- FormAssembly Resource Center
- FormAssembly Connectors
- Configuring the Connectors
- Required Fields for both Chargent and FormAssembly
With FormAssembly's Chargent Connector, you can easily process one-time credit card payments, set up recurring credit card payments, and integrate every payment from your web site with Salesforce. This connector is available on FormAssembly’s Professional, Premier, and Enterprise plans, and must be set up on a form-by-form basis.
FormAssembly Resource Center
Many customers will reach out looking for help with their FormAssembly integrations. While we can’t troubleshoot every problem, we always want to do our best to get you the help you need. You can find answers to most of your questions in the FormAssembly Resource Center.
For Chargent Connector specific questions, you can find the documentation here.
The Chargent Connector from FormAssembly is exactly what it sounds like, it’s the key piece that connects FormAssembly forms to Salesforce. It allows the transfer of information on an external form to feed into Salesforce updating the Chargent fields. The connectors and configuration will be dependent on which Chargent Packages are installed in your Salesforce Org.
Configuring FormAssembly to work with Chargent is relatively simple. It consists of:
- Creating a Form
- Configuring the connectors
- Mapping your fields
- (Most important) test to ensure functionality.
Adding your Connectors
Step 1: Click the ‘Configure’ button and select ‘Connectors’.
Step 2: You will need to add the first Connector.
Step 3: Select ‘Salesforce’ (the Salesforce connector needs to be added first)
Step 4: Repeat steps 1-3 but, instead, add the Chargent Connector.
That’s it! You’ve successfully added your FormAssembly Connectors and now we get to configure them.
Configuring the Connectors
Configuring the Salesforce Connector
Step 1: With both Connectors added to your form, we first need to figure the Salesforce Connector. To begin, click the Configure button next to the Salesforce Connector.
Step 2: Select Connect to Salesforce (unless you are using a sandbox account or a custom domain, in which case you should select the appropriate option)
After selecting Connect to Salesforce, you will be automatically redirected to the standard Salesforce login page. Enter the credentials of the active System Administrator (or Integration user, if you have one) of your Salesforce account to avoid later interruptions.
Upon entering the Salesforce credentials, you will be asked to Allow Access to FormAssembly. Click on Allow and you will be automatically redirected back to FormAssembly.
Once you have returned to the connector setup page, you will see that your Salesforce Access has been configured to the credentials you just entered. You can change this access at any time by clicking on the Change Access button.
Step 3: (If you’re on the standard Chargent Orders package, you can move forward to adding the Chargent Connector). With our legacy Opportunities Package you will need to either create, update or lookup an Opportunity from your Salesforce connector. This is how FormAssembly will know which Opportunity record to link the purchase to.
Likewise, if you have purchased our legacy Cases Package, you will need to either create, update or lookup a Case for the same reason. In addition to creating, updating, or looking up an Opportunity or Case, you can add any additional steps with the connector that is necessary.
Disclaimer: You should not create a transaction object in your Salesforce connector. The Chargent connector will create Transaction records once it runs. If you do have a Transaction record to be created from within your Salesforce connector, it will most likely lead to duplicate transactions showing up in Salesforce.
Configuring the Chargent Connector
Step 1: Salesforce Authentication
The Chargent Connector will already be connected to your Salesforce account so, there is no need to make any changes to that access.
Step 2: Chargent Configuration
We need to enter the Gateway ID, choose a Payment Method and select your currency (optional).
- Gateway ID: This is the alphanumeric ID given to the Gateway Record within your Salesforce account.
- Payment Method: Select whether you will be accepting Credit Card or ACH payment.
- Currency: Select what kind of money you will be accepting. (refer our Gateway Guides to determine if this will be a requirement for processing your payments).
Step 3: Credit Card Information
In this section, you will map the Credit Card fields from your Form that you want to be sent to your Payment Gateway. Each drop-down menu contains a list of fields available for mapping. Select the appropriate or required fields needed to complete a payment.
Step 4: Billing Details
Here you will complete the field mapping for the Billing Information. This can include as much or as little information as you want/need. Same as the previous step, each drop-down menu will contain a list of available fields from your Form.
Most Gateways will require certain billing information to be passed in order to successfully process your payments. Be sure to include and map all the needed fields for your corresponding Gateway.
Step 5: Shipping Details
Here you can decide to collect and pass Shipping Information when completing a Form. This is not required for Chargent functionality.
Step 6: Charge
For Step 6 you will need to choose if you will be accepting one time or recurring charges.
If you select a one time charge, you will need to configure the item name, unit price, description, and quantity ordered. All of these can be either configured in the form or within the connector: The item name and description fields are for your records only and are not sent to Salesforce.
For Recurring Billing, you will need to configure the payment frequency and charge amount. You can also choose to setup the payment max count if you would like your recurring payment to have an end date.
Required Fields for both Chargent and FormAssembly
The customer form must contain the following fields in order to process a payment.
- Credit card number
- Credit card expiration date (month and year in two separate fields)
- Credit card security code (optional based on Chargent version and Gateway behavior)
- Card Type (Visa, Mastercard, Amex and/or Discover)
- Cardholder's full name
- Cardholder's email address
- Cardholder’s Billing Address (if using Authorize.net or have address verification enabled)
FormAssembly has put together a lengthy video that walks through the configuring of the Salesforce and Chargent Connectors. You can find the video here.
What is FormAssembly?
FormAssembly is a web application developed to help businesses build, design and manage web forms and surveys. The app was built for automating form creation and can be used with or without the help of web developers.
Is FormAssembly PCI Compliant?
They sure are! You can access their PCI Compliance Summary here.
Can you use Chargent from Salesforce without FormAssembly?
Chargent is designed to allow you to process payments directly from Salesforce. Chargent does not rely on FormAssembly or any other integration to function. If you have Salesforce and Chargent ,you will be able to process transactions directly from any objectwithin your Salesforce Org. FormAssembly is useful for taking payments from your web site.
FormAssembly says Success yet the payment is Declined in Salesforce
Generally speaking, FormAssembly uses the Success message to indicate the message was successfully transmitted from your form to Salesforce. This Success message does not come from your payment gateway and should not be viewed as a successful transaction or approved transaction. You should always look at the Gateway Response Message to know if the payment was declined or approved.
Does the FormAssembly connector update records or just create new ones?
FormAssembly created the connector using the AppFrontier API. The connector will allow the creation of a record in Salesforce but doesn't have the capability to update existing records. This is due to the limitations of the integration.
We recommend using the various fields in the Chargent Order, such as Billing First Name, Billing Last Name, Billing Company, Invoice Number, etc. to match Chargent Orders that are newly created by FormAssembly in Salesforce, with existing records such as Accounts. Then manually update the new Chargent Order records when they come in, or use code to do so.
You can also create a lookup field from the Chargent Order to other objects to set up those relationships, such as the Opportunity, Contact, etc.
Keep in mind that Chargent itself does have some features for updating transactions records including ACH for some payment gateways. For more information on the Chargent Sync, see our documentation. You can also view our documentation regarding what fields get updated here.
Can I collect credit card information?
Yes, but the form fields that collect credit card information (credit card number and CVV code) must have the Sensitive Data settings enabled. Note: Cardholder data is not stored on FormAssembly servers.
How do I authorize a credit card using FormAssembly?
There are several options for processing payments using Chargent. You can Authorize the full amount, Authorize the minimum amount, or Charge the full amount. Authorizations verify the funds are available or the card is valid. Charge will capture the amount and process the transaction against their credit card.
With FormAssembly they do have a way to Authorize the credit card. You can find their documentation here.
Keep in mind that Authorize through Chargent is only available for one-time purchase and can not be used for ACH or Recurring Billing.
How do I process a charge that was authorized from FormAssembly?
Chargent requires you to use the Charge button in order to process a charge from a previously authorized transaction. With FormAssembly you would need to process a Charge using the same credit card information otherwise you can use the Charge button within your Salesforce account. Using the Charge button in Salesforce will allow you to use the token to process the transaction which is the recommended solution.
I’m receiving an error that states “Invalid Card Information”
If you are receiving this error when you know for sure the card information is correct, then it is likely that the connected user does not have access to the Chargent Package. The best practice would be to have the active System Administrator as the connected user account for all FormAssembly connectors.