Website Integration: One-Off Payment (Payment Intent)
- David Fisher (Unlicensed)
Analytics
This is a general scenario of one-off payment when a user submits the website form, creates and confirms Payment Intent on Stripe.
The metadata attached to Stripe request in JSON format allows passing data for records creation in Salesforce. Please see the supported metadata keys:
Salesforce Flow
Salesforce Flow Handler manages the following records:
Contact
metadata.contactis used to map Contact details (any standard or custom field can be mapped)LastNameis mandatoryDeduplicate using SF active matching rules (dup rule should bypass sharings)
Organisation
metadata.organisationis used to map Organisation details (any standard or custom field can be mapped)Nameis mandatory. Otherwise, Account creation is skipped.Deduplicate using SF active matching rules (dup rule should bypass sharings)
Campaign
metadata.campaignis used to map Campaign details. Any standard or custom filed can be mapped.if no
metadata.campaignor nometadata.campaign.nameprovided then Campaign is skippedThe flow will be trying to find an existing Campaign by Name (
metadata.campaign.name). Otherwise, a new record will be created.
Opportunity
Name:Donation- should be renamed by NPSP Opportunity namingRecord Type: Donation (npsp_plus_dresnamespace)StageName:paymentIntent.status == 'succeeded' ? 'Closed Won' : 'Closed Lost'Amount:paymentIntent.amountCloseDate:paymentIntent.creatednpsp__Primary_Contact__c: the contact created from metadataAccount: the organisation created from metadata, otherwise a Contact.Account i.e. Household that managed by NPSP.CampaignId: Campaign record provided above OR NULLmetadata.donationis used to map Opportunity details. Any standard or custom filed can be mapped excluding the general fields described above populated from Payment Intent.Any field can be populated on Opportunity passing the API name and value.
Payment
npe01__Paid__c:Opportunity.StageName == Closed Wonnpe01__Payment_Date__c:Opportunity.ClosedDatenpsp_plus__Gateway_Transaction_ID__c:paymentIntent.idnpe01__Payment_Method__c:Credit Cardmetadata.paymentis used to map Payment details. Any standard or custom filed can be mapped excluding the general fields described above that populated from Payment Intent.
Example
Example of Stripe Payment Intent creation request (NodeJS):
const paymentIntent = await stripe.paymentIntents.create({
amount: 2000,
currency: 'aud',
payment_method_types: ['card'],
metadata: {
'npsp_plus_contact': '{"FirstName":"Stephen","LastName":"Kent","Email":"developer+sk@vertic.com.au","MailingStreet":"test","MailingCity":"test","Birthdate":"1990-10-22"}'
'npsp_plus_organisation': '{"Name":"Vertic"}',
'npsp_plus_donation': '{"LeadSource":"Web"}',
'npsp_plus_payment': '{}',
'npsp_plus_campaign': '{"Name":"Web Donations"}'
}
});