In this video, you’re going to learn how to set up any of the four eCommerce gateways that Salesforce Billing supports as part of their platform offering. These are also referred to as out-of-the-box or native gateway connectors, and they include Authorize.Net, CyberSource, Payeezy, and Payflow Pro.
Now you might be saying, “I’ve been a Salesforce customer for a long time and you don’t often see them do integrations.” Integrations are unusual with Salesforce, but they do exist. Here’s how they work.
Setting Up Salesforce Integrations
- Your organization should be considering a move to electronic bank draft payments. In our digital world, paper checks are frankly just problematic in a lot of ways. They take more time for you to get paid, they cost more to produce, and it’s harder to track down mistakes by your sales team or your customer during the billing process.
- Salesforce gives you a lot of options for taking digital payments.
Things to Know Before You Begin
Bank Draft Payments
Electronic bank draft payments enable your organization to take payments up to millions of dollars for very small fees. These go by different names in different countries.
- In the U.S., it’s ACH
- In Canada, it’s EFT,
- In Europe, it’s SEPA.
- In the U.K. and Australia, it’s Direct Debit.
Salesforce Billing Gateways
Salesforce Billing was originally a product called Invoiceit. Invoiceit was based in the U.K. and the company was bought by another company called SteelBrick in 2015. Then in 2019 SteelBrick was bought by Salesforce, which put some investment into the product and re-released it as Salesforce Billing.
Since Invoiceit had implemented four of the most popular eCommerce gateways globally, Salesforce continued to support that part of their platform offering. These four gateways are:
- Authorize.Net – owned by VISA
- CyberSource – also owned by VISA
- Payeezy – from First Data. This one is pretty popular in the US
- Payflow Pro – an old standby which is owned by PayPal
Each of these gateways are integrated and ready for you to use out of the box, regardless of whether you’re using payment center or payment sites, hosted card payments, or maybe just doing payment runs, history credits, or applying refunds. Whichever payment feature you use for your products or services, the system will automatically create the payment and the payment allocation records.
REPORT: Best Practices for Managing Recurring Billing in Salesforce
Manage customer relationships and integrate subscriptions into your everyday workflow
Steps for Salesforce Gateway Connectors
Here’s how to use these gateways. The steps are the same for each to get started:
STEP 1: Get your authentication credentials for the gateway.
STEP 2: Add the remote site settings for the payment gateway and also create the custom settings.
STEP 3: Add a payment gateway record inside of the Salesforce billing setup.
STEP 4: Run a test transaction. Now the payment user interfaces inside of Salesforce Billing are going to be ready for you to use.
STEP 5: Log Payments. If you’re using all of the built-in functions inside of Salesforce Billing, they’ve already taken care of payment logging for you. There’s nothing else you need to do.
STEP 6: Use other payment gateways with Salesforce
If you need to use a gateway that is not available through Salesforce Billing, you can use our Chargent Gateway Connector, which enables you to use 30+ direct payment gateway integrations.
Enhance Salesforce Billing with Chargent
The Chargent Gateway Connector is designed to complement Salesforce CPQ & Billing by adding subscription payments, POS transactions, and integrations with many more popular payment gateways like Stripe, Worldpay / Vantiv, and many more. Visit our Supported Payment Gateways page to learn about Chargent gateway options, then contact us to see how we can help you!