About the Stripe Connector for Salesforce Order Management

Payment Intents

A Payment Intent is a Stripe object you can use to track a payment through its entire lifecycle, including any required authentication steps. To find the PaymentIntent in Salesforce Order Management, locate the Gateway Reference Number (GatewayRefNumber) field against the payment authorisation record for an order summary.

Payment authorisation

A payment authorisation is relevant to both Stripe and the Salesforce OMS. An authorised amount is a sum that a business transmits to a credit or debit card processor to make sure a customer has sufficient funds to complete a purchase – the approved amount of money to be charged.

There are two capture modes in the Stripe LINK cartridge for Salesforce B2C Commerce Cloud – authorise and capture. If the LINK cartridge is set up to authorise a payment during checkout, then a payment authorisation record is created in Salesforce Order Management. You can view the payment authorisation against an order summary using this route:

Order Summary Record > Order Payment Summary Record > Payment Authorisations in Related Tab

If you don’t see Refunds in the Related tab, contact your Salesforce administrator and include the payment authorisation related list in the page layout (as shown):

The PaymentIntent ID (pi_XXXXXX) at Stripe is stored in the Gateway Reference Number (GatewayRefNumber) field of the payment authorisation record. The Processing Mode (ProcessingMode) is set as External, which implies that the payment authorisation was processed outside the Salesforce payment platform.

Payment

If the capture mode in the Stripe LINK cartridge is set to Capture, then the payment is captured from the customer. In this case, a payment record is created in Salesforce Order Management. You can view the payment against an Order Summary using this route:

Order Summary Record > Order Payment Summary Record > Payments in Related Tab

If you don’t see Refunds in the Related tab, contact your Salesforce administrator and include the payments related list in the page layout (as shown):

Balance Transaction ID

The Balance Transaction ID (txn_XXXXXXXXX) against the PaymentIntent (pi_XXXXXX) at Stripe is stored in the Gateway Reference Number (GatewayRefNumber) field. The Processing Mode (ProcessingMode) is set as External, which means the payment was processed outside the Salesforce payment platform. In the event the payment was authorised in Salesforce B2C Commerce Cloud Storefront, and the amount was captured in Salesforce OMS later, the payment record is represented as shown:

The Salesforce Payment Gateway Id (SFXXXXX) against the Payment Intent (pi_XXXXXX) at Stripe is stored in the Gateway Reference Number (GatewayRefNumber) field. The Processing Mode (ProcessingMode) is set as Salesforce, which implies that the payment was processed by the Salesforce payment platform.

Refund

If a refund is initiated from Salesforce OMS, you can trace it to a refund record by following this route:

Order Summary Record > Order Payment Summary Record > Refunds (in the Related tab)

If you don’t see Refunds in the Related tab, contact your Salesforce administrator and include the refunds related list in the page layout (as shown):

The Salesforce Payment Gateway Id (SFXXXXX) is stored in the Gateway Reference Number (GatewayRefNumber) field. The Processing Mode (ProcessingMode) is set as Salesforce, which implies that the refund was processed by the Salesforce payment platform.

Payment gateway logs

You can view logs for the transactions made with the Salesforce Platform by navigating to Order Summary Record > Order Payment Summary Record > Gateway Logs in the Related tab. If you don’t see the gateway logs in the Related tab, contact your Salesforce administrator and include the gateway logs in the related the page layout, or execute this SOQL in Developer Console or SOQL Builder in VS Code:

SELECT Id,OrderPaymentSummaryId, ReferencedEntityId,Request, Response, SfRefNumber, SfResultCode, GatewayRefNumber, GatewayAuthCode, GatewayDate, GatewayMessage, GatewayResultCode, GatewayResultCodeDescription, InteractionStatus FROM PaymentGatewayLog