Sola payment gateway and Salesforce integration challenges
- Sola uses its own token system called xTokens to protect card data. Mapping and storing these tokens correctly inside Salesforce requires careful setup, and any misstep can pull your org into the PCI compliance scope.
- Without passing and mapping a unique invoice ID with every transaction, duplicate payments can slip through. Setting up and enforcing this validation inside Salesforce requires additional custom logic that your team has to build and maintain.
- Payment data stays inside Sola while customer and sales data live in Salesforce, forcing your finance and sales teams to manually reconcile records across two separate platforms.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve Sola 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 Sola 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 Sola 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 Sola Sandbox Account
- Click here to create your Sandbox account
- Enter all the Required details
- Click on the Submit button
- You will receive an email with the following details:
- Your account credentials will be available in the PDF format
- SOLA Account
- API documentation
- SDK File
- Transaction Portal
- API Credentials
Collect Required Credentials
For configuring the Sola gateway in ChargeOn, the following details are required:
- Transaction Key (xKey)
- RecurringApiUrl
- Version
Note: Copy the key and paste it into ChargeOn
Create your Sola 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 Sola 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://x1.cardknox.com/gatewayjson
- 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: Transaction_Key
- Value: {your_Key}
- Key: Version
- Value: {your_Version}
- Key: RecurringApiUrl
- Value: {your RecurringApiUrl}
- Credential
Step 8: Review all details carefully and click Save
The Sola 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 Sola payments.
Sola 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 Card, ACH, or Link 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 Sola environment and get the credentials with the same steps we
mentioned above. For example:
- Credential 1
- Key: Transaction_Key
- Value: {your_Key}
- Key: Version
- Value: {your_Version}
- Key: RecurringApiUrl
- Value: {your RecurringApiUrl}
- 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 Sola 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 Sola, ChargeOn supports other widely used global payment gateways, including:
