Explore apps for invoice automationIntegrate CRM with CLM solutions
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?
Payment Connect: PCI-Compliant ACH, eCheck, and Card Payments in Salesforce
Automate Salesforce Payments with Secure, Multi-Gateway Processing
- Industries
- Horizontal ProductConsumer GoodsFinancial Services
- Business Need
- AccountingPayments ProcessingSubscriptions
- Requires
- Sales CloudB2B CommerceB2C CommerceSalesforce Order Management
- Compatible With
- Sales CloudService CloudExperience Cloud
Payment Connect enables secure, PCI-compliant Salesforce payment processing for ACH, eCheck, and credit or debit card payments. Automate invoicing, recurring billing, and payouts with multi-gateway support, real-time updates, and QuickBooks sync.
Highlights
✔️Process Payments Anywhere in Salesforce Accept ACH payments, eCheck transactions, and debit or credit cards directly from Salesforce records. This Salesforce payment integration works natively on Opportunities, Accounts, Cases, and custom objects.
✔️Automate Salesforce Payments to Eliminate Manual Billing Eliminate manual billing with automated payment processing. • Recurring and one-time billing • Scheduled ACH payments • Workflow triggered charges • Fewer follow ups and billing errors
✔️Use Multiple Salesforce Payment Gateways Without Vendor Lock-In Use any supported gateways from Stripe, Fiserv, Actum, Authorize.Net, PayPal, etc. As volumes and regions increase, route ACH, eCheck, and card payments through your preferred processor.
✔️Lower Salesforce Payment Costs with ACH and eCheck Reduce transaction fees with ACH transfer and eCheck payment processing. • Lower cost than card • Perfect for high volume billing • Fewer declined ACH payments • More profit margin
✔️Secure Salesforce Payments with PCI Compliance and Encryption Enterprise-level security protects every transaction • PCI compliant payments • Tokenized data • AES-256 encryption • No card or bank data stored in Salesforce • Auditable payment
✔️Send Branded Salesforce Payment Links and Invoices to Customers Send branded payment links securely to Salesforce invoicing. Customers can pay invoices, save payment methods, and complete eCheck or card payments while you track status and return codes.
✔️Trigger Salesforce Payment Automation with Flow and Apex Payments work with Salesforce automation. • Use Flow or Apex to trigger payments • Update records immediately • Fire automatic follow-ups • Synchronize your Salesforce accounting software
✔️Salesforce Payment Reporting and Self-Service Portals in Real Time Provide clarity for customers and teams. • Cloud payment portal • Dashboards for ACH, eCheck, card activity • Payment history for Salesforce record • Insights into cash flows
✔️Sync Salesforce Payments to QuickBooks for Faster Reconciliation Finance teams stay in sync with QuickBooks integration. Automate pushing ACH, eCheck, card transactions to QuickBooks to shorten reconciliation times and eliminate redundant data entry.
Provider Details
Cloud Maven, Inc
Delaware, United States
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2018
Phone
+1 (740) 470-0000Cloud Maven, Inc. helps businesses work smarter in their Salesforce environment by replacing various disconnected tools they use with a single connected ecosystem. Our Salesforce-native solutions handle onboarding, lending, credit reports, criminal checks, identity verification, document generation and insights, communications, and data syncing, all built to deliver increased speed, control and accuracy. Every solution is ready to be deployed and developed to seamlessly fit into your existing Salesforce environment. With over 175 integrations to credit bureaus, payment gateways, and compliance systems, your team gains real-time visibility & confidence in every transaction. Trusted by hundreds of businesses, we transform everyday Salesforce processes into streamlined, compliant & intelligent experiences that grow with your business. Enhance your Salesforce ecosystem with our modular plugins: Decision Rule Engine | Credit Checker | Plaid Bank Connect | KYC/KYB Verification | Sanction and OFAC Checker | Loan Origination | Syndication | Document Insight | SMS & Fax Hub | Secure Email | SOS Verification | QuickBooks Connect | Payment Connect | AWS Connect | IRS Verification
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Customers must have a merchant payment account with one of our partner providers. Our platform supports integrations with over 150 payment gateways worldwide.
Standard Plan
$2,400 USD/company/year
Free trial available for 15 days
Lowest Starting Price