Expand your payment ecosystem by bringing in externally tokenized payment methods into your Salesforce org. Bring in external payment method tokens generated by using buyer-facing portals or the Self-Service Billing portal, and save them as payment methods in your Salesforce org. These externally saved payment methods are immediately available for use in payments batch processing.
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 import payment method tokens: |
Payment Admin OR Payment Operations User permission set |
| To embed third-party UI components on the self-service Billing portal: | Billing Portal User permission set |
Import Existing Tokenized Payment Methods
Migrate your customers’ existing payment data into your org as saved payment method records. Import payment method tokens from native or third-party payment gateways, either individually or in bulk.
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To import an existing payment method token, include the existing payment token and related
tokenized details in your SavedPaymentMethod sObject API request.
For API details and examples, see Create a Saved Payment Method Using the sObject API.
- To import multiple payment method tokens at once by using CSV files, use the Bulk API.
After importing the payment method tokens into your org, use the saved payment methods, without any further configuration, for both batch payment processing and in the Sale, Authorize, and Capture APIs.
Create Saved Payment Methods from Buyer-Facing Client-Side Components
Bring in saved payment methods into your Salesforce org by tokenizing your customers’ payment details using buyer-facing client-side components. You can use this method to bring in tokens for payment method categories such as alternative payment methods, digital wallets, and credit cards.
After creating saved payment methods from buyer-facing portal or the Self-Service Billing portal, you can use the newly added saved payment methods for payments processing.