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

ACH/ECP Processing
Built-in Fraud Prevention and Risk Management
Chargeback Management
Credit and Debit Card Processing
Invoicing using our Payment Link
LatAm Local Processing
Multiple Currencies
Multiple Languages
Payment Analytics and Reporting
Payment Optimization
Vaulted Shoppers

Requirements

Salesforce

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 use in Step 2.

Step 1: Configure your BlueSnap account settings

Complete these steps in your BlueSnap Console for production or sandbox.

  1. Get your BlueSnap API credentials and add the following IP address: 204.14.232.100. 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 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:

Setting Description
Gateway Name Enter a name for the BlueSnap gateway record (i.e. "BlueSnap Production").

Merchant ID

Your BlueSnap API username for production (or sandbox for testing purposes).

Merchant Security Key

Your BlueSnap API password for production (or sandbox for testing purposes).

Available Card Types

Select the cards you wish to accept.

Available Currencies

Select the currencies you wish to support. You should select only the currencies supported by BlueSnap.

Available PR Transaction Types

Select Charge Full Amount to authorize and capture the funds in the same step.

Inherit Chargent Currency

Select this option.

Micro Deposits Disabled

Select this option.

Active

Select this option.

Credit Card/Bank Account Handling

Select Clear When Token Present.

Clear Card Security Code

Select this option.

Require Card Security Code

We recommend selecting this to require the CVV during checkout for higher payment conversions.

Available payment methods

Select Credit Card and eCheck.

Charge Amount Behavior

Select Use Opportunity/Order/Case Charge Amount.

Show Charge Button

Select 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.

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

Salesforce Setup


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

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.