In this video, I'm going to answer the top 10 questions
about Salesforce payments inside
of Salesforce CPQ and Billing.
Well, it's no surprise that there are a lot of questions.
Salesforce, it's a full scale CRM platform
with thousands of features
to help you streamline your organization's operations.
Understanding all of this, it takes time.
My name is Micaiah and I'm from Chargent
where we are dedicated
to helping aspiring Salesforce payments experts
like you be a superstar for your organization.
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.
Question number one, what is Salesforce CPQ and Billing?
Salesforce, CPQ and Billing, there are two products
that make it easier for salespeople to send proposals
and for operations to invoice and bill their customers.
CPQ is an acronym for configure, price, and quote.
Through CPQ, businesses can create quotes
and orders more quickly and more accurately.
So with this product, you can generate new quotes
that'll take into consideration
your business's customized rules.
Now, they might be for things like pricing, discounts,
ad-on services, bundled products,
and other challenging tasks related
to getting your customers the pricing configurations
that they need.
And by automating the quoting, orders,
and pricing processes,
businesses can save time while reducing human error.
Salesforce Billing serves a different purpose.
It's an add-on package to Salesforce CPQ
that enables the seamless flow of essential data
from your CPQ records to automate invoices,
payment, and rev rec.
Question number two,
can you invoice through Salesforce?
Yes, business can create
and send both manual
and automated invoices directly through Salesforce Billing.
This solution allows you to send one-time invoices
or use an invoice scheduler to create future invoices.
Salesforce's invoice displays a list of the products
and services offered, along with the total order amount.
Furthermore, Salesforce allows you
to customize numerous fields to serve your customers better.
Question number three, can Salesforce process payments?
Well, yes,
Salesforce Billing does support
four different payment gateways
that they can process credit cards with.
So payment gateways, these are external service providers
that can process electronic payments.
Salesforce Billing uses those ecommerce API integrations
to interface with these payment gateways.
The platform, it also works with payment apps,
the most popular of which, of course, is Chargent.
And Chargent not only provides a connector
for Salesforce Billing to the thirty plus different gateways
that we support, it also enables you
to process payments directly,
from anywhere inside of Salesforce.
With a click of a button, your staff can send payment links
to customers to have them pay their invoice payments online.
And, they can manage their recurring payments
inside of Salesforce.
Question number four,
can nonprofits use Salesforce to collect donations?
Well, yes.
Thousands of nonprofit organizations use Salesforce
to collect donations and organize their constituents.
Salesforce also provides these organizations
with the ability to manage events, fundraising campaigns,
and marketing initiatives, and to showcase their results
in detailed reports and dashboards.
Chargent enriches the Salesforce experience
for nonprofit organizations.
In addition to the Salesforce features,
Chargent enables organizations to set up recurring donations
and automatically send a notification to their donors
when they miss an expected contribution.
Question number five,
what's the difference between Salesforce Billing
versus Salesforce Billing Department?
Well, this is actually a pretty common mix-up.
If you search for Salesforce Billing on Google,
you have may not get the results that you were expecting
because there's a big difference between Salesforce Billing
and the Salesforce Billing Department.
Some terminology is pretty key here.
If you want the Salesforce Billing Department,
which is where, of course, you would make contact
to ask questions about your Salesforce bill
or make a payment towards your Salesforce account,
and you could also, of course, talk to customer service.
Whereas Salesforce Billing actually is the software product
that automates invoices and serves many other functions
to get you more control over your payments
and how you bill your customers.
In other words, if you want to make a payment
to Salesforce, the company,
look for the Salesforce Billing Department,
and if you're seeking to collect payments
from your own customers, then you want to look
for Salesforce CPQ Billing.
Question number six,
can Salesforce process subscription and recurring payments?
No, Salesforce as out-of-the-box solution,
doesn't allow businesses
to collect and process repeat payments.
However, the Salesforce Billing application
does include a subscription invoice product
that sends invoices on a repeat schedule
and payments can be scheduled on those.
However, adding our service, Chargent will enable you
to add recurring payments to your process
and Chargent can automatically process scheduled payments
and charge your clients
on file payment method, add a specified recurring frequency.
Additionally, Chargent's automated collections feature
can automatically retry charges
and send emails to your customers asking them to complete
an unsuccessful payment.
Question number seven,
does Salesforce integrate with PayPal?
Well, yes, but only through an API
or through a third party integration.
So Chargent gateway connector,
for instance, allows you to integrate
with Salesforce with 30 different integrations,
including PayPal's PayFlow Pro credit card gateway,
as well as their Braintree gateway, Authorize.Net,
Stripe, CyberSource, and a bunch of others.
And the primary PayPal service that we all think about,
well, it's called PayPal Express,
where you can take money out of your bank
or your credit card and make the payment.
Payment app integrations like Chargent,
we connect to PayPal's PayFlow Pro and Braintree,
which are kind of normal payment gateway services,
and they just happened to be provided by PayPal.
So in short, the service PayPal Express
that we all know so well, it's actually fairly challenging
to set up inside of Salesforce.
Question number eight,
how would you implement a payment gateway
in Salesforce Billing?
Well, to accept payments, you need
to install the gateway's
Salesforce Billing integration package into your org.
And Chargent makes this even easier by providing a connector
to many popular gateways, which you can install
into your org in a matter of minutes.
In most cases,
installing a payment gateway requires the assistance
of a Salesforce developer.
Chargent, however, makes this process simple
and straightforward, so that even
an inexperienced Salesforce administrator can easily connect
to their preferred payment gateway quickly.
Question number nine,
does Salesforce retry failed credit card payments?
No, as an out-of-the-box solution,
Salesforce cannot retry failed credit card payments.
To achieve this,
you'll need to use a third party application.
If you decide to use Chargent,
we do offer automated collection
which will enable you to retry failed credit card payments
on a defined schedule.
And in addition, it notifies your customer
of the failure, giving them the opportunity
to update their payment information
and resolve their payment status.
Question number 10,
how do you change payment methods in Salesforce?
Well, through Chargent, you can accept a variety
of payment methods from your customers,
including credit card, debit card, bank transfers,
and many others.
Your organization can choose the types of payments
that they want to accept,
then your customers can select the payment method
of their choice.
Chargent makes this process even easier
by sending out a payment request,
so customers receive this email
and it directs them to a secure link
that's hosted on the Salesforce platform
where they can make a payment
and they can change their preferred method
for future payments,
or they can just add new billing details.
My name is Micaiah.
And at Chargent, we're dedicated
to helping Salesforce customers
like you keep your payments simple.
So I want you to head over to this video here,
I'll meet you over there.
And remember here at Chargent, we're always here to help.