SALESFORCE: How to Assign Chargent Permission Sets
✅ Reduce your Accounts Receivable and Collections challenges in Salesforce with Chargent! Learn how Chargent can make your payments process configurable and automated by saving you time and money! Minimize failed payments or involuntary churn by downloading our expert guide at the link below!
⏭️ https://chrgnt.co/Automated-Collectio...
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🏆 THE GOAL: If you’re a Salesforce user, you need a license and Salesforce permission set in order to use Chargent or other Salesforce AppExchange apps. In this video, you will learn how to assign Chargent Permission sets in Salesforce!
When you’re in Salesforce, users are assigned a User License which determines what features a user can access. Salesforce permission sets are then used to give additional access to records and objects. Once you create a permission set, it will help with: Users Object access, the ability to create, update, or edit records as well as give access to Apex Classes and Visualforce pages. Also, limiting access to records and objects helps maintain the security of data.
Do you want to learn more about Salesforce Payments? Then leave a comment and let us know what you want to see next. At Chargent we specialize in Salesforce Payments, so make sure to like, subscribe, and turn on your bell notifications for more!
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⏭️ RELATED: Set Up Salesforce Change Management In 6 Steps With Chargent
• Set Up Salesforce Change Management I...
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SKIP AHEAD
0:00 Intro
0:47 Permission Sets
1:42 Step 1: Chargent Base and Orders Permission Set Assignment
3:14 Step 2: Chargent Anywhere Permission Set Assignment
4:05 Step 3: Site Guest User Permission Sets For Payment Request
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🧔🏻 ABOUT CHARGENT:
AppFrontier® - the makers of Chargent are proud to make payment processing seamless with an application that lets you manage single or recurring payments right in your CRM where your customer information lives. You can easily maintain compliance, and Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process.
#Salesforce #Chargent #SalesforceSets
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🙋 CONTACT US:
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