PayTrace Salesforce integration challenges
- With custom integration, there is no plug-and-play for PayTrace Salesforce integration. Your team has to configure custom APIs from scratch, write and maintain Apex logic, and manage every change manually.
- Network timeouts, out-of-order events, and domain-level changes can cause webhooks to retry or drop entirely. Without proper checks and validation logic, payment records end up duplicated, missing, or mismatched.
- Custom integrations depend on the developer's expertise. Therefore, creating a need for technical expertise for advancements and modifications.
- The payment information sits inside PayTrace, while the customer details are present in Salesforce. Without a native connection, your finance and sales teams pull separate reports, match records manually, and chase down discrepancies across two platforms. The larger the transaction volume, the more time.
- Every payment-related task requires switching between Salesforce and the PayTrace gateway dashboard. There's no unified view, which slows down operations and is prone to errors.
However, with ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve PayTrace 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 PayTrace 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 PayTrace 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 PayTrace Sandbox Account
Generate your test credentials first:
- Navigate to the PayTrace portal
- Select the option to set up a sandbox account
- Complete the registration form with the required details and submit
Once submitted:
- The PayTrace team will review your request
- After approval within a few business days, you will receive an email containing
- Integrator_id
- Sandbox credentials
Follow the instructions in the email to activate and finalize your sandbox account.
For any issues during setup, you can reach out to PayTrace support.
Technical Steps
Step 1: Log in to PayTrace
- Access the PayTrace account using the provided credentials
- Log in as a standard (web) user
Configuration Steps
To enable integration with ChargeOn, an API user must be created:
- Navigate to the Users section from the left panel
- Click on New User
- Select API User as the user type
Enter the required details:
- User Name
- Password
- Confirm Password
- Contact Name
- Email Address
Permissions:
- Enable all permissions required for this user
Advanced Settings:
- Configure transaction limits if needed:
- Sale ceiling amount
- Refund ceiling amount
- Save the user once all details are completed
Collect Required Credentials
For configuring the PayTrace gateway in ChargeOn, the following details are required:
- API Username
- API Password
These credentials must be taken from the API User created above, and not from the standard PayTrace login credentials
Create your PayTrace 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 PayTrace 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:
- PayTrace
OR - Available payment methods that PayTrace supports
- PayTrace
This enables payment links for PayTrace.
- Fill in the required fields as follows:
- Payment Gateway Name
- Default Currency: USD
- The supported currencies: USD
- Base URI: https://api.sandbox.paytrace.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: username
- Value: {your username}
- Key: Merchant alias
- VaKey: password
- Value: {your passowrd}
- Credential
Step 8: Review all details carefully and click Save
The PayTrace 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 PayTrace payments.
PayTrace Payment 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 PayTrace Payment as the payment method.
- 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 completing all testing in the sandbox environment, the integration is ready to be migrated to the production environment. Ensure that all configurations, API flows, and security settings have been validated before proceeding.
- Register for a live (production) account by contacting the PayTrace sales or reseller team. Ensure that the account provided is a Professional account with the API module enabled, as this is mandatory for API-based integrations.
- Log in to the live PayTrace Virtual Terminal and create a dedicated API User Account. These credentials will be used for all production API requests and will replace the sandbox credentials.
- Navigate to Account → Security Settings in the live environment and configure all required parameters such as CVV validation, AVS rules, and mandatory request fields. These settings must match the configuration used during sandbox testing
- Ensure that any parameters enabled in the Security Settings are also included in your API request payloads. Missing required parameters will result in API validation errors in production.
- Update your application or system configuration with production details, including:
- Production API endpoint (base URL)
- Live API user credentials (username and password)
- Integrator ID (remains the same as sandbox)
- Perform a final validation in the production environment by executing limited real transactions. This should include at least one successful payment and one failure or refund scenario to confirm end-to-end functionality.
- Monitor transactions and API logs from the Virtual Terminal to ensure requests are being processed correctly and no errors are occurring.
- Once validation is successful, the integration is ready for live usage, and end users can begin processing transactions using the production setup.
Refer to this document for more information
Post deployment, perform controlled production testing to validate end-to-end payment processing before enabling the solution for live users.
With this, your PayTrace 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 PayTrace, ChargeOn supports other widely used global payment gateways, including:
