Global Payments Salesforce integration challenges
- Connecting Global Payments to Salesforce typically requires third-party middleware, custom API configurations, and dedicated developer resources.
- Custom builds can take weeks or months, delaying go-live and increasing costs.
- Transaction records, payment statuses, and reconciliation data must be manually pulled or synced via error-prone methods.
- Your finance and sales teams work with outdated payment data, leading to poor decision-making.
- Every time Global Payments or Salesforce updates their APIs, custom integrations can break and require urgent developer fixes.
- As transaction volumes grow, custom integrations struggle to scale without re-engineering.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve Global Payments 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 Global Payments 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 Global Payments 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 Global Payments Sandbox Account
You need to connect with the support team of Global Payments at support@globalpayments.com to request a Sandbox account
- Global Payments does not provide instant signup for the sandbox. You must request it from the link
- After entering the verification code, enter the details for password
- Click on Register Now. You will successfully get registered and will receive an email with all your details and confirmation
- Find the link to the Dashboard inside that email
- You will be directed to the Global Payments dashboard
Collect Required Credentials
For configuring the Global Payments gateway in ChargeOn, the following details are required:
- API Keys
- Click on the Portal
- Click on API Key
- Click on the Get APIs and Copy the API
Create your Global Payments 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 Global Payments 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 types for Global Payments.
- Fill in the required fields as follows:
- Payment Gateway Name
- Default Currency: USD
- The supported currencies
- Base URI: https://apis.sandbox.globalpay.com/ucp
- 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: x-gp-version
- Value: {your Gp version}
- Key: app_key
- Value: {your app_key}
- Key: app_iD
- Value: {your app_id}
- Nonce: Company name
- Credential
Step 8: Review all details carefully and click Save
The Global Payments 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 Global Payments payments.
Global Payments payments allows you to make payments using a payment link via Credit card/Bank Account Or Using Credit Card.
- Selects the payment gateway to start the payment process.
- Once the gateway is chosen, select Card, ACHPayment 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 register for the Live Account. Contact the Sales Team if needed
- Go to the live Global Payments environment and get the credentials with the same
steps we mentioned above. For example:
- Credential 1
- Key: x-gp-version
- Value: {your Gp version}
- Key: app_key
- Value: {your app_key}
- Key: app_iD
- Value: {your app_id}
- Nonce: Company name
- Credential 1
- Add these credentials to ChargeOn, and now your data is ready for the live environment
- 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
- Login URL: https://apis.globalpay.com
Post deployment, perform controlled production testing to validate end-to-end payment processing before enabling the solution for live users.
With this, your Global Payments 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 Global Payments, ChargeOn supports other widely used global payment gateways, including:
