Global Payments & Salesforce Integration
Simplify payment processing with Salesforce and Global Payments integrations. Get started with seamless transactions today.
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 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.
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
- 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.
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
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.
How ChargeOn Works?
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 TodayDefine 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.
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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.
Let’s Take the Complexity Out of Salesforce Payments
Drop your details and we’ll show you how ChargeOn can streamline your entire payment flow - right where you work.
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.
Take Control of Your Payments!
Say goodbye to payment headaches—integrate ChargeOn and experience seamless transactions.
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