Payment Processing in Experience Cloud via Linvio
Take payments in Salesforce Experience Cloud! Can be used for simple purchases or complex multi-step checkout processes
Price will vary based on the scope of each project
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 Linvio Payments in Salesforce Experience Cloud include
Perform discovery on form and payment processing requirements
Install Linvio Payments 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
Linvio Order for payment related to order record
Resulting Linvio 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 Linvio payment functionality to Salesforce record pages as needed to create a Linvio 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
What's Included
We offer Managed Services to keep payment processing solutions working smoothly and aligned with your organization