PaymentConnect™ Features & System Requirements

Features

• Automated handling of payments posted from your website or payment processor.
• Credit card and eCheck support.
• Tokenized card support.
• Native and payment processor-managed recurring billing support.
• Highly configurable payment terminals and hooks for workflow automation and associating payments with custom and standard objects in Salesforce.
• Payment management buttons 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 & account records when new customers pay through your website or an external shopping cart.

Benefits

• Ease of Use: Credit card payments can be initiated natively in Salesforce and associated with any standard or custom objects in Salesforce. Just open a payment terminal, enter you customer's credit card information, and submit for processing. Payment records are created automatically for you making payment management and reporting a snap.
• Workflow Automation: With payment information and real-time payment status updates, you can build your own business workflow around customer payment activity using standard Salesforce workflow tools.
• Integration: Three levels of integration and custom development possible - ranging from simple click-to-configure workflow and shortcuts for Salesforce admins, to developer-level API methods written in Apex for payment processor callouts.
• Simple Integration With Buy-Now Buttons and Shopping Carts: Receiving payments from the web is no problem. Payment notifications from your payment processor are routed to relay scripts that post payments, create contacts and update payment status inside Salesforce without you having to lift a finger.
• Safe and Secure: PaymentConnect and Linvio's application development process is based on industry best practice and includes information security throughout the software development lifecycle process.
• Customizable: Web service methods and hooks for automation are provided with PaymentConnect so that you can customize and extend PaymentConnect and Salesforce to support your business requirements.

 

Payment Processor Feature Support

 

	PayPal	Authorize Net	Google Checkout	eWay(AU)	WorldPay
Native Credit Card Processing
Initiate Credit Card Charges from Inside Salesforce	X	X		X
Initiate eChecks (ACH) Transactions from Inside Salesforce		X
Void/Refund/Capture from Salesforce	X	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
Tokenized Payments (Card Data Stored at Processor)
Process One-Time charges	X	X		X
Manage Stored Payment Methods (tokenized) from Salesforce	X	X		X
Other Features
Email Invoices with Pay-Now Links	X	X	X	X	X
Securely Store & Retrieve Credit Card Data in Salesforce	X	X
Trigger Workflow with "On Payment Completed" tags	X	X	X	X	X
Trigger Workflow on "Opportunity Paid"	X	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		X
Payment Terminal for Customer Portal Users	X	X	X	X	X
Payment Terminal for Sites & Portal Users	X	X	X	X	X
Subscription Terminals for Sites & Portal Users	X	X