Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Card Payments
Self-service and agent-assisted payments toward customer card balances.
- Industries
- Financial Services
- Business Need
- Customer ServiceIT & Administration
- Requires
- Platform Cloud
- Compatible With
- Experience CloudFinancial Services Cloud
Customers and customer service/branch agents can see card data such as balance, payment history, minimum due and can: • Select date, amount, account from which to make one-time payment toward balance • Set up/manage recurring payments toward balance
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Experience CloudFinancial Services Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- TSYS for Salesforce/ver 0.1 0.3.0
- Listed On
- 04/04/2025
- Latest Release
- 04/04/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 7Custom Tabs: 1Custom Apps: 1
- Lightning Components
- Global: 3App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
The Card Payments app will help you provide card servicing excellence: • Reduce technical overhead expenditure as TSYS has already done the integration development and data orchestration for you, freeing up your financial and technical resources for other priorities. • Optimize customer service channels. A digital-first, self-service experience reduces customers’ need for assistance in making payments toward their card balance, allowing contact center agents to focus on more complex customer needs. • Retain and attract business by leaving customers with a positive impression, ensuring that when they do need to reach out to your agents, they feel “known" because you’ve got a complete 360° picture of their financial data. • Gain greater insights. Bringing all customer financial data together in the same place you’re already managing your portfolio will help increase your efficiency in making data-driven decisions. Give your customers the seamless experience they expect. With Card Payments, they can: • Avoid the frustration of having to log in and out of multiple systems. • Feel "known" by their financial institution. • See shorter payment processing times than traditional methods.