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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