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Payment Connect: PCI-Compliant ACH, eCheck, and Card Payments in Salesforce
Automate Salesforce Payments with Secure, Multi-Gateway Processing
- Industries
- Horizontal ProductConsumer GoodsFinancial Services
- Business Need
- AccountingPayments ProcessingSubscriptions
- Requires
- Sales CloudB2B CommerceB2C CommerceSalesforce Order Management
- Compatible With
- Sales CloudService CloudExperience Cloud
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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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudB2B CommerceB2C CommerceSalesforce Order Management
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudExperience Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- CM Finance/CMFinance v1.22.1 1.22.1
- Listed On
- 09/23/2025
- Latest Release
- 06/08/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 27Custom Tabs: 19Custom Apps: 2
- Lightning Components
- Global: 18App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
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
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