In this video, I'm going to show you
how to install and set up Chargent really quickly,
so you can start processing payments from Salesforce
in about five minutes.
Before you begin, know this.
We recommend installing and testing Chargent
in your Salesforce sandbox first.
This will allow you to verify any customizations you have
without changing your production Salesforce setup or data.
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 check that link in the components below.
Always install and upgrade Chargent
using our package installation manager on our website,
or as we like to call it, the PIM.
This will ensure
that you always have the most up-to-date package
tested by our team prior to being released.
We also need to ensure that your Salesforce org
is lightning ready.
This requires you
to have completely enabled My Domain in Salesforce.
You've probably already done that,
but if not, it includes selecting a domain, registering it,
and deploying it to all of your users.
Here are the steps.
Step one, install packages using the Chargent PIM.
You are going to want to use
our package installation manager, the PIM,
to install Chargent.
To access the PIM,
you will want to navigate to our website
at www.appfrontier.com.
Go under the Help and Docs menu and select Installation.
When you install Chargent,
it will automatically install three packages:
Chargent Base, Chargent Transactions, and Chargent Anywhere.
Step two, assign licenses
to your Salesforce users in production.
License assignment is only necessary
in your production and developer orgs.
You won't need to assign licenses in the sandbox.
To assign licenses,
you want to navigate to your installed packages
in Salesforce setup.
You want to assign licenses to both the Chargent Orders
and the Chargent Anywhere packages.
The Chargent Base package doesn't need a license assigned.
Step three, connect to your payment gateway.
If you haven't already signed up for a payment gateway,
Chargent integrates directly with over 30 major gateways.
Once you have your credentials,
you can use the Chargent setup wizard
to quickly connect to Salesforce to your gateway.
To link your gateway,
click the app launcher on the top-left corner
and select the Chargent app.
Choose the Chargent settings tab
and select the Chargent setup wizard.
Select your gateway and enter your credentials.
Then follow the prompts
to enable Chargent's most popular features
such as payment requests and payment console.
Step four, set up Chargent Anywhere.
You can install Chargent Anywhere
on any object that you want.
For today, let's use the opportunities object.
To do that,
you want to navigate to an existing opportunity record.
Click the gear icon here and choose Edit Page.
Over on the left,
you will see the Salesforce lightning components listed.
If you scroll to the bottom,
you will see the custom-managed components,
and there you will find the Chargent Anywhere component.
Simply drag Chargent Anywhere onto the page and click Save.
You will not be prompted to assign it to your org.
Go ahead and assign it as your org default
and select for desktop and phone.
Click the Save button.
And we can now go back to your record to complete the setup.
The very last step
is to associate Chargent Anywhere to the page
by creating the lookup fields.
Go ahead and click the Configure button.
If everything looks correct,
type in capital letters, the word UNDERSTOOD.
Click the Create Relationship Fields button
to complete the setup.
Next, let's process a test payment.
To test a payment,
you are going to click on the Payment Console button.
If you set up a test gateway,
it will be a test transaction using a test credit card.
For example, a four with 15 ones after it.
If you set up your live gateway account,
you will be processing a live transaction.
So enter a real credit card.
We recommend processing a small amount such as $1,
which you can void afterwards.
When you've entered your credit card, billing address,
and amount to be charged,
you can click the Charge button.
You will see a green success message
along with a new transaction record.
To avoid the transaction,
click on the transaction ID
and then click on the Void button.
You will see another success message,
and the transaction will change from approved to void.
And check out this next video,
where I'll show you how to test in a Salesforce sandbox.
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.