Shift4 Salesforce integration challenges
- With custom integration, your team has to build the entire connection manually, from scratch, every time.
- Your payment data stays in Shift4 and customer data in Salesforce. Therefore, no unified view of data.
- Your finance and sales team had to manually reconcile data to derive insights.
- If a payment fails, gets voided, or arrives out of order, your team has to manually cater to it.
- Loose integration can lead to data loss and security threats.
- Maintaining this integration requires someone who understands both payment systems and Salesforce development at the same time. Therefore, having technical expertise is a must.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve Shift4 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 Shift4 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 Shift4 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 Shift4 Sandbox Account
You need to connect with the support team at support@Shift4.com to request a Sandbox account
The following are the steps for the same:
Send a request to their support team
- Shift4 does not provide instant signup for the sandbox. You must request it from this link
- Fill in your details and click on Sign Up
- You will receive a confirmation mail
- After clicking on Sign Up, you will be redirected to the Shift4 Account dashboard with Test Mode enabled
Collect Required Credentials
For configuring the Shift4 gateway in ChargeOn, the following details are required:
- Secret Key
- Open settings
- Click on the API Keys
- Copy the Secret Key
Create your Shift4 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 Shift4 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 Shift4.
- Fill in the required fields as follows:
- Payment Gateway Name
- Gateway
- Default Currency: USD
- The supported currencies: USD
- Base URI: https://api.shift4.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 secret key}
- Credential
Step 8: Review all details carefully and click Save
The Shift4 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 Shift4 payments.
Shift4 Payment 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, ACH 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 auto deducts the amount from the card details entered. Additionally, sends the payment URL to the customer's email. Further, 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:
- Need to switch from Test mode to Live using the toggle button
- Click on the Activate button
- Fill in the relevant details
- Click on Submit
- After reviewing the form from the Shift4 Team, your account will be activated accordingly
- Change the API key for Live Production :
- Click on the Settings button
- Click on the API Keys under the Developer Section
- Get the credentials. For example:
- Credential
- Key: username
- Value: {Your Secret Key}
- Credential
- 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 Shift4 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 Shift4, ChargeOn supports other widely used global payment gateways, including:
