Reimagining Payments in Salesforce with AI and Automation

Most teams using Salesforce handle payments through Salesforce Payments, Salesforce Billing, manual API integrations, or a mix of these. All approaches work until manual reconciliation takes hours every week. Collections need constant manual follow-up, and payment data sits outside Salesforce. 

This webinar, led by Vishwajeet Srivastava and Chakshuv Khurrana, focuses on this gap directly: where Salesforce Payments, Billing, and manual API integrations fall short, and why they hold teams back as they scale.

The session covered challenges like:

• No built-in payment gateway, meaning constant tab-switching
• Reconciliation and collections that still run on manual follow-up
• New payment gateway or region requires custom development
• Maintenance stays on your team, always
• Entering a new market means a new development project
• And many more..

After discussing these challenges, they talked about the versatile solution: ChargeOn. Using real ChargeOn implementations from the education and hospitality industry, Vishwajeet and Chakshuv showed how rule-based automation solves these problems first, and how conversational AI, through Agentforce, is starting to handle what automation alone can’t.

What attendees gained from the session:

• Where Salesforce Payments, Salesforce Billing, and manual API integrations fall short
• How rule-based automation fixes reconciliation, collections, and compliance
• A live demo of ChargeOn automating payments inside Salesforce
• How Agentforce extends automation with conversational AI
• Real results from education and hospitality customers
• What’s next for Salesforce payments: headless architecture and agentic payments

Missed the live session? Access the full recording and presentation deck below.

Most teams don’t realize how much manual work their payment setup still needs until they see it running without it.