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Set Up Outbound Payments
Complete these high-level steps to configure outbound payments for your agency.
Before you begin, complete the steps in Outbound Payments Prerequisites.
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Create record-triggered flows that call the Generate Payment Instructions invocable action
for claims, payment requests, and benefit disbursements.
For detailed steps, see Create Flows to Generate Payment Instructions.
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Configure an integration between Salesforce and your Enterprise Resource Planning (ERP)
system to send payment instructions and receive completed transaction details.
Your integration must handle two data flows:
- Send payment instruction records from Salesforce to your ERP system for processing.
- Return the ERP's external payment ID to Salesforce and store it in the payment
instruction record's
Instruction Identifierfield.
One approach is to use a MuleSoft Anypoint Connector. Work with your integration team to determine the approach that best fits your agency's architecture.
- After your ERP completes a disbursement, manually create a Payment record and a Payment Instruction Payment record in Salesforce to reconcile the transaction against the original payment instruction.
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