Shift4 Salesforce Integration

Deliver faster and smoother payment experiences by integrating Shift4 with Salesforce. Power up your payments today!

What is Shift4?

Shift4 is a trusted leader in offering secure payment solutions, enabling businesses of all sizes to accept, process and protect payments with ease. With flexible API, tokenization and real-time reporting, Shift4 makes management of transactions easy across different industries including retail, healthcare, eCommerce, etc. Shift4 empowers businesses to streamline payment acceptance, automate financial workflows, and deliver a seamless customer experience—securely and efficiently.

Salesforce Integration with Shift4

Shift4 Salesforce integration facilitates smooth payments, automates billings, and manages everything from one connected platform, faster, smarter, and secure.

Benefits Of Salesforce & Shift4 Integration

Unified Payment Experience

Recurring Billing and Scheduled Payments Made Simple

Gain Real-Time Customer Insights

Why Integrate Salesforce and Shift4?

Shift4 Salesforce Integration benefits your business in processing payments that are simplified, keeping customer data protected and recurring transactions effortless.

Effortless Payment Management

Accept payments directly within Salesforce, eliminating manual errors and data entry hassles.
Close deals faster with instant payment authorization, keeping your revenue pipeline flowing smoothly.

Enhanced Customer Experience

Build individualised interactions based on real-time insights into customer purchasing behaviour using Shift4.
Streamline customer support by connecting payment inquiries with relevant Salesforce records.

Optimized Business Processes

Reduce operating expenses and increase efficiency by automating order fulfilment based on Shift4 transactions.
Create Transaction history records automatically to ensure accurate Salesforce billing and to save time.

Your Payment Workflow, Reimagined.

Make payment processing smoother and customize customer experiences with Shift4 Salesforce Integration. Reach out to us with your questions, and our team of experts will be happy to assist you!

How can ChargeOn help?

Your Trusted Partner for Seamless Payment Gateway Integration.

It is a 100% native AppExchange application that bridges the gap between Salesforce CRM and your payment gateway. Also, ChargeOn empowers businesses with comprehensive compatibility with Salesforce payment processing and makes online transactions easier.

Streamline payments

Offer a smooth checkout experience for your customers by accepting payments directly within the Salesforce instance.

Gain customer insights

Get a unified view of your customer's transactions and payment behaviour, allowing you to personalize your offerings and boost their satisfaction.

Make data-driven decisions

Consolidate financial data from both platforms for insightful reports and dashboards, empowering you to make informed business decisions.

Ongoing support

Provide ongoing support and maintenance to ensure optimal performance.

Streamline payments

Offer a smooth checkout experience for your customers by accepting payments directly within the Salesforce instance.

Gain customer insights

Get a unified view of your customer's transactions and payment behaviour, allowing you to personalize your offerings and boost their satisfaction.

Make data-driven decisions

Consolidate financial data from both platforms for insightful reports and dashboards, empowering you to make informed business decisions.

Ongoing support

Provide ongoing support and maintenance to ensure optimal performance.

How ChargeOn Works?

Best practices for Salesforce integration with Shift4

When executed rightly, Shift4 Salesforce integration doesn’t just improve payment processing, it transforms customer relationships, reporting accuracy and operational efficiency. Here are some expert-guided best practices for successful integration:

Best practices for Salesforce integration with Shift4

Map the Full Customer Journey

Before you get started with the integration process, plan how you will track the entire customer experience from checkout to post-payment inside Salesforce.

Design for Mobile and Omnichannel Payments

Make sure your workflows, notifications, and reporting are ready for a flexible payment experience through mobile and other omnichannel platforms.

Build Strong Credential Verification from the Start

Integrate smart customer verification early to protect sensitive data as it prevents chargebacks, and builds trust in every transaction you process.

Work with Salesforce Integration Experts

Hire a certified Salesforce developer or Shift4 specialist to avoid mistakes and ensure a faster, more stable integration.

Automate Payment Flows and Exception Handling

Create clear workflows for failed transactions, retries, cancellations, and abandoned payments so nothing falls through the cracks.

Plan for Growth and New Payment Models

Build your integration to scale easily. Support multi-currency transactions, digital wallets, and new payment methods as your business expands into new markets.

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Frequently Asked Questions

Integrating Shift4 payments with Salesforce depends on your specific setup. For Salesforce B2C Commerce Cloud users, Shift4 Payment’s pre-built module simplifies the process by eliminating the need for complex coding. However, for broader Salesforce integrations, a custom development project using Shift4's APIs is likely necessary. Consulting with a Salesforce Integration Partner is highly recommended for this approach.

Shift4 works on a multi-layered security approach to keep your customer's information always protected. First is EMV chip card processing, a widely accepted standard that reduces fraud. The security is further enhanced with Point-to-Point Encryption (P2PE), which scrambles card data directly at the terminal, preventing it from ever entering your systems. Finally, Shift4's innovative tokenization technology replaces sensitive card details with meaningless tokens even if intercepted by hackers.

Shift4 offers a variety of solutions for in-person payments, allowing businesses to accept credit cards, debit cards, and other payment methods from customers physically present at their stores. POS (Point-Of-Sale) systems act as a central hub that manages everything. Shift$ allows customers to pay through mobile wallets like Apple Pay on their smartphones. Shift4 also offers contactless payments, allowing a simple tap with cards or phones using Near Field Communication (NFC) technology.

Shift4 offers both mobile and contactless payment solutions, highlighting capabilities across their products and services. You can easily integrate Shift4 with a variety of mobile wallets like Apple Pay, allowing customers to pay conveniently using their iPhones or other smartphones. Another available method is contactless payment in which you just have to tap credit cards or smartphones via NFC technology on compatible terminals to make payments. It also offers QR code payment options for a contact-free experience.

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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