# Configure Stripe app for Salesforce Billing

Learn how to configure Stripe app for Salesforce Billing.

## Assign permission sets

This section guides you through setting up the **Permission Sets** that are necessary to use all three managed packages.

Navigate to **Setup > Users > Permission Sets**.
![](https://b.stripecdn.com/docs-statics-srv/assets/salesforce-permission-sets.19fd69c9293ef680330abf05a25b31a9.png)

The Salesforce Permission Sets top-level view

For all admin users in your org, assign the following permission sets: **Salesforce Billing Admin**, **Salesforce CPQ Admin**, and **Stripe Payment Gateway Admin**.
![](https://b.stripecdn.com/docs-statics-srv/assets/set-permission-sets.78e1d12c36ddac5574674297177f0fda.png)

Properly configured Admin Permission Sets

For all **standard users** that will process payments in your organization, assign the following permission sets: **Salesforce CPQ User** and **Stripe Payment Gateway User**. For Salesforce Billing permissions, follow the [Salesforce Billing Permissions Requirements](https://help.salesforce.com/s/articleView?id=sf.blng_profile_permissions.htm&type=5) documentation to manually provide standard users the permissions they need.
![](https://b.stripecdn.com/docs-statics-srv/assets/non-admin-set-permission-sets.236dce83fc12446d8d52fed7fc11c387.png)

Properly configured User Permission Sets

## Assign page layouts

The following steps assign page layouts for the System Administrator and Standard User profiles. If your organization uses different profiles to represent admin users and standard users, assign the page layouts to those profiles instead.

This section shows how to assign the correct **Page Layouts** for your users. Each page layout must contain all the base information and actions that you’ll need to go through the payment processing flows.

### Opportunity page layout

Navigate to **Setup > Object Manager** and click the **Opportunity** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-opportunity.a3117d0f572a9612e41a8c36d9479a6f.png)

Opportunity in the Salesforce Object Manager

Click the **Page Layouts** tab and click **Page Layout Assignment**.
![](https://b.stripecdn.com/docs-statics-srv/assets/opportunity-page-layouts.cdf0965f46dcb93fc2d8128fcd3448b6.png)

Opportunity object Page Layouts

Click **Edit assignment**, set the **Standard User** and **System Administrator** profiles to view the **CPQ Opportunity Layout**, and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/set-opportunity-page-layouts.3a2c7be43b378b7ea4653663eb6632b7.png)

Opportunity object Page Layouts

### Account page layout

Navigate to **Setup > Object Manager** and click the **Account** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-account.cfdfb4f7ec9452096966b443f9820907.png)

Account in the Salesforce Object Manager

Click the **Page Layouts** tab and click **Page Layout Assignment**.
![](https://b.stripecdn.com/docs-statics-srv/assets/account-page-layouts.669295a3085521ff131ef9b292cd4b9f.png)

Account object Page Layouts

Click **Edit assignment**, set the **Standard User** and **System Administrator** profiles to view the **Billing Account Layout**, and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/set-account-page-layouts.f7347970b424b946ea5a4cb64765fe81.png)

Account object Page Layouts

### Order page layout

Navigate to **Setup > Object Manager** and click the **Order** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-order.bcf51650956642c8b4292cbadcd3da76.png)

Order in the Salesforce Object Manager

Click the **Page Layouts** tab, and click **Page Layout Assignment**.
![](https://b.stripecdn.com/docs-statics-srv/assets/order-page-layouts.1ba7f916e6be6f05f43cd9846ebb759b.png)

Order object Page Layouts

Click **Edit assignment**, set the **Standard User** and **System Administrator** profiles to view the **Billing Order Layout**, and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/set-order-page-layouts.43b0ebd8a306c2e0673521a175a7dd21.png)

Order object Page Layouts

### Order Product page layout

Navigate to **Setup > Object Manager** and click the **Order Product** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-order-product.774f45a780b9a25e256450f905a8f7fd.png)

Order *Product* (Products represent what your business sells—whether that's a good or a service) in the Salesforce Object Manager

Click the **Page Layouts** tab, and click **Page Layout Assignment**.
![](https://b.stripecdn.com/docs-statics-srv/assets/order-product-page-layouts.5c8dbc5ebc011a3727b964d2c73c43b7.png)

Order Product object Page Layouts

Click **Edit assignment**, set the **Standard User** and **System Administrator** profiles to view the **Billing Order Product Layout**, and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/set-order-product-page-layouts.bd1d43cf44f58947aca57fc0154ea81e.png)

Order Product object Page Layouts

### Product page layout

Navigate to **Setup > Object Manager** and click the **Product** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-product.6786d5addf8fe59643048c36a5ee810a.png)

Product in the Salesforce Object Manager

Click the **Page Layouts** tab, and click **Page Layout Assignment**.
![](https://b.stripecdn.com/docs-statics-srv/assets/product-page-layouts.ded4201125755efa40cab1ce1badba28.png)

Product object Page Layouts

Click **Edit assignment**, set the **Standard User** and **System Administrator** profiles to view the **Billing Product Layout**, and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/set-product-page-layouts.237b8eca522e212f8eeecdbf239de0c5.png)

Product object Page Layouts

## Additional configuration steps

This section guides you through the final steps for the **Stripe app for Salesforce CPQ & Billing** to function properly on your organization. It consists of adding a few **buttons/actions** to page layouts, as well as adding new **picklist** values to picklist fields.

### 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.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-payment.8b35572c5abd063adced3a80c05be18f.png)

Payment in the Salesforce Object Manager

Click the **Page Layouts** tab, and click **Payment Layout**.
![](https://b.stripecdn.com/docs-statics-srv/assets/payment-page-layouts.398e352bb0ba598e1f43790095bb14fc.png)

Payment object Page Layouts

In the pallete, click **Mobile & Lightning Actions**, drag the **Refund** action to the page layout (under the **Salesforce Mobile and Lightning Experience Actions** section), and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/set-payment-page-layouts.fed8e1e250405d1e559d0ef2ec82342c.png)

Payment object Page Layouts

### Add a verify action to Payment Method objects

ACH payment methods require the extra step of verifying the bank account. Salesforce Billing doesn’t have this capability, but it’s available in the Stripe for Salesforce Billing managed package. Use the following steps to add the **Verify** action to the **Payment Method Page Layout**.

Navigate to **Setup > Object Manager** and click the **Payment Method** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-payment-method.0b762f741509830b091dd9d81c0ca566.png)

Payment Method in the Salesforce Object Manager

Click the **Page Layouts** tab, and click **Payment Method Layout**.
![](https://b.stripecdn.com/docs-statics-srv/assets/payment-method-page-layouts.194f4f9716b140b7c606906e8b6a23d5.png)

Payment Method object Page Layouts

In the pallete, click **Mobile & Lightning Actions**, drag the **Verify** action to the page layout (under the **Salesforce Mobile and Lightning Experience Actions** section), and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/set-payment-method-page-layouts.2daec8b16ba3d6d393147191a1d0187b.png)

Payment Method object Page Layouts

### Add an ACH Payment Method button to the Related list on Account objects

The **Stripe app for Salesforce CPQ & Billing** comes with its own flow for adding a new ACH Payment Method. The following steps will add the **New ACH Payment Method Button** to the Billing Account Page Layout.

Navigate to **Setup > Object Manager** and click the **Account** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-account.cfdfb4f7ec9452096966b443f9820907.png)

Account in the Salesforce Object Manager

Click the **Page Layouts** tab, then click **Billing Account Layout**.
![](https://b.stripecdn.com/docs-statics-srv/assets/billing-account-page-layouts.9b1d25643e978f245951d660f2ecf78f.png)

Billing Account object Page Layouts

Scroll down to the **Payment Methods Related List** and click the **wrench icon**.
![](https://b.stripecdn.com/docs-statics-srv/assets/billing-account-edit-layout.bf51c9be480c30c0bdabb6b1e5f596e3.png)

Editing the Billing Account page layout

1. In the **Buttons section**, click the **plus icon**.
1. in the **Custom Buttons** sub-section, add the **New Payment Method ACH** to the **Selected Buttons** side.
1. Click **OK** and **Save** in the pallet.
![](https://b.stripecdn.com/docs-statics-srv/assets/billing-account-buttons.22384b0168e6a821ce17a3fefa8ad388.png)

Editing the Billing Account buttons

### Add the Individual and Company bank account types on Payment Method objects

The **Stripe API** requires you to pass a **bank account type** when creating a new **ACH** payment method. Use the following steps to add **Individual** and **Company** as bank account types in Salesforce.

Navigate to **Setup > Object Manager** and click the **Payment Method** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-payment-method.0b762f741509830b091dd9d81c0ca566.png)

Payment Method in the Salesforce Object Manager

Click the **Fields & Relationships** tab and click **Bank Account Type**.
![](https://b.stripecdn.com/docs-statics-srv/assets/payment-method-bank-account-types.1869efd334fefa2d7173b47d0072f210.png)

Bank Account types in the Salesforce Object Manager

Scroll down to the **Values** list and click **View Bank Account Type Value Set**.
![](https://b.stripecdn.com/docs-statics-srv/assets/bank-account-types-view-set.47611986be4c0191dce1fffac18f7c7e.png)

Viewing existing bank account types

Click **New**
![](https://b.stripecdn.com/docs-statics-srv/assets/Salesforce-Click-New.542179d959948bea9efa446debff61c4.png)

Click New

Add “Individual” and “Company” in the text field, select the **Add the new picklist values to all Record Types** checkbox, and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/bank-account-types-save.31dcfbd0384a84e0f29961ac74185fc1.png)

Adding new types of bank accounts

### Add Stripe as a Payment Gateway field type picklist value

You need to set up **Stripe** as a valid payment gateway to be used in **Salesforce Billing**. The following steps add **Stripe** as a **Gateway Type** for the **Payment Gateway** object.

Navigate to **Setup > Object Manager** and click the **Payment Gateway** object.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-payment-gateway.87a405cc173cb5ef1bb4a0e5843af2d7.png)

Payment Gateway in the Salesforce Object Manager

Click the **Fields & Relationships** tab and click **Gateway Type**.
![](https://b.stripecdn.com/docs-statics-srv/assets/object-manager-payment-gateway-type.70eaa6d002bbd002b389855f4b365cf8.png)

Payment Gateway in the Salesforce Object Manager

Scroll down to the **Values** list and click **View Gateway Type Value Set**.
![](https://b.stripecdn.com/docs-statics-srv/assets/payment-gateway-types-view-set.68e406efd033b8f58ac1099c5f2bc7bd.png)

Viewing existing bank account types

Click **New**
![](https://b.stripecdn.com/docs-statics-srv/assets/Salesforce-Click-New-PG.c5a26fb2af4caa4f59203fe712d857c6.png)

Adding a new payment gateway Click Ok

Add **Stripe** into the text field, select the **Add the new picklist values to all Record Types** checkbox, and click **Save**.
![](https://b.stripecdn.com/docs-statics-srv/assets/payment-gateway-types-save.4c8907641b011bbb1ac0039376b77bd2.png)

Adding a new payment gateway

## Stripe Payment Gateway setup

The final step to configure **Stripe app for Salesforce CPQ & Billing** is to go through the **Setup Assistant**. This is an app that comes with the managed package, and authorizes your Salesforce organization to be able to use the **Stripe Payment Gateway**.

Click the **App Launcher** icon.
![](https://b.stripecdn.com/docs-statics-srv/assets/salesforce-app-launcher.3e919f3259e2f134e2ce6b8b7fe54cad.png)

Salesforce App Launcher

In the App Launcher, click the **Stripe Payment Gateway Setup** app.
![](https://b.stripecdn.com/docs-statics-srv/assets/stripe-payment-gateway-setup-app-launcher.2410be3f45a06f15c9d900943ac5908c.png)

Salesforce App Launcher

Click **Get Started**
![](https://b.stripecdn.com/docs-statics-srv/assets/Stripe-Get-Started.10c17935a1e18a741ce257be0e238479.png)

Salesforce App Launcher Get Started

If you’re ready to use Stripe for payment processing, you can toggle **Live Mode** on. Otherwise, you can stay in **Test Mode** to test the payment processing. When you make your decision, click **Authorize**.
![](https://b.stripecdn.com/docs-statics-srv/assets/Stripe-Click-Authorize.fe5bd11e14e56ad0f745e22739fb9910.png)

Salesforce App Launcher Authorize

You’ll be prompted to log into your Stripe account. Enter your Stripe credentials and complete the flow. After successfully logging in, you’ll be redirected to the **System Connections** page. If you’ve successfully authorized, you’ll see the green **Authorized** message. Click **Finish** to complete the setup of the Stripe Payment Gateway.

If you have authorized in **Test Mode** and want to turn on **Live Mode**, you’ll have to reauthorize. However, if you’re in **Live Mode** and want to switch back to **Test Mode**, you don’t have to reauthorize.
![](https://b.stripecdn.com/docs-statics-srv/assets/stripe-payment-gateway-authorized.8b6b6ae12de6cab6433c761decb3d9b3.png)

Completed Stripe Payment Gateway setup

You can exit the app and start using the Stripe app for Salesforce CPQ & Billing.