Payment Gateway Integration in Salesforce

Gaining Increased Visibility Into Client Payments


Valpak is the nation’s premier direct mailer, trusted by 34,000 businesses to drive sales and brand awareness through easy-to-measure, results oriented advertising solutions that work. For more than 50 years, Valpak has introduced millions of consumers to exciting local business offers and opportunities. Their network of 140 local offices provides unparalleled customer service and market knowledge to business owners in thousands of neighborhoods across the U.S. Each month, their Blue Envelope of savings is mailed to over 39 million demographically targeted households in 43 states. Valpak’s digital products, including and mobile apps, reach more than 4 million users a year, nearly 60% from mobile platforms.

Chris Cate
Chris Cate

Chief Operating Officer and CIO

Paper Records and Manual Tracking

Valpak was working from paper records, logging into their payment gateway account directly to capture payment methods and charge clients on schedule. This presented a number of challenges including:

  • No visibility in Salesforce CRM
  • Manual Tracking of when to charge clients
  • Paper-based billing and contracts
  • Striving for PCI compliance

Valpak’s Salesforce Goals

  • Expand payment gateway options
  • Implement Salesforce payment processing
  • Increased visibility into client payments
  • Automation on when to charge clients
  • Integration with Salesforce CPQ / Billing contracts
  • Allowing clients to securely provide payment information directly
  • Improving PCI compliance

The amount of support we received as we implemented Chargent was a direct correlation to our success. There is a high level of automation available, and we had the flexibility of being able to use some features out of the box and to customize others for our needs.

Chris Cate, Valpak Chief Operating Officer and CIO

Automated Systems and Customer Self-service

Valpak chose Chargent Payments for Salesforce, based on the application having more payment gateway options than Salesforce Billing, and increased functionality for automation and scheduled payments. After adopting Chargent, the following outcomes were achieved:

  • Moved from paper-based to electronic consent for clients
  • Self-service payments enabled for clients
  • Increased internal visibility into payments
  • PCI Compliance