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MerchantAccount

Represents a business account at a payment provider that accepts payments in multiple ways, including credit or debit cards, or digital wallets. A Salesforce Payments merchant account is linked to an underlying payment gateway. This object is available in API version 56.0 and later.

Supported Calls

create(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

To access Salesforce Payments objects, you must have a Salesforce Payments license and Payments must be enabled for your org. Salesforce Payments objects are available only in Lightning Experience.

Fields

Field Details
AccountDescription
Type
textarea
Properties
Create, Nillable, Update
Description
Information about the merchant account.
CountryIsoCode
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
Country where the legal entity representing the account is.
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Contains the ISO code for any currency allowed by the organization. Available only for organizations with multi-currency enabled.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed this record, a record related to this record, or a list view.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed this record or list view. If this value is null, the user can have accessed this record or list view but not viewed it.
Mode
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
The operational mode of the merchant account. This field determines the account’s ability to accept payments. For production, the account must be in Live mode.
Possible values are:
  • Connected– Merchant account is active but it can’t accept payments. This option is only valid in production orgs.
  • Live– Merchant account is active and can accept payments. This option is only valid in production orgs.
  • Test –Merchant account is active but not able to accept payments. This option is only valid in sandbox orgs, and the account can accept only test transactions.
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Name of the merchant account.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Name of the individual or group assigned to the merchant account.
This field is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
PaymentStatus
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description
Merchant account is active and can accept payments.
Possible values are:
  • Disabled
  • Enabled
The default value is Disabled.
PayoutStatus
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description
Money can be moved from the payment provider account to the designated merchant account.
Possible values are:
  • Disabled
  • Enabled
The default value is Disabled.
Status
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Indicates the state of the merchant account.
Possible values are:
  • Active - The merchant account can accept payments.
  • Complete - PaymentStatus and DepositStatus are enabled and all the required information is provided.
  • Enabled - PaymentStatus and PayoutStatus are enabled, but the payment provider requires more information later. If the merchant doesn't provide the information, then the account becomes restricted. The time limit that the merchant has to provide the information is longer than the RestrictedSoon state.
  • Pending - The merchant account exists but it can’t accept payments. This option maintains backward compatibility for accounts that were created with API version 55.0 and earlier.
  • Rejected - The account is rejected and an explanation is provided.
  • Restricted - PaymentStatus, PayoutStatus, or both are disabled, so the merchant account’s operation is limited.
  • Restricted Soon - PaymentStatus and PayoutStatus are enabled, but the payment provider requires more information. If the merchant doesn't provide the information in a specific time period, then the account becomes restricted.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

MerchantAccountFeed
Feed tracking is available for the object.
MerchantAccountHistory
History is available for tracked fields of the object.
MerchantAccountOwnerSharingRule
Sharing rules are available for the object.
MerchantAccountShare
Sharing is available for the object.