Ultimate Guide to “ChargeOn” Salesforce Payment Processing
April 2, 2024 | visibility
2295
TABLE OF CONTENT
Table of Content
Share This Blog
Payment processing the term has its value and importance for every modern business. There are thousands of companies using Salesforce for their business operation and payment processing.
Salesforce has its community and provides native application solutions for different types of business needs. It also provides a bunch of payment processing apps that are made for accepting and handling payments in Salesforce.
Native payment processing apps are beneficial for businesses as they don’t need to migrate their data and also they can handle business operations. These apps are responsible for transaction processing, user experience and financial security.
Salesforce payment gatewayis one of the most essential needs of businesses of all sizes that want to receive payment in Salesforce.
However, challenges like data security, cross-border transactions, and multiple payment gateways make it complicated for businesses to adopt Salesforce payment processing.
Is it necessary to go through the typical Salesforce payment gateway integration process always?
Not anymore. ChargeOnis here to ease your headache.
Built natively on Salesforce, ChargeOn is one popular Salesforce AppExchange Application that offers smooth Salesforce payment gateway integration to help businesses receive payments globally in Salesforce.
Let’s dig deeper into this blog to learn how ChargeOn can help eradicate the complicated Salesforce payment gateway integration.
What is ChargeOn?
ChargeOn is a multi-cloud native AppExchange application that makes Salesforce payment processing. easier by offering seamless integration of more than 15 payment gateways.
ChargeOn is a highly customizable application, making it adaptable to specific business needs. It was first released to address the complexities involved in Stripe Salesforce integration. Later on, it expanded its offering to 15 more payment gateways like PayPal, Authorize.net, Checkout.com, ChargeBee, and the list goes on.
ChargeOn offers support to payment methods such as debit/credit cards, ACH Bank, or e-check. So businesses can receive payments in Salesforce while offering their customers the convenience of choosing their preferred payment method.
Fun Fact: You can integrate Payment gateways through ChargeOn in the following Salesforce products:
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Experience Cloud/Community Cloud.
What makes ChargeOn the most essential Salesforce payment processor is its centralized source of truth. It enables businesses to manage transaction databases, schedule payments, customer information, payment details, and more in one place, reflecting Salesforce’s core value.
Let’s imagine a business that sells a wide range of electronic products online and uses Salesforce as its customer relationship management platform (CRM).
The business has customers globally, and it wants to integrate the Stripe payment gateway within Salesforce. Now they will install ChargeOn from Salesforce AppExchange, completing the straightforward installation, and the app will become a part of the Salesforce environment. Merchants can configure the installation to meet specific requirements such as payment methods, payment processing rules, and so on.
Now, when customers proceed to pay, all the payment options are seamlessly presented to make it easier for them to choose the most appropriate.
It securely handles the transaction process and communicates with Stripe for authorization and others. Once the transaction is authorized, ChargeOn updates the Salesforce records with relevant transaction information.
ChargeOn also works to streamline financial reporting to make it easy for businesses to gain deeper insights into their payment transactions. This is how ChargeOn handles payment processing in Salesforce
ChargeOn keeps track of due payments, failed payments, and upcoming payments to automatically send the payment link to customers at the right time. This helps in reducing payment delay rates.
4. Multiple Payment Gateway Integration
Apart from the 15 payment gateway, ChargeOn also offers you the freedom to integrate any other custom payment gateway with Salesforce. Discuss with the ChargeOn team to explore the scope of integration.
ChargeOn puts customer security at the heart of payment processing. With the help of tokenization, you can easily update or shield sensitive payment information with a unique identifier known as a token. Tokenization eliminates the need for PCI compliance obligations, enabling the payment gateway to handle payment information collected from the payer.
6. Notifications
ChargeOn alerts both customers and businesses whenever a transaction is successful or failed. Imagine this scenario: you’re a salesperson tasked with collecting payments from various customers by a specific deadline. On the due date, some will pay while others won’t.
However, if you’ve integrated your preferred payment gateway with Salesforce using ChargeOn, its Notification feature will provide you with a targeted list of customers who haven’t initiated payment, enabling you to send them reminders to do so.
7. Payment Request URL
ChargeOn offers the convenience of sending payment request URLs to customers. Customers can click on the payment link and initiate the payment from their preferred payment mode.
8. Reports and Dashboards
ChargeOn enables you to keep a tab on a variety of information, like transaction volume, scheduled payments, monthly transaction counts, and many more. Easy access to this information enables the business to analyze transaction behaviour and make informed decisions to propel growth.
Benefits of ChargeOn Salesforce Payment Gateway
Discover the Benefits of ChargeOn and How It Simplifies Your Payment Processing Challenges:
1. Payment Flexibility
ChargeOn grants businesses the option to receive payments immediately or schedule them for later, granting them the flexibility to manage their cash flow effectively.
2. Consistent Revenue Streams
By utilizing ChargeOn, you can establish recurring payments on diverse schedules, including weekly, monthly, annually, or customized intervals, ensuring a steady and predictable income flow.
3. Effortless Payment Management
ChargeOn automates payment collection by monitoring due payments, addressing failed transactions, and dispatching payment links to customers at optimal times. This minimizes payment delays and enhances cash flow control.
4. Adaptable Payment Gateway Integration
Beyond its integration with 15 payment gateways, ChargeOn offers the flexibility to incorporate custom payment gateways into Salesforce. Collaborate with the ChargeOn team to explore integration opportunities.
5. Heightened Payment Security with Tokenization
ChargeOn places a premium on customer payment security through tokenization. This method replaces sensitive payment data with unique tokens, eliminating the need for PCI compliance and ensuring the secure handling of payment information.
How to Install ChargeOn in Salesforce?
To get started with ChargeOn in Salesforce, follow these steps:
Begin by logging in to your Salesforce organization.
Locate the ChargeOn listing and click ‘Get It Now.’
Afterwards, proceed to complete the form, our team will reach you, and you’re all set!
How Much Does ChargeOn Cost?
Final Take
ChargeOn is a revolutionary 100% native Salesforce AppExchange application providing seamless Salesforce payment gateway integration. It is leveraging state-of-the-art security to facilitate payment processing with confidence.
With seamless integration to more than 15 payment gateways, it enables businesses to receive cross-border payments.
Want to set up ChargeOn for your business?
Let’s connect with us to discuss the endless capabilities of Salesforce and payment gateway integration with ChargeOn.
Frequently Asked Questions
Can businesses integrate a custom payment gateway with Salesforce using ChargeOn?
Yes, ChargeOn allows businesses to integrate custom payment gateways in addition to the 15 gateways it supports. You can discuss with the ChargeOn team to integrate Salesforce with a specific payment gateway.
Do you offer training so my team can get familiar with ChargeOn?
Yes, the premium pricing plan offers businesses access to training sessions, enabling them to maximize the use of ChargeOn.
Does ChargeOn sync with existing systems?
Yes, ChargeOn can be easily synced with existing accounting systems to ensure the seamless flow of data between these systems.
What customization options does ChargeOn offer?
ChargeOn offers customization options to make this application adapt to your specific business needs. Every business brings its specific requirements, and as per your payment processes, you can add fields/objects in ChargeOn to make integration more efficient and successful, simultaneously allowing your team to manage finances better.
What Salesforce Payment Option Does ChargeOn Offer?
There are multiple Payment options and methods available that chargeOn on Support such as debit/credit cards, ACH Bank, or e-check.
What is Credit Card Processing in Salesforce?
Salesforce credit card processing refers to the integration of payment processing capabilities within the Salesforce platform. By using this solution, businesses can securely accept credit card payments directly in their salesforce org. It helps businesses to enhance customer retention, and experience as well as over revenue. Using ChargeOn you can enable Credit card processing to accept payment worldwide.
What is a Salesforce Payment Solution?
Having a business and receiving money is a crucial part of any organisation. If you are at Salesforce then your problem becomes easy. Salesforce provides multiple payment solutions to its clients that lead to a seamless transaction journey
What is Salesforce Billing?
Salesforce Billing is an automated billing and invoicing platform that helps businesses generate more revenue with their billing process. Billing is the most crucial part of any business so while you are using Salesforce you can use Salesforce billing for the best user transaction experience.
Difference Between Salesforce Payment Processing and Payment Processor?
Salesforce payment processing is the same as the term denotes, it is used to process the payment. In simple words handling all the processes from payment initiation to payment competition is called payment proceedings.
Where On the other hand payment processor is a platform that is used to process transactions.
Being a business that has adopted a subscription revenue model, you might need help with customer retention, revenue recognition, and churn rate. According to Subscription Flow, 48% of businesses need help to meet their subscription management challenges, ultimately downgrading their customer experience and leading to churn issues. Therefore, to cater to such problems, you need […]
Do you know that 67% of insurers use online payments as their primary investment method (source: Exavalu)? This is due to the convenience it offers your customers to choose a plan, schedule a transaction, and ease the payment process. With this increase in digital payments, insurance agencies have necessitated this way of investing. But everything […]
Many businesses are turning to subscription-based models, in current days. This is because customers are increasingly adopting this model. It gives customers complete control over their service subscriptions, making it a popular payment model. Due to the expanding popularity, businesses seek a solution that easily manages recurring billing processes while providing automation capabilities. In this […]
Payment gateways play a crucial role in the fintech industry as payment facilitators. These gateways are well known as the backbone of this industry, as it might not work without them. With the increasing adoption of online and cashless payments by customers, fintech payment gateways have become necessary. These help facilitate a streamlined connection between […]
Regardless of the industry you operate in, invoicing must be an important part of your internal processes. This being crucial yet complex to manage gives origin to various management challenges, such as laborious and manual invoicing. Moreover, these challenges often result in unclear and inaccurate invoices, which might prove to be faulty for your business […]
Are you still doing invoices manually? Is it hard for you to keep track of your billing? If yes, you’re in the right place. Many businesses still face these challenges. Performing manual tasks is time-consuming and overwhelming, which affects the business’s productivity. However, with Salesforce billing, you get a streamlined billing process that boosts your […]
Salesforce, the #1 CRM, serves businesses of all sizes, industries and geographic regions. It is one of the top CRM providers around the globe, with more than 150,000 customers. Despite its engaging capabilities, businesses face various challenges when receiving international and multi-currency payments in Salesforce. Based on a Rapyd report, they face issues like delays in […]
Nowadays transacting online has become an integral part of our lifestyle. No one usually carries cash, they perform transactions online using different payment methods, be it credit card, or debit card, using payment applications like Google Pay, Apple Pay and more. This is because it is easy and convenient for them to just click and […]
Today, Salesforce has become essential for businesses looking to ease operations and enhance the customer experience. Further, they need to integrate online payment service providers for better transaction experience. Whether you’re a small startup or a huge business, selecting the right payment option can positively impact your sales and overall business efficiency. In this detailed […]
Automation has reshaped business, bringing ease to professionals’ lives. In online payments, customers favour the simplicity of initiating transactions. Have you ever wished handling online business payments could be as easy as a click? Salesforce ensures this with automated payment processes, streamlining financial management. This extends a convenient payment method globally, unlocking doors to vast, […]
April 16, 2024
Share This Blog
Make
Payments The Easy Way
Integrate your payment gateway
today and start accepting payments across the globe.
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.
We Are Just A Message Away
By submitting, you consent to Cyntexa processing your information in accordance
with our Privacy Policy
. We take
your privacy seriously; opt out of email updates at any time.