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Configure Payment Gateways in Salesforce
Install a payment gateway package and configure your payment gateway entities to
communicate with your payment gateway provider.
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Install your payment gateway package.
Salesforce Billing provides payment gateway packages for AuthorizeDotNet, Cybersource, Payeezy, and PayFlowPro. You can also use packages for other gateways.
- In Salesforce Billing, create a payment gateway record and set its Gateway Type field to your payment gateway. If your gateway name doesn’t appear as a Gateway Type value, add it to the picklist.
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Review the merchant credential fields on your payment gateway and enter the necessary
merchant information.
Your payment gateway record requires merchant credential fields. It sends the values of these fields as API to the payment gateway. Each payment gateway package installs different fields based on the needs of the payment gateway provider. For more information, review Merchant Credential Fields.
- Check the payment gateway’s Active field.
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Check the payment gateway’s Default field.
The payment gateway’s Default checkbox indicates that Salesforce Billing uses the gateway’s merchant credentials if an ACH or credit card payment transaction doesn’t provide stored credentials. Otherwise, the transaction fails. A payment gateway’s Active and Default fields must be selected for the gateway entity to pass its information to the payment gateway provider.