ChargeOn documentation¶
Everything you need to install, configure and get ChargeOn running.
Install ChargeOn Book a free demo
Start here¶
Whatever you are setting up, the order is the same: check the prerequisites, follow the setup guide, then test before you go live.
| I want to | Read |
|---|---|
| Get ChargeOn running and take a payment | ChargeOn prerequisites, then quick start |
| Take payments by conversation, inside Salesforce | Agentforce prerequisites, then setup |
| Connect an external AI tool | Headless 360 prerequisites, then setup |
| Check my setup before going live | Post-configuration testing |
| Understand a word I have seen on screen | Terminology |
Setup guides¶
ChargeOn quick start — get ChargeOn installed and configured in your Salesforce org, from setup to your first transaction.
Agentforce setup — connect and configure Agentforce in ChargeOn and handle all your payment actions in natural prompts.
Headless 360 setup — set up Headless 360 to let external AI tools initiate payments through ChargeOn.
Prerequisite guides¶
ChargeOn prerequisites — org permissions and settings to check before installing ChargeOn.
Agentforce prerequisites — what needs to be in place in your org before enabling Agentforce in ChargeOn.
Headless 360 prerequisites — required setup and access before connecting external AI agents via Headless 360.
Testing and rollout¶
Post-configuration testing — validate your ChargeOn setup with test transactions before going live.
Terminology¶
ChargeOn terminology — definitions of key ChargeOn terms and concepts used across the platform and documentation.
Two words worth checking first
ChargeOn uses Payment Type and Payment Method in a specific way that differs from common industry usage. The terminology guide explains both. Reading them first will save confusion on every screen.