Stripe integration with Salesforce is a powerful tool for improving payments, invoicing, and financial management in your company, automating critical processes and saving time and money. Read more: https://www.awsquality.com/guide-to-how-salesforce-and-stripe-integration/

1. Guide to How Salesforce and
Stripe Integration
By AwsQuality

2.  Customers spend the majority of their time chasing
payments after sending invoices in today’s digital era.
It’s critical to have up-to-date information about your
system when it comes to processing payments. There
is an absolute requirement for the most flexible way
to facilitate payments and payout recipients to
improve the user experience and ensure seamless
online payment processing.
 Stripe integration with Salesforce is a powerful tool
payments, invoicing, and financial management in
your company, automating critical processes, and
saving time and money.
 This point will help you with everything you need to
know about Stripe, including how it works, the
benefits of integrating Stripe with Salesforce, and the
functional flow of a Stripe Customer and Payment
method with Salesforce Integration.

3. Stripe:ABrief
Overview
management tool that can be used by any business,
whether it provides on-demand services, traditional
product sales, or subscription services. Stripe’s tools,
unrivaled features, and APIs are designed to help
users with various tasks related to running a
business, such as processing orders, issuing refunds,
and managing multiple subscriptions.
 The Stripe API is structured in a RESTful manner. This
API uses HTTP response codes to indicate API errors
and has predictable resource-oriented URLs. Ready-
made HTTP clients understand its built-in HTTP
functions, such as HTTP authentication and HTTP
verbs.
 It enables users to safely interact with our API from a
client-side web application by sharing resources from
various backgrounds (although you should never
disclose your API secret key in the client code of a
public website). Despite our API library’s conversion
of the responses into appropriate language-specific
objects, JSON returns all API responses, including

4. TheAdvantages
ofUsingStripe
withSalesforce
1. Stripe Integration withSalesforce to sync customer information
and make payments directly from Salesforce.
2.Integrate your Salesforce and Stripe products to make monthly
make monthly payments with automatic customer data
data recognition.
3. The Stripe and Salesforce Integration provide a comprehensive
comprehensive view of customer data that is simple to access
to access and modify.
4. With the Stripe andSalesforce Integrationsolution, your
your company can view all Stripe payments in Salesforce as your
Salesforce as your data, including credit cards and bank
bank accounts.

5. TheAdvantages
ofUsingStripe
withSalesforce
1.Maintaining a subscription and coupon model
with Salesforce and Stripe Integration makes your
marketing process more engaging.
2.Stripe supports Webhook and also assists businesses
in developing real-time systems.
3.Using Salesforce in conjunction with Stripe allows
businesses to increase sales and improve acceptance
rates.

6. Understanding
theConnecting
Stripe and
Salesforce
Methods
 These are a basic understanding of the features and
benefits offered by Stripe and Salesforce; you can
dive into the various methods for establishing Stripe
Salesforce Integration. The following are the two
methods that can be used:
 Method 1: Connecting Stripe to Salesforce with the
Chargent Payment Application
 Method 2: Connecting Stripe to Salesforce with Hevo
Activate

7. Connecting Stripe
toSalesforce with
theChargent
Payment
Application
 The Chargent Payment Application is the first option
for connecting Stripe to Salesforce.
The Stripe Salesforce AppExchange is the most
popular payment app. It’s a one-time or recurring
billing Salesforce native ACH payment/credit card
solution. You have complete control over your
payment processing with Chargent allowing you to
manage everything in Salesforce.
 Chargent is a simple Stripe Salesforce add-on that
includes pre-built integrations with more than 30
direct payment gateways, including Stripe. It also
provides developer tools that enable it to be tailored
to any business process. Here’s how to connect Stripe
to Salesforce with Chargent Payment Application:

8. Step1:
Configuring Stripe
forChargent
1.In Salesforce, go to the App Launcher on the top left
side and choose Chargent as the app to launch.
2.Click on the Chargent Setup Wizard after selecting
the Chargent Settings tab.
3.To set up the connection, follow the prompts.
4.After you select Stripe as your payment gateway and
click Yes, you’ll need the following information to set
up the gateway:
5.Acceptable as a medium of exchange.
6.Methods of Payment Accepted (electronic checks,
credit cards, and their types).
7.Stripe’s Secret Key (either Test or Live). Select the API
Keys from the developer’s section of your Stripe
dashboard (for testing, toggle the “View Test Data”
button to get the Test Secret Key). Copy the token
from the Reveal test key token and paste it into the
Setup Wizard.

9.  Because all Stripe Salesforce transactions use the
same server endpoint (https://api.stripe.com), the
“Test Secret Key” is used for all test transactions, and
the “Live Secret Key” is used for all live transactions.
In Chargent, it’s good to make two different gateway
records, one for live production and the other for
testing. You can disable the test gateway record in
Salesforce once you’re ready to process live
transactions.

10. Step2:Using the
Chargent Setup
Wizard to
Integrate Stripe
andSalesforce
1.Look for Salesforce and Stripe Integration in the
top search bar of Stripe Settings. Then select Show
Advanced Options.
2.Toggle the “Handle Card Information Directly” switch.
3.To acknowledge each statement, check all of the
boxes.
4.From the dropdown menu, choose Someone else
built my Stripe integration.
5.To complete this step, type App field / Salesforce in
the text field that appears and click the continue
button.

11. Step3:Putthe
Connectionto
theTest
1.Create a new Order record and enter sample data to
run a test transaction to test the connection:
2.Amount Subtotal
3.Name
4.Address for Billing
5.Stripe’s suggested credit card numbers for testing.
6.Any potential future expiration dates
7.Save

12.  You must specify which Active gateway record to use
for this Order record if you have more than one on
Chargent. Otherwise, you can leave the gateway
lookup field empty.
 In the Chargent order, you just created, click the
“Charge” button. You will be prompted to enter your
CVC in a popup window. You can use any 3-digit
Mastercard or Visa number or any 4-digit American
Express number for testing purposes. The response
from Stripe will be displayed in the following popup.
 The Chargent Order will refresh when you click “Back
to Record.” Then click the Related button to see any
transactions on this Chargent Order. You can also see
the transaction type, date, and the amount that
Stripe sent back to Salesforce and the transaction ID.
 Check the Stripe dashboard to see if you can see the
test transaction from Salesforce.

13. Connecting Stripe
toSalesforce with
HevoActivate
 Hevo Activate is a free tool that allows you to
transfer data from Redshift, Snowflake, Stripe, and
other sources to CRMs like Salesforce and SaaS
applications, and more hassle-free and automated.
Hevo Activate is fully managed and automated,
allowing you to load data from any source, enrich it,
and transform it into an analysis-ready format
without writing a single line of code. Its fault-tolerant
architecture guarantees that data is handled securely
and consistently, with no data loss.
 Hevo Activate handles all of your data preprocessing
requirements, allowing you to focus on core business
activities and gain a more robust understanding of
generating more leads, retaining customers, and
growing your business to new heights of profitability.
It provides a consistent and dependable solution for
managing data in real-time and ensuring that
analysis-ready data is always available in your desired
location.

14. Conclusion
 This blog discusses the two methods for establishing
a seamless connection between Stripe and
Salesforce. The first option is to use Chargent
Payment Processing, a Stripe Salesforce
AppExchange payment application. The second
connect Stripe to Salesforce is to use Hevo Activate,
an automated No-code, and setup tool.
 Some of the disadvantages of using Salesforce’s
connector to set up Stripe Salesforce Integration,
such as the lack of Data Transformation support, can
be overcome using platforms like Hevo Activate.
Original Content: Guide to How Salesforce and Stripe
Integration

15. ThankYou! 209 S Hazel St,
Ruston LA 71270 (USA)
+1-571-250-7375 | +91-120 434 6498
info@awsquality.com
support@awsquality.com
sales@awsquality.com