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Linvio is a management consulting and application development company. Our mission is to help companies of all sizes design and implement effective mission-critical business systems using Software-as-a-Service (SaaS) solutions.
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PaymentConnect™ Features & System Requirements
Features
- Automated handling of payments posted from your website or payment processor.
- Credit card and eCheck support.
- Recurring billing and subscriptions support.
- Payment management tools for authorizing, charging, voiding and refunding transactions from inside Salesforce.
- Status updates for Opportunities so you know when opportunities have been paid in full.
- Shopping cart objects allowing you to track customer wish lists as well as itemized purchases.
- Automatic creation of new Salesforce contact records when new customers pay through your website or an external shopping cart.
- View the PaymentConnect Features Chart
Benefits
- Ease of Use: Credit card payments can be initiated from records in Salesforce - including Accounts, Contacts and Opportunities. Just open the Payment Terminal, enter you customer's credit card information, and submit for processing.
- Workflow Automation: With payment information and real-time payment status updates, you can build your own business workflow around customer payment activity.
- Integration: Process and manage payments in the same system you use for sales and customer support.
- Convenience: Receiving payments from the web is a snap. Subscribe Now and Buy Now links take customers through the payment process and PaymentConnect automatically adds their payments (and contact info) to your Salesforce account. Non-profits can receive and process donations seamlessly by posting simple "Donate Now" links on the web.
- Customizable: Web service methods and hooks for automation are provided with PaymentConnect so that you can customize and extend PaymentConnect and Salesforce the way you want it.
Payment Processor Feature Support
| PayPal | Authorize Net | Google Checkout | RBS WorldPay | |
| Native Credit Card Processing | ||||
| Initiate Credit Card Charges from Inside Salesforce | X | X | ||
| Initiate eChecks (ACH) Transactions from Inside Salesforce | X | |||
| Void/Refund/Capture from Salesforce | X | X | X | |
| Recurring Payments | ||||
| Native Recurring Payment Profile Terminal | X | X | ||
| Recurring Payment Profile Management Functions (Suspend/Cancel) | X | X | ||
| Auto-Create New Recurring Payment Profiles | X | X | X | |
| Auto-Create Payment Records for Each Recurring Payment Notification | X | X | X | X |
| Schedule Payment Reminders in Salesforce | X | X | X | X |
| Payment Notification Handling | ||||
| Quick Integration with Buy-Now Buttons | X | X | X | X |
| Auto-Create New Payments | X | X | X | X |
| Auto-Create New Contacts & Accounts | X | X | X | X |
| Auto-Create New Person Accounts | X | X | X | X |
| Auto-Create Shopping Cart Items | X | X | X | |
| Auto-Connect Products with Cart Items | X | X | X | |
| Auto-Attach Payments to Contacts | X | X | X | X |
| Auto-Attach Payments to Opportunities | X | X | X | |
| Native Sites Relay Scripts | X | X | X | X |
| API Relay Scripts | X | X | X | |
| Other Features | ||||
| Email Invoices with Pay-Now Links | X | X | ||
| Securely Store & Retrieve Credit Card Data in Salesforce | X | X | ||
| Trigger Workflow with "On Payment Completed" tags | X | X | X | X |
| Trigger Workflow on "Opportunity Paid" | X | X | X | X |
| Associate Payments with Standard and Custom Objects | X | X | X | X |
| Initiate Credit Card Charges from Standard & Custom Objects | X | X | ||
| Payment Terminal for Customer Portal Users | X | X | X | X |
| Payment Terminal for Sites Users | X | X | X | X |
| Subscription Terminals for Customer Portal Users | X | X | ||
| Subscription Terminals for Sites Users | X | X | ||
PaymentConnect Includes:
- Payment Records - containing transaction details and history data.
- Payment Terminal - for entering credit card and echeck transactions inside Salesforce.
- Payment Action Controls - for voiding, refunding, and authorizing individual transactions.
- Payment Profiles for managing customer credit card information, PayPal subscriptions, PayPal Recurring Payments and other types of payment mechanisms.
- Custom Reports
- Apex web service methods and classes enabling connections with PayPal, Google and Authorize.net.
- Visualforce Relay Scripts - used to relay payment notifications from PayPal, Google Checkout and Authorize.net to PaymentConnect.
System Requirements:
- Salesforce Developer, Enterprise, or Unlimited Edition.
