22.3. PCI Salesforce Integration

Introduction to PCI Salesforce Integration

The Salesforce integration involves connecting your Salesforce platform to PCI Pal using a dedicated API user and then embedding

The Salesforce integration with PCI Pal provides three major benefits :

SSO

You will now only need to login using your Salesforce credentials in order to take payments

In Salesforce payments

All payments can be conducted within Salesforce, you no longer have to handle a payment within a separate window

Automatic data population for payments

You can map your Salesforce objects to your workflows in order to automatically pull in data, saving your agents time retyping information and reducing the risk of human error

Setting Up

First you will need to ensure PCI has been correctly configured within your Salesforce environment, see here for more information on this. Then you will need to reach out to your customer success manager in order to work with Natterbox in getting the Salesforce integration setup.

Once you have a working connection between your Salesforce and the PCI payment flow/s, you can then optionally configure how you wish to map data to your Salesforce objects, see below.

Map your Salesforce Objects to your workflow/s (Optional)

This step is only required if you want to pull data from your Salesforce objects in your payment workflow/s automatically.

1. Click New Object Mapping

1. Select a Salesforce object from the dropdown

2. (Optional) Provide a different workflow ID for that specific Salesforce Object to map to

Note: you can leave this as ‘0’ in order to just use the default workflow 

1. Click Save

2. Click Edit Field Mappings

1. Click New Field Mapping

1. Select the Salesforce Object field from the dropdown and enter in the API name of the respective field from your payment workflow

2. Repeat for each field you wish to map between the Salesforce object and the workflow

3. Click Save

4. (Optional) click back and repeat for each other Salesforce object you wish to map

Note: changes are saved asynchronously. You might not see your changes immediately, simply wait a few seconds and refresh the page. If the changes don’t appear after a couple of minutes, head over to the Error Logs tab in the Natterbox App to find what may have failed.

Embedding PCI into Salesforce - Freedom

The payment option/button can be added into the Salesforce Objects where you want to conduct payments from, as the payment object now exists as a lightning component, to do this carry out the following :

1. Navigate to Setup

2. Navigate to Lightning App builder

3. Edit or create a new Lightning page for your chosen Salesforce Object/s

4. Search for the component PCI Agent Assist

5. Add the component to your page and position it how you please

6. Click Save

Disable the Agent Assist automatic page launch

If you're embedding PCI inside Salesforce, then you will need to disable the automatic launching of Agent Assist.

By default when an agent launches a payment the PCI Pal Agent Assist will open in a new tab, as this integration is conducted solely within Salesforce this option will need to be disabled for the CTI.

1. Navigate to Natterbox Call Center

2. Edit and existing record or create a new record (if you want to localise the changes to subset of users)

1. Click the option Disable PCI Auto Launch

1. Click Save (or Add Record)

Embedding PCI into Salesforce - SCV

A helpful video guiding you through the steps of setting up PCI for SCV can be found here

User Guide

From the Salesforce object that the Lightning Component has been added to, you will now see the option Start Secure Payment.

Start a payment by clicking that option.

You will then be given the Agent Assist interface.

Process the payment as you would normally by providing the PIN from the Agent Assist window into Freedom.

You can always restart the payment by hitting the option Restart Secure Payment, this will empty each inputting value, provide a new PIN and take you back to the start of the workflow.

In the event you’ve accidentally launched a payment or a payment is no longer necessary you can always just press cancel to close the session down.