In this video,
you will learn how to take recurring payments
in a Salesforce partner community
without the use of any code.
That's right, no apex, no visual force, no code.
My name is Micaiah and I'm from Chargent.
If you want to learn about Salesforce and payments
to be a superstar for your organization,
then you are in the right place.
To accelerate your learning,
we've made a special checklist for you
on the 10 ways to make Salesforce payments safe,
easy and profitable.
To find that,
I want you to go to the description of this video
and just click the link.
As we are getting into this,
I want to take a moment to thank LU B.
In another video,
they asked a question about how to take recurring payments
in a Salesforce community.
And because of that,
we made this video to answer that question.
And you are invited to ask questions in the comments also,
we love answering your questions,
and you might even get your very own video like this one.
So you might be saying to yourself,
what are the situations
in which I might want to take a payment
in a partner community?
Well, there are four use cases
that we see here at Chargent pretty often.
Use case one, selling insurance on the sales floor.
So if you're in the operations department
with a sales floor or so, think car, RV,
boat, motorsports dealership,
you're likely selling warranties and insurances
and other products like this.
In some cases that money,
it should be collected by the company
that's actually offering the service.
And in this case, you, as the sales op person,
you'd want to input those payment details
on behalf of the customer.
And this money,
it should be collected by the provider of that service.
All right, use case number two,
it's distributors who sell to retailers.
There's lots of different kinds of distributors,
but some sell very big engines and transmissions
and other large parts for vehicles
that are often in a position
where they need to have their retailers
go in and make orders.
In this model,
it could really apply to anybody doing business to business.
The end retailer goes into the partner portal,
adds the pieces that they need and they check out.
And this could be done with a custom build,
or you could use the Salesforce B2B Commerce Cloud.
Use case number three,
it's dealers ordering collateral.
So as a manufacturer,
you've got a network of dealers often, and those dealers,
they need to order pamphlets, banners,
and other collateral directly from you.
And a partner portal, it's a great solution for this.
All right, use case number four,
and the one we're going to demo
is that the strongest value proposition
for a partner community with payments
is when a third-party is selling on behalf of
the original provider of the goods or services.
So, let's say that you're a dog trainer
and you sell pet daycare services
on behalf of Doggo Daycare.
When the fur balls in your care are ready to go to daycare,
you can sign them up directly using your partner,
Doggo Daycares partner community.
Let's dive into the demo.
So we're going to set up a recurring payment.
To begin, I'm clicking the payment console button
that's here in the Chargent anywhere component.
And just as a reminder,
that can go on any page you want inside of Salesforce.
Inside the payment console,
I'm going to put in the owner's name.
The cost for this service, it's $90 per week.
I'm also going to set the recurring amount.
Let's click next, and I'm going to charge weekly.
I'm taking today's payment right now,
so I can set the payment start date for next week,
where Chargent will start taking the payments
automatically for me.
So here I can double check the details
so I can clearly see that it's going to start updating
once a week, and I'm good to go.
Here at the top,
I can double check my billing details,
and you can see that I've got a recurring payment of $90,
a frequency of weekly,
and the automatic payments start next week.
In this case, it's a subscription, so we've set unending.
You can see the next six payments right here.
Everything looks good, one week after the other.
To commit this, one just clicks the big blue button
that says charge one time payment
of 90 and update recurring billing.
Here, I see two things.
First, that the recurring result has been created,
and also, that I've got an approved transaction.
So we're good to go.
Chargent is going to automatically build them once a week
until I tell it to stop.
And that demo was made by our superstar
tech support agent Robert,
and he did it in just a few minutes.
If you want to learn how he did this, then watch this video,
where you will learn how to use Chargent
in your partner community
so that you can take recurring payments
from your customers today.
My name is Micaiah, and at Chargent,
we're dedicated to helping Salesforce customers like you
keep your payments simple.
And remember, at Chargent, we are always here to help.