Our package offers buttons and screens within Salesforce for you to accept payments.

Recurring payments can be set up once and managed directly in Salesforce. You can track them, process refunds, and keep everything secure and up to date.

Payments are processed through trusted, PCI compliant payment service providers (PSPs). Sensitive data stays protected, so customers and donors can feel confident.

Yes, payments flow directly into Nonprofit Cloud and NPSP, tying gifts to donors and campaigns. Reports and dashboards help track fundraising with ease.

Failed transactions can be retried, and customers are notified about issues like expired cards, helping you recover more revenue.

When making a payment, customer or donors can choose to cover transaction costs, so you receive the full amount.

You can easily update your payment method for any recurring payment directly in Salesforce or via the secure links sent to you.

No, Salesforce lets you connect with multiple PSPs and still manage everything in one place.

Multiple payment service providers can be connected, allowing you to manage all transactions within a single, unified system.

Payments are tracked, reported, and matched against customer or donor records, giving you a clear view of revenue and pending transactions.

You can refund any specific installment directly from Salesforce without disrupting the rest of the recurring schedule.

Agentforce is an optional add-on that enhances our payments package.

Agentforce extends the Payments for Salesforce package by enabling customers to make payments through websites, community portals, and conversational AI interactions.