PayPal Salesforce Integration: 2 Easy Methods

on API, CRMs, Data Integration, Paypal, Salesforce, Tutorials • September 20th, 2021 • Write for Hevo

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PayPal is an online payment system that makes paying for things online and sending and receiving money safe and secure. It links your bank account, credit card, or debit card to your PayPal account allowing you to use PayPal to make purchases online with participating stores. PayPal serves as a middleman between your bank and merchants and keeps your payment information secure. Paypal can be Integrated with other software. Paypal Salesforce Integration is one such integration that can boost the benefits to e-commerce.

Salesforce is a leading provider of cloud-based business applications, offered in a wide array of platforms. It has platforms such as Salesforce CRM, customer 360, digital 360, and other various tools. In this article, we will try Splunk Salesforce Integration that would improve the business applications. 

This Article gives a Comprehensive guide on setting up Paypal Salesforce Integration.

Table of Contents

Introduction to Paypal

Paypal Salesforce Integration: Paypal logo
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PayPal is a digital payment service that customers can use while shopping online. PayPal stores payment info, such as bank account or credit card numbers, so that customers don’t have to type out the numbers every time they buy something. PayPal also hides this financial information from businesses, adding a layer of security to online shopping. Small businesses and large corporations alike can incorporate PayPal payments into their online checkout process.

As a PayPal member, you can:

  • Transfer money to or from your bank account to your PayPal account
  • Get a cash advance from your credit card and deposit the amount in your PayPal account
  • Make person-to-person (P2P) payments by transferring money from your PayPal account to another
  • Have a check mailed to you for the balance of your PayPal account
  • Get a PayPal debit card that you can use to make real-world purchases from your PayPal account

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Introduction to Salesforce

Paypal Salesforce Integration: Salesforce logo
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Salesforce is a Cloud-Based Enterprise platform. It provides easy-to-use business applications, that can generate relevant customer experience. Salesforce is a tool that allows staying connected with Customers, Prospects, Partners, Sales, and Market Services globally.  

Salesforce offers SaaS, PaaS, and IaaS tools. It also provides its cloud services for running applications. The data is secure, upgraded, and scaled automatically. Salesforce Cloud is known to be very dependable and offers benefits like Adaptability and Multitenancy over others. It also has a CRM platform. Salesforce CRM is a product that manages a company’s relationship with Prospect Customers. For Splunk Salesforce Integration we will consider the CRM tool. 

Salesforce cloud CRM software and applications are used for Sales, Service, Finance, Marketing, Business Development, Recruiting, HR, Supply Chain Management, and other lines of business that manage external and internal relationships. It allows storing Existing Customers and Potential Customer’s information under a single platform, which would allow plotting a chart for Personalized Customer Approach. It also allows to plan and monitor Sales and Marketing Campaigns, and manage services with insightful and valuable data available. It is used by over 150,000 companies for better data management.

Learn more about Salesforce.

Paypal salesforce Integration

Now that you have a brief overview of Salesforce and Paypal, this section deals with the Paypal Salesforce integration.

Method 1: Paypal Salesforce Integration with PayPal cartridge

PayPal cartridge can be seamlessly integrated with Salesforce. This Paypal Salesforce Integration combines features of brands in the e-commerce industry helping them grow their sales many times and reducing the operating costs.

Some of the most implemented APIs are:

  • PayPal and PayPal Credit components provide support for PayPal Express Checkout from Cart
  • PayPal Express Checkout from the Payment page
  • IPN (Instant-Payment-Notification)
  • In-Context Checkout, PayPal One Touch, and various standalone API calls, making the sales funnel simpler
  • PayPal Website Payments Pro with transactions posted automatically to Salesforce

With the help of Paypal Salesforce Integration, online transactions can be automatically recorded on the cloud platform. This is a robust integrating service that also enables you to construct fresh opportunities directly from PayPal sales and sync them with Salesforce contacts.

1. Use PayPal Instant Payment Notification (Real-time data integration)

We can go with this IPN (instant payment notification) offered by PayPal and perform Paypal Salesforce Integration directly via a Salesforce site and custom Salesforce REST API. Configuration changes in PayPal to set up Salesforce API endpoint.

2. Use PayPal REST API to pull data from PayPal into SF :

We will design and develop a new Salesforce Apex batch class to PULL all the transactions made at the client’s PayPal account at a specified Interval depending upon how frequently the client wants to sync such transactions. Writing a batch class in salesforce to authorize PayPal’s connected app and fetching the transaction at a given interval of time. Develop a schedulable class for Cron jobs management. Writing custom apex code for Refresh token management.

Method 2: Paypal Salesforce integration using Chargent                                           

1. Installation and Configuration of Chargent

  • Install both Chargent Base and Chargent Transactions into your Salesforce org.
  • Configure Chargent according to the step-by-step Quick Start Guide.
  • For Chargent versions, prior to 5.57, you may need to activate the Remote Site Settings in Salesforce if they aren’t already active for PayPal Payflow Pro to initiate Payapal Salesforce Integration.
    • Click the gear icon on the top right and select Settings
    • Under Security select Remote Site Settings
    • Locate PayflowProAPI and click edit
    • Check the Active box
    • Click Save
    • Do the same for PayflowProTestAPI                       

2. Connecting PayPal Payflow Pro & Salesforce for Paypal Salesforce Integration                  

  • Click on the app launcher on the top left side in Salesforce.
  • In the Search for apps or items box, Search for Gateways and select
  • Click New and select Payflow Pro (PayPal) as the Gateway Type
    Map the following fields in Chargent with your credentials from Payflow Pro:
    • Chargent Merchant Reference = Merchant Login (from Payflow Pro)
    • Chargent Merchant Security Key = Password (from Payflow Pro)
    • Chargent Merchant Reference = Partner ID from Payflow Pro (for the test account it will be “PayPal”, but for production, if you signed up through a Bank rather than directly with PayPal it may be different)
  • Setup the following Gateway fields
    • Check the Active box – To make the Gateway active
    • Use Tokenization – If you are planning on using Payflow tokenization
    • Available Card Types – Select the cards you will be accepting (this is based on your gateway settings and what card types they can process – Visa, Mastercard, American Express, etc..)
    • Check the PayFlow User Recurring Profiles checkbox in the Chargent Gateway record if you wish to use tokens longer than 12 months.
    • Available Payment Methods – Will you be accepting just Credit Cards or ACH (also known as electronic check, e-check, or direct debit)
    • Available Currencies – What currencies will you accept (this is based on your payment gateway and the currencies they accept payment in.
    • Credit Card / Bank Account Data Handling – This lets Chargent know when to clear the information in Salesforce. You have 4 options.
      • Never Clear
      • Clear After Successful Charge
      • Clear After All Transactions
      • Clear When Token is Present
  • When using Payment Requests or Payment Console the following should also be set.
  • Available PR Transaction Types
    • Charge Full Amount – Charges the credit card immediately
    • Authorize Full Amount – This option won’t charge the card but only holds the funds available until you charge the card.
    • Authorize Minimum Amount – This option won’t charge the card but only holds the minimum amount that your gateway will allow. You will need to charge the correct amount in order to capture the transaction

3. Configure your PayPal Fraud Settings after Paypal Salesforce Integration

Even though you have set up a test account, PayPal uses the same security as their regular accounts, to provide as close to the live experience as possible. So you may need to adjust your Fraud Settings or you will sometimes receive an error with the message “Under Review by Fraud Service” when submitting test transactions.

  • Go to Service Settings > Fraud Protection > Test Setup > Edit Standard Filters
  • Change the settings as desired for testing and click Deploy
  • Go to Account Administration > Transaction Settings to set a maximum amount per transaction as well.

Note: You may also need to whitelist your IP address for testing.

  • Go to Service Settings
  • Fraud Protection
  • Manage Standard Filter Lists
  • Edit
  • Enter IP Address in the box
  • Click Add
  • Click Save

4. Testing Credit Cards using Payflow Pro from Paypal Salesforce Integration

  • Create a new Chargent Order record and enter sample data to run a test transaction.
    • Account Name
    • Charge Amount ($0-$1000 recommended, > $2001 will be declined in tests)
    • Check the Manual Charge box
    • Billing Information:
      • Billing First Name
      • Billing Last Name
      • Billing Address
      • Billing City
      • Billing State / Province
      • Billing Zip Code / Postal Code
      • Billing Country
      • Billing Email Address (optional but allows a receipt to be sent on approved transactions).
      • Credit Card Number
        • American Express 378282246310005
        • American Express 371449635398431
        • American Express Corporate 378734493671000
        • Diners Club 30569309025904
        • Discover 6011111111111117
        • Discover 6011000990139424
        • JCB 3530111333300000
        • JCB 3566002020360505
        • MasterCard 2221000000000009
        • MasterCard 2223000048400011
        • MasterCard 2223016768739313
        • MasterCard 5555555555554444
        • MasterCard 5105105105105100
        • Visa 4111111111111111
        • Visa 4012888888881881
        • Visa 4222222222222
    • Expiration Date Month
    • Expiration Date Year
  • You can use any expiration date in the future in the format MM/YY        

The gateway field should be populated if you have more than one active gateway record in Chargent. With 2+ active gateways, you will need to specify which gateway to use.

  • Click Save
  • Click the “Charge” button in your newly created Salesforce order record.
  • Enter the CSC (Card Security Code). This will be 3 digits for Visa, Mastercard, Discover, or 4 digits for American Express.
  • you will see a popup with an Approved message.
Paypal Salesforce Integration: Charge Approved
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When you click the Back to Record button on the popup dialog box, the Salesforce page will refresh and you can then click on Related to see the Transactions with the date, type, and amount of the transaction.

Paypal Salesforce Integration: Chargent order
Image Source: www.appfrontier.com

When Chargent is installed in a production or developer Salesforce org, the Test Endpoint checkbox on the Gateway record will select between sending to the payment gateway’s live and test environments.

If you wish to send live transactions from a Salesforce Sandbox, as a final step in testing, simply use Chargent’s Endpoint Override field on the Gateway record, and enter the production endpoint of your chosen gateway there.

Here is the production endpoint URL for Chargent’s integration with PayFlow Pro:

  • https://payflowpro.paypal.com

Note that the full endpoint URL must be entered in the Endpoint Override field, and the domain must be present in the Remote Site Settings

6. Tokenization in Paypal Salesforce Integration

Tokenization with PayPal Salesforce Integration’s Payflow Pro gateway operates differently than other payment gateway integrations in Chargent. Payflow Pro uses both Reference Transaction tokens and Recurring Billing Profile IDs.                 

Reference Transaction tokens expire in 12 months and are simply the previous transaction ID that can be used to submit a new transaction. The token is submitted instead of sensitive cardholder data, PayFlow Pro from Paypal Salesforce Integration will draw all necessary payment data from the previous transactions.                   

Recurring Payment Profile’s don’t expire in Paypal Salesforce Integration. Generally, that is a more reliable way to process recurring charges against the user’s payment data, however, it doesn’t support the Authorization transaction type. In case Recurring Payment Profiles are enabled in Paypal Salesforce Integration, the Reference Transaction token will still be used to submit Authorization transactions.

  • Chargent Token field = PayPal Reference Transaction
  • Chargent Customer Token field = PayPal Recurring Profile ID

7. To set up reference transactions / Tokenization in Paypal Salesforce Integration:

In PayPal Manager Reference Transactions are disabled by default.

  • Go to Account Administration > Transaction Settings to enable them
Paypal Salesforce Integration: Paypal Manager

In Salesforce

  • Check the Use Tokenization checkbox in the Chargent Gateway record you have set up for Payflow Pro
  • Check the PayFlow Use Recurring Profiles checkbox in the Chargent Gateway record if you wish to use tokens longer than 12 months
  • Set the Credit Card Handling field
    • Never Clear: Chargent will not remove any card data automatically.
    • Clear After Successful Charge: Chargent will clear the credit card number, expiration dates, and card security code only after a successful charge is run.
    • Clear After All Transactions: The credit card number, expiration date, and card security code will be erased after any transaction (Charge, Void, Refund)
    • Clear When Token Present: Only when a token is present in the token field, will the credit card number, expiration date, and card security code be cleared.

When your first successful charge goes through, the Credit Card Number field value will be deleted, and a token will be stored for future transactions After a successful transaction, the Reference Transaction will be stored in the Token field. PayPal’s Profile ID will be stored in the Customer Token field

8. Paypal Salesforce Integration Field Mapping

Here are a few relevant fields and their mappings between the Chargent software in Paypal Salesforce Integration.

SalesforceDirectionPayPal
Gateway ID<Transaction ID
Authorization<Authorization Code
Invoice Number>Supplier Reference #
Order Information>Comment 2
Salesforce record ID (of Chargent Order, Opportunity, or Case)>Customer Code

Conclusion

This Article gave a comprehensive guide of Salesforce and Paypal. It also gave a step-by-step guide on Paypal Salesforce Integration.

While using Paypal Salesforce Integration is insightful, it is a hectic task to Set Up the proper environment. To make things easier, Hevo comes into the picture. Hevo Data is a No-code Data Pipeline and has awesome 100+ pre-built Integrations that you can choose from.

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