ChargeOn Documentation¶

Everything you need to install, configure and get ChargeOn running.

Start Here¶

Whatever you are setting up, the order is the same: check the prerequisites, follow the setup guide, then test before you go live.

I want to	Read
Get ChargeOn running and take a payment	ChargeOn prerequisites, then quick start
Take payments by conversation, inside Salesforce	Agentforce prerequisites, then setup
Connect an external AI tool	Headless 360 prerequisites, then setup
Check my setup before going live	Post-configuration testing
Understand a word I have seen on screen	Terminology

Setup Guides¶

ChargeOn quick start: get ChargeOn installed and configured in your Salesforce org, from setup to your first transaction.

Agentforce setup: connect and configure Agentforce in ChargeOn and handle all your payment actions in natural prompts.

Headless 360 setup: set up Headless 360 to let external AI tools initiate payments through ChargeOn.

Prerequisite Guides¶

ChargeOn prerequisites: org permissions and settings to check before installing ChargeOn.

Agentforce prerequisites: what needs to be in place in your org before enabling Agentforce in ChargeOn.

Headless 360 prerequisites: required setup and access before connecting external AI agents via Headless 360.

Testing and Rollout¶

Post-configuration testing: validate your ChargeOn setup with test transactions before going live.

Terminology¶

ChargeOn terminology: definitions of key ChargeOn terms and concepts used across the platform and documentation.

Check payment types, modes and saved methods

The terminology guide explains Payment Type, the 4 payment modes and saved payment methods. Check these terms before choosing how to take a payment.