Cybersource Salesforce integration challenges
- Salesforce and Cybersource use different field names and data structures, therefore requiring meticulous mapping.
- Issues such as payment duplication, limited options, and manual reconciliations slow down processes.
- You will find your payment data in Cybersource, while customer lifecycle and sales data are present in Salesforce. This creates data silos.
- Your finance and sales teams often rely on separate reports and manual reconciliation.
- Your teams have to switch platforms between Salesforce and the Cybersource gateway dashboard.
- It is your responsibility to track and install any new releases for cartridge upgrades.
- Every time Cybersource or Salesforce updates their APIs, custom integrations can break and require urgent developer fixes.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve challenges with the Cybersource Salesforce integration?
ChargeOn is a 100% Salesforce native payment processor and orchestration tool with Agentforce support. It offers a centralized view of all your payments in Salesforce, bringing data from Cybersource 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 payment gateway and method fallback mechanism.
Step-by-step Cybersource 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.
Create a Cybersource Sandbox Account
Technical Steps Start Here:
- Click on the Cybersource link
- Enter the information
- Check the inbox for a link to activate your sandbox
- Complete the setup by clicking on the button
- Enter your username and password, and sign in
- Click on this link to get redirected to the Cybersource Dashboard
Collect Required Credentials
For configuring the Cybersource gateway in ChargeOn, the following details are required:
- API Keys
- Click on API
- Your API keys are listed there
- Get the Keys:
- Key, Shared_key
Create your Cybersource gateway record in Salesforce
To create a Cybersource gateway record in Salesforce, you need to configure the gateway in ChargeOn.
- 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 Global Settings tab.
- Click New to create a new Payment Gateway record.
- In Select Gateway, choose Cybersource 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
- ACH
- Link
This enables payment types for Cybersource
- Fill in the required fields as follows:
- Payment Gateway Name
- Default Currency: USD
- The supported currencies
- Base URI: https://apitest.cybersource.com
- Minimum Charge: $1
Note:
- Use the apitest URL for sandbox/testing
- Replace with the production URL when configuring live payments
Step 7: Add payment gateway credentials
- In the Gateway Credentials section, add the following key-value pairs:
- Credential
- Key: Key
- Value: {your Key}
- Key: shared_key
- Value: {your shared_key}
- Credential
Step 8: Review all details carefully and click Save
The Cybersource 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 Cybersource payments.
Cybersource Payments allows you to make payments using a payment link via Credit card/Bank Account Or Using Credit Card
- Select the payment gateway to start the payment process.
- Once the gateway is chosen, select Card or ACH Payment as the payment method.
- Choose the payment mode: instant, scheduled, or recurring payment.
- Enter basic personal details, such as Payee Name, Email, and Payable Amount.
- Click the Charge button to submit the payment.
The system securely auto-deducts the amount from the card details entered. Additionally sends the payment URL to the customer's email when selecting the payment link. The customer securely processes the payment using a credit card.
A confirmation email is automatically sent to the customer, and the payment details are saved in Salesforce for tracking and records.
Prepare to go live in production
After the testing is completed in the Sandbox, the configuration can be migrated to the production environment
- You have to register for the Live Account. Contact the Cybersource Sales Team if needed
- Go to the live Cybersource environment and get the credentials with the same steps
we mentioned above. For example:
- Key: secretKey
- Value: {your secretKey}
- Key: keyId
- Value: {yourkeyId}
- Key: merchantId
- Value: {your merchantId}
- Key: secretKey
Add these credentials to ChargeOn, and now your data is ready for the live environment.
Refer to this document as well for the activation of the merchant ID.
Note: If you’re integrating directly using the Cybersource API or via an SDK to accept online payments (card not present), the Cybersource team will walk you through a validation process where they’ll ask you some questions to make sure everything is in order
If you’re using Recurring Payments solutions, they’ll provide a checklist for you to use to verify that your integration is receiving the proper API responses
Post-deployment, perform controlled production testing to validate end-to-end payment processing before enabling the solution for live users
With this, your Cybersource integration with Salesforce is successful using ChargeOn.
Post-deployment, perform controlled production testing to validate end-to-end payment processing before enabling the solution for live users
With this, your Braintree 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 Cybersource, ChargeOn supports other widely used Cybersource gateways, including:
