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Processing Payments with Payment Gateways
Salesforce Billing supports payment interfaces to process credit card and ACH transactions. Payment gateways are external service providers that process these electronic payments. Salesforce Billing uses out-of-the-box or API integrations to interface with a payment gateway. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing 7.0 and later |
Store payment gateway information in the payment gateway object. You can make several payment gateway records so you can route payments to different gateways based on business requirements.
Create a record for each payment gateway that you want to process payments through. However, you don't have to create multiple records for a single gateway if you wish to process multiple payment types (such as credit cards and ACH) through that gateway.
To use a gateway with Salesforce Billing, install that gateway’s Salesforce Billing integration package into your org. If you’re using Salesforce Billing Winter '19, make sure that your gateway package is version 3.0 or later.
Salesforce Billing supports the following payment features end-to-end.
- Tokenization
- Charge
- Refund
We also support the following payment features through API.
- Tokenization
- Void Token
- Authorization
- Capture
- Charge
- Get Payment Status
- Void
- Refund
- Get Refund Status
- Void Refund
- Non-Referred Refund
Required Fields
External payment gateways require several fields passed as API from the payment gateway and payment method objects. Absent or incorrect values for these fields may not cause validation errors in Salesforce Billing, but they may result in unsuccessful gateway communications depending on the specific gateway and integration.
| Field | Definition |
| Payment Gateway Name | Name of the payment gateway record. We recommend making this the external payment gateway that Salesforce Billing communicates with through your gateway record and payment gateway integration. |
| Gateway Type | Salesforce Billing supports payment processing integration with many payment gateways. You can find payment gateway integration applications on the Salesforce AppExchange. Salesforce Billing also offers gateway integrations with CyberSource, AuthorizeDotNet, and Payeezy. These integration packages aren't available on the AppExchange. Contact your account representative if you're interested in using them. |
| Active | Salesforce Billing doesn’t use inactive gateways. |
| Default | When this field is active, all transactions in your Salesforce Billing org use this payment gateway. If more than one payment gateway record has a selected Default field, Salesforce Billing uses the first gateway that it finds when searching for valid gateways. |
| Email of the customer who initiated the payment. Required as of Salesforce Billing Winter ’19 for AuthorizeDotNet, Cybersource, and Payeezy gateways. |
| Field | Definition |
| Payment Method Name | Name of Payment method |
| Account | Payment method parent object |
| Active | Indicates that the payment method is active |
| Auto Pay | If set to true then Payment Scheduler will pick this payment method |
| Bank Account Name | Name of the Account holder |
| Bank Account Number | Account Number |
| Bank Account Type | The default account types are Checking, Business Checking, and Savings. Other picklist values can be added as permitted by the integration and gateway. |
| Bank Name | Name of the Bank |
| Bank Routing Code | ABA or Routing code of Bank |
| Billing Address | Billing Address |
| Card BIN | |
| Card CVV | CVV number |
| Card Expiration Month | Expiration Month of Card |
| Card Expiration Year | Expiration Year of Card |
| Card Number | Credit Card Number (16 digits) Only last four digits will be stored. |
| Card Type | The default card types are VISA, MasterCard, AmericanExpress, and Discover. Other picklist values can be added as permitted by the integration and gateway. |
| City | City |
| Company | Name of the Company |
| Country | Country |
| Email of the person | |
| Fax | Fax of the person |
| First Name | First Name of the person |
| Gateway Response | Displays success or failure message |
| Last Name | Last Name of the person |
| Name on Card | Name of Credit Card Holder |
| Nick Name | person nick name |
| Payment Gateway | Payment Gateway |
| Payment Gateway Token | The generated Credit Card token by tokenization process |
| Payment Type | Supported Payment Types ● Credit Card: For Card Payment ● ACH: For Bank Payment |
| Phone Number | Phone of the person |
| Postal Code | Postal Code |
| State | State |
| Street Address 1 | Street 1 |
| Street Address 2 | Street 2 |
