ITechWize | IT Consulting, ERP & CRM Services

Salesforce CPQ Integration with Payment Gateway

Industry:
Non-Profit

Technology Used:

Salesforce Sales Cloud
APEX Code
Lightning Web Components (LWC)
REST API Integration with Payment Gateways

Requirement:

The client required integration with multiple payment gateways to enable secure and efficient payment processing for quotes generated within Salesforce CPQ, specifically catering to different countries with their preferred payment methods.

Solution Delivered:

TechWize implemented a tailored solution

Country-Specific Payment Gateways:Integrated different payment gateways for each APAC country based on their preferred providers.

Dynamic Interface:Developed a user interface dynamically connecting to the chosen payment gateway based on the selected country within CPQ.

Payment Type Support:Enabled both upfront and recurring payment options within each gateway integration.

Transaction Data Capture:Maintained detailed transaction records within CPQ, including payment status, transaction ID, payment type, card details, and more.

Results:

The client was able to get the following results –

The implemented solution empowered the non-profit with

Streamlined Payment Processing:Simplified payment collection for quotes across various countries with their respective preferred payment gateways.
Enhanced User Experience:Provided a seamless and user-friendly payment experience within the familiar CPQ environment.
Improved Transparency:Consolidated all transaction details within CPQ for easy access and record-keeping.