Linked2pay Salesforce integration challenges
- Without native integration, your customer data is stored in Salesforce, and payment data in linked2pay. Therefore, making it difficult for your teams to get a complete, real-time picture in one place, breaking the workflow and slowing operations down.
- Your finance and sales teams have to manually reconcile data from fragmented platforms, which can result in errors and questions about data accuracy.
- You have to ensure security and privacy adherence on your own, leading to additional responsibilities.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve linked2pay 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 linked2pay 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 linked2pay 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 linked2pay Sandbox Account
You need to connect with the support team at support@linked2pay.com to request a Sandbox account.
The following are the steps for the same:
1. Requisites
You have to ask the team specifically for:
- Sandbox account
- API credentials
2. Wait for the approval
- linked2pay’s team will:
- Create your test merchant account
- Share credentials with you via email
3. What you will receive
Once approved, you’ll get:
- Login URL to your sandbox portal
- Username and password
- Web Service Access Key (API key)
- Merchant / Channel ID
- Possibly:
- Virtual Terminal name
- Test instructions
4. Post receiving your login details
- Navigate to the linked2pay
- Click on the Advanced Settings in the bottom left corner
- Generate New Key/Copy the Key
Collect Required Credentials
For configuring the linked2pay gateway in ChargeOn, the following details are required:
- Web API Key
Create your linked2pay 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 linked2pay 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
- Fill in the required fields as follows:
- Payment Gateway Name
- Default Currency: USD
- The supported currencies: USD
- Base URI: https://test.linked2pay.com/l2p/services/api/
- 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-API-TRANSACTION-KEY
- Value: {yourX-API-TRANSACTION-KEY}
- Key: X-API-LOGIN-ID
- Value: {your X-API-LOGIN-ID}
- Key: X-API-AUTHENTICATION-METHOD
- Value: {your X-API-AUTHENTICATION-METHOD}
- Credential
Step 8: Review all details carefully and click Save
The linked2pay 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 the linked2pay payments.
linked2pay Payment allows you to make payments using a payment link via Credit card or using a bank account number.
- Select the payment gateway to start the payment process.
- Once the gateway is chosen, select the linked2pay 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
The system securely sends the Payment URL to the customer's email. The customer securely processes the payment using a credit card and bank account.
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.
- Need to register for the Live Account. Contact the Sales Team if needed.
- Go to the live linked2pay environment and get the credentials with the same steps we
mentioned above. For example:
- Credential 1
- Key: x-api-key
- Value: {your x-api-key}
- Credential 1
- 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 linked2pay 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 linked2pay, ChargeOn supports other widely used global payment gateways, including:
