7 Ways to Process Payments at Salesforce

Process Payments at Salesforce

This way to process payments at Salesforce is used when you want to send an email to someone with the Pay Now button. Or when you want to be able to collect recurring payments for your subscription business. Another example is, you know, collecting installment payments for your project, collecting weekly payments for your cleaning business. These are all things you can do within Salesforce.

How to Pay at Salesforce effectively?

Do you want to learn more about Salesforce and how it can help you with payments? If that's the case, we've compiled a list of simple Salesforce payment options for you. These are six methods for making Salesforce payments secure, simple, and profitable.

So, why should you use Salesforce to process payments? You'd like to do this since it reduces the amount of systems your company needs to deal with. When you process payments in Salesforce, you receive visibility among your customers through the Salesforce community.

And you know, in a lot of other systems, that's going to be difficult. Furthermore, when you handle payments using Salesforce, your team will have easier access to data and will be able to make better decisions based on that data.

It can be very, very challenging, and a number of ways you can set up your business. So before you start, you should know that the technical definition of payment processing, it is moving money from one bank account to another.

And usually, it's from a consumer or a customer's bank account, and it's to a business bank account trying to take money for the goods and services they sell. So, what we're talking about here actually allows your staff, your partners, and your customers, to interact with payment data within Salesforce, so that those payments can be collected. So, to collect payments within Salesforce, you need to have a few things.

One of them is the merchant account. You can use your current merchant account if you already have one. If you don't already have one, then we're here at Chargent, we can help you get it. In addition, you need a payment gateway. And that will be the front end of the merchant's account. And there are several entities involved in making it happen.

Steps to Make Payments at Salesforce

But, it doesn't have to be complicated. So, if you have a problem, we can help you solve it. Here are the steps: 

1. You have the credentials to log in to your testing gateway. 

2. Install Chargent into your Salesforce organization.

3. Use the charging gateway setup wizard to set up the gateway within Salesforce.

4. Use chargent payment request setup wizard to set up your payment request site.

5. Test all of this by running some tests on your system. 

6. Adjust this to fulfill your process. 

7. Train your staff on the new system.


That's 6 salesforce commerce cloud payments tips, hopefully in the way above can help you in using salesforce to the fullest.

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