AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Unaric Payments for Certinia - Global Payments, Collections and Disbursements

Automated payment processing - collect cash faster and pay vendors securely

Overview

  • Collect payments faster with branded pay links that support ACH, Card, PayPal, Apple Pay, SEPA, PAD, and more.

  • Use multiple payment providers by method, region, or currency — Stripe, GoCardless, Authorize.net, Airwallex, and more

  • Automate cash matching and status updates— creating real-time payment records in Salesforce and matching them to invoices in Certinia.

  • Securely capture and store payment details with tokenization—enabling recurring collections without exposing sensitive data.

  • Cut fees by up to 97% by shifting from credit cards to ACH—with plug-and-play PSP integrations built natively for Salesforce and Certinia.

  • Save hours every week by paying vendors with one click in Certinia. No more exporting files, logging into bank portals, or uploading batches manually.

Unaric Payments is the only co-built payment solution for Certinia, purpose-built to automate AR & AP workflows within Billing Central, Accounting and Vendor Payments. Built entirely on Salesforce and trusted by over 300 customers—including Netsmart, NAMSA, and AORN— powering over $1.2 billion in ACH, card, and global disbursements annually. Certified by Certinia and PCI-DSS Level 1 compliant, Unaric Payments enables finance teams to: ✔ Collect payments via branded links triggered when invoices post—supporting ACH, credit card, SEPA, and direct debit ✔ Pay vendors in real time with no file exports—using Airwallex for global execution and confirmation. ✔ Route payments through Stripe, GoCardless, Authorize.net, Airwallex, and more by method, region, or currency ✔ Tokenize and securely store bank details for recurring billing and compliance ✔ Track payment status, automate cash matching, enforce approval workflows, and control fraud Unaric Payments is tested and certified for every Certinia release.

Categories

Business Needs
Sales
Finance
Commerce
Industries
Horizontal Product
Personas
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Community Builder
Managed Package
Lightning App Builder

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Supported Languages
English
French
German
Italian
Japanese
Korean
Spanish
Swedish
Thai

More from

  • Handle and automatically log Microsoft Teams Phone calls in Salesforce Voice (Service Cloud Voice), with live transcription. Calls answered on Teams mobile are logged too. Teams stays your phone system, with no second phone system to run.
  • Scan any barcode or QR code directly within Salesforce. The tool has a range of use cases including scanning and managing inventory, processing lab samples or even tracking and recording shipping information. Query and open records or embed into any flow.
  • No Ratings
    Run Salesforce Partner Contact Center (Service Cloud Voice) on Microsoft Teams Phone. Agents work in Omni-Channel with live transcription. Moving from Open CTI? Keep your Teams numbers and routing, with no number porting.
  • Equipment Track gives you complete visibility over every loaner, rental, and demo unit in the field — with chain-of-custody records, utilization tracking, and recall readiness built in. No spreadsheets. No separate systems. Native on Salesforce.
  • Unify and automate credit card, ACH, and subscription payments in Salesforce - across Stripe, GoCardless, Elavon and more.
  • Real-time insights into how users navigate and engage with Salesforce. Track: Users, Pages, Subpages, Flows, Reports & Dashboards, Knowledge Articles Free: Unlimited use, 7-day data retention Upgrade: Geo, Time, Link Tracking, unlimited data retention
  • Unaric Reports transforms Salesforce data into polished, branded reports in minutes. Automate delivery, integrate external data, and unlock AI-powered insights, all without leaving Salesforce.
  • No Ratings
    Enhance the capabilities of Unaric Asset & Inventory Management with Agentforce.
  • Create alerts, banners and notices on Salesforce. Easily share and automate critical communications with your Salesforce user base such as new regulations, onboarding, required actions or just important updates and ensure they are seen and acknowledged.
  • Delivers in-app alerts, tips, and walkthroughs in Salesforce - plus actionable insights into user behaviour. Drive adoption, reduce support queries, and boost productivity with contextual help tailored to user roles, pages, and actions.