There are only a few requirements you need to meet in order to use Chargent Payment Processing:
Note: Chargent uses Workflow Rules and Scheduled Apex jobs and therefore will currently only work with the Enterprise, Performance, Unlimited, and Developer editions of Salesforce. Person Accounts also work with Chargent but require modifications to your Salesforce Org to use some features.
After meeting the above criteria, you can begin your journey with Chargent. With Chargent, you will be able to populate billing and payment details from any object in Salesforce, including Chargent’s custom object, Chargent Orders.
Workflow Rule Limitations
Chargent includes 10 Workflow Rules to automatically update totals and other field values after transactions occur. There are also Workflows to automate email receipts.
As there is a limit of 50 active rules per Salesforce org, if you exceed that limit, you may need to deactivate some rules in order to install Chargent. You may also contact Salesforce to request they raise your maximum Workflow Rules to 300, though we recommend converting your Workflow Rules to Flows.