Salesforce Setup

Learn how to connect Salesforce and BlueSnap for a synchronized customer success platform and payment processing solution.


Extend Salesforce by adding the ability to accept payments. BlueSnap’s integration provides access to all the supported features below.

Supported Features

Auth/Capture and Separate Auth and Capture
Built-in Fraud Prevention and Risk Management
Chargeback Management
Level 2 Data Transactions
Multiple Currencies and Multiple Languages
Partner Sandbox Testing
Payment Analytics and Reporting
Payment Methods: ACH/ECP, Credit/Debit Cards, and LatAm Local
Payment Optimization
Salesforce Invoicing
Vaulted Shoppers



You must have Salesforce Enterprise or Performance / Unlimited Edition. To sign up with Salesforce, visit the Salesforce website.

BlueSnap Account

You must have a BlueSnap account. If you need one, go to the BlueSnap website to get started.

Supported Currencies

BlueSnap supports the currencies listed here. We recommend configuring your store to only accept currencies supported by BlueSnap.

Supported Countries

BlueSnap supports the countries listed here. If a shopper is located in one of these supported countries, they will be able to purchase with the BlueSnap payment module.

PCI Compliance

A PCI compliance level of SAQ C-VT is required for this integration.

Before you Begin

Contact an Implementation Specialist to get your account ready. BlueSnap provides you with the gateway credentials you will use in Step 2.

Salesforce Setup

Step 1: Configure your BlueSnap account settings

Complete these steps in your Merchant Portal for production or sandbox.

  1. Get your BlueSnap API credentials and add the following IP address: Both of these actions are performed on the same page; for instructions click here.

  2. Set up your statement descriptor. The statement descriptor is the description that appears on the shopper's credit card statement or bank statement for each transaction and helps the shopper identify the transaction.

    • Go to Settings > General Settings.
    • In the Branding Settings section, enter a Default Statement (Soft) Descriptor and Support Phone Number (both appear on the shopper's statement).
    • Click Submit.
  3. To get paid, you need to configure your payout settings. Refer to Payout for more information.

Step 2: Install Chargent for Salesforce

In this step, you go to our integration partner AppFrontier to install Chargent for Salesforce. The Chargent app lets assigned users accept Level 2 payments directly inside Salesforce and process those payments via BlueSnap.

Refer to AppFrontier's guide to Integrating BlueSnap with Salesforce using Chargent for details.

Step 3: Set up the BlueSnap gateway

In your Salesforce account, you must configure BlueSnap as a payment gateway within Chargent by following these steps:

  1. Login to your Salesforce account and select Chargent from the top right drop-down menu.

  2. Click the Gateways tab in Chargent, then click New.

  3. From the record type list, select BlueSnap and click Continue.

  4. Configure the following settings:

Gateway NameEnter a name for the BlueSnap gateway record (i.e. "BlueSnap Production").
Merchant IDYour BlueSnap API user key for production (or sandbox for testing purposes).
Merchant Security KeyYour BlueSnap API password for production (or sandbox for testing purposes).
Available Card TypesSelect the cards you wish to accept.
Available CurrenciesSelect the currencies you wish to support. You should select only the currencies supported by BlueSnap.
Available PR Transaction TypesSelect Charge Full Amount to authorize and capture the funds in the same step.
Inherit Chargent CurrencySelect this option.
Micro Deposits DisabledSelect this option.
ActiveSelect this option.
Credit Card/Bank Account HandlingSelect Clear When Token Present.
Clear Card Security CodeSelect this option.
Require Card Security CodeWe recommend selecting this to require the CVV during checkout for higher payment conversions.
Available payment methodsSelect Credit Card and eCheck.
Charge Amount BehaviorSelect Use Opportunity/Order/Case Charge Amount.
Show Charge ButtonSelect this option.
  1. When you're done, click Save.

Create an Order

To create an order within Salesforce, follow the steps below. If you would like to learn about sending a payment request, refer to Chargent Payment Request documentation.

  1. In your Salesforce account, click the  tab at the top of the page and select Chargent Orders.

  2. Click New.

  3. Enter the order details.

  4. In the Gateway field, click Search and select BlueSnap.

  5. When you're done, click Save.

  6. Review the order and click Charge.

  7. A charge response message appears. Click Ok.

Best Practices & Tips

Add Chargent Orders to default tab display

To learn how to add Chargent Orders to your default tab display, visit Salesforce's documentation.

Use BlueSnap IPNs (webhooks)

Stay up-to-date on all important events using BlueSnap's IPNs (webhooks).