---
schema_version: "1"
id: 15920cd59515bd9a4c2b5e3310a61ac63a3061422e778c571f6f88db0c5eacb7
title: Configure Salesforce Payments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_configure_salesforce_payments.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_configure_salesforce_payments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9ff2f38ecfe5b56c4379fb56a13ec39764af0a717384bd47e5037b01d286a17f
description: 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.
products:
  - Revenue Cloud
release: "264"
---
# Configure Salesforce Payments

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Revenue Cloud</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To integrate a native payment gateway, you have two options. Use Salesforce Payments, which runs on Stripe and is available with the <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a> on a cost-per-transaction basis. Or, connect your own Adyen account, contracted directly with Adyen.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d51731e84">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51731e84 ">To enable and configure Payments features:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51731e84 ">Payment Admin permission set</td>

        </tr>
      </tbody>
    </table>

## 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](https://help.salesforce.com/s/articleView?id=commerce.payments_data_channel_setup.htm&language=en_US), make sure that [Salesforce Payments is enabled](https://help.salesforce.com/s/articleView?id=commerce.payments_enable_in_setup.htm&language=en_US).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note

You can automate the process of setting up an Experience Cloud site and enabling Salesforce Payments by using the [Commerce Setup Assistant](https://help.salesforce.com/s/articleView?id=commerce.comm_quick_start.htm&language=en_US).

## 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.

See [PaymentsSharingSettings Metadata API](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/meta_paymentssharingsettings.htm).

#### See Also

- [_Trailhead_: Set Up Salesforce Payments](https://trailhead.salesforce.com/content/learn/modules/salesforce-payments-for-commerce/set-up-salesforce-payments)
- [Assign Permissions to Access Billing Features](https://help.salesforce.com/s/articleView?id=ind.billing_permission_sets.htm&release=264.0.0&type=5 "Assign your users the required permission sets based on their persona, and for the APIs for which they need access.")
- [Set Up Merchant Accounts](https://help.salesforce.com/s/articleView?id=commerce.payments_add_merch_acct.htm&language=en_US)
- [Automatic Creation of Payment Schedules and Payment Schedule Items](https://help.salesforce.com/s/articleView?id=ind.billing_setup_payment_schedules_and_payment_schedule_items_enable.htm&release=264.0.0&type=5 "Automate the creation of payment schedules and payment schedule items so that they are ready to be processed.")
- [Payment Batch Run Overview](https://help.salesforce.com/s/articleView?id=ind.billing_payment_batch_run_overview.htm&release=264.0.0&type=5 "At the start time of the payment scheduler, payment batch runs start processing payment schedule items based on the defined criteria.")