Stripe & Salesforce Integration

Stripe offers a suite of integrations for Salesforce which allows users to connect their payment processing system with CRM. It creates a unified system for managing payments and customer data. It offers various connectors depending on your Salesforce setup, like general Salesforce Platform integration, CPQ for managing quotes and subscriptions, integrating payments with invoices (Billing), and accepting payments in your online store (B2C Commerce Cloud).

Integrating Stripe with Salesforce has many benefits. It unifies your payment processing and customer relationship management platform by eliminating the need to hop between multiple systems. This facilitates aligned workflows, with many tasks automated, such as payments, invoicing, and updation of customer records, which not only saves time but minimises errors. Users get access to real-time insights from customer interactions and their purchase behaviour, resulting in thoughtful decision-making. Plus, customers enjoy a seamless payment experience within Salesforce, leading to higher satisfaction.

Both Salesforce and Stripe prioritise their security, creating a secure environment for payment data. Both of them adhere to strong security standards like PCI-DSS and encryption for data protection. The connection itself is built securely. However, one must keep in mind that security is an ongoing effort. In Salesforce, you must assign appropriate permissions to keep both platforms updated. Additionally, maintain strong internal controls to prevent unauthorized access.

Yes. You can customize the Salesforce Stripe integration to fit your business requirements. Stripe offers many pre-built connectors to provide a foundation for functionalities like billing or quoting. Developers can also easily code for advanced requirements, while Salesforce Flows allows non-developers to build basic customization. This lets you automate workflows, map data fields, and customize the payment experience within Salesforce.

Yes, Stripe-Salesforce integration supports multiple currencies and payment methods. Stripe itself inherently supports more than 135 currencies to process payments, so you can present prices internationally and avoid conversion fees for your customers. Additionally, Stripe offers a vast array of payment methods including credit cards, digital wallets like Apple Pay and Google Pay, local options, and ACH bank transfers. However, keep in mind that the specific methods available through the integration might depend on your Stripe account setup and the chosen connector within Salesforce.