How To Process Payments In SALESFORCE
🏆 THE GOAL: In this video, you're going to learn how to process payments in Salesforce. This will be helpful, for example, when you want to send someone an email with a "pay now" button. Or you might want to collect recurring payments for your subscription business. Other examples could be collecting installment payments for your project based business, or collecting weekly payments for your cleaning business.
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⏭️ RELATED: Chargent Go Live Checklist - Payment Processing for Salesforce • 5 Things You MUST Do Before Going Live wit...
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✅ GET THE CHECKLIST - "10 Ways To Make Salesforce Payments Safe, Easy And Profitable" https://chrgnt.co/Salesforce-Payments...
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00:00 Intro
02:05 Step 1: Ensure you've got credentials to log into your test gateway.
02:09 Step 2: Install Chargent into your Salesforce org.
02:14 Step 3: Use the Chargent gateway setup wizard to set up that gateway inside of Salesforce.
02:21 Step 4: Use the Chargent payment request setup wizard to get payment requests ready.
02:26 Step 5: Test all of this by running some test transactions.
02:31 Step 6: Customize to meet your processes.
02:34 Step 7: Train your staff on your new system.
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🧔🏻 ABOUT CHARGENT:
Chargent makes payments simple for you and your customers. Chargent payment enables any object in Salesforce, ensuring you get instant confirmation. With Chargent your recurring billing is set and forget! AppFrontier® - the makers of Chargent.
#Chargent #SalesforcePayments #paymentprocessing #paymentsolution
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