Chargent Testing

AppFrontier recommends that you ALWAYS test your configuration or any changes to your configuration in a Salesforce Sandbox before deploying to Production. Charging credit cards and bank accounts is serious business, so best practices in quality assurance and change management processes should be followed at all times.

Testing is especially important prior to:

Going Live with Chargent
Upgrading Chargent
Adding or changing workflow, validation, process builder or flows to Salesforce
Going Live with a new payment gateway
Updating payment gateway credentials
Updating payment gateway settings

AppFrontier is not liable for mis-configurations of the Chargent product. If you are not comfortable with this, please consider one of our consulting partners that has experience with Chargent.

For more recommendations on testing and change management, please see our guide: Testing Salesforce Financial and Billing Systems

What are your Feelings

Chargent is extremely valuable for our company to be able to see transactions on customers within Salesforce. We’re able to provide quick and accurate service without having to login to our outside processor.

Cameron C., February, 2019

Great integrated solution for capturing payments — and great support! This solution has made it so much easier for our org to track payments and make sure they are tethered to the original deal, and it makes the capturing of payments so quick and seamless for our customers. Also, the support is great! Quick response times and relentless problem solving on the part of the support team!

Katie K., April, 2022

BEST IN CLASS!! Chargent was a game changer for us. It has allowed a payment automation process for our sales team that we could not live without. The team is quick to respond and eager to help. I could not ask for a better partner.

John D., May, 2022

We are using Chargent in Salesforce to collect payments electronically, and we have also integrated Chargent and Salesforce to Quickbooks to completely automate our billing processes and accounting records. The Chargent Support Team is always very helpful and friendly.

Roman K, July, 2019

My client was in search of a Credit Card Chip Reader solution as they were migrating off of old card swipers and their current payment product. In doing research, Chargent Terminal seemed to be a great fit. The whole process of implementation from cradle to grave was seamless and simple. My clients said that Chargent is far more intuitive and has made their lives in processing payments extremely simple.

Arnold C, July, 2020

I’m a SF Admin recently charged with preparing for the June 20′ release. I am extremely grateful for the support team at Chargent. I am very impressed with the thoroughness of monitoring their product with SF and the proactive approach to keeping ahead of the releases. Thank you Chargent!

Andrew K, May, 2020

My company utilizes Chargent features for payment solutions. Works seamless and they have excellent customer support where most queries are resolved within 24 hours. Easy to install, easy to customize and comes with pre-built integrations to many payment gateways. Highly recommend Chargent for your org.

Kam D, June, 2021

I have been using Chargent in my current role as a Sales Ops Manager. I had an issue a few weeks ago where we had a bunch of double payments come out of client accounts – naturally this could have been a disaster. But because of their amazing support, I was able to resolve the issues quickly, effectively and without too much hassle from clients.

Neeraj K., April, 2021

Chargent works really well and can be configured lots of different ways to fit your business needs. I’ve implemented the product on a few different projects with a variety of requirements and the package is very smooth. The Chargent Support team is also one of the best I’ve ever worked with.

William S, December, 2021

I am so stoked for our teams to be able to have the ease of utilizing one platform for all their needs! Chargent makes it incredibly easy to manage every aspect of recurring billing. We’ve needed help through our setup and communities integration, and their support has been extremely responsive and understanding of our urgency.

Morgan T, August, 2019

We have received overwhelming support from Robert Ruelas on the Chargent/Accounting Seed integration. Robert stayed with us on our problem until resolved. We don’t find this level of support frequently and would recommend the Chargent App for any organization that handles credit cards when you are using Salesforce and/or Accounting Seed.

Mike M, February, 2020

Great Product. Lots of documentation and videos make things easier to learn and configure. I like the flexibility of Chargent Payments, and the ease of use. Data model is simple and straightforward. Excellent support team. One tip: When you contact for technical support make sure to grant SF access for Chargent to make it fast.

Pasan E, January, 2022

Being a rookie in charging transactions through Salesforce, Chargent was able to help automate the whole process and deliver nothing but great functionality to our business.

Monti S, April, 2020

Solutions Architect here, at first I was weary of trying to bend Chargent outside what I perceived to be its focus on standard salesforce architecture, but came to find that with some clever structuring, you can get this app to work under almost any set of circumstances. I’m impressed, and their support is very timely.

Ryan M, April, 2021

We’ve been using Chargent for several years with great results. With the recent change to some security features, I had to request help to keep the product working smoothly. Chadd and Stacey were amazing to work with. Both followed up to make sure things went well (and didn’t show any exasperation with me and my lack of tech knowledge and ability :)).

Stephanie H, July, 2020

We have a fairly customized donor checkout process for our nonprofit organization, and after a year struggling with another gateway, we implemented Chargent and haven’t looked back! Integration was simple and well-supported both by documentation and staff time, and their ongoing support is stellar–super fast responses and always eager to help.

Ryan J., February, 2019

Chargent is an invaluable application for us to manage our payment gateway for product orders. They supported us through the recent Salesforce security changes which was incredibly helpful!

Richard S, July, 2020

I am very pleased with the support I receive for Chargent. I have implemented it for several clients and I always have questions regarding each use case. The support team is very knowledgeable and helpful!

Salesforce Consultant, March, 2019

This is a great app that helps simplify receiving payments from most popular payment gateways and recording everything in Salesforce. I’m a consultant and set this up for a client who had a very custom requirement. Chargent support was very helpful in guiding me on the configuration.

Kaivalya K, July, 2020

I implemented Chargent for an end customer because of the limitations on the current app that they were using. The Chargent APIs are super simple, the support staff was great and very responsive. We found a great partner in Chargent. The simplicity in setting up multiple gateways and recurring billing configuration options are second to none if you want the go by clicks not code mantra.

Swapnil M, July, 2020

As part of our migration we had to set up everything in our new org. Robert from Chargent provided excellent support and helped us with all the set up and features that are available. Through his suggestions we have implemented the automations to collect the recurring payments and handle declines.

Prasanth T, July, 2020

The documentation provided was very detailed in understanding the behaviour from a support point of view for the customer. I personally dealt with Stacey who has been an amazing help with dealing with any questions I’ve raised and alleviating any of my uncertainties. Great product & support!

Adrian C, September, 2021

Chargent has been super helpful with our migration from our old CRM into Salesforce. Using Chargent we were able to have our dev team create custom built order forms around the Chargent app that enabled us to charge and set up recurring subscriptions with ease.

William B, January, 2021

We are successfully tokenizing credit cards, sending payment links, and processing credit cards for multiple payment gateways and companies. Setup was easy and tech support was very responsive when needed. Chargent was exactly what our company needed to capture payments via Salesforce. Thanks to the flexibility and security features of Chargent, we have been able to reduce our credit card processing fees by close to 2%.

James C, September, 2020

These folks are extremely patient even with newbies with insane questions. Am sure those in the know would benefit a lot more with Chargent and its support team!

Martin S, July, 2021

We have been using Chargent as our primary payment app since Nov 2019 and have had zero issues with the product. Out of the box, Chargent fit 90% of our needs. Even onboarding was easy, within a few orders our staff was comfortable using this software.

Paul B, June, 2020

We’ve been using Chargent to integrate our Payment Gateway for almost 3 years. It is stable and dependable. It’s especially important to note when I faced a problem caused by a change to other parts or our org, they were amazingly responsive in assisting to solve the problem.

Sonya W, July, 2019

As someone who has a technical background but is relatively new to working in Salesforce, I have been very impressed with the Chargent product for Salesforce. I was first impressed by the very comprehensive guides and online documentation available. Subsequently, in working to update and upgrade our Chargent implementation, our organization has worked with three different support reps over the past year and each one has been super friendly, very helpful, and very technically proficient. A great example of how to do technical support the right way!

David M., January, 2022

We came across Chargent during our Salesforce implementation. We were having lots of issues with online payments. Chargent solved all our problems in an instance. Highly recommend this product for higher education institutes, especially TargetX CRM users.

Ahmet D, April, 2021

This app provides a great and easy way to collect payment, streamlining our sales process. The support staff is fantastic and resolves issues right away!

Morgan A, June, 2021

Chargent’s application has provided us the ability to automate a payment process which normally took a person 15 minutes to process, down to less than a minute with the Chargent integration. Handling payments in the past will no longer haunt us since we are now PCI compliant, we know we can rest our client’s minds by letting them know their data is secure.

Nick S, March, 2020

We’ve been with Chargent for a few years and cannot say enough about how responsive their support team is to our requests. Even if it’s something incredibly simple such as ‘what is this field used for?’, I typically receive an email response within an hour, with continued follow up afterward to make sure all other questions have been addressed.

John M., February, 2019

I came into ownership of this tool without being a part of the initial requirements gathering or setup, so there was a slightly steep learning curve involved, given the circumstances. I’ve now been involved with the rollout of new Chargent gateways, setup payment processing and deployed new Chargent features to our users – and support has been top notch since!

Alec S, October, 2020

With Robert’s help my client was able to convert sales to cash and utilize partial payment and recurring payment settings. With Chargent and DBSync integrations, my client is able to integrate QuickBooks Enterprise to record invoices, payments and estimates for progress billing. I highly recommend this integration.

Salesforce Consultant, June, 2019

Chargent was integrated to our Salesforce. It made charging our customers easy and simple. I was also able to generate reports on payments. Support was responsive and helpful.

Charles L., August, 2022

I’ve worked with multiple payment processors in-house and otherwise including some of the larger systems. I’ve never seen recurring and one-time payments made easier in my entire life. Not only does this do what it says, it took 10 minutes to set up and by end of day 1 we had a feel for how it worked across the company. Simple, straightforward, done.

Jeff N, September, 2019

Not being a developer, I was somewhat apprehensive about committing to this product. But with a support partner like Stacey, wow. Onboarding the product was a breeze, and it’s no frills point and click was easy to train our reps. High fives all around!!

Kevin M., January, 2021

I’m a consultant in the Entertainment space and my clients are always looking for a quick/easy way to leverage their existing payment processing provider within Salesforce. I recommend Chargent every single time. The solution is flexible and allows for a great deal of customization.

Charles O, May, 2021

The Support Team at Chargent was very helpful and diligent in supporting our needs and transition to Chargent. Responses were on time and punctual on a case by case basis and the support team is a pleasure to work with!

John D., March, 2022

I am the Salesforce Admin for our company. We have a very delicate environment and way too much customization. Our business required a solution that is not out of the box Chargent. The support and quick response I have received is above and beyond what is expected.

Kent B, August, 2021

Chargent makes automating our monthly donor payments a snap. Top-notch, extremely responsive service. Thanks!

Amy K, October, 2021

Our company uses Chargent for processing payments and sending payments within Salesforce. We recently re-branded and needed to update our logo on the payment request link. Chargent was quick to respond via email with instructions and then even scheduled a remote login session to ensure the update was made correctly.

Aaron H, April, 2019

We chose Chargent to handle all payment related processing for our Salesforce Implementation. The apps have worked perfectly for our implementation. The documentation is well written and current. One other bonus to Chargent is the vast number of Payment gateway and card processing companies. This alone saved us time and money by using our existing payment processor.

Gregg P, August, 2019

My maiden voyage implementing Chargent for a rather nuanced use case left me quite impressed! I am using the Orders package, and I found the User Interface very straightforward, the API well documented and the functioning of the package very reliable, whether it be for one-time payments or recurring. The wide variety of gateway options seem to suggest it’s accessible and realistic for a wide variety of users.

Dhruv K., February, 2019

When our incompetent SF implementation partner dropped the ball, Chargent support was able to login to our account, identify the issue, and have it resolved in less than 24 hours so we had virtually no downtime in processing payments. Excellent job!

Jon A, November, 2021

As a seasoned dusty old accountant I can say personally that Chargent is Great. I can have as much detailed information as I want or need for accurate financial reporting. I can set it up to present it to me in exactly the form I want that is useful for general ledger accounting and sales forecasting/budgeting. Chargent makes making money more enjoyable as if that were a thing.

Katie P, June, 2019

Excellent for all types of payments. We’ve been running recurring and one time billing through Chargent for at least the last five years. They have frequent updates to keep us compliant and there are virtually never any issues with payments. Even better is their support team.

Nick F, October, 2020

We’ve been using Chargent for about 5 years now & credit card processing has been seamless. Occasionally issues arise, but their tech support is very responsive. I just worked with support to upgrade our version of Chargent to prepare for the next SF upgrade & the support process was smooth.

Jeff M, September, 2019

Stacey saved our IT department by answering our support question in a prompt and easy to understand manner. I have never experienced such a quick turn around on helping to resolve our issue. We look forward to implementing all of the customizable features that Chargent has for our org! Keep up the great work!

Stephen J, February, 2020

Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team. I would definitely recommend Chargent for payment processing needs in Salesforce.

James M., July, 2022

I’ve been working at a company that has used Chargent for about 2 years now. We use Chargent as our way of payment processing in Salesforce and the support team is always very helpful. I am usually the one to communicate with them directly and I’ve always had a great experience working with their support team.

Amanda S, February, 2022

Chargent Anywhere works like a charm. It gives us all the flexibility we want and is very easy to use. Whenever I’ve had questions, they respond quickly with the knowledge to help me on the spot. What more could I ask for? I highly recommend!

Phil L, March, 2021

Chargent has simplified our billing needs substantially. We are able to charge hundreds of customers with ease while receiving timely support by the Chargent team whenever it is needed. Very satisfied!

Powell N, November, 2020

Not only does Chargent reduce an enormous amount of administrative burden it saves time and brings all your payment needs under your Salesforce hood. With the ability to use Chargent Anywhere, your problems of object-limits for payments have come to an end. Well worth the money and ROI will be almost immediate for you.

Gautam J, July, 2020

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus. Highly recommend this application!

Kevin K., August, 2022

Chargent is easy to use, easy to train, and highly functional/user friendly. In addition, the support team is very responsive, and their help articles are intuitive and easy to learn. Very satisfied w/ this plugin as a payment collection solution.

Noel V, June, 2021

Awesome App and Customer Service! Jennifer K was absolutely awesome with helping me troubleshoot an error that I had never seen before. Her response came really quick, and was easy to follow. The application itself works great too!! Thanks!!

Gina S., April, 2022

Though you could easily run these processes using Chargent buttons and interfaces, the ease of automation-building with these objects allow admins and developers to take this functionality to another level. Not to mention their sales and support teams have been nothing but clear, responsive and helpful in all of my interactions with them. Highly recommend!

Eason R, September, 2019

Love this tool! It has saved our team hours of potential development work. It took minutes to connect up our payment gateway and get a proof of concept running. The support team was fast to respond, happy to jump on the phone, and personally investigated an issue we were having – all within a few hours.

Alexis S, December, 2021

We have implemented Chargent with multiple clients and between their app functionality, strong (and super responsive) support team, and the customization of the Salesforce platform — it makes for a great partnership! Multiple payment gateways, payment types, and one time / scheduled / recurring payments gives us a lot of flexibility when looking to develop processes within Salesforce.

Kim H., March, 2019

I recently worked with Stacey to help set up new Gateways for our company. We were experiencing an error that turned out to be unrelated to Chargent, and she still got on a Zoom call to help troubleshoot and provide guidance. 5/5 stars!

I have implemented this product for one of our client’s salesforce org and the functionality it provides is top notch. Easy to use for the sales reps and setup is very straightforward.

Luis C, August, 2020

The Chargent product has streamlined our process for credit cards. Our customers and sales team find it easy to tokenize our credit card payments. Any questions are answered quickly by the customer support team. Chargent was the right partner for my company.

Maria C, October, 2020

As someone without a technical background making sure our payment platform is working well has been intimidating. The Chargent team has been so supportive and has truly gone above and beyond to ensure we are getting what we need out of the product. Thank you!

Emily H, April, 2021

We love that Chargent is entirely native to Salesforce and allows for a lot of customizations, such as complete control over email templates, invoices, receipts, etc. It makes it much easier in a heavily regulated field, Financial Services. The support quality alone is enough for me to fully endorse this company.

Financial Services, July, 2020

We’ve just started using Chargent and Salesforce this past month. We’ve found Chargent to be easy to use, helpful in retaining credit cards on file securely and the staff is very responsive. All of the items we wanted to use Chargent for we’ve been able to execute with very little transition.

Stephanie S, August, 2019

We use Chargent in our SF Enterprise org. It’s a pretty powerful tool with lots of customizability. You can integrate with pretty much any gateway. Customer support is quick to respond as well and very knowledgeable. And is also willing to do a screenshare to walk you through any issues you might have.

Jean D, July, 2019

We have integrated Chargent and Accounting Seed into our sales and production processes and both work very well. Very nice to not have to leave the platform to perform our transactions. We may extend the solution into our e-commerce operations as well. We have also received great support when we needed guidance on implementation.

Matt B, April, 2019

We have been using Chargent for over 3 years to process credit cards in the field & office, and are extremely satisfied with the app, the features and the response time from support team. Highly recommended.

Lotan S, July, 2020

Chargent is already fairly easy to use, but I somehow managed to confuse myself on distributing licenses to my users. The customer service responded to me so promptly, and in clear and concise language helped me resolve my issue.

Arpit J, January, 2021

We have been happily using Chargent for almost 2 years and I can tell you it is such a wonderful investment. We have saved time & money having automatic payments processed.

Darci J, February, 2021

Chargent is a great payment processing solution! We’ve been using the app for a little over a year now and our end users love the simple ability to send payment links to clients. As an admin, it’s easy for me to add gateways when we open new locations.

Brea G, August, 2021

The support team has been extremely helpful both from a support perspective and have also provided consulting support which went above and beyond their purview. Our company had a number of choices to choose from a middleware omnichannel, but Chargent blows its competitors out of the water with both the vastness of their gateway library and terminal support.

Richard C., February, 2019

We were able to easily implement Chargent into our Salesforce org. It does everything we needed it for! Our accounting department loves it! The customer service is fantastic as well. I highly recommend Chargent!

Andrew M, April, 2021

If you need a great credit card processor app you’ve come to the right place. Great support system, clear implementation docs, attentive team, a winning recipe for any Salesforce Org. I needed to add a feature that was missed months after implementation and with no problem the team clearly dictated what was required and even helped with the QA.

Youval Z, June, 2020

Chargent has been vital for capturing and charging payments in Salesforce for our company. Our sales reps use the Payment Request feature for the client to enter their credit card information. Great for PCI compliance. We have the majority of our accounts using it and are working to get them on recurring payments.

Elle B, November, 2019

We are using Chargent for handling payment processing. On one click of “Send Pay Request” we can send an email and customer can pay easily just with a link. Customer support team is quick in response and ready to help. I like how Chargent stay ahead and helps update Chargent app according to Salesforce new releases.

Deepika N, June, 2020

I just installed Chargent yesterday and had to stop in the middle of the setup. When I was able to get back to it today, my auto-fill on chrome wouldn’t allow me to complete the setup. I called the support number, someone answered right away and answered and walked me through the setup, fixed my issue. I was back at work within 10 minutes, if that!

Sarah O, April 2020

Their support of their product during our upgrade was top notch. Despite the time difference, they ensured, at every stage, they were communicating with us about what was required and offering to assist as needed. As for the product, it does what it needs to do for us (re accepting credit card payments) but it’s the support of their product that makes us want to explore taking advantage of its full capability.

Michael H, July, 2022

After moving to Salesforce, our Finance staff has been able to make good use of the Chargent features as we have learned about how they might be used for our company and customers. We are still fairly new in our transition to Salesforce from our previous platform, but the documentation from Chargent has been thorough.

Nick L, June, 2021

We use Chargent to manage all of our sustaining memberships and for sending out payment requests. Makes it so much easier for people to pay their invoices. It is also such an easy tool to get set up and running!

Bonnie S, April, 2020

I worked with Randi to resolve some issues or create acceptable workarounds for a few small items. The ability to schedule a meeting on short notice with an SME to resolve issues quickly is a HUGE value. The Support responses I have received from the App Frontier/Chargent team have been a case study in what “right” looks like!

Ian F., March, 2022

We’re using Chargent and it is amazing, we struggle with something but their support was incredible, they walked us through the process and it was very helpful. Bottom line, even though I’m not a Techy guy, Chargent’s support is very helpful.

Eduardo N, November, 2021

Install & Setup Chargent

Gateway Setup and Guides

Testing Chargent in Salesforce

Chargent Feature Guides

Salesforce Communities

Ways to Customize Chargent

Reports and Dashboards

Developers and API Guides

Chargent Partner Connectors

Understanding Payments

Support and Release Notes