Checkout.com & Salesforce Integration

Integrate Salesforce and Checkout to make payment processing simple, secure, and seamless. Begin your journey today.

Checkout.com Overview

Checkout.com is a leading payment solutions solutions provider trusted by enterprises worldwide. Its platform supports a wide range of payment methods and is known for its flexible, developer-friendly API. With seamless integration capabilities, Checkout.com helps businesses optimize payment success rates while offering deep transaction insights through advanced analytics.

Checkout.com and Salesforce Integration

Integrating Checkout.com with Salesforce empowers businesses to unify their payment processing and customer management in one connected ecosystem. From card and bank payments to automated collections and real-time insights, this integration simplifies billing, enhances decision-making, and drives efficiency across the customer lifecycle.

Benefits Of Integrating Salesforce & Checkout.com

Unified Payments in One Place

Automate Billing, Scheduling & Collection

Smarter Workflows with Real-Time Data.

Why Integrate Salesforce and Checkout.com?

Checkout.com and Salesforce integration bridges payment processing and CRM, giving you a unified system that improves efficiency, boosts engagement, and supports smarter decision-making. Here’s what it brings to the table:

Effortless Payment Integration

Accept card and bank payments, generate payment links, and issue refunds directly from Salesforce.
Keep transaction records and reporting updated in real time, ensuring complete visibility and fewer manual processes.

Superior Customer Engagement

Access detailed insights into payment behavior and customer preferences to deliver personalized experiences.
Offer region-specific payment options based on location or customer history to increase satisfaction and conversion.

Streamlined Operational Efficiency

Trigger workflows like shipping, support, or inventory updates instantly after payment verification.
Centralize payment and customer data for better forecasting, audit readiness, and strategic planning.

Ready To Elevate Your Business?

Salesforce and Checkout.com can be integrated to streamline payment processing and provide an enhanced customer experience. Send us a query, and our experts will get in touch with you!

How can ChargeOn help?

Your Trusted Partner for Seamless Payment Gateway Integration.

ChargeOn is a 100% native Salesforce AppExchange application that streamlines payment processing, automates collections, and securely manages transactions, all within Salesforce. It empowers businesses with tokenization, multi-currency support, and seamless payment experiences tailored to their operations.

Streamline Payments

Deliver a seamless checkout experience by enabling direct payment acceptance within Salesforce, no external systems required.

Gain Customer Insights

Access a unified view of customer transactions and payment behavior to personalize services and drive retention.

Make Data-Driven Decisions

Generate real-time dashboards and reports using consolidated payment and CRM data to inform strategic choices.

Count on Ongoing Support

ChargeOn comes with dedicated support and regular updates to ensure continuous, reliable performance at every stage.

Streamline Payments

Deliver a seamless checkout experience by enabling direct payment acceptance within Salesforce, no external systems required.

Gain Customer Insights

Access a unified view of customer transactions and payment behavior to personalize services and drive retention.

Make Data-Driven Decisions

Generate real-time dashboards and reports using consolidated payment and CRM data to inform strategic choices.

Count on Ongoing Support

ChargeOn comes with dedicated support and regular updates to ensure continuous, reliable performance at every stage.

How ChargeOn Works?

Best Practices for Checkout.com and Salesforce Integration

Integrating Checkout.com and Salesforce streamline operations and enhance customer experience. To make the most of this integration, it’s recommended to follow the given best practices:

Best Practices for Checkout.com and Salesforce Integration

Integrating Checkout.com and Salesforce streamline operations and enhance customer experience. To make the most of this integration, it’s recommended to follow the given best practices:

Set Clear Integration Goals

Identify the specific challenges you aim to solve with the integration. Start with aligning teams and creating a detailed roadmap that outlines what success looks like.

Choose the Right Integration Approach

Evaluate your technical capabilities and budget before selecting a pre-built connector or third-party integration tool. Consider scalability, maintenance, and flexibility when making your decision.

Prioritize Security from Day One

Implement strong data protection protocols to ensure sensitive payment and customer data remains secure. This not only protects your business but also builds trust with your customers.

Automate Data Sync Wherever Possible

Use automation to sync customer and transaction data between systems in real time or on a schedule. This reduces manual errors, increases efficiency, and ensures consistency across teams.

Keep Your Data Clean

Regularly validate and clean your data to maintain accurate reporting and reliable business insights. Data hygiene plays a critical role in long-term system health and decision-making.

Bring in the Experts When Needed

If the integration involves custom workflows or advanced configurations, don’t hesitate to consult with experienced developers or Salesforce partners. A smooth setup today avoids bigger issues tomorrow.

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Frequently Asked Questions

Salesforce and Checkout.com offer two integration options. For those using Salesforce Commerce Cloud, a pre-built integration allows you to accept payments directly in your online store. For broader Salesforce users, there is a deeper integration available that connects various Salesforce products with checkout.com. It provides improved sales insights through unifying customer data and streamlining customer services by offering a comprehensive view of transaction and support issues.

The working of Salesforce and Checkout.com integration depends on your setup. For online stores using Salesforce Commerce Cloud, you get a pre-built extension that simplifies accepting payments through Checkout.com within your store. For broader Salesforce users, you can connect various Salesforce applications like Salesforce Sales and Service Cloud with Checkout.com's system. This provides you with a comprehensive view of customer purchase history and other crucial information present in the Salesforce database.

Salesforce and Checkout.com integration complexity depends on your needs. For their Commerce Cloud storefront, a pre-built app simplifies setup. For broader Salesforce use with custom functionalities, a developer familiar with Salesforce and potentially Checkout.com APIs is recommended.

Checkout.com's primary focus is on online payments. So, while it can integrate with Salesforce for customer data, it might not help you directly track your offline sales. To achieve comprehensive sales tracking, try finding a more robust sales management software that integrates with both Checkout.com and Salesforce.

Make Payments The Easy Way

Integrate your payment gateway today and start accepting payments across the globe.

Make Every Transaction Count!

Secure, seamless, and automated payments—right inside Salesforce.

Discover More. Request A Demo Today.

Explore Salesforce and payment gateway integration capabilities.
Discover ChargeOn's impact on your transactions system.
Learn to maximize the team’s potential with use cases.

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