Findock & Salesforce
FinDock is a 100% native payments management platform that connects the world of payments to Salesforce.
From payment transactions to payment experiences
Connect to payment processors in Salesforce
Switch on your preferred combination of payment service providers and banks in Salesforce. Adapt as your customer’s preferences change.
Centralize payment operations in Salesforce
Access tools to manage the entire payment journey in Salesforce, from direct debit runs to bank statement matching. Save time and enjoy improved team collaboration.
Access real-time enriched CRM data
Payment data becomes CRM data so you have a complete 360-degree view. Understand payment method performance and optimize your payments stack.
Launch payment experiences in Salesforce
With actionable payment data in CRM now you can launch intelligent customer payment experiences using the full power of Salesforce.
FinDock is 100% Salesforce native, which means you enjoy…
Salesforce data security
All data processed by FinDock sits in Salesforce. This automatically provides you with the same security standards as used by Salesforce.
FinDock is built on top of Salesforce. This means it feels just like working within your regular Salesforce environment but with added features and functionalities.
FinDock benefits from having the same tech infrastructure as Salesforce. This means FinDock is up and running when Salesforce is.
With FinDock, you have the flexibility to customize your set-up to match your requirements. If you want to add new workflow rules, it’s as easy as using the basic Salesforce configuration.
Enhanced data quality
Data is accessible in real-time across Salesforce. This means your reports and dashboards always accurately represent payment statuses across your org.
Extendable to all Salesforce solutions
Because FinDock sits within the Salesforce architecture, it is extendable to all Salesforce solutions, clouds and customizations.
Want to learn more about Payments in Salesforce?
FinDock for Salesforce
- Connect to payment processors in Salesforce
- Manage all payment operations in Salesforce
- Reconcile bank & payment data with CRM data
- Access payments insights in Salesforce
- Adapt and optimize your payments stack
- Launch payment experiences from Salesforce