How To Use FormAssembly in Salesforce Payments

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🏆 THE GOAL:
In this video, I'm going to show you how to use the popular Form Assembly software to process payments, manage them in Salesforce, and more!
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🤔 WHY DO THIS?
FormAssembly is an online form creator that enable you to host a form on your website which will allow your customers to enter in their information which you can store and with the power of Chargent, process payments.
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RELATED:
✅ GET THE CHECKLIST - 10 Ways To Make Salesforce Payments Safe, Easy And Profitable chrgnt.co/Sale...
FormAssembly and Chargent www.appfrontie...
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🛠️ WHAT YOU'LL NEED:
Salesforce
Chargent
FormAssembly
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📝 THE STEPS:
[01:14] ADD CONNECTORS
[01:26] FORMASSEMBLY FORM
[01:37] ADD FIRST CONNECTOR
[02:02] CONFIGURE SALESFORCE CONNECTOR
[03:20] CHARGENT CONNECTOR:
[03:23] STEP 1: SKIP THIS STEP
[03:27] STEP 2: GATEWAY ID
[03:52] STEP 3: FIELD MAPPING
[04:13] STEP 4: BILLING DETAILS
[04:41] STEP 5: COLLECT SHIPPING INFORMATION
[04:49] STEP 6: SELECT ONE-TIME OR RECURRING PAYMENTS
[05:14] TEST CONNECTORS
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⏭️ NEXT VIDEO: Chargent Payment Reports for Salesforce • Chargent Payment Repor...
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🔦 ABOUT CHARGENT:
Chargent makes payments simple for you and your customers. Chargent payment enables any object in Salesforce, ensuring you get instant confirmation. With Chargent your recurring billing is set and forget! AppFrontier® - the makers of Chargent.
#Chargent #SalesforcePayments
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✉️ CONTACT US:
We are always here to help! bit.ly/chargent...