Chargent Payment Processing in Salesforce

Issue: Review video for troubleshooting content
Cause: Document root causes
Resolution: Document solutions
Timestamp: Add timestamp link

VIDEO TRANSCRIPT | Recorded: 2025-12-17 | Verify against current system state

Abstract¶

Comprehensive walkthrough of Chargent payment processing within Salesforce, covering transaction flows, gateway configuration, and troubleshooting

This article was auto-generated from the video transcript. Review and enhance the content based on the full video.

Chargent keeps all auto-renewal control within Salesforce (not external like Stripe)
Stripe was rejected due to pricing and token migration complexity
Blue Pay integration stores credit cards in Salesforce (PCI risk) - use Braintree instead
Braintree uses same relationship as PayPal Payflow Pro - separate Merchant ID for Salesforce
Chargent support portal has best vendor documentation - check frequently
Chargent YouTube channel has helpful tutorial videos
Find Org ID at Setup → Company Information (vendors often ask for this)
Chargent order only created when payment is added, not when Salesforce order is created
Chargent can attach payments to any Salesforce object (not just orders)
Membership staff manage subscriptions and renewals directly within Salesforce

0:21 "Chargent setup and the reason Chargent."
8:07 "because you do need it. When you're calling to all these vendors,"
13:53 "Again, note that when you're looking for"
18:18 "fails because this batch has already been set up."
26:00 "OK. Yeah. The reason why I asked is because let's"
32:28 "because they're doing recurring orders, but I'm afraid it's not being used"
36:49 "But it's going to be important to understand what this is doing behind the"
43:44 "So you should be fine with that if you're picking up only the extension fields."

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