Payments made easy on Force.com

Payments made Easy On Force.com
Praveen Alavilli
Developer Evangelist, PayPal
@ppalavilli
Salesforce Developer Meetup
4/1/2010

What ?
A natural language processor that generates payments processing code based on human language
What languages we support ?
English
Spanish
French
Hindi

Alright let’s get serious 

Agenda
What is PayPal X ?
Adaptive Payments API
Adaptive Accounts API
New APEX Toolkit
Installing and Using Toolkit
Code Samples
Going Live
Q & A

PayPal X
Open Global Payments Platform for developers
(what Force.com is for Salesforce)
Enables various Monetization Models
Subscriptions
Pay as you use
Free to use, pay to services
Freemium
eCommerce

The PayPal X Platform
Facilitates Payments
- Pay anyone, receive from anyone !
Provides Account Management
- Identity, Permissions, Accounts
Tools for Information and Reporting
- Notifications, Reporting, Search

Different kinds of Payments between

PayPal
The Sender
A person or business whose PayPal account is being credited
A person or business whose PayPal account is being debited
C
The Receiver
The API CALLER
The API access account who makes the Adaptive Payments service calls: usually owned by the developer
Actors Involved

APEX toolkit
A set of Apex classes for using APIs more easily
Supported APIs:
Adaptive Payments API

Adaptive Payments - API
USE CASES
Send money
Split payments
Bill payments
Payroll payments
B2B payments
Remittances
Marketplace payments
Virtual currencies
Points and miles
Mass payments
Invoice payments
Recurring payments
Scheduled payments
Money transfers
Mobile/device payments
Government travel
Future payment scenarios…
Payment APIs
Pay: Transfer funds between parties. Supports simple, chained, parallel, preapproved payments, etc.
PaymentDetails: Get details of a payment
Preapproval APIs
Preapproval: Preapproval agreement signup
PreapprovalDetails: Get details of a preapproval
CancelPreapproval: Cancel an existing preapproval
Refund: Refund a payment (complete, partial, etc.)
ConvertCurrency: Get currency conversion (foreign exchange) rates for a list of amounts and currencies (PayPal-supported currencies).

Simple Send Money
Basic building block allows merchants to transfer money from one entity to another
Sample Use Cases: P2P payments, Social Networks, Gaming applications

Preapproved Payments
Pre-authorization of money transfer from customer (sender) to API caller
Allows an API caller to make payments on behalf of a sender within the constraints specified
PIN optional for future payments made within the authorized amount
Useful for single/multi use, and subscription payments
C
Pre Approval
Sample Use Cases: Pay as you use, Micropayments for Digital goods, Subscriptions

Parallel Payments
Pay multiple recipients at once
Future interactions with each transaction can be separate
Enable partnership opportunities
Facilitates multiple use cases: marketplace payments, service fees, multi-merchant checkout, and so on
$10
$100
Sender Visibility
$40
$50
Sample Use Cases: Payouts, Disbursements, Affiliate fees, MarketPlaces

Chained Payments
Instant payment and disbursements
Sender sees one payment to primary receiver
In one motion, money to secondary receivers sent
Supports commission-based payments
Facilitates multiple use cases: marketplace payments, service fees, multi-merchant checkout, and so on
$100
$10
$40
Sender Visibility
Primary
$50
Sample Use Cases: Multi-Merchant Marketplaces, Gaming platform, Referral programs, Property Management (Rent Payments)

Combine Parallel and Preapprovals
C
Primary
AND
Pre Approval

Combine chained and Preapprovals
C
AND
Pre Approval

Sample Interaction Flow
A Rental App that allows tenants to pay rent to a property management that splits the payment to the actual owner and the HOA.

API
WEB
Sender
Rental App
Pay API
Pay Key
Redirect User to PayPal
Return URL
User Name = Rental_admin.api Secondary Receiver [2] = Sec Receiver_2@mail.com
Password = keep$secret Amount = 50.00
Signature = 23KJHO5AS09I32SDROR Tracking ID = 234235986
Sender Email = john_m@mail.com Cancel URL = www.PayRent.com/home
Currency = USD Return URL = www.PayRent.com/apstore
Primary Receiver [0] = Prim Receiver@mail.com
Amount = 1000.00
Secondary Receiver [1] = Sec Receiver_1@mail.com
Amount = 40.00
Request
IPN= https://www.Rental.com/IPN
Sender Email: john_m@mail.com
Receiver Email: PrimReceiver@paypal.com
Pay Key = PA-84HK2A57FCOP3RW
Response
Notification
Confidential and Proprietary
18
Confidential and Proprietary
18

Programmatic interface to PayPal account creation
Account created can be used with any PayPal APIs, including Adaptive Payment APIs
Currently supports creation of Personal and Premier accounts. Business account creation to come soon.
Benefits:
Streamline user experience
Increase conversion
19

Create Account API Flow
Web
API
Application Caller
User
Offer
Account Creation Request
Consent
Creates an
inactive
account
URL Redirect
Choose password
Answer security questions
Return URL
20

Use cases for Adaptive Accounts
As part of new employee enrollment, business collects information used to create a PayPal account
Small Business
As part of the onboarding for a buyer and seller, a PayPal account can be created so that the user experience can be localized and personalized
Marketplace
Create PayPal accounts to enable payments for games, social networking widgets and more
Social Media
21

PayPal Development Process
Submit for application review
Get API credentials
Go Live
Design and build application
Create Sandbox account
Get APP ID
Signup on
x.com

APEX toolkit
A set of Apex classes for accessing APIs more easily
Takes care of transport and protocol bindings
Provides easy way to securely manage API Credentials and common request parameters
Supports both Adaptive Payments and Adaptive Accounts API
Supports PayPal Sandbox, Beta and Live environments
Test pages/Scratch Pad to play with all APIs

Getting Started With Toolkit
Create PayPal Developer Account
Sign-up on X.com
Obtain ApplicationID from MyApps page
Create PayPal Sandbox Test Accounts
Sign-up on developer.paypal.com
Create test accounts (buyer/seller) for Sandbox
Obtain API Credentials
Install Toolkit
From CodeShare (package or source code)
Configure Toolkit
API Credentials (Certificate or Signature)
Common request parameters
Remote Site
Play with Test Tools

API Credential Object

Common Request Parameters

Test Tools

Using The Toolkit
Initialize Toolkit
PPAdaptiveToolkit object with the required API Credentials
PPAdaptiveToolkittoolkit = new PPAdaptiveToolkit('SandboxCert');
Create Request object
PPPayRequestpayRequest= new PPPayRequest('REQ-PARAMS1', SenderEmail);
payRequest.CancelUrl = 'https://' + host + '/PayApiTest?MainMessage=cancel';
payRequest.ReturnUrl = 'https://' + host + '/PayDetailTest?payKey=${payKey}';
Execute the API call
PPPayResponsepayResponse= toolkit.Pay(payRequest);
Handle the response object
if(payResponse.PaymentExecStatus.equalsIgnoreCase('Created') ) {
// send user to paypal for confirmation
} else if(payResponse.PaymentExecStatus.equalsIgnoreCase('Completed') ) {
// success
} else { /*handle error */ }

Code Samples – Simple Payment
// create request envelope and set the common request parameters object name
PPPayRequest request = newPPPayRequest('MyRequestParams', paypalSenderId);
// set success and cancel urls
request.CancelUrl = 'https://' + host + '/StoreFront?status=cancel';
request.ReturnUrl = 'https://' + host + '/StoreFront?status=success';
// set a note associated with the payment
request.Memo = message;
// set Receiver info
List<PPReceiver> receiverList = new List<PPReceiver>();
PPReceiver receiver1 = newPPReceiver();
// set the receiver email (receiver's PayPal Id)
receiver1.email = paypalReceiverId;
// set amount to be credited to the receiver's account
receiver1.amount = amount;
receiverList.Add(receiver1);
// set receiver info in the request
request.receiverList = receiverList;
// create the Adaptive Toolkit object instance w/ API Credentials
PPAdaptiveToolkit toolkit = newPPAdaptiveToolkit('SandboxCert');
try {
// send the PayRequest using the Adaptive toolkit object
PPPayResponse response = toolkit.pay(request);
// check the response payment status
if ( response.PaymentExecStatus.equalsIgnoreCase('Created') ) {
// payment status is 'Created' - send the user to approval page
returnPage= toolkit.commitpayment(response.payKey);
} elseif( response.PaymentExecStatus.equalsIgnoreCase('Completed') ) {
// the payment is 'Completed' (when no approval is required
// - returned in case of pre-approvals or implicit approvals)
// send the user to the return url
returnPage = newpagereference(request.returnUrl);
}
returnreturnPage;
} catch(PPFaultMessageExceptionfaultMsg) { /* handle errors */}

Code Sample – Chained/Parallel Payment
PPReceiverreceiver1 = newPPReceiver();
receiver1.email = paypalReceiverId1;
receiver1.amount = amount1;
// set the primary flag to indicate if it’s a chained (true) or parallel (false) payment
receiver1.Primary = true;

PPReceiverreceiver2 = newPPReceiver();
receiver1.email = paypalReceiverId2;
receiver1.amount = amount2;

// set receiver info in the request
request.receiverList = receiverList;

Code Sample – Preapprovals
// create request envelope and set the common request parameters object name
PPPreapprovalRequestrequest = newPPPreapprovalRequest ('MyRequestParams', paypalSenderId);
// set success and cancel urls
request.CancelUrl = 'https://' + host + '/StoreFront?status=cancel';
request.ReturnUrl = 'https://' + host + '/StoreFront?status=success';
// set a note associated with the payment
request.Memo = message;
// set Date of Month when the payment can be made using this preapproval
request.DateOfMonth = 1;
// set Day of week when the payment can be made using this preapproval
request.DayOfWeek = 'WEDNESDAY';
// set the end date
request.EndingDate = DateTime.newInstance(2010, 12, 31);
// set the max amount per payment
request.MaxAmountPerPayment = 10;
// set max number of payment made using this preapproval
request.MaxNumberOfPayments = 5;
// set max number of payments made using this preapproval per period
request.MaxNumberOfPaymentsPerPeriod = 1;
// set max total payments using this preapproval
request.maxTotalAmountOfAllPayment = 100;
// set the payment period
request.PaymentPeriod = 'DAILY';
// set a request pin to be associated with the preapproval
request.PinType = ‘REQUIRED'; // or NOT_REQUIRED
request.StartingDate = DateTime.newInstance(2009, 11, 8);
// create the Adaptive Toolkit object instance w/ API Credentials
PPAdaptiveToolkit toolkit = newPPAdaptiveToolkit('SandboxCert');
try {
// send the PayRequest using the Adaptive toolkit object
PPPayResponse response = toolkit.preapproval(request);
// check the response payment status
if ( response.PaymentExecStatus.equalsIgnoreCase('Created') ) {
// if the payment status is 'Created' - send the user to approval page
returnPage= toolkit.commitpreapproval(response.payKey);
} elseif( response.PaymentExecStatus.equalsIgnoreCase('Completed') ) {
// if the payment is 'Completed' (when no approval is required
// - returned in case of pre-approvals or implicit approvals)
// send the user to the return url
returnPage = newpagereference(request.returnUrl);
}
returnreturnPage;
} catch(PPFaultMessageExceptionfaultMsg) {
/* handle exceptions */
}

Going Live
Upgrade to a PayPal Business Account
Get Verified
Obtain Live API Credentials
Submit App on X.com for review
Follow the Salesforce “How to Publish” guide.

Upcoming Changes (Q2)
Support for new methods in Adaptive Payments
Support for creating Business Accounts
Support for obtaining Account Verification Status
Support for adding Bank funding source

Q & A
Let us know what you need!
(30% of our roadmap is based on your feedback)
www.x.com
Twitter: @paypalx, @ppalavilli
www.facebook.com/paypalx

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Payments made easy on Force.com

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