Payment Connect

Highlights

• ✔️Process Payments Anywhere in Salesforce Accept ACH payments, eCheck transactions, and debit or credit cards directly from Salesforce records. This Salesforce payment integration works natively on Opportunities, Accounts, Cases, and custom objects.
• ✔️Automate Salesforce Payments to Eliminate Manual Billing Eliminate manual billing with automated payment processing.   • Recurring and one-time billing   • Scheduled ACH payments   • Workflow triggered charges   • Fewer follow ups and billing errors
• ✔️Use Multiple Salesforce Payment Gateways Without Vendor Lock-In Use any supported gateways from Stripe, Fiserv, Actum, Authorize.Net, PayPal, etc. As volumes and regions increase, route ACH, eCheck, and card payments through your preferred processor.
• ✔️Lower Salesforce Payment Costs with ACH and eCheck Reduce transaction fees with ACH transfer and eCheck payment processing.   • Lower cost than card   • Perfect for high volume billing   • Fewer declined ACH payments   • More profit margin
• ✔️Secure Salesforce Payments with PCI Compliance and Encryption Enterprise-level security protects every transaction   • PCI compliant payments   • Tokenized data   • AES-256 encryption   • No card or bank data stored in Salesforce   • Auditable payment
• ✔️Send Branded Salesforce Payment Links and Invoices to Customers Send branded payment links securely to Salesforce invoicing. Customers can pay invoices, save payment methods, and complete eCheck or card payments while you track status and return codes.
• ✔️Trigger Salesforce Payment Automation with Flow and Apex Payments work with Salesforce automation.   • Use Flow or Apex to trigger payments   • Update records immediately   • Fire automatic follow-ups   • Synchronize your Salesforce accounting software
• ✔️Salesforce Payment Reporting and Self-Service Portals in Real Time Provide clarity for customers and teams.   • Cloud payment portal   • Dashboards for ACH, eCheck, card activity   • Payment history for Salesforce record   • Insights into cash flows
• ✔️Sync Salesforce Payments to QuickBooks for Faster Reconciliation Finance teams stay in sync with QuickBooks integration. Automate pushing ACH, eCheck, card transactions to QuickBooks to shorten reconciliation times and eliminate redundant data entry.