Salesforce Billing Extension configuration

Before you begin

This section describes how to set up and configure your Salesforce organisation to integrate the Salesforce Billing extension with Stripe Payments and Salesforce Payment Center. The configuration requires you to complete the following primary steps.

Assign permission sets

• Navigate to Setup > Users > Permission Sets (or use Quick Find: Permission Sets).
• Locate and assign the relevant Stripe permission sets (for example, Stripe for Salesforce Permission Set) to the appropriate users.
• Add the following permission sets:
  • Salesforce Billing Admin
  • Stripe app Admin User
  • Stripe app Billing User
  • Stripe app Data User
  • Stripe app Integration User

Update global value sets

Configure Stripe to the GatewayType value set

1. Navigate to Setup > Object & Fields > Picklist Value Sets.
2. Select the Gateway Type (Managed) value set.
3. Click Edit (or New) to add the new value, Stripe (Universal Extension).
4. Save the picklist value.

Add Individual and Company to the BankAccountType value set

Perform the following steps while still in the picklist Value Sets view:

1. In the picklist Value Sets, select Bank Account Type (Managed).
2. Add the following new values:
   • Value is Individual, API Name is Individual
   • Value is Company, API Name is Company
3. Save the picklist value.

Add New Payment Method ACH Button to Account Layout

1. Navigate to Setup > Object Manager > Account > Page Layouts.
2. Select the layout you want to modify.
3. In the Related Lists section, locate Payment Methods.
4. Click the wrench (or the “Related List Properties”) icon.
5. Add the New Payment Method ACH button to the selected buttons.
6. Click Save to save the layout.

Add “Verify Payment Method ACH” Action and Button on Payment Method Layout

1. Navigate to Object Manager > Payment Method > Page Layouts.
2. Select the layout you want to modify.
3. In the Salesforce Mobile and Lightning Experience Actions, drag and drop Verify Payment Method ACH onto the layout (for Lightning).
4. In the Custom Buttons (for Classic), make sure to add Verify Payment Method ACH.
5. Click Save to save the layout.

Opportunity page layout

• Navigate to Setup > Object Manager, and click the Opportunity object.
• Click the Page Layouts tab, and click Page Layout Assignment.
• Click Edit assignment, set the Standard User and System Administrator profiles to view the CPQ Opportunity Layout, and click Save.

Account page layout

• Navigate to Setup > Object Manager, and click the Account object.
• Click the Page Layouts tab, and click Page Layout Assignment.
• Click Edit assignment, set the Standard User and System Administrator profiles to view the Billing Account Layout, and click Save.

Order page layout

• Navigate to Setup > Object Manager, and click the Order object.
• Click the Page Layouts tab, and click Page Layout Assignment.
• Click Edit assignment, set the Standard User and System Administrator profiles to view the Billing Order Layout, and click Save.

Order Product page layout

• Navigate to Setup > Object Manager, and click the Order Product object.
• Click the Page Layouts tab, and click Page Layout Assignment.
• Click Edit assignment, set the Standard User and System Administrator profiles to view the Billing Order Product Layout, and click Save.

Product page layout

• Navigate to Setup > Object Manager, and click the Product object.
• Click the Page Layouts tab, and click Page Layout Assignment.
• Click Edit assignment, set the Standard User and System Administrator profiles to view the Billing Product Layout, and click Save.

Add a refund action to Payment Method objects

The Refund UI flow is packaged with Salesforce Billing, but it’s not available in the default configuration. Use the following steps to add the Refund action to the Payment Page Layout.

• Navigate to Setup > Object Manager, and click the Payment object.
• Click the Page Layouts tab, and click Payment Layout.
• In the palette, click Mobile & Lightning Actions, drag the Refund action to the page layout (under the Salesforce Mobile and Lightning Experience Actions section), and click Save.

Link the Stripe Account to Payment Gateway

1. Navigate to the configuration of Stripe app for Salesforce Platform.
2. In the Setup section, navigate to Billing Settings.
3. Locate the pre-authenticated Stripe Accounts and enable the toggle under the Payment Gateways section.

ACH Considerations

Using Stripe as a payment gateway for ACH means that you can’t create new ACH payment methods in the Payment Center UI for Accounts. The Payment Center flow charges the payment method immediately, but Stripe requires an added verification step when using a bank account for ACH payments. Because of this incompatibility, adding an ACH payment method from this screen always fails.

Creating ACH payment methods in the Payment Center UI always fails.

Use the New Payment Method ACH flow directly from the Payment Method Related List on the Account object within Salesforce instead.