Templates | Salesforce Payment Gateway Integration Checklist
Salesforce Payment Gateway Integration Checklist
Salesforce Payment Gateway Integration Checklist
Integrating a payment gateway with Salesforce requires coordination across API configuration, security, data mapping, and testing. This checklist breaks it into actionable steps so nothing falls through the cracks.
Integrating a payment gateway with Salesforce requires coordination across API configuration, security, data mapping, and testing. This checklist breaks it into actionable steps so nothing falls through the cracks.
Your Salesforce Payment Integration Blueprint from planning to post-launch. Zero mid-project surprises.
93 steps covering API configuration, PCI compliance, data mapping, testing, and go-live. Includes an API quick reference tab for documenting credentials and endpoints. Built for IT teams who don’t want to discover requirements mid-project.
What Is a Salesforce Payment Gateway Integration?
A payment gateway integration connects Salesforce to a payment processor, allowing your team to accept and manage payments without leaving the CRM. Instead of toggling between systems, sales and finance teams can process transactions, issue refunds, and view payment history directly within Salesforce records.
There are two main approaches: API-based integrations (custom-built connections between Salesforce and your gateway) and native integrations (pre-built apps installed from the Salesforce AppExchange). API integrations offer flexibility but require development resources. Native integrations are faster to deploy but may have fewer customization options.
Why Payment Gateway Integrations Fail
Most failed integrations come down to one of three things: underestimating scope, skipping security requirements, or rushing testing.
Scope creep happens when teams start building before fully mapping their payment workflows. Then halfway through the project, someone realizes you need multi-currency support, or recurring billing, or integration with a custom object nobody mentioned. This causes timelines to slip and budgets to balloon.
PCI compliance catches teams off guard. If your integration stores, processes, or transmits cardholder data incorrectly, you’re exposed to both security risks and compliance violations. Tokenization and proper data handling need to be designed in from day one, not bolted on later.
Testing shortcuts are tempting when deadlines loom, but payment integrations touch too many systems to wing it. A missed edge case (like a partial refund on a split payment) can create reconciliation nightmares once you’re live. Finance will not be happy.
What This Checklist Covers
This checklist walks through 9 phases of a Salesforce payment gateway integration:
- Pre-integration planning and workflow mapping
- Payment gateway evaluation criteria
- Salesforce environment setup (sandbox, permissions, Connected Apps)
- API configuration and authentication
- Data mapping and field configuration
- Security and PCI compliance requirements
- Testing procedures (15 scenarios from auth to refunds)
- Go-live deployment steps
- Post-launch monitoring and maintenance
It also includes an API quick reference tab for documenting credentials, endpoints, and key contacts in one place.
Who This Checklist Is For
This checklist is built for IT teams responsible for scoping, building, or overseeing a Salesforce payment gateway integration. It’s also useful for project managers who need to understand the full scope before kicking off, and finance or sales ops leaders who want visibility into what’s required on the technical side.
If you’re evaluating whether to build a custom integration or use a native solution, this checklist will help you understand exactly what a custom build involves.
FAQ’s
FAQ’s
How long does a Salesforce payment gateway integration typically take?
It depends on complexity. A native AppExchange integration can be live in days or weeks. A custom API integration typically takes 2 to 4 months when you factor in planning, development, security review, testing, and deployment. Integrations involving multiple payment types, currencies, or custom Salesforce objects take longer.
What’s the difference between a native integration and an API connector?
A native integration is built specifically for Salesforce and installed directly from the AppExchange. It’s designed to work within Salesforce’s architecture, typically with pre-built UI components and managed updates. An API connector is a custom-built connection (either coded in-house or through middleware) that links Salesforce to an external gateway. API connectors offer more flexibility but require ongoing maintenance and development resources.
Do I need a developer to integrate a payment gateway with Salesforce?
For native integrations, usually not. Most can be configured by a Salesforce admin. For custom API integrations, yes. You’ll need someone comfortable with Apex, REST APIs, authentication protocols, and Salesforce’s data model. Many teams also involve a security or compliance resource given the sensitivity of payment data.
What are the PCI compliance requirements for Salesforce payment processing?
It depends on how payment data flows through your system. If you’re using tokenization and never storing full card numbers in Salesforce, your PCI scope is significantly reduced. You’ll still need to complete a Self-Assessment Questionnaire (SAQ) and ensure your gateway is PCI Level 1 certified. If cardholder data touches your Salesforce org, your compliance requirements and audit burden increase substantially.
Is this checklist specific to a particular payment gateway?
No. The checklist covers general requirements for integrating any payment gateway with Salesforce. Whether you’re evaluating Stripe, Authorize.net, EBizCharge, or another provider, the steps are largely the same. Gateway-specific configuration details will vary, which is why the checklist includes placeholder fields for your particular setup.
