How to capture a payment using Payment Console

1. Overview

The Payment Console allows direct payment processing from within Salesforce. Users can instantly capture payments, schedule them for future dates, or set up recurring payments—all from a unified screen.

2. Log In to Salesforce

➡ Access your Salesforce org with the appropriate credentials.

3. Navigate to the Source Record

Open existing record or create a new one

1. Go to the Payment Connect App

2. Search for the Record from where you want to initiate the Search.

4. Steps to Use Payment Console

1. Navigate to the Payment Console screen.

2. Select the Payment Gateway from the dropdown. The gateway marked as default is auto-selected.

3. Select the Payment Method Type (e.g., Card or Pay by Bank (ACH)).

   • Card Payment Screen
     Allows users to input card details (number, expiry, CVV).

   • Pay by Bank Screen
     Accepts bank routing and account number.

4. Click Submit Payment.

5. After the successful payment, a Payment Complete screen is shown with the reference ID

5. What Happens in Salesforce

When a payment is submitted from the Payment Console, different types of Salesforce records and statuses are managed based on the selected payment option: Immediate, Scheduled, or Recurring.

5.1 Payment Transaction Record Created

• A new Payment Transaction record is created for every payment action.

• It includes:

  • Amount

  • Payment Method (Card or Bank)

  • Payment Date

  • Payment Status

  • Tracking ID

5.2 Payment Status

• If the payment is submitted and processed immediately:

  • Payment Status is set to Accepted/Captured.

• If the payment fails:

  • Payment Status is set to Failed.

  • The failure reason is captured in the Gateway Error Message field.