Steps for Salesforce Gateway Connectors
Here’s how to use these gateways. The steps are the same for each to get started:
STEP 1: Get your authentication credentials for the gateway.
STEP 2: Add the remote site settings for the payment gateway and also create the custom settings.
STEP 3: Add a payment gateway record inside of the Salesforce billing setup.
STEP 4: Run a test transaction. Now the payment user interfaces inside of Salesforce Billing are going to be ready for you to use.
STEP 5: Log Payments. If you’re using all of the built-in functions inside of Salesforce Billing, they’ve already taken care of payment logging for you. There’s nothing else you need to do.
STEP 6: Use other payment gateways with Salesforce
If you need to use a gateway that is not available through Salesforce Billing, you can use our Chargent Gateway Connector, which enables you to use 30+ direct payment gateway integrations.
Enhance Salesforce Billing with Chargent
The Chargent Gateway Connector is designed to complement Salesforce CPQ & Billing by adding subscription payments, POS transactions, and integrations with many more popular payment gateways like Stripe, Worldpay / Vantiv, and many more. Visit our Supported Payment Gateways page to learn about Chargent gateway options, then contact us to see how we can help you!