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Payment Connect: PCI-Compliant ACH, eCheck, and Card Payments in Salesforce

Automate Salesforce Payments with Secure, Multi-Gateway Processing

Overview

Payment Connect enables secure, PCI-compliant Salesforce payment processing for ACH, eCheck, and credit or debit card payments. Automate invoicing, recurring billing, and payouts with multi-gateway support, real-time updates, and QuickBooks sync.

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See How Payment Connect: PCI-Compliant ACH, eCheck, and Card Payments in Salesforce Works

  • ✔️Process Payments Anywhere in Salesforce Accept ACH payments, eCheck transactions, and debit or credit cards directly from Salesforce records. This Salesforce payment integration works natively on Opportunities, Accounts, Cases, and custom objects.

  • ✔️Automate Salesforce Payments to Eliminate Manual Billing Eliminate manual billing with automated payment processing.   • Recurring and one-time billing   • Scheduled ACH payments   • Workflow triggered charges   • Fewer follow ups and billing errors  

  • ✔️Use Multiple Salesforce Payment Gateways Without Vendor Lock-In Use any supported gateways from Stripe, Fiserv, Actum, Authorize.Net, PayPal, etc. As volumes and regions increase, route ACH, eCheck, and card payments through your preferred processor.

  • ✔️Lower Salesforce Payment Costs with ACH and eCheck Reduce transaction fees with ACH transfer and eCheck payment processing.   • Lower cost than card   • Perfect for high volume billing   • Fewer declined ACH payments   • More profit margin

  • ✔️Secure Salesforce Payments with PCI Compliance and Encryption Enterprise-level security protects every transaction   • PCI compliant payments   • Tokenized data   • AES-256 encryption   • No card or bank data stored in Salesforce   • Auditable payment

  • ✔️Send Branded Salesforce Payment Links and Invoices to Customers Send branded payment links securely to Salesforce invoicing. Customers can pay invoices, save payment methods, and complete eCheck or card payments while you track status and return codes.

  • ✔️Trigger Salesforce Payment Automation with Flow and Apex Payments work with Salesforce automation.   • Use Flow or Apex to trigger payments   • Update records immediately   • Fire automatic follow-ups   • Synchronize your Salesforce accounting software

  • ✔️Salesforce Payment Reporting and Self-Service Portals in Real Time Provide clarity for customers and teams.   • Cloud payment portal   • Dashboards for ACH, eCheck, card activity   • Payment history for Salesforce record   • Insights into cash flows

  • ✔️Sync Salesforce Payments to QuickBooks for Faster Reconciliation Finance teams stay in sync with QuickBooks integration. Automate pushing ACH, eCheck, card transactions to QuickBooks to shorten reconciliation times and eliminate redundant data entry.

Payment Connect provides a centralized platform that enables teams to accept ACH payments, eCheck transactions, and debit or credit card payments directly in Salesforce. By integrating PCI-compliant payments into workflows such as invoicing, collections, subscription and payout, Salesforce payment integration eliminates the need for outside systems. Using payment integration with Salesforce allows teams to automate billing, minimize declined payments, and provide real-time visibility over each transaction. Payment Connect's support of multiple gateways and the ability to use low-cost ACH payment options allow businesses the flexibility and control they require, while ensuring the protection of sensitive data with enterprise-level security. ✔️Accept ACH, eCheck, debit, and credit card payments natively in Salesforce ✔️Process one-time, scheduled, and recurring payments ✔️Support multiple Salesforce payment gateways without lock-ins ✔️Send secure payment links through Salesforce invoicing workflows ✔️Process PCI-compliant payments with tokenization and AES-256 encryption ✔️Sync completed payments with QuickBooks for easier reconciliations ✔️Enable fast and secure ACH transfer

Categories

Business Needs
Accounting
Payments Processing
Subscriptions
Industries
Horizontal Product
Consumer Goods
Financial Services
Personas
Administrator
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

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