The Payment Gateway Data section on the Payment Method record is data created for error logging and storing the tokenized card details on the Payment Method. The Street field can be used for additional verification for the Payment Method. We recommend entering an Account and Contact for all Payment Method records. If you add additional objects to the "Relationships" step in the Setup Wizard, meaning you want additional objects as the Transaction parent, those related objects will show up in this section as a "Lookup Field" along with the Account and Contact lookup fields. The fields on the right-hand side of the Payment Method detail section will be automatically populated from Stripe.Įmail is not a required field, however, we highly recommend requiring it as we use email for Payment Gateway Customer matching logic in Salesforce.įor example, if you already have an existing Stripe/ Payment Gateway Customer in Salesforce with a Payment Method and a new Payment Method with the same email is added, it directly relates to the existing Payment Gateway Customer record. These Record Types live on the Payment Method object and relate to two different page layouts to collect the necessary card or bank account information. If you select "Yes" for ACH payments, a Payment Method with Record Type = "ACH" is also created. When you click Grant Access in the Payments Setup Wizard, a Payment Method with Record Type = "Card" is created. Using our Visualforce Page Component, Virtual Terminal in Salesforce1.Utilizing our REST or Apex API on your mobile device. Create your own custom page as part of a web app.Within a Salesforce Community, you can display the native objects to enter Payment Method information with the default user interface, or to create a custom Community user interface, you can use our Apex API. Public Web Page as part of your website utilizing our REST API.This Virtual Terminal currently supports card Payment Method types. Manually enter the Payment Method through a popup or embedded Visualforce Page component. A card can be verified within seconds, where for Stripe ACH Payment Methods, it takes 4-5 days to be verified. A real-time API call sends the record to Stripe/ to tokenize the Payment Method information. Manually enter the Payment Method through the card or ACH Record Type. If you are not recording your phone calls (if you are, this goes against the tenants of PCI compliance). To capture card or bank account information from a customer, there are multiple, PCI compliant, options using Blackthorn Payments. Click here for information on PCI compliance. Payment Method types are segmented by Record Type and can be related to Accounts, Contacts, and/or other objects.īlackthorn Payments is built with PCI compliance in mind, we never store sensitive Payment Method details. The purpose of the Payment Method object is to store the method by which you charge your customers.
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