Stripe Salesforce integration challenges
- To manually facilitate Stripe and Salesforce integration, business teams have to rely on custom APIs. This requires manual setup.
- Network errors, out-of-order events, or domain changes can cause retries. Without validation, the data might get lost or mismatched.
- Manual integration creates vendor dependency.
- Fragmented data is a challenge that persists. As payments sit in Stripe, while customer lifecycle and sales data are present in Salesforce.
- Your finance and sales teams often rely on separate reports and manual reconciliation.
- Your teams have to switch platforms between Salesforce and the Stripe gateway dashboard.
With ChargeOn, all these challenges are eliminated!
How does ChargeOn resolve Stripe 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 Stripe 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 Stripe 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.
Access to an active Stripe gateway account
- Go to Stripe 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 Stripe Sandbox login page
- Sign in using your sandbox merchant credentials
Step 2. Open Account Settings
- From the top navigation bar, click Settings.
- Go to Developers
- Click on Manage API Keys
- Copy the Secret key
- The Secret Key for the Integration: sk_test_XXXXXX
Step 3. Get the Secret Key
- You have two cases:
- Case A:You already have the Secret Key
- If the Secret Key was previously generated and securely stored, then use that key
- Case B:You want to change the Secret Key
- Click on the Rotate key Button present near the Secret key
- Select the Expiration of the Previous key and click on the Rotate API key
- Case A:You already have the Secret Key
Step 4. Save and Share Securely
- By now, you have obtained the Secret Key
Create your Stripe 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 Stripe 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:
- Stripe
This enables payment links for Stripe.
- 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.stripe.com/v1/
- Minimum Charge: $1
- Use the apitest 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:
- Credential
- Key: Secret_key
- Value: {your secret_key}
- Credential
Step 8: Review all details carefully and click Save
The Stripe 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 Stripe payments.
Stripe 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 Stripe Payment as the payment method.
- Choose the payment mode: instantly, schedule payment.
- Enter basic personal details, such as Payee Name, Email, and Payable Amount.
- Click the Charge button to submit the payment.
Prepare to go live in production
- Go to the live Stripe environment and get the credentials with the same steps we
mentioned above. For example:
- Credential 1
- Key: Secret_key
- Value: {your secret_key}
- Add these credentials to ChargeOn, and now your data is ready for the live environment
- Credential 1
Post deployment, perform controlled production testing to validate end-to-end payment processing before enabling the solution for live users.
With this, your Stripe 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 Stripe, ChargeOn supports other widely used global payment gateways, including:
