Sean Foster
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09 · Energy

Pay-by-link checkout for parts quotes

Small parts orders used to stall on manual order entry. Now, when a rep emails a quote, the customer gets a secure link to a public checkout page that shows the quote, collects billing, shipping and card details, and authorizes payment through a hosted gateway.

Client
Builds power and grid equipment for utilities worldwide
Built with
  • Salesforce Sites
  • Visualforce
  • Lightning Web Components
  • Apex
  • Payment gateway API
  • Flow

Screens

Rendered from the real code with made-up data.

The public checkout page a customer opens from the quote email: account, quote number, contacts, order lines and the amount to authorize.

The public checkout page a customer opens from the quote email: account, quote number, contacts, order lines and the amount to authorize.

What it changed

  1. 01

    Millions of dollars in parts orders paid by card through it, with no manual order entry.

  2. 02

    Each link is encrypted with that day's key and expires after 30 days. Keys rotate on a schedule.

  3. 03

    The amount is recalculated on the server from the quote, a quote can't be paid twice, and card data goes only to the gateway.

How it fits together

  • Built by me
  • Platform or outside system
  • People
Sales repSends the quoteEmail flowEncrypted link, 30 daysKey rotationNew key every dayCustomerOpens the linkCheckout pagePublic site + ApexPayment gatewayCard authorizationTransactionReceipt emailOpportunityOrder pendingQuote emailToday's keySecure linkSigned authorizationApprovedStageSales repSends the quoteEmail flowEncrypted link, 30daysKey rotationNew key every dayCustomerOpens the linkCheckout pagePublic site + ApexPayment gatewayCard authorizationTransactionReceipt emailOpportunityOrder pendingQuote emailSecure linkStage

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Contact

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