– Louise , Operations Executive – Law Firm
Complete integration to support online payment on force.com site form via Authorize.net.
✓ Setup Force.com site page
✓ Customize flow to send payment link on order confirmation
✓ Customize payment form with all use cases
✓ Authentication of payment form
✓ Automate billing and invoice process
✓ Regulatory compliance
Client currently takes online payment from a webpage which is not integrated with salesforce. Customers do online payment through this web form, process credit card transactions online via Authorize.net. Salesforce is responsible for generation of invoices and sending details to customer once payment has done. Since the two systems are not integrated it has resulted in lot of manual activity for client wherein transaction & invoice receipts are manually updated in salesforce. Hence automation is needed to create the transactions detail within salesforce.
A force.com site page was developed with authentication and payment form
On order confirmation the link for payment was sent to customers
Customer need to authenticate themselves and then make payment
Authorize.net integration process payment flow
On basis of payment received invoice records are updated within salesforce
Merchant interface to manage transactions, configure their account settings, view account statements.
Intuitive & user friendly UI with ease of navigation and flow
Salesforce is now single source of truth for complete order and billing processing flow
Cost saving as only one system is maintained and tracked
Data security and privacy is ensured for complete flow
Complete automation ensures no human error
Time saver as lot of manual activity is now automated and is done on single click