Скачать или смотреть How to Take Payments in Salesforce | 6 Easy Steps with Kulturra

What if taking payments was as simple as closing a deal in Salesforce? In this video, we’ll show you how to collect credit card payments directly inside SF in just 6 easy steps—no hassle, no double data entry, and zero guesswork.

What You’ll Learn:
👉 Set Up a Merchant Account: Choose a payment processor (Stripe, Authorize.net, PayPal, etc.) to securely handle transactions.
👉 Connect Salesforce to Your Payment Processor: Use an app like Kulturra’s 👉 Payment Center to integrate payments directly into Salesforce.
👉 Add the Payment Component in Salesforce: Easily place the Payment Center component on Opportunities, Cases, or any custom object.
👉 Enter Payment Details: Capture card info, submit in real-time, and link everything back to your Salesforce records.
👉 Save Credit Cards for Future Use: Tokenize and store credit card details to speed up repeat transactions and recurring sales.
👉 Offer Flexible Payment Options: From email payment links to in-person card readers, meet your customers where they are.

Why Kulturra’s Payment Center?
👉 All-In-One Payment Processing: Handle transactions without ever leaving Salesforce.
👉 Secure & Compliant: Tokenization ensures sensitive data stays safe.
👉 Real-Time Reporting: Automatically log payments and generate reports for a full 360° view of your business.
👉 Scalable & Customizable: Perfect for small, midsize, and enterprise companies, PaymentCenter adapts to your unique workflows.

Ready to make billing easier? Try Kulturra today!
► Kulturra Website: https://kulturra.com/

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