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Vantiv Salesforce Integration Chargent

Integrating Vantiv and Salesforce using Chargent


Easily connect Vantiv and Salesforce with Chargent,

the leading payments app on the Salesforce AppExchange. See all Vantiv transactions, manage refunds, send payment links and more, all inside Salesforce.

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Overview


Chargent Payment Processing for Salesforce is the leading payments application available on the Salesforce AppExchange. Chargent can connect Salesforce to Vantiv's ecommerce payment gateway (formerly Litle Transact) in just a few steps listed below. You will then be able to process credit cards and ACH payments through Vantiv directly from Salesforce.


Installation and Configuration of Chargent


  1. Install both Chargent Base and Chargent Transactions into your Salesforce org.

  2. Configure Chargent according to the step by step Quick Start Guide.

  3. Make sure the Remote Site Settings for Vantiv are active in Salesforce:

    • Click the gear icon on the top right and select Settings
    • Under Security select Remote Site Settings
    • Make sure the Vantiv Remote Sites are Active

      • Find the Remote Site for Vantiv Live
      • Click Edit
      • Check the Active box
      • Click Save

    • Do the same for Vantiv Test



Vantiv Setup in Salesforce


Connecting Vantiv & Salesforce using the Chargent Setup Wizard


  1. Click on the App Launcher on the top left side in Salesforce.

  2. applauncher

  3. Select Chargent as the App

  4. Select the Chargent Settings Tab

  5. Choose Chargent Setup Wizard

  6. Select Yes when asked if you have a Payment Gateway account.

  7. Select Vantiv from the dropdown and follow the prompts to configure your gateway

  8. payment gateway

    • Select Test Transactions for Sandbox or Live Transactions Production.
    • Add your credentials: If testing in Sandbox, Vantiv doesn’t require you to have an account to test with their Sandbox environment. Only Pre-Live, Post-Live, and Production (live) environments will require credentials.

      • Username: Your Vantiv Username (any random username for Sandbox)
      • Password: Your Vantiv Password (any random username for Sandbox)
      • Merchant ID: Your Vantiv Merchant ID (any random username for Sandbox)

      If you are testing using test data in Production make sure to select the Test Transactions option (default). Salesforce Production environments will send to the Vantiv Sandbox, when this option checks the Test Endpoint box on the Chargent Gateway record.

      Chargent in Salesforce Sandboxes always sends to the Vantiv Sandbox (details below).


    • Will you be using tokenization? (recommended)
    • What currency will you be using? (USD, CAD, etc..)
    • What payment methods
    • will you be accepting?

      • Credit cards and/or ACH (electronic check)
      • What Credit Card types will you be accepting? (Visa, Mastercard, etc…)

    • Payment Console Setup (Premium feature for Platform Edition)

      • Show Charge Button
      • Show / Create Update Token Button
      • Show Authorize Button

You will need the following information to configure the gateway:



Connecting Vantiv & Salesforce (Chargent versions prior to v5.40)


  1. Click on the AppLauncher on the top left side in Salesforce.

  2. applauncher

  3. In the Search for apps or items box, Search for Gateways and select

  4. items box

  5. Click New

  6. Select Vantiv as the record type

  7. Add your credentials: If testing in Sandbox, Vantiv doesn’t require you to have an account to test with their Sandbox environment. Only Pre-Live, Post-Live, and Production (Live) environments will require credentials.

    • Username: Your Vantiv Username (any random username for Sandbox)
    • Password: Your Vantiv Password (any random username for Sandbox)
    • Merchant ID: Your Vantiv Merchant ID (any random username for Sandbox)

    If you are testing using test data in Salesforce Production, make sure to check the Test Endpoint box. Salesforce Production environments, when the Test Endpoint box is checked, will send to the Vantiv Sandbox.

    Chargent in Salesforce Sandboxes always sends to the Vantiv Sandbox (details below).


  8. Setup the following Gateway fields

    • Check the Active box - To make the Gateway active
    • Use Tokenization - If you are planning on using Vantiv tokenization
    • Available Card Types - Select the cards you will be accepting (this is based on your gateway settings and what card types they can process - Visa, Mastercard, American Express, etc..)
    • Available Payment Methods - Will you be accepting just Credit Cards or ACH (also known as electronic check, e-check, or direct debit)
    • Available Currencies - What currencies will you accept (this is based on your payment gateway and the currencies they accept).
    • Credit Card / Bank Account Data Handling - This lets Chargent know when to clear the information in Salesforce. You have 4 options.

      • Never Clear
      • Clear After Successful Charge
      • Clear After All Transactions
      • Clear When Token is Present (recommended)


      vantiv test

      When using Payment Requests or Payment Console the following should also be set. Please note these features come with Sites and Platform edition & require activation in your Production Org.

    • Available PR Transaction Types

      • Charge Full Amount - Charges the credit card immediately
      • Authorize Full Amount - This option won’t charge the card but only holds the funds available until you charge the card.
      • Authorize Minimum Amount - This option won’t charge the card but only holds the minimum amount that your gateway will allow. You will need to charge the correct amount in order to capture the transaction.

    • Show Charge Button
    • Show Authorize Button

    • tokenization



Testing Vantiv in Salesforce


Notes on Vantiv Endpoints

Chargent is set up to allow testing using the Vantiv Sandbox and sending live transactions to your Vantiv Production (Live) account. Additional testing may be done using Vantiv Pre-Live and Post-Live environments, which Vantiv may have provided you credentials to. These test environments behave more like the Vantiv production account.

Vantiv Pre-Live environment allows you to run additional tests using test credit card data. The test credit card you use will allow you test your credentials and make sure Chargent is communicating with your gateway properly to approve transactions. Post-Live environment is the one for regression testing of changes to your Salesforce system after you go live and are sending transactions to production.

To send Pre-Live or Post-Live tests from Salesforce, you need to update the Endpoint Override field on the Chargent Gateway record with the correct Endpoint URL, and make sure corresponding remote site settings are active.

By default the Test Endpoint checkbox in the Gateway record goes to the Sandbox URL so you want to make sure you have this unchecked if you are using the Endpoint Override.


Testing Using Vantiv Sandbox

Create a Chargent Order in Salesforce to run test transactions

  1. Click on the App Launcher in the top left side and select Chargent as the App.

  2. testing

  3. Click the Chargent Orders Tab.

  4. Click on New

  5. Enter in the following information:

    • Account: The Account the Chargent Order should be associated with.
    • Gateway should be Vantiv ( if you are using multiple active gateways)
    • Charge Type should be either credit card or Check depending on if you are testing credit cards or electronic check (ACH or direct debit)
    • Billing Information

      • Billing First Name
      • Billing Last Name
      • Billing Address
      • Billing City
      • Billing State / Province
      • Billing Zip Code / Postal Code
      • Billing Email Address (if you want to test the email receipt that gets triggered upon a successful transaction)

    • Charge Amount (check the Manual Charge if you are testing a specific amount. If you are entering Subtotal, Tax, and Shipping then the Charge Amount will default to the Balance Due and the Manual Charge box should not be checked)
    • Credit Card Number = This can be any random 16 digit string of numbers
    • Card type (Visa, MasterCard, etc..) or Bank Account Type for ACH (Checking or Savings).
    • Card Expiration Month and Card Expiration Year should be in the future

    ORD
    billing

  6. Click Save

  7. You can now test the Charge buttons to process the transaction.

  8. When you click the Charge button you will receive a pop-up asking for the CSC (Card Security Code). This can be any 3 digits for Visa, MasterCard or Discover or 4 digits for American Express when testing in the Sandbox.

  9. card security

  10. Press the Charge button

  11. You should receive a popup that shows the test transaction was approved.

    charge



Testing Pre-Live/Post-Live Vantiv from Salesforce


  1. Obtain Test Credentials for Vantiv Pre-Live/Post Live environments in Salesforce

    • Contact Vantiv and have your IP addresses whitelisted
    • Obtain the Test Credentials from Vantiv
    • Log into your Vantiv Pre-Live/Post Live Reporting environment

    •     Pre-Live: https://reports.iq.vantivprelive.com/ui/login
          Post-Live: https://reports.iq.vantivpostlive.com/ui/login

    • Go to Presenter Credentials
    • Credentials expire every 6 months. If the existing credentials have expired, you may need to generate a new set.
    • Click the Eye icon to decrypt the Password and then copy it.

    • presenter

You also need to make sure you have the Remote Sites added to your Remote Site Settings in Salesforce.

Click the gear icon on the top right and select Settings

  • Under Security select Remote Site Settings
  • Click the New Remote Site Button

    • Remote Site Name = Vantiv Pre-Live or Post-Live
    • Remote Site URL

      1. Pre-Live URL:
        https://transact.vantivprelive.com/vap/communicator/online
      2. Post-Live URL:
        https://transact.vantivpostlive.com/vap /communicator/online

    • Check the Active box
    • Click Save


For detailed testing parameters, you may wish to obtain a copy of the current Vantiv LitleXML Reference Guide PDF from your Vantiv Implementation Consultant. Chargent's Salesforce connection to Vantiv has already been certified, so testing is primarily necessary to verify any Salesforce configuration and your merchant credentials.


Vantiv Test Credit Card Numbers


Please note that these test card numbers are only for the test environments, and should never be used in the live, production environment.

If you wish to do more extensive tests, Vantiv can provide detailed transaction data (name, address, amount, card numbers, etc.) and the expected responses that they will return. However, this level of testing is not required as Chargent has already certified its Salesforce pre-built integration with Vantiv.

Vantiv Test Credit Cards

Account Number Card Type CVV2/CID
4457010000000009 Visa 349
4457010100000008 Visa 992
4457010140000141 Visa N/A
4457010200000247 Visa N/A
4100200300011001 Visa 463
4100200300012009 Visa N/A
4100200300013007 Visa N/A
4100200310000002 Visa N/A
4024720001231239 Visa N/A
4457012400000001 Visa N/A
4457013200000001 Visa N/A
4457119922390123 Visa N/A
4457000300000007 Visa N/A
4457000100000009 Visa N/A
4457003100000003 Visa N/A
4457000400000006 Visa N/A
4457000200000008 Visa N/A
4457000800000002 Visa N/A
4457000900000001 Visa N/A
4457001000000008 Visa N/A
4005550000081019 Visa N/A
4000000000000001 Visa 555
5112000100000003 Mastercard N/A
5112002100000009 Mastercard N/A
5112002200000008 Mastercard N/A
5112000200000002 Mastercard N/A
5112000300000001 Mastercard N/A
5112000400000000 Mastercard N/A
5112010400000009 Mastercard N/A
5112000600000008 Mastercard N/A
5112010000000003 Mastercard 261
5112010100000002 Mastercard 251
5112010140000004 Mastercard N/A
5500000254444445 Mastercard N/A
5592106621450897 Mastercard N/A
5590409551104142 Mastercard N/A
5587755665222179 Mastercard N/A
5445840176552850 Mastercard N/A
5390016478904678 Mastercard N/A
5112010201000109 Mastercard N/A
5112010202000108 Mastercard N/A
5194560012341234 Mastercard N/A
5435101234510196 Mastercard 987
5112000900000005 Mastercard 758
6011010000000003 Mastercard N/A
6011010100000002 Mastercard 184
6011010140000004 Mastercard N/A
375000026600004 American Express N/A
375001000000005 American Express N/A
375001010000003 American Express 0421
375001014000009 American Express N/A
341234567890127 American Express N/A

Vantiv Test eCheck Number

accType accNum routingNum
Checking 4099999992 011075150
Checking 1099999003 011100012
Checking 1099999999 011100012


Sending Live Transactions from a Salesforce Sandbox


When Chargent is installed in a Salesforce Sandbox, transactions are always sent to the Vantiv Sandbox environment, regardless of whether Chargent's Test Endpoint checkbox is checked (or whether you select Live Transactions during the wizard setup). 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 Vantiv’s live and test environments.

If you wish to send live transactions from a Salesforce Sandbox, as a final step in testing, you need to set up a Gateway record using your Production (Live) Credentials and simply use Chargent's Endpoint Override field to enter the production endpoint of your chosen gateway there.

Here is the production endpoint URL for Chargent's integration with Vantiv:

https://transact.vantivcnp.com/vap/communicator/online

Note that the full endpoint URL must be entered in the Endpoint Override field and the Remote Site for the domain must be active in your Remote Site Settings.


Moving to Production


Once you have completed testing of your Chargent configuration and Salesforce connection to Vantiv, you are ready to move to processing live transactions.

In your Production Org, delete or deactivate the Vantiv Sandbox / or Pre-/Post-Live and create a new Gateway Record for your Vantiv Live environment:

Complete the Vantiv gateway record in Salesforce using the Gateway Wizard or Manual Setup described above. Your Merchant ID provided to you by Vantiv and the Presenter Credentials available in the live reporting interface:

Test credit card numbers should not be used in the live environment. If you wish to test a few live transactions with your own credit card, you can void them immediately after, to prevent the transactions from settling and capturing funds. Just click on the related transaction record in Salesforce and press the Void button.

Please keep in mind that fees may be charged on all transactions sent to the live, production environment, so a few real tests are recommended, but the majority of testing should be done in the Vantiv Prelive environment.


Vantiv Tokenization


Chargent's Salesforce integration with Vantiv supports tokenization, which replaces credit card numbers or bank account numbers with a reference code called a token. The account number is then stored in Vantiv's vault, and the token is stored in your Salesforce account and referenced for future transactions.

Since you do not store the customer's credit card account information, the scope of PCI compliance is reduced, and if your systems were ever breached only tokens that can only be used with your account are stored in Salesforce, rather than any critical customer account numbers.

AppFrontier recommends that you consult your own legal and PCI Compliance resources regarding how customer data should be handled, but we also offer a Salesforce PCI Compliance guide to provide a useful overview.


Vantiv Token Format


Vantiv Tokens are similar in format to the credit card originally submitted, in that they are the same length as the original credit card number (typically 16 digits), and the last 4 digits of the token are the same as the card. Since Vantiv tokens are stored in the unencrypted Token field in Salesforce by Chargent, this makes them convenient for customer service or other members of your staff to refer to with customers, without knowing or having access to the original account number.

For Vantiv eCheck / ACH tokens, because bank account number length can vary widely, Vantiv made these tokens a uniform length of 17 digits. Unlike credit card tokens, the entire eCheck token number is randomly generated.

To set up Vantiv Tokenization in Salesforce:

  1. Confirm with your Vantiv Account Representative that your account is enabled for tokenization.

  2. Check the Use Tokenization checkbox in the Chargent Gateway record you have set up for Vantiv

  3. Set the Credit Card Handling field (unless you are using Payment Console)

    • Never Clear: Chargent will not remove any card data automatically.

    • Clear After Successful Charge: Chargent will clear the credit card number, expiration dates and card security code only after a successful charge is run.

    • Clear After All Transactions: The credit card number, expiration date and card security code will be erased after any transaction (Charge, Void, Refund)

    • Clear When Token Present: Only when a token is present in the token field, will the credit card number, expiration date and card security code be cleared.

Using Tokens

  • Tokens are obtained either through the Register Token process, which Chargent's Payment Console feature enables, or when your first approved Charge or Authorization is sent.

  • The Vantiv token is stored in Chargent's Token field in Salesforce.

  • The Credit Card Number field value will be deleted (based on your Credit Card Handling field settings), and a token will be stored for future transactions (or if you are using Chargent's Payment Console feature, the card number was never stored during the generation of the token)



If you are migrating from another system, you should be able to import Vantiv tokens into Chargent's Token field in Salesforce. Tokens would need to be associated with the same customer in Salesforce that the token was generated for. Please contact us for assistance or more information.

chargent

Salesforce to Vantiv Field Mapping

Here are a few relevant fields and their mappings between the Chargent software in Salesforce and the Vantiv system.

Salesforce Direction Vantiv
Gateway ID < Vantiv Payment ID
Invoice Number > Merchant Order Number
Invoice Number > Merchant Transaction ID
Salesforce record ID (of Chargent Order, Opportunity, or Case) > Customer ID


Note: If you do not populate the Invoice Number field, Chargent will auto-populate the calls to Vantiv with the format "ChargentOrder071414100533" where the first 6 numeric characters indicate the date.

Congratulations! You have successfully integrated Salesforce and the Vantiv Payment Gateway using the Chargent Payment Processing for Salesforce software. You can now process one-time or recurring credit card payments through Vantiv directly from Salesforce.

If you have any questions or need assistance, please contact us.