Saved Payment Method Creation Methods

You can create a Saved Payment Method (SPM) in Salesforce several ways, depends on the origin of the payment information and how the payment information is collected. These options support common integration patterns while ensuring payment details are securely stored and managed in Salesforce.

Choose the method that best fits your payment flow and integration requirements.

• Saved Payment Method API—Create Saved Payment Methods using client-side tokenization with native payment gateways, such as Stripe and Adyen. This API is primarily used internally by Storefront pages or Experience Cloud sites.
• Tokenize Payment Method API—Tokenize raw card or bank account details to generate a payment token. When Autopay is set to true for recurring payments, you can create a Saved Payment Method directly from the tokenized data.
• Import Tokenized Payments—Import previously tokenized payment methods into Salesforce as Saved Payment Methods. Use this option when migrating existing customers and payment data to Salesforce.
• Buyer-Facing Client-Side Component—Create Saved Payment Methods from buyer-facing client-side components. This approach enables customers to onboard any payment method, including those not defined in the Saved Payment Method type. This option is available only to customers using third-party payment gateways.