Bring your existing payment methods from native and third-party payment gateways into your Salesforce org by migrating the corresponding payment method tokens. You can import specific payment method tokens either individually or use a CSV file to upload multiple tokens into your Salesforce org. Map the tokens to specific payment types, including emerging options, such as digital wallets. Use the saved payment methods, without any further configuration, for both batch payment processing and in the Sale, Authorize, and Capture APIs. Integrate payment methods into your Salesforce org by bringing in external UI components from vendors of your choice.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.
Who: To import payment method tokens, you need the Payment Admin or the Payment Operations User permission sets. To embed third-party UI components on the self-service Billing portal, users need the Billing Portal User permission set.
How: To import a payment method token, use the SavedPaymentMethod API. To import multiple payment method tokens, use the Bulk API.