The Chargent Payment Processing for Salesforce application can connect Salesforce to both the Tampa and Salem versions of Chase Orbital, the payment gateway for Chase Paymentech, and process credit card and ACH payments through Chase directly from Salesforce.
Chase requires that merchants who have their own PCI DSS Attestation of Compliance (AOC) certify their individual integration with Chase Orbital, even though Chargent has a pre-built integration that is currently in use by many customers. The Chargent team can provide limited advice but is unable to assist with Chase certifications.
For merchants without their own AOC, you can connect to Chase Paymentech as your payment processor through other payment gateways, such as Authorize.net. Unfortunately certifying on the Chase Orbital gateway is not currently possible.
To get started on the Chase process, after signing an order form with AppFrontier for Chargent and the Chase Certification Setup Fee, you will just need to let your Chase Account Executive know that you are looking to connect Salesforce to the Chase Orbital gateway (Chase Paymentech processor) via Chargent. Chase requires that each of their merchants be certified, so let them know that we told you that you will need to do a merchant certification.
Chase will then send you a document to fill out called the Technical Profile Questionnaire for Orbital Gateway. We have completed many questionnaires for clients, and can send you back the document with many of the approximately 25 questions completed.
Once you return the completed document to Chase, they will send you back a document of some test cases to complete the certification, which basically involves sending a number of test transactions and recording the results.
Once all the test cases have been completed, Chase will certify your company and the Chase Integration Consultant will provide you with your Production Information Document, which will include credentials to send live transactions from Salesforce to Chase Orbital.
Note that Chase provides a large number of tests that need to be run, but you will only need to do certain sections of the tests, based on what Chase services you will be using (credit card, ACH, etc.). The beginning of the Test Cases document should specify which sections of testing your organization is required to complete.
Endpoint Override for Chase Failover
Chase requires a test of their failover server system, which requires a slight configuration change to run the certification tests. The normal server endpoints that Chargent integrates to, which are already set up as Remote Sites in your Salesforce settings, are as follows:
Chase Orbital Live - https://orbital1.paymentech.net
Chase Orbital Test - https://orbitalvar1.paymentech.net
Chase merchant certifications will require that you send transactions to failover servers, such as:
To run certification tests using one or both of these endpoints, simply use Chargent's Endpoint Override feature.
Once you have completed the certification and your Chase Integration Consultant has provided you with your Production Information Document, you can proceed with additional testing or move into production with live transactions.
If you have not been provided with Test Account credentials and Test Credit Card Numbers for Chase, please contact your Chase Account Representative for assistance.
Please keep in mind that Test Account Numbers should only be sent to the Chase Orbital test environment (Test Endpoint field should be checked in the Gateway record in Salesforce). If test numbers or test transactions are sent to the production environment, you will be responsible for transaction fees.
When Chargent is installed in a Salesforce Sandbox, transactions are always sent to the payment gateway's test / sandbox / development environment, regardless of whether Chargent's Test Endpoint checkbox is checked. This is done as a security precaution, to prevent real transactions from being accidentally sent from a Salesforce Sandbox.
When Chargent is installed in a production or developer Salesforce org, the Test Endpoint checkbox on the Gateway record will select between sending to the payment gateway's live and test environments. (There are a few exceptions, such as Stripe, which has a single endpoint to send transactions to, and different credentials for live versus test transactions).
If you wish to send live transactions from a Salesforce Sandbox, as a final step in testing, simply use Chargent's Endpoint Override field on the Gateway record, and enter the production endpoint of your chosen gateway there.
Here is the production endpoint URL for Chargent's integration with Chase Orbital:
Note that the full endpoint URL must be entered in the Endpoint Override field, and the domain must be present in the Remote Site Settings (for standard Chargent integrations it should be already present).
Chargent's Salesforce integration with Chase Orbital supports tokenization, which helps you meet PCI compliance and increase security, by storing data such as credit card numbers on Chase's servers, and relating it to a token Chargent stores in Salesforce for use in future transactions.