in this video i'm going to show you how to set up the gateways that are native to the salesforce
billing application in the video before this one in this series i begged you to stop taking
paper checks i said it a few times please stop the madness missed it no worries we put a link in the
description for you so you can check it out and now that you've realized that paper checks are bad
you might be asking if we shouldn't use those old paper checks then what exactly should we be
using and the simple answer is that you should be using digital payments now as a sales force
billing customer you have quite a few options to take digital payments and in this video
we're only going to be talking about the ones that are native to the sales force billing system
before we jump into the connectors uh just a quick note on a very important digital payment method
your organization should be considering a move to electronic bank draft payments we have made
a special checklist just for you on the 10 ways to make salesforce payments safe easy and profitable
so check that out in the link below these systems are ach here in the u.s eft up in canada cepa
in europe and then direct debit in australia and in the uk systems like these they exist globally
in almost every country and these systems allow your organization to take very large payments
literally up to millions of dollars for very small fees and do it all digitally sometimes these can
be low as a dollar per transaction again check out the description to get a bit more information on
these things okay now that we know that electronic bank transfers should be part of your quiver let's
talk about card payments let's dive into the pros and cons as well as show you how to use the native
connectors that come with salesforce billing when i say out of the box or native gateway connectors
i'm talking about the four e-commerce gateways that salesforce billing supports
as part of their platform offering now you might be saying hey you know what i've been a salesforce
customer for a long time and you don't often see them do integrations you'd be absolutely right
so why do these even exist where did they come from well you may know that salesforce billing it
was originally a product called invoiceit invoice that was based in the uk and the company was
bought by another company called steel brick this was back in 2015. so not much longer after that
steel brick in turn they were bought by salesforce then in 2019 after investing significantly
in this product salesforce released it again is what we now know as salesforce billing and since
invoiceit had implemented four of the most popular gateways globally salesforce simply
kept those integrations those four gateways are authorized.net and cybersource you may know that
both of those they're owned by visa and then there is first data's payeezy which is pretty popular
here in the u.s and then of course an old standby which is currently owned and operated by paypal
called pay flow pro again those four are auth.net cybersource payeezy and payflow pro
in the description of this video you'll also find links to all of these gateways if you're going
to use one of these four gateways then there are just a few quick steps that you need to do
and this is how to use them first get your authentication credentials for the gateway
then add the remote site settings for the payment gateway and also create the custom settings next
add a payment gateway record inside the salesforce billing setup and finally run a test transaction
that's it you're off the races once you've done the simple setup for these out of the box gateways
all of the payment user interfaces inside of salesforce billing are going to be ready for
you to use so how do i log payments you might be thinking well if you're using all of the
built-in functions inside of salesforce billing they've already taken care of it for you there's
nothing else you need to do it doesn't matter which payment functions that you're using if
you're using payment center or payment sites hosted card payments or maybe just doing payment
runs issuing credits or applying refunds it's all integrated and ready for you to use out of the box
it is really quite simple whichever payment feature you use the system will automatically
create the payment and the payment allocation records these records they manage the business
of saying how much was paid into which invoice it belongs how to use the out of the box payment
gateways with salesforce billing if you need to use a gateway that is not one of the four that
we mentioned that's where charging comes in we have written our gateway connector to enable you
to use our 30 plus gateway integrations and in the next video in this series
we're going to be talking about how to use the charging gateway connector [Music]
in this video you're going to learn how the charging gateways connector enriches
salesforce billing in cbq if you're familiar with salesforce's billing and cpq products you
might be thinking yourself wait isn't charging a billing application and doesn't that make them a
competitor to salesforce billing that's a fair question and the simple answer is no
in fact we've worked closely with the salesforce product team to build our gateways connector as
a complimentary product one that expands the capabilities of salesforce billing and cbq
let's talk about how the charging gateways connector fits into the billing and cpq context
salesforce salesforce's billing and cpq products support things like guided selling product
configurator pricing and quote management orders and renewals and invoicing salesforce and charging
both provide payment automation you can leverage either of these approaches in your org depending
on what best fits your business we at charging are impressed by how gracefully salesforce's products
handle these tasks and we built our gateways connector to expand that functionality with
a focus on what we do best payment processing you can use our gateways connector to add the
following functionality subscription payments retail payments point of sale pos transactions
and direct integration with our list of over 30 payment gateways with our gateways connector
salesforce can accommodate more use cases offer more flexibility and leverage our large list of
the most popular gateways used globally and our list of gateway integrations is always growing
so we're ready for your expansions into new markets setting up our gateways connector is
a breeze and can be done in a matter of minutes using it is easy too as you'll be taking payments
directly from the salesforce billing pages that you and your team are already working in there's
no costly developer to get it up and running and no costly retraining to get your team up to speed
we're excited to join forces with salesforce to enrich their billing and cpq products with our
charging gateways connector reach out to us today to learn more or to set up your free 30-day trial
in this video you're going to learn how to set up any of the four e-commerce 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
pay easy and pay flow pro my name is stacy and i'm from charge it do you want to learn more
about salesforce and payments if so we have made a special checklist for you on 10 ways to make
salesforce payments safe easy and profitable get the link in the description below now you might be
saying hey you know what i've been a salesforce customer for a long time and you don't often
see them do integrations you'd be absolutely right integrations are unusual with salesforce
but they do exist and i'm going to show you how they work so why do this first 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 you or your customer second salesforce
gives you a lot of options for taking digital payments before you begin know this 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 united states it's ach
in canada it's eft in europe it's sepa and in the uk and australia it's direct debit salesforce
billing was originally a product called invoice it invoice it was based in the uk and the company
was bought by another company called steel brick in 2015 then in 2019 steel brick was bought by
salesforce which put some investment into the product and released it as salesforce billing
since invoice it had implemented four of the most popular e-commerce gateways globally salesforce
continued to support that part of their platform offering these four gateways are authorized.net
which is owned by visa cybersource which is also owned by visa pay easy from first data this one is
pretty popular in the united states and pay flow pro the old standby that's 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 the system will automatically
create the payment and the payment allocation records here's how to use these gateways the steps
are the same for each to get started here are the steps step one get your authentication credentials
for the gateway step two 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 six use other payment gateways with salesforce if you
need to use a gateway that is not one of the four that we have mentioned you can use our chargent
gateway connector which enables you to use 30 plus gateways and check out this next video where i'll
show you how to use the chargent gateway connector my name is stacy from chargent and we're dedicated
to helping aspiring salesforce payments geeks like you be a superstar for your organization
at chargent we're always here to help so click on that next video and i'll see you there