To use Salesforce Payments for financial transactions, set up an Experience Cloud site and enable Payments for your org. Then, use a guided setup to create a merchant account and payment methods.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud |
| To integrate a native payment gateway, you have two options. Use Salesforce Payments, which runs on Stripe and is available with the the Revenue Cloud Billing license on a cost-per-transaction basis. Or, connect your own Adyen account, contracted directly with Adyen. |
| User Permissions Needed | |
|---|---|
| To enable and configure Payments features: | Payment Admin permission set |
Turn On Salesforce Payments
Set up an Experience Cloud site that's used as a data channel between the payment provider and the Salesforce Payments feature.
After you set up an Experience Cloud site, make sure that Salesforce Payments is enabled.
You can automate the process of setting up an Experience Cloud site and enabling Salesforce Payments by using the Commerce Setup Assistant.
Configure Account-Based Sharing for Payments and Refunds Objects
To make sure that only users working with a specific account have access to its payments and refunds details, turn on Share Payment Accounts on the Billing Settings page. This feature grants users access to payment and refund details related to the corresponding Account record. For example, if a user has Read access to the Account record object, they also get Read access to the related Payments and Refunds records.