Chargent Payment Reports for Salesforce

🏆 THE GOAL:
In this video I'm going to show you how to manage or to get more out of super useful Salesforce Payments Reports using Chargent.
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📝 THE STEPS:
0:00 Intro
01:23 The Steps
01:25 Step 1: Log in to Lightning
01:29 Step 2: Click the App Launcher
01:36 Step 3: Go To Reports Tab
01:43 Step 4: Click on "All Folders"
01:58 Step 5: Review Reports
03:36 Step 6: Edit Reports
04:08 Step 7: Make Report Groupings
04:24 Step 8: Setup Report Filters
04:37 Step 9: Check Payment Errors From Yesterday
06:01 Step 10: Add Reports To Navigation Bar
06:28 Step 11: Add Reports to Salesforce Favorites
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🔦 ABOUT CHARGENT:
Chargent makes payments simple for you and your customers. Chargent payment enables any object in Salesforce, ensuring you get instant confirmation. With Chargent your recurring billing is set and forget! AppFrontier® - the makers of Chargent.

#Chargent #SalesforcePayments
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