payment gateway.
If the transaction is successful,
you will receive a green check Mark showing that
the transaction was approved.
You should also test by going to your community site URL
and logging in as a user.
Remember, you have permissions as the system administrator
that others do not.
To do this, you may first need to configure the permissions
based on the user profile and grant access to the community.
Testing thoroughly will ensure that your customers
have the best community experience.
When you are done testing
and everything is processing correctly,
click the publish button to push the update
to your communities page.
You are now set up to take payments
to the Salesforce community page
and now check out this next video.
My name is Stacey and at Chargent,
we are dedicated to helping Salesforce customers like you
keep your payments simple.
And remember, we're always here to help.