Payment Connect — Product Overview
Payment Connect, built by Cloud Maven, Inc., is a comprehensive, 100% Salesforce-native application designed to facilitate seamless payment processing and billing automation. It captures your one-time, scheduled, and recurring transactions, turns them into centralized financial records, and surfaces the insights your teams need to manage revenue—all without manual data entry or external middleware.
It is designed for the people who manage cash flow and customer accounts every day: sales teams, finance departments, customer support, and operations. If your work involves collecting invoices, processing credit cards or ACH payments, issuing refunds, or managing subscriptions, Payment Connect does the heavy lifting so you can focus on driving business growth.
💼 Why Payment Connect
Payment Connect is built to move you from invoice to settled payment faster, with fewer administrative hurdles and zero compliance headaches.
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Cut manual data entry. Payments are initiated and captured automatically directly from your Salesforce records instead of keyed into disparate systems.
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Accelerate cash flow. Real-time processing and immediate status updates mean faster collections and instant visibility.
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Improve accuracy and compliance. PCI-compliant tokenization and AES-256 double encryption reduce human error and keep sensitive data fully secure.
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Empower customer autonomy. Self-service payment links and Experience Cloud portals reduce inbound support requests.
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Keep everything in Salesforce. Insights and transaction histories land on your existing records—no separate system to learn or maintain.
✨ What Payment Connect Does
At its core, the platform handles four things:
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Captures payments — processes credit cards, debit cards, and ACH (Pay by Bank) transactions via a native console.
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Automates billing — manages scheduled payments, complex recurring subscriptions, and automated failed-payment retries.
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Empowers self-service — generates secure, hosted payment links that can be emailed directly to customers.
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Surfaces insights — tracks real-time transaction statuses (Accepted, Settled, Failed), ACH return codes, and payment histories right on your Salesforce layouts.
🔄 How It Works
A payment moves through the platform on a simple, automated path:
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Initiate — a user clicks the Payment Console on a record, or an automated flow sends a Payment Request link to the customer.
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Process — payment details are captured securely without ever being stored in plain text.
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Sync — the gateway processes the transaction and returns a real-time status update to the Salesforce Payment Transaction record.
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Automate — native batch jobs process future-dated schedules, handle recurring billing cycles, and fetch ACH return codes.
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Act — finance teams issue refunds, void authorizations, or track payouts natively from the generated records.
Processing can run manually on-demand or entirely automatically, so it fits the way your team already works.
📦 Feature Reference
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Capability |
What It Means for You |
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Native Salesforce Integration |
Works seamlessly with existing objects and workflows with no external middleware required. |
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Multi-Gateway Compatibility |
Freedom to choose or change providers (e.g., Stripe, Actum, Fiserv) without vendor lock-in. |
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Recurring Payment Automation |
Automatically charges saved payment methods for subscriptions, eliminating manual collection efforts. |
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Secure & PCI-Compliant |
Double AES-256 encryption and tokenization drastically reduce your organization's risk exposure. |
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Customer Self-Service |
Experience Cloud portals and secure email links empower customers to pay on their own time. |
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Centralized Audit Trail |
Every transaction is permanently tied to its parent Salesforce record for transparent financial auditing. |
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Refunds & Voids |
Quickly reverse completed payments or cancel authorizations directly from the UI. |
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Flow & Apex Ready |
End-to-end automation hooks allow developers to trigger actions or custom retry logic programmatically. |
🔌 What It Connects With
Payment Connect works with leading payment gateways, giving you the freedom to choose the right provider for your business model and region:
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Actum — secure ACH processing for direct bank-to-bank transfers, outbound payouts, and real-time webhook updates.
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Fiserv — comprehensive authorization and capture workflows supporting both card and same-day ACH debit.
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UnityFi — versatile gateway supporting same-day debit processing for both card and ACH transactions.
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Additional Providers — Stripe, Authorize.net, and PayPal support to enable global expansion and flexible processing.
For setup details and configuration mappings for each provider, see the Supported Gateways documentation.
🎯 Built to Grow With You
The platform adapts as your needs change—usually with simple configuration rather than a massive development project. You can add new payment gateways, adjust Custom Metadata Type mappings, embed the payment console on custom objects, and build complex automation flows using standard Salesforce tools. Whether you're a startup or a global enterprise handling millions of transactions, Payment Connect scales to keep up without compromising performance.
👉 What's Next
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New to the platform? Start with the User Guide to process your first payment or send a payment link.
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Setting up your org? See the Implementation Guide for installation and gateway configurations.
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Connecting custom automation? Head to the Payment Automations guide for Apex wrappers and invocable methods.
⚙️ Contact
Need help? Contact support at support@cloudmaveninc.com.