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Manage Your Billing Processes with Salesforce Billing
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          Payment Gateways

          Payment Gateways

          Payment gateways are external platforms that act as a bridge for communications between Salesforce Billing and customer banks during the payment transaction process. The payment gateway record in Salesforce contains information for establishing the connection between Salesforce Billing and the external gateway. Payment gateway records are assigned to payment methods, which are then assigned to accounts. This way, all payments against an account’s invoices flow through the gateway defined on the account’s payment method, though you also have options for overriding payment methods when needed. (Salesforce Billing Managed Package)

          • Get Started With Payment Gateways
            Payment gateways are external platforms that act as a bridge for communications between Salesforce Billing and customer banks during the payment transaction process. Your developers configured the API to help Salesforce Billing send customer payment information to the gateway. They also configured API that lets Salesforce Billing record the results of the gateway-bank communication into Salesforce Billing objects. Although you won’t be working directly with the API, we recommend reviewing the general gateway communication process to understand the resulting record changes in Salesforce Billing. (Salesforce Billing Managed Package)
          • Creating Payment Gateway Records
            Create a payment gateway record and assign it to a payment method. Then assign the payment method to an account. The required fields and values on a payment gateway record vary based on the information required by the external payment gateway that you’re linking to your record. If you installed and configured a payment gateway package, your payment gateway records likely have fields specific to that package. We’ve provided some examples for configuring payment gateway records for the payment gateway packages that Salesforce Billing supports by default. (Salesforce Billing Managed Package)
          • 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)
          • Payment Gateway Fields
            Before you set up payment gateways, review important fields and attributes. (Salesforce Billing Managed Package)
           
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