Salesforce
Debitsuccess provides integration with Salesforce, by maintaining a one-to-one relationship between Debitsuccess customer records and Salesforce accounts, the integration keeps both systems up-to-date.
Key Features
Setting Up a New Customer with a Debitsuccess Plan
Setting Up a New Customer Account
Setting-Up Payment Terms
Generating a Debitsuccess DDR Link
Enrolling on a Payment Plan (OMG Registration)
Retrieving Customer Account Information from Debitsuccess
Cancelling and Regenerating a DDR Link
Checking Accounts in Salesforce and Debitsuccess
Updating Customer Information
Checking Customer Balance in Salesforce
Cancelling a Payment Plan
Debitsuccess-Salesforce Installation and Set-up
Using Debitsuccess App in Salesforce Classic
Using Debitsuccess App in Salesforce Lightning
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