Explore Salesforce Payments

Learning Objectives

After completing this unit, you’ll be able to:

• List the benefits of Salesforce Payments.
• List the three components that make up Salesforce Payments.
• Explain how Salesforce Payments adds value to a Salesforce B2C Commerce storefront.
• List the development tools that let you access payment platforms and services.

What Is Salesforce Payments?

Linda Rosenberg is the admin for Cloud Kicks, a high-end sneaker and apparel company. She wants to add payment processing capabilities to her B2C Commerce storefront and is excited to learn about Salesforce Payments.

Payments systems such as Salesforce Payments:

• Help reduce declines (payment method not working) and costs
• Deliver high scale performance and 99.999% uptime
• Provide direct integrations into the card networks
• Help detect and prevent fraud

Salesforce Payments integrates with the Storefront Reference Architecture (SFRA) front-end and the underlying B2C Commerce back-end components. That means Linda can implement an out-of-the-box payments solution fast with her existing B2C Commerce sites, and launch new sites that already include payments capability. This can boost conversion rates right away. Even better, Salesforce Payments already supports several payment methods.

Because the Cloud Kicks storefront application is based on SFRA, the company’s developer, Vijay Lahiri, has little to no learning curve.

He just adds the Salesforce Payments cartridge (plugin_commercepayments) to the SFRA implementation, saving both time and money.

He and Linda use Business Manager, the B2C Commerce site configuration and merchandising tool, to configure these features, saving additional time. These features appear in Business Manager only for customers that have purchased Salesforce Payments.

Linda can also link her Salesforce Payments-connected Stripe and PayPal accounts with Salesforce Order Management, adding order processing capabilities to the mix.

Payment Platforms and Services

Salesforce Payments supports these payment platforms and services. They are available in any country where Stripe, PayPal, Apple Pay, and the supported payment services operate.

What's the Plan?

Linda's management purchased Salesforce Payments and she’s ready to get started. Here are the basic steps that she and Vijay take.

Note: Salesforce Payments is not supported on Internet Explorer.

Install the Plug-In

To clone or download the plug-in, Vijay must have access to the Salesforce Commerce Cloud repositories on GitHub—and keep the plugin up to date. See the documentation to learn how he accesses these. He and Linda must also have access to Business Manager, the B2C Commerce configuration and management tool.

To access Business Manager, you must have a B2C Commerce implementation. In this module, we assume you are a B2C Commerce administrator with the proper permissions to perform these tasks. If you’re not a B2C Commerce administrator, that’s OK. Read along to learn how your administrator would take these steps in a sandbox instance. Don't try to follow our steps in your Trailhead Playground. B2C Commerce isn't available in the Trailhead Playground. If you have a sandbox instance of B2C Commerce, you can try out these steps in your instance. If you don't have a sandbox instance, ask your manager if there is one that you can use.

Here’s how to install the plug-in.

1. In the SFRA repositories, search for the plugin_commerecepaymentsrepository.
   • Clone or download the repository to your local system.
     In your directory structure, make the plugin_commercepayments is a sibling folder  of storefront-reference-architecture because the default config assumes ../storefront-reference-architecture/. If you nest the repository, you can’t use the plug-in.
   • To build the cartridge, run the npm run build command from the top level of the plugin_commercepayments directory.
   • In the dw.json config file, edit the hostname, username, password, and code version. There must be a code version folder.
     The dw.json file establishes the server connection and the code version to upload the cartridge.
   • To upload the cartridge, run the npm run uploadCartridge command from the top level of the plugin_commercepayments directory.
2. In Business Manager, set up the cartridge path.
   • Select Administration > Sites > Manage Sites.
   • Select your site.
   • On the Settings tab, update the cartridge's path name.
     The order of the cartridges is important; the plugin must be before the SFRA cart: plugin_commercepayments:storefront-reference-architecture
3. In Business Manager, activate the code version.
   • Select Administration > Site Development > Code Deployment.
   • Activate the code version specified in the dw.json config file.

Development Tools

The B2C Commerce storefront application can access Salesforce Payments programmatically through a few development tools. These tools, intended just for Salesforce Payments, include specialized Internet Store Markup Language (ISML) tags and a script package that has several classes.

ISML is a proprietary language extension. An ISML template consists of standard HTML markup, ISML tags, and script expressions. ISML templates are similar to Java Server Pages in that both are used to present dynamically generated web content.

Here are the specialized ISML tags.

• isbuynow: Injects code to render express checkout buttons that let a shopper buy a specific product
• ispayment: Injects code to render payment methods or express checkout buttons that let a shopper pay for their current basket
• ispaymentmessages: Shows payment-related messages, such as callouts to the shopper about payment method and credit option availability.

The dw.extensions.payments package contains several classes for use with Commerce Cloud Payments functionality, including these (subject to change with API updates).

• SalesforcePaymentIntent
• SalesforcePaymentMethod
• SalesforceCardPaymentDetails
• SalesforceVenmoPaymentDetails
• SalesforcePayPalOrder
• SalesforcePaymentRequest

For these elements to work, you must have purchased and set up Salesforce Payments and have successfully connected a Salesforce Payments merchant account.

Next Steps

In this unit, you explored the benefits of implementing Salesforce Payments and which payment providers it supports. You learned how to install the plug-in and exploited the development resources. Next, learn how to set up and test payment methods.

Resources

• Salesforce Help: SFRA
• Salesforce: AppExchange: Stripe
• Salesforce: AppExchange: PayPal
• Salesforce Help: Get the SFRA Repositories from GitHub
• Trailhead: Develop for Salesforce B2C Commerce