Checkout Salesforce integration challenges
- Connecting Checkout.com with Salesforce means building and maintaining custom APIs from scratch.
- A manually built integration creates vendor dependency. Any update on either platform can break the connection, leaving your payments disrupted until fixed.
- Your payment data sits in Checkout.com while customer and sales data live inside Salesforce. Without a direct connection, your team never has a complete view of any transaction. Therefore, your team has to constantly switch between the platforms, creating a hassle.
- Finance and sales teams pull separate reports and reconcile them manually.
- Without a native connection, automating payment workflows like retries, reminders, or collections requires significant custom development and ongoing maintenance.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve the Checkout Salesforce integration challenges?
ChargeOn is a 100% Salesforce native payment processor and orchestration tool. It offers a centralized view of all your payments in Salesforce, bringing data from Checkout and Salesforce together.
ChargeOn provides prebuilt flows for one-time and recurring payments, reminders, retries, and payment links. Additionally, it offers tokenization, PCI DSS-compliant processing, and secure data flows with a failover backup mechanism.
Step-by-step Checkout Integration with Salesforce using ChargeOn
This guide helps you in:
- Assigning appropriate permissions to relevant users
- Configure and set up ChargeOn
Note: Screenshots and details may differ based on your gateway version.
You would require test credentials to proceed with the account. If not available, you need to create a Checkout sandbox account
You would require test credentials to proceed with the account. If not available, you need to create a Checkout sandbox account.
The following are the steps for the same:
- Navigate to Checkout.
- Click on Apply test Account.
- Enter all the details on the page
- Click on Create test Account
- An email will be received with the credentials
- Use those credentials to log in to the test account
Log in to your Checkout Sandbox account
- Log in to the Checkout Sandbox using the credentials
- You will see your personalized Checkout dashboard
Collect the required credentials
- Navigate to the Developers section on the left-most panel
- Click on Keys under the Developers section
- Click on Create a new key
- Enter the details for the Public API key and the Secret API key
- Click on the Create new API Key
- Copy all the API keys that have been created
- Regenerate the API key if required
- For Channel ID:
- Click on the Settings button
- Navigate to the Processing Channel
- Open the processing channel, and copy the Channel ID
Create your Checkout gateway record in Salesforce
- Click on the App Launcher (9-dot icon)
- Search for ChargeOn.
- Click to open the ChargeOn application.
- From the ChargeOn app navigation bar, open the Payment Gateway tab.
- Click New to create a new Payment Gateway record.
- In Select Gateway, choose Checkout from the dropdown.
- Under Select Payment Method, move the following options from Available to Selected:
- Instant
- Schedule
- Recurring
These define how payments can be processed using this gateway.
- Under Select Payment Types, move the following options from Available to Selected:
- Card
- Link
This enables payment links for Checkout.
- Fill in the required fields as follows:
- Payment Gateway Name
- Default Currency: USD
- The supported currencies: Refer to the official currency documentation by Checkout.com
- Base URI: https://api.sandbox.checkout.com
- Minimum Charge: $1
- Use the apitest URL for sandbox/testing.
- Replace with the production URL when configuring live payments.
Step 7: Add gateway credentials
- In the Gateway Credentials section, add the following key-value pairs:
- Credential
- Key: ApiPublicKey
- Value: {your key}
- Key: ApiSecretKey
- Value: {your key}
- Key: channel_id
- Value: {your id}
- Credential
Step 8: Review all details carefully and click Save
The Checkout payment gateway is now configured and ready for use in ChargeOn.
Test your transactions in a Salesforce Sandbox
You can test your integration in multiple ways.
We are sharing one of the simplest ways to test the same using Checkout payments.
Checkout Payments allows you to make payments using a payment link via Credit card or using a bank account number.
- Selects the payment gateway to start the payment process.
- Once the gateway is chosen, select Checkout Payment as the payment method.
- Choose the payment mode: instant, schedule, or recurring payment
- Enter basic personal details, such as Payee Name, Email, and Payable Amount
- Click the Charge button to submit the payment
Prepare to go live in production
After the testing is completed in the Sandbox, the configuration can be migrated to the production environment
- You need to switch from Sandbox to Production URL
- Go to the live Checkout environment and get the credentials with the same steps we
mentioned above. For example:
- Credential
- Key: ApiPublicKey
- Value: {your key}
- Key: ApiSecretKey
- Value: {your key}
- Key: channel_id
- Value: {your id}
- Credential
- Add these credentials to ChargeOn, and now your data is ready for the live environment
Post deployment, perform controlled production testing to validate end-to-end payment processing before enabling the solution for live users.
With this, your Checkout integration with Salesforce is successful using ChargeOn.
In case you encounter any challenges or errors during this setup, please reach out to our ChargeOn experts, who will assist you.
Refer to our Salesforce Multi-Gateway Setup Guide for integrating multiple payment gateways and optimizing your Salesforce payment integration. This eliminates the dependency on a single vendor.
Apart from Checkout, ChargeOn supports other widely used global payment gateways, including:
