How To Set Up Payment Request In 5 Easy Steps | Chargent

✅ 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!

⏭️ https://chrgnt.co/Salesforce-Payments...
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🏆 THE GOAL: It’s important to process payments safely and effectively when you are operating your own business. This also includes reducing your PCI scope, which essentially means decreasing the number of eyes reviewing cardholder data. At Chargent, we can help you with that with our Payment Request feature.

Payment Request permits you to send payment links to your customers allowing them to securely enter their own payment data online. Meaning your team will never see a card, which in turn decreases your PCI scope. In this video, you will learn how to set up and send a Payment Request with Chargent in 5 easy steps to ensure your customer’s cardholder data is always secure and safe.

Do you want to learn more about Salesforce Payments? Then leave a comment and let us know what you want to see next. At Chargent, we specialize in Salesforce Payments, so make sure to like, subscribe, and turn on your bell notifications for more!
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⏭️ RELATED: SALESFORCE: Send Payment Links Automatically With Chargent
   • SALESFORCE: Send Payment Links Automa...  
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⏭️SKIP AHEAD
0:00 Intro
1:48 Step 1: Create Your Salesforce Site
2:51 Step 2: Configure Your Payment Request
3:52 Step 3: Set Up Payment Request
4:21 Step 4: Add Chargent Anywhere To Page Layout
5:26 Step 5: Test
6:08 In The Sandbox?
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🧔🏻 ABOUT CHARGENT:
AppFrontier® - the makers of Chargent are proud to make payment processing seamless with an application that lets you manage single or recurring payments right in your CRM where your customer information lives. You can easily maintain compliance, and Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process.

#Salesforce #Chargent #PaymentsIndustry
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