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Generate B2C Payment Records in the Payments Workspace

Centralize all payment activity, including payments from B2C storefronts, in the Payments Workspace. To make B2C payments accessible, create a merchant account in the Payments app that is linked to an existing B2C merchant account associated with Stripe. This account consumes payment data from Stripe and generates payment intents listed in the Payments Workspace. You can distinguish B2C, B2B, or D2C payment intents based on the associated merchant account.

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User Permissions Needed
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To ingest B2C payment data, you create a Salesforce Payments merchant account, then modify a few B2C Payments settings in Business Manager.

  1. In the Payments app, go to Settings and click Add Account.
  2. Select Use an Existing Payments Merchant Account | Next | Go to Stripe.
  3. Log in to Stripe using the credentials for the linked B2C merchant account, then select the proper account from the list.
  4. Complete the Stripe account setup.
  5. After the Stripe setup is complete, return to the Payments App Settings, and verify that you see the new Salesforce Payments Merchant Account in the list view.
  6. Go to Business Manager for your B2C org, and select Administration | Salesforce Payments.
  7. Click Configure and enter the Salesforce Org ID for the org where you created the Salesforce Payments merchant account.
    To find your org ID, go back to the org with the Salesforce Payments merchant account, and select Setup | Company Information.
  8. Select the Merchant Account ID for the account linked to the Salesforce Payments merchant account.
  9. From the Merchant Account page, click Configure and enter the Salesforce Merchant Account ID and the Salesforce Payment Gateway ID of the Salesforce Payments merchant account.
    To find these IDs, return to the Payments app and view the Salesforce Payments merchant account and its related Payment Gateway record.

After a payment transaction occurs at a B2C storefront, confirm that you can see B2C payment intent in the Workspace. To determine the right payment intent records, look for the merchant account associated with the B2C org.

See Also