Overview
- Install Auctions for Salesforce App & follow the installation instruction as provided by the application. [see documentation]
- Presumably you should already have a Click & Pledge Account and have installed the Click and Pledge Payment as a Service App on Salesforce. If you have not, you would need do this first.
- Created an Embedded Virtual Terminal within the Click and Pledge app
- Complete the 'After Installing' and 'Integrating with a Payment Processor' instructions also available within Groundwire's Install & Configuration Guide. For this you will need to add your Click & Pledge embedded virtual terminal ID and Click & Pledge account ID within custom settings.
Integrating Auctions for Salesforce with Click & Pledge
Note: These are the instructions as provided in Groundwire's Install & Configuration Guide for version 3.27 updated April 2, 2012. Please refer back to the Groundwire website if this information is outdated.
Auctions for Salesforce provides two integration points that
can be configured with Click & Pledge. These integration points are on the ‘Check
In’ tab and the ‘Check Out’ tab.
Check In
If you provide a string for the “Credit Card Validate URL
Formula” custom setting, the Check In page will then use this property to open
a new browser window (or panel) on the provided URL. You will need to provide a
URL that invokes the virtual terminal of a credit card processor to capture and
validate their credit card info. Various parameters can be specified in the URL
Formula, and will be replaced at runtime by data from the page. Here is the
list of supported parameters. Note that not all parameters are needed by all
providers. Please see the examples and check with your payment processor.
Parameter Runtime Value
{0} ID of the Contact
{1} ID of the Auction
{2} Amount
{3} ID of the current Session
{4} Partner Server URL
{5} ID of the Salesforce Organization
For example, the guest's contactId will be substituted into
the URL wherever you have {0}, and the auctionId will be substituted into the
URL wherever you have {1}.
The following is a sample string you might use for Click
& Pledge:
https://evt.salesforce.cloud.clickandpledge.com?SFOrgID={5}&SFeVTID=<you-must-fill-in>&CnPAID=<you-must-fill-in>
&SFContactID={0}&b1=Auction Validation Only&up1=0&SubText=Save Payment Info&PreAuth=1&subtxt=Save Payment Info
You will need to fill in the correct Click & Pledge
eVT ID and Account ID in the URL above.
Please refer to the documentation for your payment processor
to find out what the URL for their virtual terminal is.
Check Out
If you provide a string for the “Credit Card Charge URL
Formula” custom setting, the Check Out page will then use this property to open
a new browser window (or panel) on the provided URL. You will need to provide a
URL that invokes the virtual terminal of a credit card processor to charge
their credit card. Please refer to the table for Check In to see what the
supported URL Formula parameters are.
The following is a sample string you might use for Click
& Pledge:
https://evt.salesforce.cloud.clickandpledge.com?SFOrgID={5}&SFeVTID=<you-must-fill-in>&CnPAID=<you-must-fill-in>
&SFContactID={0}&b1=Auction Purchases&up1={2}&showTotal=1&SessionId={3}&ServerURL={4}