PayTrace & Salesforce Integration

Simplify B2B Payments with Secure Links with the PayTrace integration with Salesforce and enjoy 99.8% uptime with assured PCI DSS compliance. Start accepting payments securely.

PayTrace Overview

PayTrace is a payment gateway that empowers businesses to accept secure credit card payments online, and through mobile solutions. Paytrace payment gateway is popular among B2B merchants and is gaining attention from multiple industries by potentially offering lower fees through Level II and Level III processing. With features like recurring payments and integrations with business tools, PayTrace aims to streamline the payment experience for both businesses and their customers.

Benefits of Salesforce PayTrace Integration

Gain complete visibility of customer interactions and streamline payment management with Salesforce PayTrace integration.

Accept Secure Card and Bank Payments with Ease

Instant Payment Updates and Real-Time Notifications

Verify Credentials Before Processing Payments

Why Integrate Salesforce & PayTrace?

Salesforce and PayTrace simplifies payment management, and creates a connected, data-driven customer experience that drives smarter business growth.

Smarter Payment Management

Accept secure card and ACH payments right in your Salesforce, eliminating the need for external platforms or manual reconciliation.
Automate recurring billing, payment scheduling, and collection workflows to reduce missed payments and improve cash flow consistency.

Centralized Customer and Transaction Insights

Sync payment history, account balances, and refund activity into Salesforce to build a complete, actionable customer profile.
Utilize updates on payment status to personalize follow-ups, loyalty offers, and service engagements across the customer lifecycle.

Optimized Financial Operations for B2B Needs

Enable Level II and III data processing to streamline payment tracking, and compliance reporting within Salesforce.
Reduce manual errors and administrative overhead by automatically linking payments, and account records across both systems.

See Payments, Customers, and Revenue—All in One Place.

Integrate PayTrace and Salesforce for real-time payment tracking, automated billing, and a complete customer view. Let’s simplify your payment journey! Get in touch with us today.

How can ChargeOn help?

Your Trusted Partner for Seamless Payment Gateway Integration.

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 simple payment flow.

Simplify B2B Payments with Secure Links

Offer B2B customers the convenience of secure payment links (card & bank). Shared via email, these links simplify the payment process, leading to faster payments and improved cash flow for your business.

Automate Payments

Reduce manual work and ensure timely B2B payments. Automate recurring billing cycles and collections, results in boosting cash flow and streamlining your financial operations.

Protect Sensitive Information with Tokenization

Ensure security by replacing sensitive cardholder data with secure tokens, minimizing the risk of data breaches within Salesforce.

Effortless Recurring Payments

Automate recurring B2B payments (card/ACH) directly in Salesforce for subscriptions & contracts. Improves revenue predictability & reduces manual work for businesses and also for customers.

Simplify B2B Payments with Secure Links

Automate Payments

Reduce manual work and ensure timely B2B payments. Automate recurring billing cycles and collections, results in boosting cash flow and streamlining your financial operations.

Protect Sensitive Information with Tokenization

Ensure security by replacing sensitive cardholder data with secure tokens, minimizing the risk of data breaches within Salesforce.

Effortless Recurring Payments

Automate recurring B2B payments (card/ACH) directly in Salesforce for subscriptions & contracts. Improves revenue predictability & reduces manual work for businesses and also for customers.

How ChargeOn Works?

Best practices for PayTrace and Salesforce integration

Integrating PayTrace with Salesforce helps unify payments and CRM operations; but the real impact comes from doing it right. Follow these best practices to ensure a secure, scalable setup that supports both finance and customer teams.

Best practices for PayTrace and Salesforce integration

Define Your Objectives Early

Clearly outline what you want this integration to solve. Knowing your end goal helps shape the right setup.

Choose the Right Integration Method

Evaluate your technical resources and business needs before selecting the ideal approach for integrating PayTrace and Salesforce.

Enable Strong Security and Compliance

Follow PCI compliance and protect sensitive customer data by enabling credential verification, tokenization, and access control within your integration settings.

Ensure Data Hygiene from the Start

Regularly audit and deduplicate records across PayTrace and Salesforce to maintain accuracy in financial reports and customer profiles.

Leverage Expert Guidance When Needed

If your team lacks the expertise, partner with certified Salesforce consultants or PayTrace integration experts to avoid misconfigurations and ensure best-fit architecture.

Monitor and Optimize Continuously

Once live, use Salesforce dashboards and PayTrace analytics to track performance, identify issues, and optimize your payment processes over time.

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Frequently Asked Questions

PayTrace as a comprehensive payment gateway helps businesses of all shapes and sizes. It facilitates secure processing of payments through various card payments, along with recurring payment options. This makes it a powerful tool for both e-commerce stores running B2B transactions, handling mail and phone orders and physical storefronts with a POS (point-of-sale) system.

Salesforce PayTrace integrations accepts all major credit cards, including Visa, Mastercard, American Express, and Discover, as well as debit cards from major networks. However, less common payment methods like ACH transfers (eChecks).

You can perform the integration using a Salesforce payment gateway connector like ChargeOn. You can download it from the Salesforce AppExchange marketplace and if you face any difficulties during the integration process and wish to ensure seamless integration, the ChargeOn team is at your service.

No, the performance of the Salesforce platform will not be affected by this integration, as ChargeOn is a 100% Salesforce native application. It supports all the configurations and an optimal number of transactions. However, bulky transaction levels and an unstable internet connection might cause delayed payment processing.

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!

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