Integrate Salesforce and QuickBooks Online and reduce moving data from one system to another, email communication between departments, and errors in customer information.Read more "How to Integrate Salesforce and QuickBooks Online"
Our quick start guide introduces you to CyberSource capabilities in Salesforce that will give you better control, more automation, and easier management of your online payments.Read more "Advanced Salesforce CyberSource Integration"
Learn the steps to enable multiple currencies and accept payments in different currencies using the Chargent payments app for Salesforce.Read more "Enable Multiple Currencies in Salesforce"
Learn how to send different emails with Chargent Payment Requests based on whether you’re capturing a payment now or if you want to authorize the card for capture later.Read more "Creating Salesforce Email Templates for Chargent Payment Requests"
Combining payments into your Salesforce data streamlines your workflow to bring in payments easier and faster.Read more "Setting Up Salesforce Payment Processing"
Our Take Payments feature can lower the volume of payments taken by phone or sending invoices, and allow your customers to login to make their own payments.Read more "Take Payments within your Salesforce Community"
Subscription and installment payments have become some of the most popular and most beneficial ways to collect customers’ funds. Learn how to set up recurring billing in Salesforce to streamline your payments process.Read more "How To Set Up Recurring Billing in Salesforce"
Instant payments are ideal for some businesses, but they can be risky for others. Learn how delayed capture works, how it can impact your business, and how to set it up in Salesforce.Read more "Should Your Business Use Delayed Capture for Payments?"