Chargent
A full Chargent managed-package rollout for collecting card payments inside Salesforce.
Chargent on Salesforce
A full Chargent managed-package rollout for collecting card payments inside Salesforce. We have shipped it across 2 client projects and 35 build tasks.
The value is what happens after the charge: matching payments to records, handling refunds, and keeping finance reconciled without manual work.
We deploy the managed package the right way: sandbox first, licenses and permission sets assigned, templates and layouts configured, and automation wrapped around it so it fits your process.
Every Chargent build is delivered by a senior Salesforce architect on a fixed price, tested end to end in a sandbox, deployed to your org, and backed by 30 days of hypercare. You own the result: documented, source-controlled, and free of black-box middleware lock-in.
Quick facts
- Platform
- Chargent
- Type
- Payment package
- Direction
- Checkout
- Objects
- Chargent Order, Payment
- Best for
- In-Salesforce card collection
Why connect Chargent to Salesforce
What your team actually gets out of the integration.
Everything in one place
Chargent data lives in Salesforce, so your team stops switching between apps and works from a single record.
Faster, cleaner reconciliation
Payments match to the right record automatically, so finance closes faster with fewer disputes.
No manual data entry
Automation replaces copy and paste between Chargent and Salesforce, cutting errors and admin time.
Built by senior architects
A production-grade build with governance, testing, and support, not a brittle one-off script.
Live in weeks, at a fixed price
A senior architect scopes and ships your Chargent integration on a fixed price, usually in two to six weeks.
Owned by you
Documented, deployed to your own org, and yours to keep. No black-box middleware and no lock-in.
What a Chargent integration changes
The measurable difference teams see once the data flows on its own, instead of through copy-paste and spreadsheets.
manual reconciliations once payments auto-match to records
invoices reconciled instead of at month-end
disputes, with double-charges caught automatically
view of every charge, refund, and payout in Salesforce
Where teams use Chargent on Salesforce
The scenarios this integration is built for, including the ones we have already delivered.
Take a card payment from inside a Salesforce record
Send a branded payment-request link to a customer
Store a card securely for repeat billing without PCI scope
Route Chargent through Stripe as the gateway
Collect card payments inside Salesforce.
Generate payment links from records.
Store cards in a PCI-compliant way.
Reconcile payouts against Salesforce invoices automatically, so finance stops chasing mismatches.
Give every team one view of each charge, refund, and dispute directly on the customer record.
Give leadership one dashboard that ties Chargent activity to pipeline and revenue.
Onboard new team members faster, because everything about a customer lives on one Salesforce record.
Teams that get the most from Chargent on Salesforce
The roles that feel the difference on day one.
Three ways to connect Chargent to Salesforce
And which one we recommend for a build like this.
| Native / packaged connectorWe recommend | iPaaS middleware | Custom Apex + API | |
|---|---|---|---|
| Best for | Standard needs, fast start | Many systems, high volume | Bespoke logic, full control |
| Speed to value | Fastest | Fast | Moderate |
| Flexibility | Limited to the connector | High | Unlimited |
| Ongoing cost | Connector license | Platform license | Build and maintain |
| Best when | A supported connector fits | You integrate several systems | Nothing off-the-shelf fits |
How Chargent connects to Salesforce
The shape of the integration at a glance. For the full engineering walkthrough with real code, read the technical guide.
Read the full technical guide
Architecture, the step-by-step build with real Apex and DataWeave code, field mapping, security, and the pitfalls we design out. Written for developers and admins.
What we have built with Chargent
Chargent managed package plus Chargent Anywhere installed and configured for payment collection: license assignment, OAuth, gateway config, auto-populated amounts, payment-link generation and PCI-compliant stored cards, with a branded payment portal and success pages.
Package install and licensing
Installed the Chargent managed package, assigned licenses and permission sets, and completed OAuth gateway authentication.
Chargent Anywhere on the layout
Added the Chargent Anywhere component to the Chargent Order layout with the Amount auto-populated from the record.
Payment links and portal
Generated payment links, built and branded the payment portal and success pages, and moved the Send Payment Request button onto Chargent Orders.
Real components we ship
What to expect
A typical engagement, from the first call to a monitored go-live.
Discovery and scoping
2 to 4 daysWe map requirements, data, and success criteria, and agree a fixed price.
Build in a sandbox
1 to 3 weeksAuthentication, field mapping, and automation for the Chargent integration.
Test and UAT
3 to 5 daysSandbox validation, edge cases, and a parallel run against the live system.
Go-live and hypercare
30 daysProduction deployment, training, and monitored support.
Chargent Salesforce integration FAQs
How do I connect Chargent to Salesforce?
We authenticate Chargent using the managed package with OAuth, map the fields to your Payment, build the automation, test it in a sandbox, and go live. Most builds run two to six weeks depending on scope.
Is the Chargent Salesforce integration two-way?
We build it to match your process, one-way or two-way, depending on what you need.
Do we need the Chargent managed package?
Usually yes, for the fastest and most supported build. We install it in a sandbox first, then configure it and wrap automation around it.
How long does a Chargent Salesforce integration take?
Typically two to six weeks, depending on how many objects and edge cases are involved. We scope it up front and quote a fixed price.
How much does a Chargent Salesforce integration cost?
Every engagement starts with a free discovery call and a fixed-price estimate, so there are no hourly surprises.
Do you keep our existing data and history?
Yes. We preserve your existing records and reconcile them during setup, so your reporting works from day one.
Which Salesforce objects does the Chargent integration use?
Typically the Payment plus related Accounts, and any custom objects your process needs. We map every field during setup.
Can you build it in our sandbox first?
Yes, always. We build and test in a sandbox, then deploy to production via change sets or a CI pipeline, so there is no risk to your live org.
Related integrations
All integrationsNeed a Chargent integration done right?
Tell us your setup and where the data breaks. In a free 30-minute call we will map the Chargent flow and hand you a clear, fixed-price plan.