Accounting
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"
Uncategorized
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"
Chargent Features
Learn how Salesforce CPQ and Salesforce Billing help you get the correct amount of money back into your bank account for the goods and services you’ve sold.
Read more "What is Salesforce CPQ?"
Chargent Features
Learn the steps to set up any of the four eCommerce payment gateways that Salesforce Billing supports as part of their platform offering.
Read more "How to Use Salesforce Billing Payment Gateway Connectors"
Accounting
How do you know that your Salesforce workflow is optimized for your payments process? Our handy list will get you started on the right track.
Read more "Top 9 Salesforce Payments Mistakes"
Uncategorized
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"
Accounting
Integrating Quickbooks with Salesforce helps your bookkeeping accurately reflect what you’ve sold to your customers.
Read more "Efficient Salesforce Quickbooks Integration"
Documentation
Learn how to access Chargent support as well as some of the great resources that we have for our customers!
Read more "Accessing Chargent Support and Resources"
Chargent Features
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"
Uncategorized
Combining payments into your Salesforce data streamlines your workflow to bring in payments easier and faster.
Read more "Setting Up Salesforce Payment Processing"