✅Are you a Salesforce Admin or Consultant? If so, then learn more about Salesforce Payments and get the checklist - "10 Ways To Make Salesforce Payments Safe, Easy And Profitable". In this checklist (link below) you'll learn how to make your payments secure, reduce your payment processing fees, save your staff time and increase productivity, enable your customers to serve themselves, and more!

⏭️CHECKLIST:
[ Ссылка ]
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🏆 THE GOAL: In this video, you will learn how to streamline your company's payment processing system and automatically send links to request online payment from your customers using Salesforce’s Process Builder. We’ll also show you how to set up the Process Builder in order to automatically send a Payment Request to your customers or donors. As one of Chargent’s most popular features, it’s not only easy to use, but the Payment Request pay link can be copied and used in other places such as custom email templates and forms!

At Chargent we specialize in Salesforce payments, so make sure to leave a comment and tell us what you want to see next. Also, don't forget to like, subscribe and turn on your bell notifications!▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⏭️KNOWLEDGE BASE ARTICLE: How To Automate Payment Requests
[ Ссылка ]
⏭️PAYMENT REQUEST SETUP:
[ Ссылка ]
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⏭️ RELATED VIDEO: How To Test In A SALESFORCE SANDBOX
[ Ссылка ]
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
SKIP AHEAD
0:00 Intro
0:57 Before You Begin
1:09 Salesforce Payments Checklist
1:27 Step 1 - Payment Request Record For Every Chargent Order
1:54 Step 2 - Create The Process
2:35 Step 3 - Configure The Process
3:41 Step 4 - Add The Action
4:33 Step 5 - Activate And Test
4:58 More Information On Automating Payment Requests
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🧔🏻 ABOUT CHARGENT:
Chargent makes payments simple for you and your customers. Chargent payment enables any object in Salesforce, ensuring you get instant confirmation. With Chargent your recurring billing is set and forget! AppFrontier® - the makers of Chargent.

#Chargent #Salesforce #SalesforcePayments
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🙋 CONTACT US:
We are always here to help! [ Ссылка ]
Subscribe: [ Ссылка ]
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⏭️SOCIAL MEDIA:
LinkedIn: [ Ссылка ]
Facebook: [ Ссылка ]
Twitter: [ Ссылка ]

свернуть