Skip Salesforce Connector Steps when No Payment is Made 


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Introduction

If you are using a payment connector in conjunction with the Salesforce connector, it may be helpful to skip certain steps in the Salesforce connector if a payment is not made.

Provided you have your Salesforce connector setup after your payment connector in the connector timeline, it is possible to use Skip-If formulas to skip certain Salesforce connector steps when a payment is not made.

Details on this type of setup are explained below.  Please note, these steps will not work with the PayPal connector, as there are no PayPal aliases that can be referenced in the Salesforce connector. 


Skipping a Salesforce Connector Step when there is No Payment

Every time you add a payment connector to a form, hidden fields are added to the end of your form.  These fields can be viewed in the form builder. 

Provided a transaction occurs with the submission of your form, these fields collect things like the Charge ID, Transaction ID, Subscription ID and so on.

Therefore, it is possible to use a skip-if formula in your Salesforce connector to say, "If one of these fields is blank, skip this step in the connector." In other words, if a transaction does not occur, you can mark specific connector steps to be skipped.

For example, when using the Stripe connector, the "Stripe Charge" field is automatically added to your form (along with other fields). If you would like to skip a step in your connector if the Stripe Charge field is blank (i.e. no charge occurred), you would use the following Skip-If formula:

@IF(@ISBLANK(%%STRIPE_CHARGE_XXXXX%%),"TRUE","FALSE")

Where "XXXXX" equals the alias number the field has been assigned. If you do not know the alias number, you can find it using the Field Editor, or by clicking the link on the bottom of the form's notification page that reads "See list of available aliases for this form."

You can expand the logic of this formula to include @OR and @AND functions as well, if you would like multiple conditions to be met before the connector step is skipped.

For example, if you wanted both the "Stripe Charge" and "Stripe Subscription" field to be blank before a step was skipped, you would use the following formula:

@IF(@AND(@ISBLANK(%%STRIPE_CHARGE_XXXXX%%),@ISBLANK(%%STRIPE_SUBSCR_XXXXX%%))"TRUE","FALSE")

If you have any questions on setting up these types of formulas, please do not hesitate to contact our support team.

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