FinDock PayLinks
No more payment friction – let customers pay, subscribe & update easily.
What are PayLinks?
PayLinks are unique, customizable URLs that your organization generates directly within Salesforce. These links allow you to:
Take one-time payments
Easily collect invoice payments or recover failed and abandoned payments.
Capture payment method details for recurring payments
Securely store customer payment details to enable hassle-free future transactions.
Update recurring payment method details
Reduce churn by allowing customers to update their details with ease.
How it works:
Benefits of using PayLinks
Unlock new payment channels
Offer more ways to pay without complex configuration. With FinDock PayLinks, you can unlock new channels—like SMS, email, social media, and more—to make payments a much more customer-centric process.
Fast, easy, and secure payments
Setting up and configuring payment links in Salesforce has never been easier. With FinDock PayLinks, you can enable seamless, one-click online payments in just minutes.
Better customer experiences
Reduce payment friction by offering customers a fast and personalized experience using Salesforce engagement tools.
PayLinks for subscription management
Enable payer self-service
Empower your customers to manage their recurring payments on their own terms. Whether they need to update their credit card details or change their bank account, PayLinks gives them the flexibility to do so instantly
Improve cashflow by ensuring subscriptions stay active
When a customer’s card expires or a bank mandate fails, businesses can proactively send a PayLink for updating payment details. This prevents revenue loss, and keeps subscriptions active without requiring manual intervention.
Convert abandoned carts into completed payments
Follow up on incomplete payments with PayLinks. Capture missed opportunities and give potential customers a second chance to complete their purchase.
Enable smooth transitions to new payment options
Organizations seeking to update their payment collection methods can use PayLinks to let customers securely and effortlessly update their payment methods.
Simplify subscriber onboarding
Remove friction from subscription sign-ups with one-click payments—no portals, no account creation. Easily integrate PayLinks into your Salesforce Experience Cloud.
Configure and customize PayLinks in Salesforce in minutes
Create on-brand PayLinks
Easily create and customize payment links with your organization’s branding and logo. FinDock’s point and click editor means that anyone can create links, no need to call in the IT team.
Configure payment methods
Add your customer’s preferred payment methods and offer multi-currency to optimize for conversion. See FinDock’s full list of supported payment methods.
Send PayLinks on any channel
PayLinks can be sent via email, SMS, AgentForce Agent, or even embedded in other customer communications, providing a versatile and user-friendly way to manage payments.
Social
Agentforce
Invoice
QR Code
SMS
As FinDock is Salesforce-native, you can use all Salesforce automation tools like Flow and Marketing Cloud to automate sharing PayLinks.
Collect and track payments in Salesforce
Real-time data in Salesforce
Get real-time status updates in Salesforce. View data across reports and dashboards and use it to drive actions with custom workflows.
Payment management
Track who has paid, who is late, which payments failed, and more. Trigger automations based on customer and payment actions.
Payment optimization
Understand payment success rate, speed of transaction, and track method and channels performance.
Ready to take your payment management to the next level?
Contact us today to learn how PayLinks can transform your business and drive Customer Payment Happiness!