In the app, tap Add an Account. The app generates a unique two-word phrase. In your Salesforce browser window, enter the phrase in the Two-Word Phrase field. Click Connect. In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting. To complete the account connection, tap Connect in the app.
Full Answer
How do I log in to my Salesforce account?
Enter your Salesforce login, password, and security token. The security token must immediately follow your password with no space in between. If you do not have your Salesforce Security Token saved, you will need to reset it. See Salesforce Help for instructions (note: this is an external link that opens in new window). Click Login.
Does the Salesforce to Salesforce connector work in Salesforce classic?
The Salesforce to Salesforce connector only works in Salesforce Classic. This is usually not a great sign for a feature as it’s been quite a number of years since Salesforce Lightning came out, and a lot of the features that were never migrated were completely replaced.
How do I connect to the Salesforce authenticator?
Click Connect. In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting. To complete the account connection, tap Connect in the app. To help keep your account secure, we send you an email notification whenever a new identity verification method is added to your Salesforce account.
How do I Connect Act-on with Salesforce?
A recommended practice for connecting Act-On with Salesforce is to create a generic Salesforce user account specifically for use with the connector. This allows you to distinguish between Act-On automation and user-specific actions in Salesforce.
How does Salesforce integrate with payment gateway?
To use a gateway with Salesforce Billing, install that gateway's Salesforce Billing integration package into your org. If you're using Salesforce Billing Winter '19, make sure that your gateway package is version 3.0 or later. Salesforce Billing supports the following payment features end-to-end.
How do I add a payment gateway in Salesforce?
Set up custom settings.From Setup, enter Custom Settings , then select Custom Settings.Click Payment Gateway Config, then click Manage.Click New.Enter your payment gateway's name in the Name field. This value should match the name on your payment gateway record's Gateway Type field.Enter your gateway class name.
What payment methods does Salesforce accept?
Payment options include credit card, ACH (automated clearing house), or cash. Admins must first establish a payment gateway for their enterprise before they can accept payments via credit card or ACH.
Can you take payments through Salesforce?
Salesforce Billing Payment Apps are now available on AppExchange. Partners now extend our quote-to-cash capabilities, making it easier for customers to accept payments. This article is part of our latest AppExchange expansion across commerce, sales, service, and marketing.
What is Salesforce billing?
Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. After a sales rep finalizes a quote and orders it within Salesforce CPQ, Salesforce Billing picks up the order record for invoicing, payment, and revenue recognition.
What is Payeezy gateway?
The Payeezy gateway is a dynamic eCommerce solution that helps you create a seamless customer experience by offering more payment options, security features, and easy integration. Contact Zuora Global Support to enable the payment methods you want to configure for your merchant account.
How do I use payment in Salesforce?
Salesforce Billing displays a Payment Summary sidebar listing the total balance paid and remaining balance for each invoice you've selected. Click Next. If you chose partial payments for any of your invoices, choose how much to pay against each invoice's invoice lines. Click Next when you're done.
Does Salesforce use Stripe?
Stripe for Salesforce Billing is a managed package that's installed on top of Salesforce CPQ and Salesforce Billing. It allows users to process payments through the Stripe Payment Gateway, using Stripe's payment service to complete transactions.
Is Salesforce a ecommerce?
1. What is Salesforce Commerce Cloud? Salesforce Commerce Cloud is a highly scalable, cloud-based software-as-a-service (SaaS) ecommerce solution. It offers best-in-class features and functionality developed and refined over many years to provide a highly optimised ecommerce experience.
How do I add a credit card to Salesforce?
Create a Credit Card Payment MethodFrom your account, find the Payment Methods related list, and then click New Payment Method Credit Card. ... Choose a payment gateway.Fill out the card holder's personal information, card information, and address.More items...
Where is payment center in Salesforce?
Go to your account and click Payment Center. On the Make a Payment page, click By Invoice and then click Next. The payment center displays a list of your account's posted invoices with balances due. You can choose to pay any number of invoices in full or to make partial payments against their balances.
Can you store credit card information in Salesforce?
Find the Salesforce Billing package and click Configure. Click the Payment tab. Select Save credit card details. Salesforce Billing adds credit card detail options to the Enter Credit Card Details page.
How to set up a merchant account?
Set Up Your Merchant Account in 3 Steps 1 Make sure you have an active Salesforce account. For this application, we recommend at least an Enterprise Edition License and Enterprise Edition Salesforce Account. 2 Ask your merchant account provider to supply you with the credentials for one of the gateways that we support. 3 Set up Chargent and connect it with your payment gateway. Chargent can also support multiple gateways if you use more than one to operate your specific business.
What percentage of ownership in a company is required to be on record with the payment processing company?
If you’re not a publicly-traded company, someone with over 50% ownership in the company will need to be on record with the payment processing company.
Does Salesforce have payment integration?
On its own, Salesforce’s out-of-box solution does not include any payment integrations, though you can record orders, quotes, invoices, and other records requiring payments to finalize. Instead, Salesforce relies on third-party apps in the AppExchange to provide the functions to connect to various payment gateways.
Can you connect a merchant account to Salesforce?
Prerequisites to Setting Up a New Merchant Account. If you already have a merchant account, the good news is, you can probably connect it to Salesforce through one of Chargent’s gateway partners. In this case, you will only need to contact your merchant company and ask them to provide you with a gateway account.
Is Chargent better than Salesforce?
When it comes to processing payments with Salesforce, there is no better add-on solution than Chargent. In addition to enabling you to connect to your merchant account through dozens of payment gateways, it also gives you the flexible features you need to collect recurring payments effortlessly and automate your payment processes.#N#Chargent makes any payment process easier – but you don’t have to take our word for it. Download and install our free 30-day trial and realize the benefit it can have on your business for yourself!
Is Salesforce a CRM?
Salesforce is already a robust CRM platform that allows you to make your sales and customer relationship processes more efficient. However, when you use it as part of your payments system, the opportunities are endless. With the right combination of solutions in place, managing your payments from Salesforce is easy – but getting things set up ...
How to connect Salesforce to Salesforce?
Navigate to Settings > Connectors > CRM > Salesforce. Click Connect. Enter your Salesforce login, password, and security token. The security token must immediately follow your password with no space in between. If you do not have your Salesforce Security Token saved, you will need to reset it.
Why is my Salesforce account disconnected?
The most common cause for a disconnected account is a password change or password expiration in Salesforce. User passwords will expire after a specified period of time as set by your Salesforce administrator. By default, this is set to every 90 days.
How often does Salesforce expire?
By default, Salesforce expires user passwords every 90 days. We recommend changing the password expiration policy for the user's profile. See this page in Salesforce for further information and instructions: View and Edit Password Policies in Profiles.
