All You Need to Know About No Code Salesforce and PayPal Integration

Cyber attacks can lead to loss of revenue, data, and overall business viability, making cyber security crucial for e-commerce. PayPal is dedicated to revolutionizing financial services and enabling individuals and companies to participate in and succeed in the global economy. With the great assistance of PayPal, you can send and receive money securely online and pay for items. You can use PayPal to make purchases online with participating merchants by connecting your bank account, credit card, or debit card to your PayPal account. In order to protect your payment information, PayPal acts as an intermediary for your bank and merchants.

One such integration, the Paypal Salesforce Integration, can enhance the advantages of e-commerce.

Let’s have a look at the integration in this blog;

Benefits of the Integration

Automation can be increased for better accuracy
Enhance security
Improve the transparency and suitability of data
Read reports in real-time
Use deeper client insight
Connect safely to suspect information
Get quicker payments
Have a hold over payments

Integration Process

Configuration and Installation of Chargent

In your Salesforce org, install Chargent Base and Chargent Transactions.
You might need to activate the Remote Site for Chargent versions older than 5.57.
Salesforce settings must be activated for PayPal Payflow Pro to start the PayPal Salesforce Integration if they haven't already done so.
In the top right corner, select Settings by clicking the gear icon.
Select Remote Site Settings from the Security menu.
Click edit after finding PayflowProAPI.
Mark the Active checkbox.
Select "Save"
Similarly for PayflowProTestAPI

Don't forget to check out: Key Benefits of Salesforce AppExchange Development for Small Businesses

Set up a Connection between Salesforce and PayPal Payflow Pro to integrate PayPal with Salesforce

Click the app launcher in Salesforce's top left corner.
Choose "Gates" from the list of available options under "Search for apps or items," then click "New," choosing Payflow Pro (PayPal) as the gateway type.
Connect your Payflow Pro login information to the following fields in Chargent:
Merchant Reference for Chargent is Merchant Login (from Payflow Pro)
Key for the Chargent Merchant Security = Password (from Payflow Pro)
Chargent Merchant Reference = Partner ID from Payflow Pro (for the production account, it might be different if you signed up through a bank rather than directly with PayPal; for the test account, it will be "PayPal").

Create the impending Gateway Fields

To turn on the Gateway, select the Active checkbox.
Utilize tokenization if you intend to use Payflow tokenization
Choose the cards you will accept from the available card types (this is based on your gateway settings and what card types they can process – Visa, Mastercard, American Express, etc..)
If you want to use tokens that are valid for more than a year, check the box next to PayFlow User Recurring Profiles in the Chargent Gateway record.
Payment Options Accepted: Will only credit cards or ACH be accepted? (also known as electronic check, e-check, or direct debit)
What currencies will you accept? This depends on your payment gateway and the currencies they accept as payment.

The following should also be Configured when using Payment Requests or Payment Console:

PR Transactions That Are Available
Charge the full amount, which immediately debits the credit card.
Authorize Full Amount - This option will hold the funds available until the card is charged, but it won't actually charge the card.
Authorize Minimum Amount This choice will only hold the bare minimum that your gateway will permit instead of charging the card. To record the transaction, you must charge the appropriate sum.

After PayPal Salesforce Integration, set your PayPal Fraud Settings.

Select "Service Settings" > "Fraud Protection" > "Test Setup" Standard Filters Edit
Click Deploy after making the necessary adjustments for testing.
A maximum transaction amount can also be set by going to Account Administration > Transaction Settings.
Remark: In order to test, you might also need to whitelist your IP address.
Activate Service Settings.
Prevention of Fraud
In charge of standard filter lists
Edit
Place an IP address there.
Select "Add"
Select "Save"

Testing Credit Cards with Payflow Pro from Paypal Salesforce Integration

To run a test transaction, make a new Chargent Order record and fill it with sample data.
The Account Name
Charge Amount ($0-$1000 is advised)
Look in the Manual Charge box.
Information on Billing

Check out another amazing blog by Apphienz here: Everything You Need to Know About Customer Data Platform

Salesforce Integration with Tokenization for Paypal

As opposed to other Chargent integrations of payment gateways, tokenization with PayPal Salesforce Integration's Payflow Pro gateway operates differently. Both Recurring Billing Profile IDs and Reference Transaction tokens are employed by Payflow Pro. The previous transaction ID can be used to submit a new transaction, and reference transaction tokens have a 12-month expiration date. Sensitive cardholder data is not submitted; PayFlow Pro from PayPal Salesforce Integration will gather all necessary payment data from earlier transactions.

PayPal Reference Transaction in the Chargent Token field
PayPal Recurring Profile ID = Chargent Customer Token field

For the Paypal Salesforce Integration, Reference Transactions and Tokenization must be configured as follows:

Reference Transactions in the PayPal Manager are by default disabled.
For Salesforce, turn them on by going to Account Administration > Transaction Settings.
Verify that the Chargent Gateway record for Payflow Pro has the Use Tokenization checkbox selected.
If you wish to utilize tokens for a period longer than a year, check the PayFlow Use Recurring Profiles checkbox in the Chargent Gateway record.
Establish the Credit Card Handling field.
Chargent won't automatically erase any card information.
The credit card number, expiration dates, and card security code will only be cleared by Chargent after a successful charge has been made.
Clear When Token Is Present: The credit card number, expiration date, and card security code will only be cleared if a token is in the token field.
The Credit Card Number field value will be removed after your first successful charge and a token will be saved for subsequent transactions. A successful transaction will result in the Reference Transaction being saved in the Token field. The Customer Token field will be used to store the Profile ID for PayPal.

There it is, Salesforce and PayPal are now integrated seamlessly. Get the most out of this integration by getting in touch with our seasoned experts at Apphienz. To know more about us, visit our website and write to us at [email protected].