Payment Processing in Experience Cloud via Chargent

Take payments in Salesforce Experience Cloud! Can be used for simple purchases or complex multi-step checkout processes.

Pricing will Vary Based on the Scope of Each Project

What's Included

Not all web payment solutions require a full e-commerce solution and all the time and expense of implementing it. If your organization only has a couple of products or services, or there is a high degree of client interaction needed to gather information to determine pricing, this solution may be the best for your use case. With the benefit of leveraging native Salesforce products such as Experience Cloud and the Salesforce CRM, it is much faster and less expensive to build a custom solution to take payments from your customers, partners or other constituents through your existing Experience Cloud Portal. Our services for setting up Chargent in Salesforce Experience Cloud include:

  • Perform discovery on form and payment processing requirements

  • Install Chargent app for Salesforce

  • Build form prototype and present to client for testing

  • Form can create/update records in Salesforce for

    • Orders, Opportunities or a custom object specced during discovery (hereafter referred to as orders)
      • Salesforce Account and Contact records as needed with form data
    • Chargent Order for payment related to order record
    • Resulting Chargent Transaction records

  • Revise form based on feedback from testing

  • Create custom Salesforce Objects, Fields, and relationships as needed to capture order and payment information

  • Create Dashboard to track orders and payments

  • Add Chargent payment functionality to Salesforce record pages as needed to create a Chargent Order (payment request) from Salesforce

  • Provide training to client remotely on order and payment processing. Custom slide deck and recording of training included

  • Go-Live - Add form to Experience Cloud pages

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Important Considerations

We offer Managed Services to keep payment processing solutions working smoothly and aligned with your organization.

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Summit's Salesforce Certifications

As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

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As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

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The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

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