Global Payments & Salesforce Integration

Simplify payment processing with Salesforce and Global Payments integrations. Get started with seamless transactions today.

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Global Payments & Salesforce Integration

Global Payments Overview

Global Payments is a trusted leader in financial technology, helping businesses around the world accept and manage payments with ease. Its flexible platform supports a wide variety of payment methods and simplifies even the most complex workflows. With strong security standards and scalable solutions, Global Payments is the preferred partner for companies across industries looking for reliability and growth.

Global Payments Overview

Global Payments and Salesforce Integration

Connecting Salesforce and Global Payments is more than just expediting transactions; it's about connecting your payment operations directly with your customer data, giving you a smarter, more efficient way to manage revenue.

Benefits Of Salesforce & Global Payment Integration

Faster Payments with Full Flexibility.

Automated Billing and Collection Cycles

Smart Notifications and Credential Verification

Why Integrate Salesforce and Global Payments?

Salesforce and Global Payments Integration provides your business with multiple benefits. Here are some of the competitive advantages you'll enjoy by connecting Salesforce and Global Payments:

Effortless Payment Integration

Effortless Payment Integration

  • Accept card payments, schedule recurring billing, and share secure payment links directly from Salesforce, making transactions simple for both teams and customers.
  • Keep your payment and transaction reporting updated, and give your teams instant access to financial data for smarter decisions.

Superior Customer Engagement

  • Tap into detailed analytics on customer preferences and payment behavior to personalize offers, upsells, and service interactions.
  • Offer customers flexible payment methods based on their region or preference, improving satisfaction and minimizing payment friction.
Superior Customer Engagement
Streamlined Operational Efficiency

Streamlined Operational Efficiency

  • Automate routine financial processes like refunds, failed payment retries, and payment verifications, reducing manual workload across teams.
  • Manage multi-currency transactions effortlessly within Salesforce, ensuring consistent, accurate financial tracking as your business expands internationally.

Connect More Than Systems; Connect Experiences.

Salesforce and Global Payments integration streamline payment processing and provide an enhanced customer experience. Send us your 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 fully native AppExchange application that works as a connector between Salesforce CRM and your payment gateway. Also, it empowers businesses with comprehensive compatibility in Salesforce payment processing and makes online transactions easier.

Streamline payments

Offer a smooth checkout experience for your customers by accepting payments directly within Salesforce.

Gain customer insights

You can personalise your offerings and boost customer satisfaction by getting a comprehensive view of your customers' transactions and payment behaviour.

Make data-driven decisions

Create insightful reports and dashboards based on financial data from both platforms.

Ongoing support

Make sure that the performance is maintained and supported regularly.

Streamline payments

Streamline payments

Offer a smooth checkout experience for your customers by accepting payments directly within Salesforce.

Schedule A Demo

Gain customer insights

Gain customer insights

You can personalise your offerings and boost customer satisfaction by getting a comprehensive view of your customers' transactions and payment behaviour.

Schedule A Demo

Make data-driven decisions

Make data-driven decisions

Create insightful reports and dashboards based on financial data from both platforms.

Schedule A Demo

Ongoing support

Ongoing support

Make sure that the performance is maintained and supported regularly.

Schedule A Demo

How ChargeOn Works?

How ChargeOn Works
Best Practices for Global Payments and Salesforce integration

Connecting Global Payments with Salesforce marks a strategic move for businesses aiming to refine operations and boost customer service efficiency. To navigate this integration effectively, here are some expert-curated best practices to follow:

Best Practices for Global Payments and Salesforce integration

Connecting Global Payments with Salesforce marks a strategic move for businesses aiming to refine operations and boost customer service efficiency. To navigate this integration effectively, here are some expert-curated best practices to follow:

Start Your Integration Today

Define Clear Business Outcomes

Start by identifying the real goals behind your integration and draft a practical roadmap that links every integration step to a measurable business outcome.

Choose the Integration Approach That Scales

Evaluate whether a pre-built connector, a custom API solution, or a third-party tool best fits your current setup and long-term growth.

Strengthen Data Security from the Beginning

Protect sensitive customer and payment information with encryption, tokenization, and strict access controls. Prioritize PCI DSS compliance and regular security audits to build customer trust.

Automate Payment Flows and Real-Time Updates

Set up automatic data synchronization between Salesforce and Global Payments, including payment confirmations, refunds, and status changes.

Keep Financial and Customer Data Clean

Establish regular validation and cleansing routines to avoid duplicated records, mismatched invoices, or reporting inaccuracies.

Engage Certified Experts Early

Work with Salesforce and payment gateway integration specialists who understand both ecosystems deeply, identify hidden technical challenges and ensure a seamless experience across teams.

Start Your Integration Today

Explore Our Payment Gateways

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Frequently Asked Questions

Global Payments offers various options to accept payments. You can choose a simple hosted payment page, integrate custom payment fields into your website, or leverage their API for full control. All methods involve setting up a merchant account with them. They'll guide you through the specific steps based on your chosen integration method.

Yes, Global Payments does provide POS (point-of-sale) payment solutions. They offer a variety of options to cater to different business needs:

  • POS Terminal for traditional credit card terminals for swiping or inserting cards.
  • Mobile POS enables accepting payments through smartphones or tablets, and is ideal for on-the-go businesses.
  • Cloud-Based POS Systems, which you can integrate seamlessly with Global Payments Gateway, offers a complete solution for managing sales, inventory, and payments.

When you integrate Global Payments with Salesforce, key transaction and customer data is synced between the two systems. This includes payment statuses, transaction amounts, payment methods (like card or bank payment), refund information (excluding bank refunds), recurring payment schedules, customer identifiers, and real-time updates on payment success or failure. Some integrations also sync automated collection attempts, payment link activity, credential verifications, and multi-currency transaction details, giving your teams a complete view of customer financial interactions within Salesforce.

Global Payments go beyond just processing transactions; they can be a powerful tool for business growth. They offer various ways to accept payments, from online portals to point-of-sale solutions, making it easier for customers to pay you. This flexibility attracts a wider audience and eliminates friction during checkout. Global payments offer secure payment processing by protecting sensitive information, building trust with customers and allowing you to focus on running your business.