The Salesforce Lightning Platform is designed to allow users to create custom solutions, both declaratively (via clicks) and programmatically (via code). Chargent is an application built 100% in Salesforce; therefore, custom solutions can expand on Chargent’s standard functionality, allowing you to meet your business requirements.
Below, we’ve added examples of ways to customize Chargent to meet your needs.
Customizing Chargent Anywhere #
Chargent Anywhere can be customized to help automate your billing process.
See Customizing Chargent Anywhere for more information.
Customizing Automated Collections #
We’ve built Automated Collections with versatility in mind. You can customize Automated Collections using Flow or with Triggers.
For more information, see Customizing Automated Collections.
Email Receipts and Notifications #
Customize the Email Receipts and Notifications sent to your customers from Chargent.
See Email Receipts and Notifications for more information.
Calculating & Customizing Amounts #
Chargent Anywhere will create a Chargent Order record with different fields that make up the Total. You can customize the fields by understanding which fields are sent to the payment gateway and creating Workflow Rules that update the Charge Amount on the Chargent Order.
For more information, see Calculating & Customizing Amounts.
Field History Tracking #
Salesforce’s Field History Tracking feature is a useful audit trail for reviewing or troubleshooting past changes. We recommend enabling history tracking on key fields on the Chargent Order and Transaction for auditing purposes.
See Chargent Field History Tracking for more information.
Automating Chargent #
One of the best ways to customize Chargent is to implement Salesforce automation. Chargent, being native to Salesforce, allows you to take advantage of a myriad of automation tools, such as flow, scheduled batches, and more.
Learn more by visiting Automating Chargent.
Chargent for Developers #
Chargent has developed a robust Payments API to help developers streamline and customize the payment process using code. If you’re a developer, take advantage of our REST, Apex, or Flow solutions, which are designed specifically for you.
See Chargent for Developers to learn more.
See Also
Chargent Quick Start Guide
Partner Connectors
Chargent Terminology