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
- Orders, Opportunities or a custom object specced during discovery (hereafter referred to as orders)
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
How Can we Help?
Let's Get Started
Important Considerations
We offer Managed Services to keep payment processing solutions working smoothly and aligned with your organization.
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Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.
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.