Linked2Pay & Salesforce Integration

Effortlessly manage B2B payments and operations with Linked2Pay Salesforce integration. Streamline risk, onboarding & payments all at once.

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Linked2Pay & Salesforce Integration

Linked2Pay Overview

Linked2pay is a leader in payment technology and offers innovative solutions to streamline business payment processing. They automate credit card, ACH, and check processing for merchants, and empower banks and ISVs with industry-leading white-label solutions for branded payment experiences. Their commitment to security is unparalleled, with features like EV 256 TLS 1.2 encryption, PCI DSS compliance, and Experian Third-party Technical Provider approval. Partner with Linked2pay for increased efficiency, enhanced security, flexibility, and peace of mind.

Linked2Pay Overview

Benefits of Linked2Pay Salesforce integration

Navigate seamlessly through risk management and PCI DSS compliance and enjoy robust security with Salesforce and Linked2Pay integration.

Accept payments via credit card and ACH

Real-Time Financial and Customer Data Sync

Achieve efficiency with automated payment workflows

Why Integrate Salesforce & Linked2Pay?

Integrate Linked2Pay and Salesforce and get a secure, unified platform for managing B2B payments, and powerful reporting tools, providing numerous advantages for your business.

Efficient Payment Management

Efficient Payment Management

  • Accept card and ACH bank payments directly inside Salesforce, streamlining the payment experience for both your team and your customers.
  • Automatically sync payment status and refund related activity to reduce manual updates and maintain accurate, real-time records.

Greater Control with Real-Time Insights

  • Centralize your payment and customer data in Salesforce to monitor transactions, billing schedules, and outstanding balances instantly.
  • Leverage detailed reporting and live dashboards to forecast revenue, optimize cash flow, and resolve payment issues proactively.
Greater Control with Real-Time Insights
Secure B2B Payment Experiences

Secure B2B Payment Experiences

  • Use Linked2Pay’s white-label tools to build a seamless, branded payment flow that aligns with your business requirements.
  • Rely on PCI-compliant infrastructure and advanced fraud prevention to ensure secure, compliant transactions across your customer base.

Ready to experience seamless payments?

Connect Linked2Pay with Salesforce to streamline B2B payments, automate follow-ups, and keep your data and teams perfectly in sync. Ready to simplify? Let’s get started.

How can ChargeOn help?

ChargeOn is a fully native AppExchange application designed to seamlessly integrate Salesforce CRM with your payment gateway. This powerful application improves business operations through compatibility with Salesforce payment processing and a smooth payment flow.

Effortless Recurring Billing

Effortlessly manage recurring payments, streamline the collection of subscription fees, membership dues, or other recurring charges required by your business.

Protect Customer Data With Tokenization

Enhance security and simplify payment processing with tokens to update or hide payment information, transferring PCI compliance to the gateway.

Automated Payment Processing

Reduce manual tasks and ensure timely B2B payments by automating recurring payment cycles and collections, improving cash flow and streamlining financial operations.

Ongoing support

Provide continuous updates, troubleshooting, and dedicated customer support to ensure optimal performance and seamless payment processing with minimal downtime.

Effortless Recurring Billing

Effortless Recurring Billing

Effortlessly manage recurring payments, streamline the collection of subscription fees, membership dues, or other recurring charges required by your business.

Schedule A Demo

Protect Customer Data With Tokenization

Protect Customer Data With Tokenization

Enhance security and simplify payment processing with tokens to update or hide payment information, transferring PCI compliance to the gateway.

Schedule A Demo

Automated Payment Processing

Automated Payment Processing

Reduce manual tasks and ensure timely B2B payments by automating recurring payment cycles and collections, improving cash flow and streamlining financial operations.

Schedule A Demo

Ongoing support

Ongoing support

Provide continuous updates, troubleshooting, and dedicated customer support to ensure optimal performance and seamless payment processing with minimal downtime.

Schedule A Demo

How ChargeOn Works?

How ChargeOn Works
Best Practices for Linked2Pay and Salesforce Integration

Customer experience and revenue workflows go hand in hand. Integrating Linked2Pay with Salesforce creates a single source of truth—but only when executed correctly. Follow these practices to ensure both are in sync.

Best Practices for Linked2Pay and Salesforce Integration

Customer experience and revenue workflows go hand in hand. Integrating Linked2Pay with Salesforce creates a single source of truth—but only when executed correctly. Follow these practices to ensure both are in sync.

Start Your Integration Today!

Define Clear Use Cases

Before getting into the technicalities of integration, outline the objectives and the expectations, so that the execution plan stays on track and you get the desired architecture.

Choose the Integration Path That Fits

Use a solution like ChargeOn for a quick and native integration, or explore custom APIs if you need more control over how Linked2Pay interacts with your Salesforce workflows.

Sync Payment Events with CRM Automation

Configure real-time or scheduled syncing so that Salesforce records reflect payment status changes, or other transaction related information.

Enable White-Labeled Experiences Thoughtfully

If using Linked2Pay’s white-label features, ensure your payment branding is consistent with your Salesforce email templates, portals, and customer-facing journeys.

Test for Edge Cases: Refunds, Voids, Failures

Account for scenarios like payment aborts or failed ACH transfers. Build fallback workflows in Salesforce that notify reps, retry collections, or open cases automatically.

Involve Integration ExpertsEarly

Loop in an experienced Salesforce professional who can oversee the entire process from outlining to final deployment, ensuring nothing falls out.

Start Your Integration Today!

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Frequently Asked Questions

To successfully integrate Linked2Pay with Salesforce using ChargeOn, ensure the following prerequisites are met:

  • Salesforce Access & Permissions: Grant appropriate user access and admin-level permissions to install and configure the ChargeOn AppExchange package within your Salesforce environment.
  • Active Linked2Pay Merchant Account: A valid and active Linked2Pay merchant account is essential to initiate and process transactions through the integration.
  • Data Mapping Strategy: Define clear data mapping between Salesforce objects (such as Opportunities, Invoices, or Subscriptions) and Linked2Pay fields to ensure seamless synchronization and automation.

Yes, you can seek assistance from the ChargeOn support team, who are available to guide you through the Linked2Pay Salesforce integration process. They prioritize your core business requirements, assist you through every step, and aim to provide the best possible solution as quickly as possible.

Linked2Pay offers PCI DSS compliance, prioritizing safety and security for all transactions. Plus, ChargeOn offers robust security features such as tokenization, which encrypts the card details from unauthorized access and visibility. This adds up to a two-tier security level, ensuring high transaction security.

Here are some key benefits of this integration:

  • Streamlined payment processing:You can accept payments directly within Salesforce, eliminating the need to manually enter data across various systems.
  • Improved customer experience:A smoother payment process enhances customer satisfaction levels.
  • Enhanced cash flow:Faster payment processing helps with quick access to funds.
  • Wider payment acceptance:Linked2Pay and ChargeOn support multi-currency and international payments across the globe.
  • Optimal data synchronization:Salesforce, Linked2Pay, and ChargeOn ensure real-time synchronization of data, achieving accurate and on-time reporting