How to setup Stripe

1. Stripe Merchant Credentials setup

  1. Select Test mode ONLY is you wish to use Stripe with test cards.  This would mean the Environment on the Merchant Facility would be set to Sandbox.  If you are looking to go live DO NOT set Test Mode on.
  2. Log in to Stripe https://dashboard.stripe.com/
  3. Click on Developers (1), Then API Keys Tab (2)
  4. There is a Publishable Key that is visible and a Secret key that is not. Click the Reveal live key token tab.
    Copy these as they will need to be pasted into the Merchant Facility.

In Salesforce, return to the Merchant Facility.
To locate the Merchant Facility:

  • In Classic, click on the "+" at the end of tabs.  Click into the Merchant Facility.  Press GO button and edit.
  • In Lightning, click on the nine dots (top left).  Click into the Merchant Facility.  Select All from the filter option.  Click into and edit.

 

  1. Select Stripe in the Payment Gateway field (1). If it is not available, it will needed to be added - See upgrade notes 6.1/6.2 if it has not been updated.  Copy the Publishable Key into the UserID field. Copy the Secret Key into the Payment Gateway Password field.
  2. Enter the Publisher Key (copied above) into the Payment Gateway UserId field (2)
  3. Enter the Secret Key (copied above) into the Payment Gateway Password Field (3)
  4. Change the Default payment Form to Modern.
  5. Click into Payment Gateway Metadata and select any field that are required.

2. Stripe Webhook Setup

Webhooks provide the ability to further ensure the transactions status is correctly stored in Salesforce.  They are also used to update Metadata elements to enable reporting in Stripe.

1.  Login to Salesforce and click Merchant Facilities from the top menu

2. Select the Merchant Facility and scroll down to the Payment Forms

3. Click the primary Payment Form name from the related list (Do not click edit next to the name).

We recommend using Payments2Us exclusively with your Stripe account.  If you have other platforms also using stripe, e.g. and online Shopping Cart, then we suggest creating a new Stripe Account and then linking them together through the Stripe Admin.

4. Scroll to Orders/Supplies group and copy the link from the Stripe Webhook field.

Note: If the field does not appear on the Payment Form, edit layout and add the Stripe Webhook field.

You only need to associate the Stripe webhook with ONE Payment Form.  This must be a Payment Form linked to your live/production Merchant Facility and ideally the primary Payment Form.  If the primary Payment Form is being used elsewhere for a webhook (eg. Shopify or PayPal Recurring webhooks), then any other Payment Form linked to the live/production merchant facility will work.

5. Log in to Stripe https://dashboard.stripe.com/

6. Select the correct account from the top left hand menu (1)
6.1 If you are using Sandbox or test cards/Testing, make sure "Test Mode" is enabled.

7. Click on Developers (1), Then Webhooks Tab (2), Click Add Endpoint (3)

8. Paste the Stripe Webhook link (1) from Salesforce in Step 4.  Press "+ Select Events" button (2)

Select  Select types to send (2) - and select the type you require.

9. Expand Charge (1), select the events listed below (2) and Add Events button (3)

Select the following events:

  1. charge.captured
  2. charge.failed
  3. charge.pending
  4. charge.refunded
  5. charge.succeeded
  6. payment_intent.payment_failed
  7. payment_intent.succeeded
  8. payment_intent.processing

Do NOT select charged.updated.  This can caused an endless Webhook update loop.

10. Press Add Endpoint button (1)

Stripe is now available as a payment gateway option for Payments 2 Us. Follow these steps  for setting up Salesforce Webhook in Stripe and adding the Stripe credentials in Salesforce.

3. Secret Key Setup

1. Click into the webhook added

2. Click "Reveal" for Secret Signing

  1. DO - Reveal Secret Key
  2. Do NOT copy the webhook reference.

3. Copy Secret

4. Paste key into Webhook Secret Key

In Salesforce, navigate back to the Payment Form in Step 4 in the Stripe Webhook Setup section of this guide.

4. Stripe Custom Meta Data

Stripe allows you to store custom meta data in Stripe Dashboard for reporting.

To set this up in Payments2Us, you must have the Webhook setup (as in preceding Step) and then select the items you wish to send over to Stripe Custom Meta Data in the "Gateway Metadata" field on the Merchant Facility.

4.1. Adding your own fields to send as custom Meta Data

In the screenshot above, you can see the field (1) "Play Date[AAkPay__Transaction_Date__c]" field has been added.

The value before the [] will be used as the Metadata label in Stripe.  In the example field, this is "Play Date"

The value that is sent over is the Payment Txn object, field between the [].  In the example, this will be the field with the api name of "AAkPay__Transaction_Date__c".  

You can use the Object Manager under setup in Salesforce, then locate the object "Payment Txn", then click into the "Fields & Relationships" Tab.  Locate the field and you should find the API Name.

To add a new value to the "Gateway Metadata" options, you need to go to setup in Salesforce, Select Object Manager,  Locate and click into the Object "Merchant Facility", click on the "Fields & Relationships" Tab.  Locate field "Gateway Metadata", click into (NOT edit), then add a new value to ALL RECORD types.

The above is provided as guidance.  Should you need more assistance, then you'll need to select  one of our premium support options.

5. How to enable Apple Pay with Stripe

Apple Pay is only available with the Payment Gateway "Stripe SCA".  This is the Payment Gateway selected on the Merchant Facility.

5.1. Copy the "Base Site URL"

You need to copy the Base Site URL from your Primary and Active "Merchant Facility".  You will need this for steps later on in the setup process.

If the Base Site URL is blank, then see procedure: How to connect your new site to your Merchant Facility.

5.2. Enable Apple Pay Payment Method in Stripe

Log into your Stripe Dashboard, then to set up Apple Pay on your Stripe account for the first time, click on Apple Pay under Payments and Payouts in your Business Settings.

Navigate to: https://dashboard.stripe.com/settings/payment_methods for production or test at https://dashboard.stripe.com/test/settings/payment_methods and enable Apple Pay. Then Turn on (1)

NOTE: If testing, enable Test Mode before turning on (2).

5.3. Configure Apple Pay within Stripe Dashboard

  1. Expand the Apple Pay section by clicking on V
  2. Press Configure Button
  1. Press Add new domain button (1)
  2. Download the Verification File (2)
  3. Rename the file to have ".css" at the end of the file name.  I.e. "apple-developer-merchantid-domain-association.css"
  4. Zip the file
  5. Switch to Salesforce

In Salesforce:

  1. Click on setup cog
  2. Search "Static resource"
  3. Click on "Static Resources" menu item
    Press NEW button
  4. Give the static resource a name of "stripeApplePayDomainAssoc"  (NOTE, this must be exactly as given)
  5. Select the zipped file created in previous step
  6. Mark as Public
    Press SAVE button

Navigate back to Stripe

  1. Press "Add new domain" button (if not already pressed)
  2. Paste the "Base Site URL" as copied above.
    Make sure the URL does NOT end with a \
    Remove the "https:\\" at the start of the URL.
  3. Press Add button
    Note, you do NOT need to download certificate and upload anywhere.

5.4. Enable Apple Pay as a Payment Method on the Merchant Facility

In Salesforce, click on the Merchant Facility Tab, then into the Merchant Facility you wish to use Apple Pay with.

  1. Make sure the Payment Gateway is Stripe SCA (Apple Pay will not work with the "Stripe" Payment Gateway option)
  2. Enable Apple Pay and SAVE

6. How to enable Google Pay with Stripe

Google Pay is only available with the Payment Gateway "Stripe SCA".  This is the Payment Gateway selected on the Merchant Facility.

6.1. Enable Google Pay Payment Method in Stripe

Log into your Stripe Dashboard, then to set up Google Pay on your Stripe account for the first time, click on Google Pay under Payments and Payouts in your Business Settings.

Navigate to: https://dashboard.stripe.com/settings/payment_methods for production or test at https://dashboard.stripe.com/test/settings/payment_methods and enable Google Pay. Then Turn on (1)

NOTE: If testing, enable Test Mode before turning on (2).

6.2. Enable Google Pay as a Payment Method on the Merchant Facility

In Salesforce, click on the Merchant Facility Tab, then into the Merchant Facility you wish to use Google Pay with.

  1. Make sure the Payment Gateway is Stripe SCA (Apple Pay will not work with the "Stripe" Payment Gateway option)
  2. Enable Apple Pay and SAVE

7. How to enable BECS Direct Debit (AU) with Stripe

BECS Direct Debit (AU) with Stripe and Payments2Us is currently not available.  This is currently scheduled for version 9.5 and is currently undergoing testing.

Direct Debits (BECS) is only available with the Payment Gateway "Stripe SCA" and for Australia.  
Stripe SCA is the Payment Gateway selected on the Merchant Facility.

7.1. Enable BECS Direct Debit (AU) Payment Method in Stripe

Log into your Stripe Dashboard, then to set up BECS Direct Debit (AU) .

Navigate to: https://dashboard.stripe.com/settings/payment_methods for production or test at https://dashboard.stripe.com/test/settings/payment_methods and enable BECS Direct Debit (AU). Then Turn on (1)

NOTE: If testing, enable Test Mode before turning on (2).

7.2. Setup Merchant Facility

7.2.1. Enable Direct Debit and BECS as a Payment Method on the Merchant Facility

In Salesforce, click on the Merchant Facility Tab, then into the Merchant Facility you wish to use Google Pay with.

  1. Make sure the Payment Gateway is Stripe SCA (Automated BECS Direct Debit will not work with the "Stripe" Payment Gateway option)
  2. Enable Direct Debit as a Payment Method
  3. Enable BECS in Payment Gateway Options

7.2.2. Update Terms and Conditions on Merchant Facility

Copy the Terms from https://stripe.com/au/legal/becs and paste into the Terms and Conditions on the Merchant Facility

7.2.3. Set Direct Debit File Format

Make sure the Direct Debit File Format is set to blank

7.3. Refresh Payment Form and update Terms

Press Payment Form Builder button on the Payment Form

Press Full Reset button.  This is required to pick up BECS Direct Debit (AU) specific text

The refresh adds required text to the checkout form.  This text can be seen by:

  1. Clicking on Pencil Icon next to My Payment Details
  2. Clicking on Pencil Icon next to Direct Debit
  3. Clicking on Pencil Icon next to Text

7.4. Enable Service Agreement Send

Navigate to and activate workflow rule:

  1. Click on setup cog (top right)
  2. Quick find "workflow rules"
  3. Click on menu item "Workflow Rules". Then, when screen refreshes:
  4. Sort by Object (not shown).  
  5. Locate workflow rule "New Recurring Payment - Service Agreement".  Note, this is against the "Recurring Payment" object
  6. Click Activate  to enable