How to Process Payments in Salesforce
Cash flow is the lifeblood of any business. No matter the goods or services your company brings to market, all of your hard work is aimed at one primary goal — the sale. Being viable in business depends on your ability to process payments quickly and efficiently. Any errors or delays in your workflow increase your time-to-payment, causing processing or shipping delays, and risk creating unhappy customers.
Moving between multiple platforms increases the complications. Every platform has its own way of doing things, and having to adjust to different sets of rules and requirements raises the odds that something will go wrong.
Thankfully, Chargent can optimize your business’s payment processes within Salesforce. By leveraging Chargent’s solution, you can use Salesforce as your primary platform. This lets you easily and quickly manage credit card payment processing, online payment gateways, recurring subscriptions, and so much more.
7 Easy Steps To Effective Salesforce Payment Processing
Here are seven steps to use Chargent to optimize cash flow and boost customer satisfaction in Salesforce.
Step 1: Verify Your Payment Gateway Credentials
Before integrating payment processing in Salesforce, you’ll need to have the right payment gateway login credentials. Log into your payment gateway portal and document the credentials for that account. Each gateway provides credentials in their own format. You’ll need these in order to set up your Salesforce payment gateway without running into any problems.
Step 2: Install Chargent From The Salesforce AppExchange
Chargent is a great option when it comes to Salesforce payment integration. Once you’ve integrated it into Salesforce, Chargent will streamline your Salesforce experience, decreasing the amount of time it takes to process payments and the chances of any errors or delays. It’s a trusted application for managing payments directly from within Salesforce.
To get started, you’ll first have to download and install Chargent. Simply head over to https://appfrontier.com/chargent-installation and click the [Install & Update Chargent] button. You’ll be taken to the Chargent Package Installation Manager (or PIM.) From there, simply follow the on-screen steps to complete the installation.
Step 3: Configure Your Payment Gateway
Once you’ve installed Chargent, you’ll need to set it up. Configuring your payment gateway from within Salesforce is quick and straightforward. All you need to do is access the Chargent Gateway Setup Wizard to enter your login credentials and set up your specific Salesforce payment gateway.
Once Chargent is configured in Salesforce, you’ll have a secure, fast, and error-free connection to your payment gateway for seamless transaction processing. Whether you’re processing payments for a Salesforce Community, handling recurring or installment payments, or just taking care of one-time payments, your Chargent-enabled Salesforce workflow will be smoother and quicker, reducing the time it takes to process payments and manage orders.
Step 4: Prepare Payment Requests
With Chargent installed within Salesforce and configured to work with your payment processing gateway, you’re ready to set up your payment requests. Chargent makes it easy — just use the Payment Request Setup Wizard to create customized templates. You can use a different template for all of the Salesforce payments you process, from recurring subscriptions to service fees.
With templates, it’s easy to keep track of different kinds of payments as you process them. This decreases the amount of time it takes to handle a variety of payments and reduces the likelihood of any errors that could result in costly delays.
Step 5: Test Your Setup Thoroughly
You’re almost ready to start using your Chargent within Salesforce, but before you go live, make sure everything is working correctly and securely. For the best results, you’ll want to run test transactions in a sandbox environment.
Check that every step of your payment processing workflow is completed without any errors. Run a few test transactions, such as authorizations and refunds, to simulate the payments you’ll handle regularly. Verify that all of your data is moving correctly between Salesforce and your payment gateway by checking confirmation messages and email notifications.
Step 6: Customize Your Setup
One of the best things about using Chargent with Salesforce is that it allows you to tailor everything from payment request forms to custom-built automations. You can personalize your payment processing to suit your business, no matter your specific business model.
Step 7: Train Your Team
The only thing left to do is get your team up to speed on your newly installed, integrated, and customized Chargent payment process. Like the rest of the steps in this post, Chargent makes this simple. With a few training sessions and access to the resources your payment processing team needs, you’ll be up and running in no time.
How Chargent Optimizes Your Salesforce Payment Processing
Processing sales with Salesforce doesn’t have to be a time-consuming, error-prone procedure that slows down your workflow and results in expensive bottlenecks. By integrating Chargent into your Salesforce system, you’ll see a significant increase in both your payment processing capabilities and efficiency.
Chargent simplifies Salesforce payment processing by giving you a variety of customizable features specifically tailored to meet the needs of your organization.
We’re here to make your Salesforce payment process quick and effortless. By using Salesforce with Chargent, you can avoid the hassle of juggling multiple platforms. Our suite of payment features are designed to seamlessly integrate with your existing Salesforce setup, ensuring a smooth, no-fuss experience.
Streamline Your Salesforce Payment Processing With Chargent
By incorporating Chargent into your existing Salesforce system, you’ll achieve one-stop-shop efficiency in your payment processing. Without the hassle and complication of dealing with multiple platforms, you’ll be able to process more payments correctly the first time, in less time, every time.
Whatever payment types your business needs to manage, Chargent provides the tools to streamline your payment processes, boost revenue flow, and unlock the full potential of Salesforce like never before.
Ready to streamline your Salesforce payment processing? Learn how to succeed with Salesforce payments today to get started with Chargent and transform the way your company makes money.