Challenges:

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.

Solution:

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

Results:

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