PayPal X Toolkit for Force.com

Dave Carroll – salesforce.com Director, Developer Evangelism @dcarroll

Praveen Alavilli - PayPal Developer Evangelist @ppalavilli

Enable your Force.com Sites for e-commerce

Webinar Attendees see 2 components:

1. Viewer Window 2. Control Panel

Type your question here

Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K filed on April 30, 2008 and in other filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Safe Harbor

The salesforce.com Cloud

eCommerce Enablement

  How can payment platform be leveraged? –  Online Store

–  Partner funds distributions –  Intranet Store

  What do we need to know? –  Data modeling

–  Visualforce

–  Apex Code

–  Portals

–  Sites

Praveen Alavilli Developer Evangelist, PayPal @ppalavilli

PayPal X Toolkit for Force.com Enable your Web sites for e-commerce

Agenda

 What is PayPal X ?  Adaptive Payments API  Adaptive Accounts API  PayPal X Toolkit for Force.com   Installing Toolkit  Using Toolkit  Code Samples  Going Live  Q & A

PayPal X

Open Global Payments Platform for developers

Enables various Monetization Models Subscriptions

Pay as you use Free to use, pay to services

Freemium eCommerce

(what Force.com is for Salesforce)

A person or business whose PayPal account is being debited

A person or business whose PayPal account is being credited

The API access account who makes the Adaptive Payments service calls: usually owned by the developer

Actors Involved

Payments – oh my!

Sender Receiver Consumer Merchant Consumer Internet merchant Employer Employee Parent Child Originator Recipient Person (giver) Charity Consumer Biller Person (giver) Person Business Supplier Citizen Government Investor Developer Lender Borrower

Travelers checks Bill payments Check or draft ACH payment Cards, cards, cards Net-based payments Many others

The PayPal X Platform

  Facilitates Payments - Pay anyone, receive from anyone !

  Provides Account Management - Identity, Permissions, Accounts

  Tools for Information and Reporting - Notifications, Reporting, Search

Adaptive Payments - API •  Payment APIs

•  Pay: Transfer funds between parties. Supports simple, chained, parallel, preapproved payments, etc.

•  PaymentDetails: Get details of a payment

•  Preapproval APIs •  Preapproval: Preapproval agreement signup •  PreapprovalDetails: Get details of a preapproval •  CancelPreapproval: Cancel an existing preapproval

•  Refund: Refund a payment (complete, partial, etc.)

•  ConvertCurrency: Get currency conversion (foreign exchange) rates for a list of amounts and currencies (PayPal-supported currencies).

Simple Send Money

Basic building block allows merchants to transfer money from one entity to another

Sample Use Cases: P2P payments, Social Networks, Gaming applications, Disbursements, etc.

Preapproved Payments

•  Pre-authorization of money transfer from customer (sender) to API caller

•  Allows an API caller to make payments on behalf of a sender within the constraints specified

•  PIN optional for future payments made within the authorized amount

•  Useful for single/multi use, and subscription payments

C

Sample Use Cases: Pay as you use, Micropayments for Digital goods, Subscriptions

Parallel Payments

•  Pay multiple recipients at once •  Future interactions with each transaction can be separate •  Enable partnership opportunities •  Facilitates multiple use cases: marketplace payments, service

fees, multi-merchant checkout, and so on

$10

$40

$50

$100 Receiver X - $10 Receiver Y - $40 Receiver Z - $50

Sender Visibility

Sample Use Cases: Payouts, Disbursements, Affiliate fees, MarketPlaces

Chained Payments

•  Instant payment and disbursements –  Sender sees one payment to primary receiver –  In one motion, money to secondary receivers sent

•  Supports commission-based payments •  Facilitates multiple use cases: marketplace payments, service

fees, multi-merchant checkout, and so on

$10 $40

$50

$100 Primary Receiver - $100

Sender Visibility

Sample Use Cases: Multi-Merchant Marketplaces, Gaming platform, Referral programs, Property Management (Rent Payments)

Combine Chained and Preapprovals

AND

C

Combine Parallel and Preapprovals

C

AND

SAMPLE INTERACTION FLOW A Rental App that allows tenants to pay rent to a property management

that splits the payment to the actual owner and the HOA.

Sender

Rental App

Pay API

Pay Key

Redirect User to PayPal

Return URL

Confidential and Proprietary 20 Confidential and Proprietary 20

Pay Key = PA-84HK2A57FCOP3RW

User Name = Rental_admin.api Secondary Receiver [2] = Sec Receiver_2@mail.com Password = keep$secret Amount = 50.00

Signature = 23KJHO5AS09I32SDROR Tracking ID = 234235986

Sender Email = john_m@mail.com Cancel URL = www.PayRent.com/home

Currency = USD Return URL = www.PayRent.com/apstore

Primary Receiver [0] = Prim Receiver@mail.com

Amount = 1000.00

Secondary Receiver [1] = Sec Receiver_1@mail.com

Amount = 40.00

IPN= https://www.Rental.com/IPN

Sender Email: john_m@mail.com

Receiver Email: PrimReceiver@paypal.com

Adaptive Accounts API

21

•  Programmatic interface to PayPal account creation

•  Account created can be used with any PayPal APIs, including Adaptive Payment APIs

•  Key Functionality •  Create Personal and Premier accounts •  Create Business accounts* •  Add Funding Sources* •  Get Account Verification Status*

•  Benefits: •  Streamline user experience •  Increase conversion

* - not supported by Toolkit yet – work in progress

Use cases for Adaptive Accounts

Marketplace

Create PayPal accounts to enable payments for games, social networking widgets and

more

Small Business As part of new employee enrollment, business collects information used to create a PayPal

account

As part of the onboarding for a buyer and seller, a PayPal account can be created so that

the user experience can be localized and personalized

22

Social Media

PayPal X toolkit for Force.com

•  A set of Apex classes for accessing APIs more easily

•  Takes care of transport and protocol bindings

•  Provides easy way to securely manage API Credentials and common request parameters

•  Supports both Adaptive Payments and Adaptive Accounts API

•  Supports PayPal Sandbox, Beta and Live environments

•  Test pages/Scratch Pad to play with all APIs

Getting Started With Toolkit

•  Create PayPal Developer Account •  Sign-up on X.com •  Obtain ApplicationID from MyApps page

•  Create PayPal Sandbox Test Accounts •  Sign-up on developer.paypal.com •  Create test accounts (buyer/seller) for Sandbox •  Obtain API Credentials

•  Install Toolkit •  From CodeShare (package or source code)

•  Configure Toolkit •  API Credentials (Certificate or Signature) •  Common request parameters •  Remote Site

•  Play with Test Tools

API Credential Object

Common Request Parameters

Test Tools

Using The Toolkit

•  Initialize Toolkit •  PPAdaptiveToolkit object with the required API Credentials •  PPAdaptiveToolkit toolkit = new PPAdaptiveToolkit('SandboxCert');

•  Create Request object •  PPPayRequest payRequest = new PPPayRequest('REQ-PARAMS1',

SenderEmail); •  payRequest .CancelUrl = 'https://' + host + '/PayApiTest?

MainMessage=cancel'; •  payRequest .ReturnUrl = 'https://' + host + '/PayDetailTest?payKey=$

{payKey}'; •  Execute the API call

•  PPPayResponse payResponse = toolkit.Pay(payRequest );

•  Handle the response object –  if( payResponse.PaymentExecStatus.equalsIgnoreCase('Created') ) {

// send user to paypal for confirmation } else if( payResponse.PaymentExecStatus.equalsIgnoreCase('Completed') ) { // success } else { /*handle error */ }

Code Samples – Simple Payment // create request envelope and set the common request parameters object name

PPPayRequest request = new PPPayRequest('MyRequestParams', paypalSenderId); // set success and cancel urls

request.CancelUrl = 'https://' + host + '/StoreFront?status=cancel'; request.ReturnUrl = 'https://' + host + '/StoreFront?status=success';

// set a note associated with the payment request.Memo = message; // set Receiver info List<PPReceiver> receiverList = new List<PPReceiver>(); PPReceiver receiver1 = new PPReceiver(); // set the receiver email (receiver's PayPal Id) receiver1.email = paypalReceiverId; // set amount to be credited to the receiver's account receiver1.amount = amount; receiverList.Add(receiver1); // set receiver info in the request request.receiverList = receiverList; // create the Adaptive Toolkit object instance w/ API Credentials PPAdaptiveToolkit toolkit = new PPAdaptiveToolkit('SandboxCert'); try { // send the PayRequest using the Adaptive toolkit object PPPayResponse response = toolkit.pay(request); // check the response payment status if ( response.PaymentExecStatus.equalsIgnoreCase('Created') ) { // payment status is 'Created' - send the user to approval page

returnPage = toolkit.commitpayment(response.payKey); } else if( response.PaymentExecStatus.equalsIgnoreCase('Completed') ) { // the payment is 'Completed' (when no approval is required // - returned in case of pre-approvals or implicit approvals) // send the user to the return url returnPage = new pagereference(request.returnUrl); } return returnPage; } catch(PPFaultMessageException faultMsg) { /* handle errors */}

Code Sample – Chained/Parallel Payment PPReceiver receiver1 = new PPReceiver();

// set the receiver email (receiver's PayPal Id) receiver1.email = paypalReceiverId1; // set amount to be credited to the receiver's account receiver1.amount = amount1; // set the primary flag to indicate if it’s a chained (true) or parallel (false)

payment receiver1.Primary = true; receiverList.Add(receiver1);

PPReceiver receiver2 = new PPReceiver(); // set the receiver email (receiver's PayPal Id) receiver1.email = paypalReceiverId2; // set amount to be credited to the receiver's account receiver1.amount = amount2; receiverList.Add(receiver2); // set receiver info in the request request.receiverList = receiverList;

Code Sample – Preapprovals // create request envelope and set the common request parameters

object name PPPreapprovalRequest request = new PPPreapprovalRequest

('MyRequestParams', paypalSenderId); // set success and cancel urls request.CancelUrl = 'https://' + host + '/StoreFront?status=cancel'; request.ReturnUrl = 'https://' + host + '/StoreFront?status=success'; // set a note associated with the payment request.Memo = message; // set Date of Month when the payment can be made using this

preapproval request.DateOfMonth = 1; // set Day of week when the payment can be made using this

preapproval request.DayOfWeek = 'WEDNESDAY'; // set the end date request.EndingDate = DateTime.newInstance(2010, 12, 31); // set the max amount per payment request.MaxAmountPerPayment = 10; // set max number of payment made using this preapproval request.MaxNumberOfPayments = 5; // set max number of payments made using this preapproval per period request.MaxNumberOfPaymentsPerPeriod = 1; // set max total payments using this preapproval request.maxTotalAmountOfAllPayment = 100; // set the payment period request.PaymentPeriod = 'DAILY'; // set a request pin to be associated with the preapproval request.PinType = ‘REQUIRED'; // or NOT_REQUIRED request.StartingDate = DateTime.newInstance(2009, 11, 8);

// create the Adaptive Toolkit object instance w/ API Credentials

PPAdaptiveToolkit toolkit = new PPAdaptiveToolkit('SandboxCert');

try { // send the PayRequest using the Adaptive toolkit object PPPayResponse response = toolkit.preapproval(request); // check the response payment status if

( response.PaymentExecStatus.equalsIgnoreCase('Created') ) {

// if the payment status is 'Created' - send the user to approval page returnPage = toolkit.commitpreapproval(response.payKey);

} else if( response.PaymentExecStatus.equalsIgnoreCase('Completed') ) {

// if the payment is 'Completed' (when no approval is required

// - returned in case of pre-approvals or implicit approvals) // send the user to the return url

returnPage = new pagereference(request.returnUrl); } return returnPage; } catch(PPFaultMessageException faultMsg) {

/* handle exceptions */ }

Going Live

1.  Upgrade to a PayPal Business Account

2.  Get Verified

3.  Obtain Live API Credentials

4.  Submit App on X.com for review

5.  Follow the Salesforce “How to Publish” guide.

WHAT’S COMING NEXT

•  Support for Business Account Creation

•  Support for obtaining Account verification status

•  Support for adding Funding Sources

•  Receive IPNs

Let us know what you need! (30% of our roadmap is based on your feedback)

www.x.com Twitter: @paypalx, @ppalavilli www.facebook.com/paypalx

Q & A