Level 2 and Level 3 processing data are the additional line-item and transaction-level details passed during credit card authorization. Use Level 2 and Level 3 data mainly for business-to-business and business-to-government corporate card transactions to lower fraud risk and get richer reporting. When Level 2 and Level 3 data support is enabled, Billing automatically includes additional transaction data in payment requests that you send through native and third-party payment gateways.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information. |
| User Permissions Needed | |
|---|---|
| To send Level 2 and Level 3 data: |
Payment Admin permission set OR Payment Operations User permission set |
Billing sends Level 2 and Level 3 data automatically to native payment gateways, such as Stripe and Adyen. Billing populates the Level 2 and Level 3 fields from the invoice and invoice lines with a fixed mapping.
- Quantity, unit price, and line amount are derived from the invoice line.
- Ship-from postal code, that’s part of Level 2 data, is derived from the postal code of the invoice’s legal entity.
For third-party payment gateways, Billing sends Level 2 and Level 3 data through Apex adapter classes. You can customize the adapter classes to map additional fields to send data beyond the standard set. For more information, see the Apex Reference Guide.
Supported Level 2 and Level 3 Fields
In payment transactions, Level 1 data includes basic information such as transaction amount, currency ISO code, and merchant account name.
Level 2 data includes Level 1 data and this information.
| LEVEL 2 FIELDS | DEFAULT VALUE |
|---|---|
| DiscountAmount | 0 |
| DutyAmount | 0 |
| ReferenceId | |
| SalesTaxAmount | |
| ShipFromZip | |
| ShippingAmount | |
| ShipToCountry | |
| ShipToZip | |
| TotalTaxAmount | 0 |
Level 3 data includes Level 2 data and these detailed line items.
| LEVEL 3 FIELDS | DEFAULT VALUE |
|---|---|
| CommodityCode | |
| Description | |
| Discount | 0 |
| DiscountIndicator | false |
| GrossNetIndicator | "N" |
| LineItemTotal | |
| Quantity | |
| Sku | |
| TaxAmount | |
| TaxRate | |
| Uom (unit of measure) | |
| UnitPrice |
- Process a Payment That Includes Level 2 and Level 3 Data
Send a payment through a native or third-party payment gateways with enhanced data attached, and verify the Level 2 and Level 3 fields in the payment gateway logs.