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28
Jun

Blackthorn | Payments

Posted by : Dazeworks Team

The Beginning

Blackthorn | PaymentsApp a beautiful, mobile-responsive payment request platform that uses PayLink for payment transactions. It is however not instantaneous like wire transfer as there is a short delay in processing time and in generating the pay link that is used to pay the amount after the purchase.

What You Need to Know

The prerequisites for using the app are

  1. You need to have an initial understanding of creating a process builder and workflow.
  2. You need to configure payment 360 app for Salesforce (I have explained how it works below)

What is the old school way of doing things?

There are different apps that are available in the market for payment integration but I feel this is one of the best out there.

How does this Appy Ninja help?

For every Payment Transaction that’s created, a unique link (PayLink) is created. This link can be rolled up to your Transaction parent, such as Opportunities and Custom Object or can be emailed automatically to your customer.
Payment processing of credit cards, debit cards, and ACH bank accounts (an electronic network for financial transactions in the United States), utilizing Stripe as the payment gateway will make payment transactions faster.

Steps to Install Payment 360 App

1) From the Salesforce AppExchange, search for the App called Blackthorn Payments – Credit card & ACH Payment Processing (with Stripe).

Blackthorn Payments
2) Install for all users.
Blackthorn Payments install

Steps to Configure Payment 360 App

1) From the App dropdown menu, Select Blackthorn | Payments(Admin).
Blackthorn Payment
2) Select Blackthorn | Payments Setup Wizard
Blackthorn Payments
3) In the payment Setup Wizard window that is displayed, we can select the Test  if we are implementing in Sandbox. If we are using this in production, choose Live
In this setup, I am using Test. Next, click on Connect with Stripe.

Blackthorn Payments
4) Meanwhile under the Payment Gateways tab, we can see the Primary is created once we setup the Blackthorn|Payments Setup Wizard.
Blackthorn Payments
5)You will notice that before clicking Connect to Stripe from Blackthorn|Payments Setup Wizard section, the Stripe Informationsection on the Payment Gatewayswindow did not have any details filled in.
Blackthorn Payments
After clicking Connect to Stripefrom Blackthorn|Payments Setup Wizard section, the Stripe Information sections gets populated.
Blackthorn Payments
6) Next, we need to fill our details to activate our account. In order to activate the account, we need to provide our Address and the Bank details.
Blackthorn Payments
7) The next step is the configuration. We have to click Grant Access in order to connect Salesforce with Blackthorn Payment.
Blackthorn Payments
8)Then we need to give our preference for ACH payments and logging of Non-Stripe transactions (Eg: It will log all the other transactions apart from Stripe under one record type) as shown below.For now, I selected No for both options.
Blackthorn Payments
9) Next step would be assigning Permission Sets. If we select the Yes options, we grant permissions for all the users as an admin user. For our use case here, I have given No
Blackthorn Payments
10) In this Object relationship, you can select the Object from which you need to send the payment link. I am using the Opportunity object in this example.
Blackthorn Payments
11) Meanwhile under the payment360 Settings, there will be a pay link option from where we get the Authenticate link. Through this, we can authorize the pay link with Salesforce org.
Blackthorn Payments
12) Once that link is clicked, the next step is to allow access to payment360 REST API.
Blackthorn Payments
13) After this, the paylink account will be enabled.
Blackthorn Payments
Blackthorn Payments
How do you generate the paylink and how do you send that paylink as an email to the customer?
Once the transaction is done, we will have a paylink in the Transaction Object.
In this example, we are going to see how to generate a payment link and explore how that can be sent that to the customer via email.
For this, we need two process builders and one workflow.
Process Builder 1 : This will create a transaction, generate the payment link.
Process Builder 2 :This will roll up the payment link to the main object.
Workflow : This will send payment link to the customer via email alerts.
Process Builder 1:
The main motto of this process builder is to generate the paylink. The basic functionality of payment 360 App is for the paylink to be created once the transaction is created automatically. It is stored in the Paylink field in transaction.
In this example, we will take Opportunity Object as an example.
Start the Process: When a record is created or edited
Blackthorn Payments
Criteria:When the Opportunity is closed won, it will create the Transaction.
Blackthorn Payments
Immediate Action: Create a Transaction with Opportunity’s details.
Blackthorn Payments
The process will create a Transaction with respect to Opportunity criteria closed won.
Blackthorn Payments
This is the Transaction that is auto created once the stage is set to Closed Won.
Blackthorn Payments
Process Builder 2:The main motto of this process is to get that pay link from the Transaction Object to the Opportunity (main object). So, when the Opportunity stage is closed won, it will be easy for us to send that link to the customer.
Start the Process: Only, when a record is created.
Blackthorn Payments
Blackthorn Payments
Immediate Action: Update the Opportunity Record with the paylink
Record:We must select the Record of the Opportunity to be updated.
Field to update: We have a to create a field Payment link as a URL datatype to store the Paylink from the Transaction Object in the Opportunity Object.
Payment link (Opportunity field) formula bt_stripe__Transaction__c].bt_stripe__PayLink__c(Transaction object field Paylink).
Blackthorn Payments
Blackthorn Payments
Through the above Process Builders, we will get the payment link in the Opportunity object.
How do you send paylink as an email?
The following workflow will help us to send an email to customer, when an Opportunity stage is Closed Won.
Blackthorn Payments
The email that the customer received is as follows.
Blackthorn Payments
Once the link is clicked, it will be redirected to the page as follows where we can securely pay using the credit card.
Blackthorn Payments
Here, we can enter our card details.
Blackthorn Payments
Blackthorn Payments
Once the transaction is done, it will update the transaction back in Salesforce as a closed one.
Both the payment and transaction status are changed to completed and captured. The email id of the person will be updated and card details will be updated in the Stripe data section.
Blackthorn Payments

Conclusion

Through Blackthorn | Payments App, we have a fast and secure way of doing payment transactions.

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