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?

TrackPay - Payment Services

Automated Payment Services and Transaction Data Entry

Overview

  • Collect payments faster and record payment data directly in Salesforce on any record, instantaneously. Grow revenue, tie out your payment records, and eliminate duplicate data entry by adding payment data directly onto your existing records.

  • With TrackPay, your payment processes are completely automated through secure payment forms, instant record creation, and simple chargeback processes -- all with just the click of a button!

  • Automated payment processes are at your fingertips with TrackPay, from full payment to flexible recurring billing for subscriptions or payment plans to expand access to your products and services and grow revenue.

Create and process payments without ever leaving Salesforce with TrackPay by Data Solutions Lab. Developed 100% on the Salesforce platform, TrackPay will automate your accounts receivable processes to accept credit cards or ACH payments, set up recurring subscriptions or payment plans for customers and tie all of your payment records to existing Salesforce data. Installed in just seconds, TrackPay makes it easier for customers to pay you with simple, secure credit card payment applications, expands access to your products and services through recurring subscriptions and/or payment plans, and automates all of your AR processes at lightning speed. Taking payment directly in Salesforce lets you eliminate time-consuming data entry and ties out all of your transactions to any Salesforce object, which saves you time and makes reporting a breeze! Built in payment gateway connections with all major providers including Authorize.net, PayPal, Stripe and more!

Categories

Business Needs
Payments Processing
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package