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Chargent Gateway Configuration

VIDEO TRANSCRIPT | Recorded: 2025-10-30 | Verify against current system state

Abstract

Overview of Chargent payment gateway configuration in Salesforce, covering gateway settings, tokenization for PCI compliance, accepted card types, and automated collections for retrying failed auto-renewal payments. Demonstrates the four-stage retry workflow that attempts payments at days 1, 2, 12, and 15 after initial failure.

Key Procedures

  • Navigate to Chargent settings via App Launcher search
  • Review gateway configuration (Braintree AMP Active)
  • Verify tokenization is enabled (no credit card storage)
  • Check accepted card types configuration
  • Configure automated collections stages
  • Set AC Criteria field on orders for eligibility
  • Review scheduled flow for nightly auto-renewals
  • Optional: Configure payment request email at final stage

Notable Statements

  • 0:00:48 "Payment gateways is the Salesforce default... But we do have Chargent, so they will go in gateways"
  • 0:01:01 "Look at the URL at the bottom of the screen, you'll see that it says Chargent-Based Gateway"
  • 0:01:22 "We have Braintree AMP active, that it notified that it's a test endpoint, it's not production"
  • 0:01:41 "It's set up to use tokenization, which means it's not going to store credit cards on our system"
  • 0:01:57 "MCU or Eurocard seem to be required for Mastercard to work, so we added that in"
  • 0:02:23 "You can require ABS or require the card security code before a transaction is sent off"
  • 0:02:56 "You would have to ask the user to give you that security code"
  • 0:03:20 "Automated collections are... our way of retrying standard orders or auto renewals"
  • 0:03:40 "Auto renewals is just set up to run nightly at 3 a.m. through a flow"
  • 0:04:04 "If an email is sent out, it's going to come from noreply.amp.org"
  • 0:04:19 "If that AC criteria field is set to auto renew, then it's eligible to fall through this process"
  • 0:04:50 "One day after the initial failure, we're going to retry the payment. We're not sending out an email"
  • 0:05:12 "We've never done this before, but we're going to try the 12th day after the renewal"
  • 0:05:30 "15 days afterwards, what we're doing here is just saying no more tries"
  • 0:05:46 "We could... send an email and ask them to complete an automated collection payment request"
  • 0:06:06 "There is a renewal journey where they will get an email if they don't renew, but it's not going to include this link"

Systems & Configurations

Systems Mentioned

  • Chargent (Salesforce payment app)
  • Salesforce (platform)
  • Braintree (payment gateway)

Specific Configurations

Item Value/Setting Timestamp Notes
Gateway name Braintree AMP Active 0:01:22 Test endpoint in recording
Tokenization Enabled 0:01:41 PCI compliance
Card types Visa, MC, Discover, Amex, JCB, Diners 0:01:54 Plus MCU/Eurocard
Auto-renewal time 3 AM nightly 0:03:40 Scheduled flow
Retry email from noreply.amp.org 0:04:04 System email address
AC Criteria "auto renew" 0:04:22 Order field for eligibility
Stage 1 Day 1 - retry, no email 0:04:50 First retry
Stage 2 Day 2 - retry, no email 0:05:00 Second retry
Stage 3 Day 12 - retry, no email 0:05:12 Third retry
Stage 4 Day 15 - stop retrying 0:05:30 Final stage

Credentials/Access Mentioned

  • Salesforce admin access for Chargent configuration

Vendor Contacts Mentioned

  • Liz (discussed payment request email option)

Errors & Troubleshooting

  • Issue: Cannot find scheduled flow in interface
  • Cause: Looking in wrong location
  • Resolution: Recording paused to search (not completed)
  • Timestamp: 0:07:00

Transcript Gaps & Quality Notes

  • Recording cut off while searching for scheduled flow
  • Screen sharing not captured in audio
  • Mentions debugging not enabled
  • Stage 3 (day 12) described as new configuration being tested
  • Email option at stage 4 discussed with Liz but not implemented