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 Salesforce 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 Salesforce Billing system.
Before we jump into the connectors, just a quick note
on a very important digital payment method.
Your organization should be considering
a move to electronic bank draft payments.
These systems are ACH here in the U.S.,
EFT up in Canada, SEPA in Europe,
and then direct debit in Australia and in the U.K.
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 eCommerce 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.
Invoiceit was based in the U.K. and the company
was bought by another company called SteelBrick.
This was back in 2015.
So not much longer after that, SteelBrick in turn,
they were bought by Salesforce.
Then in 2019 after investing significantly in this product,
Salesforce released it again.
It's 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 Authorize.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 Payflow Pro.
Again, those four are Authorize.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 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 of the Salesforce billing setup.
And finally, run a test transaction.
That's it.
You're off to 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,
history 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 and to 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 Chargent 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 Chargent gateway connector.
That's all for this installment.
Thank you so much for watching our video.
Be sure to like, comment, and subscribe.
Check out our next video right here.
Don't hesitate to reach out.
As you know we're always here to help.