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Customer Experience, Retail

How payment processing automation helps the business?

We’ve all been there—processing a payment, only for it to fail due to a server error, a bad request, or an intermittent connection issue. These hiccups can delay transactions, frustrate customers, and create unnecessary manual work for your team. In today’s fast-paced eCommerce environment, relying on manual intervention to re-capture failed payments is no longer sustainable. The good news? Salesforce Order Management System (OMS) offers the flexibility and integration capabilities to automate payment re-capture processes, ensuring seamless transactions and improved operational efficiency. While Salesforce OMS doesn’t provide an out-of-the-box solution for automatic payment re-capture, its robust API and customization options allow businesses to build tailored solutions that meet their unique needs. In this blog, we’ll explore the key steps and considerations for automating payment re-capture in Salesforce OMS, along with real-world scenarios to help you design an effective solution Salesforce Payment Automation Swift Payment Collection Cost and RiskReduction Enhanced customer Experience Increased visibility and Insights Why Automate Payment Re-Capture? Payment failures are inevitable, but how you handle them can make all the difference. Automating payment re-capture offers several benefits: Reduced Manual Effort: Eliminate the need for manual intervention, freeing up your team to focus on higher-value tasks. Improved Customer Experience: Ensure timely payment processing, reducing delays and enhancing customer satisfaction.Enhanced Efficiency: Streamline payment workflows, minimizing errors and improving reconciliation processes. Fraud Prevention: Automatically flag and handle fraudulent transactions, protecting your business from potential losses. BY ALIGNING THE BUSINESS’S STRENGTHS WITH OPERATIONAL CAPABILITIES, SALESFORCE ORDER MANAGEMENT (OMS) HELPS CREATE A SMOOTH CONNECTION BETWEEN CUSTOMER EXPECTATIONS AND FULFILLMENT PROCESSES, ENSURING EFFICIENCY AND OPTIMAL SERVICE AT EVERY TOUCHPOINT. 6 Key steps to automate payment re-capture in salesforce oms that will streamline your payment processes and boost your operational efficiency. Identify Failed Captures The first step in automating payment re-capture is identifying invoices that failed during the initial capture attempt. Salesforce OMS allows you to use custom fields or flags on order or invoice records to track payment status. For example, you can create a custom field like “Capture Status” to mark invoices as “Failed,” “Pending,” or “Success.” This makes it easy to pinpoint which payments need re-capture. Configure Re-Capture Attempts The first step in automating payment re-capture is identifying invoices that failed during the initial capture attempt. Salesforce OMS allows you to use custom fields or flags on order or invoice records to track payment status. For example, you can create a custom field like “Capture Status” to mark invoices as “Failed,” “Pending,” or “Success.” This makes it easy to pinpoint which payments need re-capture. Leverage Transaction Responses to Guide Actions Payment gateways provide detailed transaction responses that can guide your re-capture logic. For instance, if a transaction is voided or the authorization has expired, your system can switch to an alternative API call, such as Auth + Capture, instead of simply retrying the capture. This level of customization ensures that your solution can handle a variety of scenarios effectively. Handle Fraudulent Payments Not all failed payments are worth retrying. If a payment is flagged as fraudulent, it’s critical to mark it as failed and avoid further re-capture attempts. By integrating fraud detection logic into your re-capture process, you can protect your business from potential losses and ensure compliance with security standards. Update Salesforce Records Upon Success Once a payment is successfully re-captured, it’s essential to update the relevant Salesforce records to reflect the successful transaction. This includes updating the payment line, marking the invoice as paid, and linking the relevant objects to the successful transaction. Salesforce’s flexible object model makes it easy to keep everything in sync. Ensure Reconciliation and ERP Integration The final step in the process is ensuring that the payment re-capture triggers the necessary updates in your ERP system. This includes posting the sale, updating inventory levels, and reconciling the invoice. By integrating Salesforce OMS with your ERP system, you can ensure that all systems are synchronized and that your financial records are accurate Inventory Segmentation: Automating payment re-capture in Salesforce OMS is a game-changer for businesses looking to streamline their payment processes, reduce manual effort, and improve customer satisfaction. While Salesforce OMS doesn’t offer an out-of-the-box solution for this, its flexibility and robust integration capabilities make it the perfect platform to build a custom solution tailored to your business needs. By focusing on key considerations like re-capture logic, transaction response handling, fraud detection, and ERP integration, you can design a solution that ensures your payments are processed securely and efficiently. Re-capture is just the basics of payment processing; we’ve also tackled more advanced challenges like payment sequencing, re-authorization, scheduled voids, refund sequencing, refunds and integrations with PayPal, credit cards, After pay, Pay By Link, hosted payment pages, and more. At Perfaware LLC, we specialize in implementing seamless payment processing systems using Salesforce OMS. Our team of payment experts brings years of experience and deep technical expertise to help you solve payment re-capture challenges and elevate your order management system to the next level. Reach out to us for a personalized demo. Let’s turn your payment challenges into opportunities for success. WHAT ARE YOUR THOUGHTS ON AUTOMATING PAYMENT RE-CAPTURE? HAVE YOU FACED SIMILAR CHALLENGE

Customer Experience, Retail

Accelerator Sfom

Let Perfaware Accelerators for B2B Commerce guide your Salesforce Order Management implementation to the North Star! B2B Companies often face various challenges that impact their operations and customer experience. The challenges include complex buying processes, managing large orders, leveraging the entire omnichannel fulfillment, etc. The challenges in omnichannel fulfillment include: Inventory Segmentation Fair Share Allocation Dynamic Routing Rules Sourcing Explainer Perfaware Accelerators have been designed to help these companies overcome these omnichannel obstacles, enabling them to streamline their processes and deliver exceptional customer service. Inventory Segmentation: Segment Inventory by channel at a physical location instead of multiple channels eating into a single pool of inventory leading to backorders, short picks, etc. Perfaware Inventory Segmentation solution leverages Omnichannel Inventory to allocate inventory by channel, region, or customer based on predicted demand to reduce backorders in channels with high order volumes. Fair Share Allocation B2B companies need the ability to change allocation percentages based on demand and supply signals dynamically.  Perfaware Fair Share allocation accelerator maintains the inventory split per product per location that can be changed dynamically using a configuration screen thereby giving more control to the companies Supply Chain team that monitor the Supply and Demand signals. Dynamic Routing Rules B2B companies need to dynamically route inventory to channels with low demand.  Perfaware Dynamic Routing Rules allows B2B companies to use inventory from other channels to fulfill more orders, leading to more efficient allocation of on-hand inventory. Business Users are provided the capability to add or remove location groups from the fulfillment network based on business decisions. Actionable Insights B2B Companies need insights into the reason why an order got routed to a particular location. This becomes paramount because B2B companies deal with large orders and they need to be able to source the order from the most optimal fulfillment location taking into account various criterias e.g. Shipping Cost, Processing Cost, Speed of delivery, Fulfillment Constraints. Perfaware solution keeps track of key allocation decisions like proximity, inventory positions, processing cost, etc. and provides the business user the ability to see how the routing decisions were made and the inventory snapshot at the specific time. Partner with Perfaware to unlock your B2B potential Need to see a demo of these features?  Reach out to us

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