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Payments for Salesforce Communities

Two Ways to Collect Payments

Virtual Terminal

Add our Virtual Terminal lightning component to let customers process one-time or schedule recurring payments. Customize and edit your fields, settings, and labels to match your organization’s payment workflow.

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PayLink

Link to a branded, mobile responsive payment request. The payment details and unique transaction link are automatically captured in Salesforce.

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Benefits of Accepting Payments in Communities

Admins have complete control in managing roll-ups, transaction reattempts, receipts,
Payment Schedules, and the Virtual Terminal, without custom code.

PCI-Compliant

Customize your object, roll-ups, contact matching, reattempt logic, and permissions sets for complete control of your payment data and transaction flow.

Salesforce Native Customizations

Customize your object, roll-ups, contact matching, reattempt logic, and permissions sets for complete control of your payment data and transaction flow.

Easy to Add

Roll-up fields are auto-deployed to Transaction Parents, helping users view totals. Retained revenue is auto-calculated for each Transaction if refunds were processed. These and more combine for reduced setup time and cost.

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