PayPal Salesforce integration challenges
- The manual Salesforce PayPal integration requires custom APIs and manual setup.
- It leaves data loosely integrated between both platforms.
- It creates vendor dependency.
- Salesforce and PayPal use different field names and data structures, therefore requiring meticulous mapping.
- Issues like payment duplications, restricted options, and manual reconciliations slow processes and frustrate your customers.
- You will find your payment data in PayPal, 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 PayPal gateway dashboard.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve PayPal 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 PayPal 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 Salesforce and PayPal integration 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.
Access to an active PayPal gateway account
- Go to Paypal and Click on Get Started or Sign up with G Suite.
- Create the Account.
Technical steps start here:
Step 1. Log in to the Portal
- Go to the PayPal Login Page
- Sign up for a new account creation
OR - Log in using your credentials
Step 2. Open Account Settings
- From the top navigation bar, click Sign up
- Choose the account that needs to be created
- Enter all the information
It is strongly recommended that all integrations and payment scenarios be thoroughly tested using Sandbox mode along with a Salesforce sandbox environment before enabling Live mode for actual customer transactions.
To switch from Sandbox to Live:
- Login into PayPal
- Click on the toggle button between Sandbox/Live in the top left corner
Step 3. Get the Secret Key/ Credentials
- Login into PayPal Account
- Click on the Apps and Credentials button in the left corner
- Click on the Default Application under App name
- Copy the Client ID and Secret key 1 provided under the tab
- When switching your account to Live mode, a new application must be created to generate production credentials
Create your PayPal 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 PayPal from the dropdown.
- Under Select Payment Method, move the following options from Available to Selected:
- Instant
- Schedule
These define how payments can be processed using this gateway.
- Under Select Payment Types, move the following options from Available to Selected:
- PayPal
This enables payment links for PayPal.
- Fill in the required fields as follows:
- Payment Gateway Name
- Gateway
- Default Currency: USD
- The supported currencies: Refer to this document
- Base URI: https://api-m.sandbox.paypal.com/v2/
- Minimum Charge: $1
- Use the https://api-m.sandbox.paypal.com/v2/ URL for sandbox/testing.
- Replace with the production URL when configuring live payments.
Step 7: Add gateway credentials (refer to the previous image)
- In the Gateway Credentials section, add the following key-value pairs:
- Enter the Client Secret
- Enter the Client ID
Step 8: Review all details carefully and click Save
The PayPal 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 PayPal payments.
PayPal Payment allows you to make payments using a payment link via Credit card or using your bank account number.
- Selects the payment gateway to start the payment process.
- Once the gateway is chosen, select PayPal Payment as the payment method.
- Choose the payment mode: instant, schedule payment.
- Enter basic personal details, such as Payee Name, Email, and Payable Amount.
- Click the Charge button to submit the payment.
Set up the remote site settings
- Click the Gear icon in the top-right corner and select Setup
- In the Quick Find search box, search for and open Remote Site Settings
- Enter the details and confirm that the Active checkbox is selected:
- Enter the Remote Site Name
- Enter the Remote Site URL
- If the Active checkbox is not selected:
- Click Edit
- Select the Active checkbox
- Click Save to apply the changes
Prepare to go live in production
Follow the steps below to create a PayPal application and obtain the required Live credentials:
- Sign in to your PayPal Business Account
- From the top-right corner, open the Developer Dashboard
- Confirm that the account environment is set to Live mode
- Navigate to the Apps & Credentials section
- Click Create App
Provide the following details while creating the application:
- App Name: Enter a meaningful name for the application (for example, Live Application).
- Type: Select the Merchant option
- Live Account: Choose your associated PayPal business account
- Copy both IDs: Client ID, Secret ID
- 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 PayPal 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 PayPal, ChargeOn supports other widely used global payment gateways, including:
