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Product overview

The Cybersource for Salesforce Billing package adds secure credit card & echeck payment processing for merchants using Salesforce to automate post sales payments from Sales Cloud, Service Cloud, and more, with the opportunity to turn those customers into loyal subscribers with recurring revenue.

  • Card Payments
  • Tokenisation
  • eCheck/ACH
  • Recurring Merchant Initiated Transactions

Product editions

Available with any Salesforce supported version of CPQ and Billing

Getting started



Prerequisites – Salesforce 

Step 1: Install CPQ and Billing (CPQ first, then Billing) using this link: - https://install.steelbrick.com/InstallBilling
Step 2: Install the managed package from Salesforce App exchange (https://appexchange.salesforce.com/) by searching for “Cybersource for Salesforce Billing”.

Prerequisites - Cybersource

Create REST Keys (required for Microform)

a.       Sign into your Cybersource Business Center account (Live) or (Test)

b.       Access Payment Configuration -> Key Management

c.       Select the 'Generate Key' button in the top right hand corner

d.       Select your key type as 'REST - Shared Secret Key' and Generate Key

e.       Copy your KeyID and Shared Secret Key values and save them securely

 

 

Install the managed packaged from the Salesforce AppExchange (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G2HK9UAN&tab=e)

Assign Cybersource Permission Sets and Layouts

The Cybersource package comes with two permission sets

Cybersource Admin User: Assign this permission set to Admin user who would be managing the key management of Cybersource managed package.

Cybersource Billing User: Assign this permission to all the users who would be doing payment processing.

Assign the Cybersource Gateway Layout of the Payment Gateway object to the user profile that manages the Cybersource key management

1. Go to Setup by clicking the gear on the right-side top.

2. Click Object Manager and go to Payment Gateway (blng__PaymentGateway__c) object detail.

3. Click Page Layouts.

4. Click Page Layout Assignment.

5. Click Edit Assignment to assign the Cybersource Gateway Layout to appropriate profile.

Add a new picklist value and create the Payment Gateway

1. Go to Setup by clicking the gear on the right-side top.

2. Click Object Manager and go to Payment Gateway (blng__PaymentGateway__c) object detail.

3. Click Fields and Relationships.

4. Click Gateway Type (blng__GatewayType__c).

5. Click View Gateway Type Value Set under Values section.

6. Click New under Values.

7. Enter “Cybersource Payments” and click Save.

a. Click on App Launcher > Payment Gateways. (blng__PaymentGateway__c)

b. Click new and enter the following details:

· Payment Gateway Name

· Cybersource Merchant ID

· Gateway Type – value Cybersource Payments

· Endpoint (test/production)

· Active

· Default

· Key ID

· Shared Secret

Configure the Payment Methods

By default the package supports Visa, Mastercard, American Express, Discover and eCheck/ACH. To add additional card brands, create a custom metadata record.

Please review our guide for full configuration details including optional features.

Ready to Go Live

When you are ready to go live configure the cartridge using your production Cybersource account details. Please refer to step 4 for a reminder on where to do this.