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'll then be able to process process credit card and ACH payments through Vantiv directly from Salesforce.
Vantiv has several different endpoints for testing, and one endpoint for live transactions. Prelive is the environment you will use to run initial tests. Postlive is the environment for regression testing of changes to your Salesforce system after you go live and are sending transactions to production. The Vantiv Sandbox (testlitle.com) is not used, as Chargent has already done the functional integration between Salesforce and Vantiv.
By default the Test Endpoint checkbox in the Gateway record goes to the Postlive environment, so your initial tests should be done using the Endpoint Override field.
Once you have set up the Vantiv Test Gateway record in Salesforce and the Endpoint Override / Remote Site to enable the Vantiv Prelive test environment, you are ready to run some test transactions in Salesforce.
For detailed testing parameters, you may wish to obtain a copy of the current LitleXML Reference Guide PDF from your Vantiv Implementation Consultant. Chargent's Salesforce connection to Vantiv has already been certified, so testing is primarily to verify your Salesforce configuration and merchant credentials.
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, the current LitleXML Reference Guide PDF is available from your Vantiv Implementation Consultant, and provides detailed transaction data (name, address, amount, card numbers, etc.) and the expected responses that Vantiv will return. However, this level of testing is not required as Chargent has already certified its Salesforce pre-built integration with Vantiv.
|Account Number||Card Type||CVV2/CID|
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 Vantiv:
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).
Once you have completed testing of your Chargent configuration and Salesforce connection to Vantiv, you are ready to move to processing live transactions.
Deactivate or delete the Vantiv Prelive Gateway record. Then create a new Gateway Record for your live system:
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.
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 your liability may be limited, since only a token is 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 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.
Here are a few relevant fields and their mappings between the Chargent software in Salesforce and the Vantiv system.
|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 autopopulate 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.