Time to Automate the Payment Process in your Salesforce

Organizations should be excited about the day when they have to collect payments, but usually, this isn’t the case. Instead, the team dreads evaluating all those information and managing recurring payments and debts. Managing all of it manually while avoiding errors can be a challenge.

But collecting and managing payments doesn’t need to be this hard. The good thing is Salesforce allows you to automate your payment process by enabling integration with different payment gateways.

Integrating Salesforce with the most popular and secure payment gateways has become a standard deal, especially for e-commerce businesses.

As a trusted Salesforce consulting service, we’ve helped our clients and their finance teams from different industry segments and e-commerce to benefit from an automated payment process while using Salesforce.

Automating your payment process in Salesforce is something you can do by considering the choice of your payment gateway.

This article will cover a few of the most common payment gateway integration with Salesforce to simplify and streamline your payment process. But let’s start by determining the ways you can address challenges faced in the payment process.

Ways to Address Challenges to the Payment Process

Fast-growing organizations seek ways to ensure seamless transactions that support security, speed, and compliance. You can automate and manage these payment processes using the following methods.

1. Conducting Reusable API Integrations

It can be complex for companies to manage secure online payments, and building entirely new systems can make the process even more complicated.

Lost transactions and payment delays can become common challenges.

In such a case, you can work with reusable API integrations rather than building an entirely new system to make the process easier, even for non-technical users.

2. Digital Payments Platforms

With increasing regulations around online payments, aligning with compliance and security standards has become essential.

Compliance failure can not just lead to insecure transactions but can also bring along penalties.

You must consider using trusted and compliant digital payment methods and gateways for utmost data protection.

3. Tokenization and P2PE

Fraud and malware attacks are usually connected to financial transactions.

This makes it essential to give crucial importance to online payment security. You can consider using point-to-point encryption (P2PE), fraud management filters, and tokenization to protect your payment gateways.

Now, let’s discuss your top options for payment gateways that you can integrate with Salesforce to automate your payment process while ensuring secure transactions.

PayPal Integration

One of the most common payment gateway organizations for international payments is PayPal, which is used as a Payflow Pro setup. With PayPal Payflow Pro, users can conduct automatic and seamless online payments and track it all within Salesforce.

Achieving a robust integration will help you look for or create Salesforce Contacts, and construct opportunities right from PayPal sales, thus eliminating the hassle of managing contacts from different platforms.

Here are some features you can access with Salesforce PayPal integration:

Enable quick and easy online payment with PayPal Express Checkout and track it all with Instant Payment Notification.

The integration enables companies to use a glitch-free and risk-free payment method for secure payments, protecting them from malware.

Being available in over 200 markets globally and accepting 100 currencies, PayPal is the best choice for managing international business transactions.

PayPal saves you from duplicate payments, using APIs for every transaction.

Stripe Integration

Another effective solution to manage invoicing, payment and finances in a better way is by using Stripe. Salesforce integration with Stripe enables you to automate your critical processes and helps you save valuable resources and time while maintaining secure transactions.

The tools and APIs of Stripe are tailored to help businesses to manage business transactions, issue refunds, easily manage processing orders, and keep multiple subscriptions on track.

The Stripe API is REST organized and uses HTTP response codes to indicate any API errors. It uses built-in HTTP authentication to return all API responses to ensure secure transactions.

Here are some features you can access with Salesforce Stripe integration:

You can synchronize Stripe customers with Salesforce and make direct payments from the CRM without switching to Stripe.

The integration enables automatic recognition of customer data, thus making it easier to manage recurring payments.

You can maintain a coupon or subscription model to make your marketing process more engaging with an integrated system.

As Stripe supports WebHooks, it makes it easier for organizations to work on building real-time systems for better productivity.

There are many other payment gateways that you opt to integrate with Salesforce. All you need is the best Salesforce consultants to guide you through the steps.

Wrapping Up

Secure transactions are the key to running a business and making profits. There are better ways to handle complex transactions than manually handling everything, especially when dealing with hundreds of clients and vendors.

Considering our Salesforce integration services is your way to bring automation to your payment management, giving your team the ease they seek to maintain error-free transactions.