Set Up PayPlus Payments with Salesforce in Titan

Business Background

When you need to accept online payments and connect payment activity to Salesforce, you can use PayPlus payments with Salesforce through Titan. This helps you collect payments from users while keeping payment details connected to the records and processes your team already manages.

PayPlus can be used for payment flows such as product purchases, service payments, registration fees, marketplace transactions, or other online payment processes. Once the payment is completed, your project can continue to the next step automatically, such as confirming the payment, redirecting the user, or updating Salesforce.

Titan Solution

Titan lets you add PayPlus as a payment option in your project and connect the payment process to Salesforce. You can configure payment settings based on your business needs, including different currencies and payment types such as single payments or installments.

You can also define what happens after payment. For example, you can send an email, redirect the user to another internal or external page, or push payment data to Salesforce. This helps you manage the payment process and keep your Salesforce records up to date without having to handle each step manually.

How to Guide

Note:

Prerequisites:

1. Configure Payment
2. Select the PayPlus option. The Payment Configuration screen opens.

3. Set up the following:
   1. Payment Method
   2. Processor Configuration
   3. Layout
   4. Post Payment
   5. Salesforce Integration

Payment Method

1. Use the drop-down list to select a currency. This is a list of the currencies that PayPlus supports. The options are:
   • Dollars
   • Euros
   • CHF Francs
   • Australian Dollars
   • Canadian Dollars
   • Israeli Shekel
   • Pound Sterling
   • New Zealand Dollars
   • Dynamic

Note:

You can select “Dynamic” to provide a flexible currency option tailored to the customer’s needs.

The dynamic value must have been added as a variable. The string must be as follows, for instance:

• USD
• EUR
• CHF
• ILS

PayPlus will reject any other values. Please refer to the API for the currency string values.

2. Use a radio button to select the following:
   • Single payment. Only a single payment will be deducted.
   • Recurring payment. A recurring payment is an automatic charge to a customer’s credit/debit card each time it is due, until the customer notifies the vendor. Merchants must first get permission from the consumer, for instance, for membership fees
     • Recurring payments are configured on the Processor Configuration screen.
   • Installment payment. The amount due will be deducted in several equal payments over an agreed period of time.

3. Select the Next button. The Payment Configuration > Processor Configuration screen opens.

Processor Configuration

Configure the following as necessary:

• Required processor configuration
• Recurring Settings (if “Recurring” was selected on the Payment Method screen)
• Structured Parameters
• Custom Parameters
• Items
• Customer

Required

1. For Required processor configuration, do the following:
   • Add the Payment Page to the field. This is the page where the user adds their purchase. For instance, Google Pay™ is fully integrated into the securely hosted payment pages of PayPlus.
   • Add the API Key.
   • Add the Secret Key. This key is used to verify that PayPlus sent the data.
   • If necessary, select the Sandbox System option. The Sandbox System is an isolated virtual machine in which potentially unsafe software code can execute without affecting network resources or local applications. This is a safe way to test the payment integration.

Recurring Settings

1. Select the Recurring Setting option.
2. Use the toggle switch to enable the recurring settings.
3. Use the Field or Static options to add parameters.
   • Use the drop-down list to select a Field parameter.
   • Type a Static parameter in the field.

Also, refer to the API – Generate Payment Link for more information on the recurring payment attributes.

Structured Parameters

1. Select the Structured Parameters option.
2. Use the toggle switch to enable the structured parameters.
3. Use the Field or Static options to map the language code. It will transfer the language code that is displayed on your page. It will use the page’s default general settings.
   • Use the drop-down list to select a Field parameter.
   • Type a Static parameter in the field.

Custom Parameters

1. Select the Custom Parameters option.
2. Use the toggle switch to enable the custom parameters.
3. Use the Field or Static options to add custom parameters.
   • Use the drop-down list to select a Field parameter.
   • Type a Static parameter in the field.

Items

1. Select the Items option.
2. Use the toggle switch to enable the items.
3. Use the Field or Static options to add items.
   • Use the drop-down list to select a Field parameter.
   • Type a Static parameter in the field.

Customer

1. Select the Customer option.
2. Use the toggle switch to enable the customer parameters.
3. Use the Field or Static options to add customer information.
   • Use the drop-down list to select a Field parameter.
   • Type a Static parameter in the field.

4. Select the Next button. The Payment Configuration > Layout screen opens.

Layout

1. Add a label in the field.
   • This is mandatory.
   • This description will appear on the Configure Project Payments Settings screen under the My Payments list.
2. Use the drop-down list to select the total amount.
   • This is mandatory.
   • You must have added the amount as an input element or variable to your project.

3. Select the Next button. The Payment Configuration > Post Payment screen opens.

Post Payment

You can do the following:

• Send an email.
• Redirect the user to an internal or external link when payment processing is complete.
• Redirect the user to an internal or external link when payment processing fails.

1. To send an email, use the toggle switch to enable the option.
   • You can configure an email that will be sent when the transaction has been processed.
   • Select the configured email.

2. Select the Redirect on Success option, if necessary
3. Use the toggle switch to switch on a redirect action on success action.

• Configure an External redirection.

• Configure an Internal redirection.

4. Select the Redirect on Failure option if necessary
5. Use the toggle switch to enable a redirect action on failure.

• Configure an External redirection
• Configure an Internal redirection

6. Select the Next button. The Payment Configuration > SF Integration opens.