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Stripe and Salesforce - a Challenge
Stripe and Salesforce - a Challenge
OK, here is a challenge for you.
Business Requirements
- Take payments from Mainland China customers for digital downloads.
- No payment gateway is available.
- Paypal may be possible.
- Ask a series of questions to purchaser before taking payment.
- (optional) profile questions
- Questions on who will be the person that support will be provided to (vs who is the person making the payment and requiring the receipt)
- This happens a lot. The person purchasing the product is not the person who will be using the product.
- Potentially giving multiple payment options - such as:
- Alipay.
- Invoice them so they can make a wire transfer.
- Details will be saved back into Salesforce, invoice auto created and sent to purchaser.
- Paypal.
- Send a receipt to the purchaser.
- Save all the data back into Salesforce once the payment has been made and profile form filled in.
- Click the Buy Now button from WordPress (now. Or Salesforce Communities public site eventually).
- The Buy Now button will be on a Chinese Language page.
- The forms must be in full Chinese Language.
- The data saved back to Salesforce will be in English for some fields
- Eg a Dropdown list of Chinese Language options for a particular field, needs to be saved back to Salesforce as their English equivalent.
- Form Assembly can do this very well see Multilingual Form Assembly Forms with Prefill.
- Eg a Dropdown list of Chinese Language options for a particular field, needs to be saved back to Salesforce as their English equivalent.
- The forms to be re-useable for multiple different products - based on a unique product code that has a different price for each product.
- Eg pass into the form the Product Code and Price via a shortcode or secure URL token for example.
Options
- Stripe has an option to use Alipay. Sounds great. However Alipay is new and it ONLY works via the Stripe Checkout form, not via the Stripe API.
- Therefore we can't use existing forms tools like Gravity Forms or Form Assembly to embed their Stripe payments options into them.
- Gravity Forms and Form Assembly both have great options for saving data back to Salesforce
- Form Assembly is much more powerful.
- Gravity forms integrates with WordPress nicer.
- Both won't work here due to Stripe Alipay only being available through the checkout form.
- WP Simple Payments Pro works with Alipay really well
- Plus it does translation
- And it allows for Alipay or Credit card, and the purchaser can choose.
- But it doesn't do Custom Fields well
- They are all just presented in a line of same sized fields - see their demo page.
- And you can't prefill their checkout form.
- You can only then use Stripe to Salesforce via Zapier, which is not great.
Crappy Solution
I have a crappy solution functioning at the moment
- WordPress page with Payment form.
- They enter minimum details - such as Name and Email Address.
- Click Pay Now.
- Stripe Checkout form pops up.
- They choose Alipay or Credit Card
- They submit payment.
- Payment made via WP Simple Payments Pro and Stripe + Alipay
- Payment hits Stripe
- Zapier to make an entry in Salesforce that a payment has been recieved.
- Auto email the purchaser to ask them to fill in profile form
- They click on a link to open profile form - created in Form Assembly.
- They submit the profile form.
- Data updated back into Salesforce.
- They submit the profile form.
- Digital download email sent to purchaser.
This is such a crappy experience.
Nicer Solution
It should be as simple as:
- WordPress page with Buy Now button.
- Click Buy Now.
- They fill in all profile details and payment details.
- They choose Alipay or Credit Card
- They submit form.
- Payment goes through to stripe.
- Form updated in background to say payment has been made.
- Form data submitted to Salesforce.
- Digital download email sent to purchaser.
But I can NOT find a way to do this.
Any suggestions?
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