Stax Salesforce integration challenges
- Connecting Stax to Salesforce manually means building and maintaining custom APIs from scratch. As a result, Stax and Salesforce end up running as two differently connected systems instead of one unified platform.
- This manual setup also ties businesses to an ongoing dependency on external developers for updates and fixes.
- Salesforce holds your customer and sales history, while Stax holds your payment records, splitting related data across two separate systems.
- Without a shared view, finance and sales teams end up building separate reports and reconciling them manually.
- Teams have to constantly switch between Salesforce and the Stax Pay dashboard just to see the full history of a transaction.
- Stax uses the same web address for both testing and live payments. Using the wrong key by mistake can send test transactions into your real, live account.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve Stax Salesforce integration challenges?
ChargeOn is a 100% Salesforce native payment processor and orchestration tool supported by Agentforce. It offers a centralized view of all your payments in Salesforce, bringing data from Stax 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 Stax 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 Your Stax Sandbox Account
Before connecting Stax to ChargeOn, you need a sandbox account to test the integration safely.
Technical Steps Start Here
Step 2: Enter your business details
Fill out the form with your legal business name and other requested information
- Click Continue
Step 3: Access your dashboard
Once you have submitted the details, you are redirected straight to your Stax Sandbox dashboard. Your login credentials are also emailed to you for future access.
Collect Your Stax API Credentials
ChargeOn needs an API key from your Stax account to complete the connection. Here's where to find it:
Step 1: From the Stax dashboard, select Apps from the left-side panels
Step 2: Click Enabled, then select API Keys
Step 3: Copy your API Key from the panel that appears
Keep this key handy. You'll enter it while setting up the Stax gateway record in ChargeOn.
Create Your Stax Gateway Record in Salesforce
With these credentials, you can now set up Stax as a payment gateway inside ChargeOn.
- Click the App Launcher (the nine-dot icon)
- Search for ChargeOn.
- Select it to open the application.
- From the ChargeOn navigation bar, open Global Settings.
- Click New to create a Payment Gateway record.
- Under Select Gateway, choose Stax from the dropdown.
- Under Select Payment Method, move these options from Available to Selected:
- Instant
- Schedule
- Recurring
This tells ChargeOn how payments through Stax can be processed as one-time charges, scheduled payments, or recurring billing.
- Under Select Payment Types, move these options from Available to Selected:
- Card
- ACH
- Link
This activates the payment types Stax will accept through ChargeOn
- Fill in the following fields:
- Payment Gateway Name: any name you choose
- Default Currency: USD (see Stax's supported currencies)
- Base URI: https://apitest.stax.com
- Minimum Charge: $1
Note: Use the sandbox URL above while testing. Once you're ready to go live, switch this to Stax's production URL
Step 7: Add your gateway credentials
- In the Gateway Credentials section, add the following as a key-value pair:
- Credential
- Key: secretKey
- Value: {your key}
- Credential
Step 8: Save and review
Double-check every field, then click Save. Your Stax gateway is now configured and ready to use in ChargeOn.
Test Your Integration in a Salesforce Sandbox
Once your gateway is set up, run a test transaction before going live. The easiest way to do this is through a Stax payment link, using either a credit card or a bank account
- Select Stax as your payment gateway to start the process.
- Choose Card or ACH as your payment method.
- Pick a payment mode: instant, scheduled, or recurring.
- Enter basic details, like payee name, email, and payment amount.
- Click Charge to submit the payment.
The system securely auto-deducts the amount from the card details entered. If you've chosen a payment link instead, it's sent to the customer's email so they can complete payment on their own. Either way, the customer gets an automatic confirmation email once the payment goes through, and every transaction is saved directly in Salesforce for tracking and reporting.
Go Live in Production
Once testing in the sandbox is complete, you're ready to move your configuration into the live environment
Step 1: Register for a live account
- If you haven't already, contact Stax's Sales Team to set one up
Step 2: Get your live credentials
Follow the same steps you used for the sandbox, but this time inside your live Stax environment
- Credential
- Key: secretKey
- Value: {your key}
Step 3: Add these credentials to ChargeOn
Your setup is now ready to process live payments
Refer to this document as well for the activation of the merchant ID.
Note: If you're accepting card-not-present payments directly through Stax's API or SDK, Stax runs you through a short validation process to confirm everything's set up correctly. If you're using recurring payments, they'll also provide a checklist to verify your integration is receiving the correct API responses
Before rolling this out to your users, run a few controlled test transactions in production to confirm end-to-end payment processing works as expected.
Post-deployment, perform controlled production testing to validate end-to-end payment processing before enabling the solution for live users.
With this, your Stax 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 Stax, ChargeOn supports other widely used Stax gateways, including:
