Features

This page describes what Payment Connect can do, organized by capability. Each feature is written from a business perspective — what it does and why it matters. For gateway-specific setup and technical depth, see the Implementation Guide and Developer Guide.

💳 Payment Processing & Collection

The core of the platform: capturing payments securely and efficiently directly within Salesforce.

• Flexible payment options — supports one-time, scheduled, and recurring transactions.

• Multiple payment methods — process credit cards, debit cards, and ACH (Pay by Bank) payments.

• Native payment console — collect payments directly from standard or custom objects (like Accounts or Opportunities) using an embedded Lightning Web Component.

• Self-service links — generate and email secure, hosted payment request links allowing customers to pay on their own devices.

• Outbound payouts — send funds directly to vendors, partners, or customers via ACH using the dedicated Payout Console.

📊 Real-Time Analytics & Tracking

Once a transaction is initiated, the platform tracks its lifecycle in real time, surfacing the metrics your finance teams act on.

• Centralized audit trail — every transaction is tied to its corresponding Salesforce record for complete financial visibility.

• Instant status updates — tracks payments automatically through stages like Authorized, Captured, Settled, Refunded, or Failed.

• Custom dashboards — build native Salesforce reports to track KPIs like total revenue, failed transactions, billing cycle trends, and outstanding balances.

• ACH return insights — automatically fetches and logs ACH return codes (e.g., R01, R07) to help teams resolve bank failures proactively.

🛡️ Enterprise-Grade Security & Compliance

Payment Connect is built with enterprise-grade security to protect sensitive financial data and ensure strict governance.

• Secure tokenization — payment credentials are tokenized for future use, meaning raw card or bank data is never exposed.

• Double AES-256 encryption — all sensitive data and stored tokens are heavily encrypted within the system.

• Zero plain text storage — sensitive payment information is never stored natively in plain text in your Salesforce org.

• PCI DSS compliant — mitigates risk exposure and ensures strict regulatory compliance without burdening your IT team.

🔗 Field Mapping & Salesforce Sync

Payment outcomes and billing data land on your existing Salesforce records, ready to use without external middleware.

• 100% Salesforce-native — no third-party integrations to manage; everything lives inside your CRM.

• Flexible mapping — map billing addresses, emails, and payment amounts to any standard or custom object using simple Custom Metadata Types.

• Parent record linking — automatically links generated Payment Transaction records back to your source objects.

🔄 Billing Automation & Self-Service

Automated billing cycles designed to reduce manual effort, eliminate data entry, and accelerate cash flow.

• Recurring billing engine — automatically charges stored payment methods on weekly, monthly, or annual schedules.

• Failed payment retries — configure the system to automatically retry failed recurring payments daily, or defer them to the next billing cycle.

• Experience Cloud integration — enable customers to view open invoices, manage saved cards, and make payments through a secure self-service portal.

• Automated refunds & voids — easily issue full or partial refunds for settled transactions, or void payments before they are captured.

⚙️ Triggers & Automation

Payment processing can be initiated however your workflow dictates.

• Trigger options — initiate payments on-click via the UI, through automated Salesforce Flows, or via scheduled Apex.

• Batch processing — native scheduled batch jobs handle bulk captures, transaction status refreshes, and recurring payment executions automatically behind the scenes.

• Invocable actions — developers can trigger ACH requests, generate payment links, or issue refunds programmatically using built-in Apex wrappers.

🧩 Extensibility & Scalability

The platform adapts as your transaction volume and operational complexity grow, without requiring heavy code deployments.

• Metadata-driven configuration — add new payment gateways, switch providers, or update field mappings purely through Salesforce configuration.

• Enterprise scale — architecture built to reliably handle thousands to millions of transactions per month.

• Multi-gateway redundancy — connect with multiple providers simultaneously to avoid vendor lock-in and ensure global payment uptime.

⭐ Proven Results

🔌 Supported Integrations at a Glance

Payment Connect integrates seamlessly with multiple payment providers. Each gateway operates independently and can be managed through Custom Metadata.

For the full capability list and setup steps for each provider, see the Integrations guide.

👉 Related Pages

• User Guide — Process your first payment and learn console operations.

• Admin Guide — configure your org