How to Automatically Update Transaction Status in SALESFORCE
🏆 THE GOAL: Direct Debit transactions offer lower costs and faster payments - but keeping the status updated in your billing system can be a challenge.
Chargent and Salesforce solve this problem for you with Chargent Transaction Sync. Learn how Chargent works with some of the most popular payment gateways to automatically update Transaction Status in Salesforce, in real-time.
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✅ 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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⏭️ RELATED: How To Set Up Payment Request In 5 Easy Steps | Chargent
• How To Set Up Payment Request In 5 Easy St...
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SKIP AHEAD
0:00 Intro
0:22 How the Chargent Transaction Sync feature works
0:58 Payment Gateways with Chargent Transaction Sync
1:28 Step 1: Add Transaction Sync Fields to the Transaction Page Layout
2:01 Step 2: Schedule Salesforce Apex
2:56 Step 3: Transaction Status Field Values
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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.
#Chargent #Salesforce #Payments
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🙋 CONTACT US:
We are always here to help! http://bit.ly/chargent-contact-us
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