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 enables you to accept cards and ACH payments by creating an order within Salesforce or by generating a payment request link to send to the shopper. Additional highlights include support for tokenization (vaulted shoppers), LatAm processing, and built-in fraud prevention.

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.

PCI compliance

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

Step 1: Configure your BlueSnap account settings

Please complete these steps in your BlueSnap Console.

  1. First, you'll set up your statement descriptor, which is the description that will appear on the shopper's credit card/bank statement for each transaction to help them identify the purchase.

    Go to Settings > General Settings. In the Branding Settings section, enter a Default Statement (Soft) Descriptor and Support Phone Number (both will appear on the shopper's credit card/bank statement). When you're done, click Submit.

  2. Get your BlueSnap API username and password and add the following IP address: 204.14.232.100. For instructions, see API Credentials.

  3. To get paid, you'll need to configure your payout settings. See Payout for more information.

Step 2: Install Chargent for Salesforce

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

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

Step 3: Set up the BlueSnap gateway

In your Salesforce account, you'll need to 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.
  1. 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. Please note that 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 This should be selected.
Micro Deposits Disabled This should be selected.
Active This should be selected.
Credit Card/ Bank Account Handling Select Clear When Token Present.
Clear Card Security Code This should be selected.
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 This should be selected.
  1. When you're done, click Save.

Creating an order

To create an order within Salesforce, follow the steps below. If you would like to learn about sending a payment request, see 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 will be displayed. 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).