Managing payments manually can be time-consuming and prone to errors, especially when dealing with a large volume of transactions. Recently, we integrated Stripe payments into Salesforce. This allows Salesforce users to either send links to clients or charge cards over the phone or in person.
Why We Chose Stripe
Stripe is one of the most popular and trusted payment processing platforms, offering a robust set of APIs that integrate smoothly with a variety of systems, including Salesforce. Its simplicity, security, and flexibility make it the ideal solution for managing payments within Salesforce.
How the Integration Works
Our solution is fully embedded within Salesforce, thanks to the Stripe app from the Salesforce AppExchange. This allows users to manage payment collection directly within Salesforce. Here’s a step-by-step breakdown of how the process works:
- Triggering the Flow: When a payment is needed, a Salesforce Flow is triggered. This could be after a deal closes, when an invoice is created, or when a customer requests a product or service.
- Generating the Checkout Link: The Flow interacts with Stripe’s API to create a Checkout Session. Stripe generates a secure payment link, customised for the specific amount.
- Sending the Payment Link: Once the checkout link is generated, it can be sent automatically via email to the client. We customised our emails using S-Doc’s HTML email templates.
- Monitoring Payment Status: When the client completes the payment, Stripe updates the payment status in Salesforce, allowing our team to monitor transactions and automate follow-up actions, such as confirming orders or providing access to services.
This is an example of how we implemented the integration, but the solution can be tailored in different ways to suit each client’s specific requirements. If you’re looking to improve your payment processes and integrate them into Salesforce, feel free to get in touch.