Use Cases

Introduction

Below is a list of common use cases with sample configurations.

See below for the PayLink rollup, Transaction Reattempt auto-send PayLink process, and the Virtual Terminal mapping.

PayLink

Automated PayLink with Opportunities

Scenario
A common use case is that a salesperson will close an Opportunity and send the customer a link to the payment request.

To do this, you can build three things all without code:

  • A Process Builder process to automatically create a Transaction record when the Opportunity Stage = "Closed Won".
  • A Process Builder process to automatically roll-up the PayLink on to the Opportunity record.
  • A Workflow Rule with an Email Alert to automatically email the PayLink to the customer.

Instructions

Step One

  • Create a custom URL type field on the Opportunity object called PayLink.

  • Create a lookup type field on the Opportunity object called Billing Contact that looks to the Contact object and is filtered by the Account record on the Opportunity.
    This is for sending a Workflow email all from one object (Opportunity). Alternatively, roll-up a related Contact Role record from the Opportunity to populate this value too.

Step Two
Auto-create the Blackthorn | Payments Transaction from the "Closed Won" Opportunity.

  • Create a new Process Builder.
    The process starts when A record changes.

  • Click the "+ Add Object", type in "Opportunity", and select "when a record is created or edited".

  • Save.

  • Click the "+ Add Criteria", name your criteria and select " Conditions are met".

  • Under field, find Opportunity Stage, set to "Equals", and pick "Closed Won" for the value.

  • Under Immediate Actions, click "+ Add Action".

  • Action Type = Create a Record, name your action and Record Type = "Transaction".

  • Set Field Values for five fields:

- Amount = Type: Formula, Value: Opportunity. Amount
- Opportunity = Type: Reference, Value: Opportunity. ID
- Description = Type: Formula, Value: Opportunity. Description
- Due Date = Type: Formula, Value: Opportunity.CloseDate
- Contact = Type: Reference, Value: Opportunity.Billing_Contact

Alternatively to the Contact field, you can populate the Account lookup onto the Transaction with the Opportunity Account. Just note, if you want both lookup fields on the Transaction, the Account lookup will supersede the Contact lookup when viewing the PayLink form.

  • Activate the Process Builder.

Step Three
Auto roll-up the PayLink from Transaction to Opportunity. This will allow you to use the PayLink in the Email Alert.

  • Create a new Process Builder.
    The process starts when A record changes.

  • Click the "+ Add Object", type in "Transaction", and select "only when a record is created".

  • Save.

  • Click the "+ Add Criteria", name your criteria and select " Conditions are met".

  • Under field, find Transaction Opportunity, set operator to "IS NULL", type to "Boolean" and pick "False" for the value.
    This criteria is telling the process only to fire when the Transaction has a related Opportunity.

  • Under Immediate Actions, click "+ Add Action".

  • Action Type = Update Records, name your action and select Record Type = "Opportunity".

  • No criteria-just update the records!

  • Field = PayLink, Type = Formula, Value = "[bt_stripeTransactionc].bt_paylinkPayLinkc ".

  • Activate the Process Builder.

Step Four
Create a Workflow Rule with an Email Alert to automatically email the PayLink to the customer.

  • Create the Email Template.
    Here is an example Email Template.
  • Create the Workflow Rule and Email Alert. This will email your customer when the Opportunity is "Closed Won" and there is a PayLink value.
    Here is an example Workflow Rule and Email Alert.
When PayLink field is not empty and Opportunity Stage is "Closed Won" then send PayLink to customer.When PayLink field is not empty and Opportunity Stage is "Closed Won" then send PayLink to customer.

When PayLink field is not empty and Opportunity Stage is "Closed Won" then send PayLink to customer.

Boom! Done.


Transaction Reattempt Notifications

Failed Transaction Follow Up Automation

When Transactions fail and are reattempted, it is a good practice to follow up with the customer to notify them and update their card or bank account information if the Transaction continues to fail.

📘

For the use case below, we will be creating a Process in Process Builder to send out an automated email alert to the customer on the second reattempt and then notify the Transaction owner via a Chatter Post on the third reattempt.

Step One - Create an Email Template and an Email Alert

These two records will be referenced later in Process Builder.

CREATE AN EMAIL TEMPLATE

  1. From Setup, navigate to:
    • Lightning: Email | Classic Email Templates
    • Classic: Administration Setup | Communication Templates | Classic Email Templates
  2. Click New Template
  3. Under Choose the type of email template you would like to create, select Text
  4. Click Next
  5. Under Available Merge Fields | Select Field Type, select Transaction Fields

🚧

Be sure to only use merge fields from the Transaction object for this template. Merge fields from other objects will not populate.

  1. Select a Folder in which you wish to store your Email Template
  2. Available For Use checkbox should be checked
  3. Enter an Email Template Name and Email Template Unique Name
  4. Enter a Description
  5. Enter a Subject and an Email Body using a combination of text and Transaction merge fields

CREATE AN EMAIL ALERT

  1. From Setup, navigate to:
    • Lightning: Process Automation | Workflow Actions | Email Alerts
    • Classic: Create | Workflow & Approvals | Email Alerts
  2. Click New Email Alert
  3. Enter a Description and Unique Name
  4. For Object, select Transaction
  5. For Email Template, find and select your template from the prior step

🚧

If you cannot locate your Email Template, please go back to the Template and make sure Available for Use is checked

  1. For Recipient Type | Search, select Email Field
  2. In the Available Recipients column, select Email Field: Payment Method Billing Email and use the Add/Remove buttons to move the value into the Selected Recipients column.
  3. If desired, enter any Additional Emails
  4. Select the correct From Email Address
  5. Click Save

Step Two: Build the Process Using Process Builder

Create a Process with Process Builder to automatically send out the Email Alert, made in step one, to notify the Customer of the second reattempt, as well as post to Chatter after the third reattempt to notify the Transaction owner.

CREATE A NEW PROCESS

  1. From Setup, navigate to:
    • Lightning: Process Automation | Process Builder
    • Classic: Create | Workflow & Approvals | Process Builder
  2. Click New
  3. Enter the Process Name, API Name, and Description
  4. For The process starts when field, select A record changes

SELECT THE OBJECT FOR THE PROCESS

  1. On the canvas, click Add Object
  2. For the Object field, select Transaction
  3. Under Start the process, select When a record is created or edited
  4. Click Save

DEFINE THE CRITERIA THAT TRIGGERS THE PROCESS AND DEFINE YOUR ACTIONS

Second Reattempt Criteria

  1. On the canvas, click + Add Criteria
  2. Enter the Criteria Name
  3. Under Criteria for Executing Actions, select Conditions are Met
  4. Under Set Conditions,
    • Field = Reattempt Number
    • Operator = Equals
    • Type = Number
    • Value = 2
  5. Under Conditions, select All of the conditions are met (AND)
  6. Click Save

Second Reattempt Action 1

  1. On the canvas under Immediate Actions, Click + Add Action
  2. For Action Type, Select Email Alerts
  3. Enter an Action Name
  4. Enter the Email Alert created in Step One
  5. Click Save

Third Reattempt Criteria

  1. Under your last element on the canvas, click + Add Criteria
  2. Enter the Criteria Name
  3. Under Criteria for Executing Actions, select Conditions are Met
  4. Under Set Conditions,
    • Field = Reattempt Number
    • Operator = Equals
    • Type = Number
    • Value = 3
  5. Under Conditions, select All of the conditions are met (AND)
  6. Click Save

Third Reattempt Action 1

  1. On the canvas under Immediate Actions, Click + Add Action
  2. For Action Type, Select Post to Chatter
  3. Enter an Action Name
  4. Under Post to, select This Record

🚧

Feed Tracking

Post to Chatter option is only visible if the feed for Transaction object is enabled. Setup | Search for Feed Tracking | Select Transaction | Enable Feed Tracking | Save

  1. Under Message, Enter any custom message you would like.
    Example Message: @[{![bt_stripe__Transaction__c].OwnerId}] Contact the customer on this Transaction. Their Payment Method is incorrect and needs to be updated in order for the Transaction to process. An email has already been sent with a PayLink to update their Payment Method.
  2. Click Save
  3. Click Activate
On third reattempt, Chatter post will automatically get created and notify the Transaction owner.On third reattempt, Chatter post will automatically get created and notify the Transaction owner.

On third reattempt, Chatter post will automatically get created and notify the Transaction owner.


Virtual Terminal

Prepopulating examples

Related To Field: Opportunity.Account -> Transaction.Account:

Currency ISO Field

  1. Create a custom picklist field called Currency ISO on your Transaction parent object.
  2. Insert the same values as the Currency ISO field from the Transaction object
  • Only include the Currency ISO values that you need.**
  1. Set a default value for this custom field, ie "USD".
  2. Create a new custom metadata type record
Name: Opp_Currency_ISO
Label: Opp->Trans Currency
Screen: Single Transaction
Source Object: Opportunity
Source Field: Currency ISO
Target Object: Transaction
Target Field: Currency ISO
  1. Save

Description Field: Opportunity.Description -> Transaction.Description:

Custom Field: Lead.Lead Source -> Transaction. Lead Source:

Additional Use Cases

If you have any suggestions for a use case with Blackthorn | Payments please contact us and provide details on your use case. We always appreciate hearing the solutions our customers create and love sharing that with our other customers!


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