Streamline Finance Enhances Payment Visibility in Salesforce using ChargeOn

Executive Summary

Streamline Finance is a specialized financial services firm dedicated to providing strategic financing solutions to its customers. The company focuses on managing complex payoff contracts and loan applications, offering services such as Smart Credit & Funding Strategy, Short-Term & Bridge Financing, Growth & Expansion Loans, and Business Credit Cards & Credit Line Solutions. Their specialization lies in simplifying financial debt structures for a diverse global clientele through customized consulting.

Streamline Finance required a multi-payment gateway payment processing setup while keeping their Salesforce financial records in sync. We integrated Square, Cardknox, and Authorize.net into their workflow and built custom automation to reconcile balances across related objects. This eliminated manual tracking errors and provided their team with real-time visibility into every transaction status.

Areas for Improvement

Before partnering with us, Streamline Finance identified several areas where operational efficiency could be enhanced.

Limited Multi-Gateway Payment Support

The client wanted the ability to process payments through multiple and different payment gateways, including Square, Cardknox, and Authorize.net gateways, within the same Salesforce objects. Their existing setup was limited to a single gateway for each object, which restricted their operational workflows and prevented them from offering diverse payment options to their customers.

Square Payment Gateway Integration Compatibility Challenges

To integrate the Square payment gateway in Salesforce, a specialized Web SDK was required for secure tokenization. However, that SDK could not run natively within Salesforce, due to which the client faced a technical barrier in generating the necessary payment tokens to complete transactions securely. 

No Real-Time Payment Visibility Across Records

Streamline Finance needed an automated workflow to update accounting records whenever payments were made against “Application” or “Payoff Loan” records. Their teams relied on manual updates and had no clear visibility.

Uncontrolled Charging of Unapproved Applications

The client needed to prevent staff from charging unverified loan applications by restricting the “Charge” action until a record reached the required approval status.

Disconnected Payment Reporting Across Gateways

Streamline Finance wanted a centralized view of all its incoming payments. They wanted to track total charged amounts across both Authorize.net and Cardknox payment gateways in one place without having to run separate, manual reports.