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Hii Salesforce Community,. 

 

1. I need a complete, step-by-step guide for integrating Salesforce Payments with Salesforce Order Management (OMS). 

 

Please explain the entire implementation process, including: 

 

  • How to configure and integrate Salesforce Payments with Salesforce OMS from scratch.
  • The prerequisites, required licenses, and Salesforce features that must be enabled.
  • How to connect Salesforce Payments to OMS, including the objects, settings, and relationships involved.
  • The complete payment lifecycle, including Authorization, Capture, Void, and Refund.
  • How payment transactions are associated with Orders and Fulfillment Orders in OMS.
  • Whether payment capture is handled automatically by Salesforce OMS when an order is fulfilled, or whether custom automation (such as Flows, Apex, Platform Events, or APIs) is required.
  • The standard APIs, payment gateway adapters, and integration points involved in the process.
  • A complete end-to-end implementation example, from checkout through order creation, fulfillment, payment capture, cancellation, and refund.
  • Salesforce best practices, common implementation challenges, and recommended architecture for a production environment.

 

2. How does payment capture work in Salesforce Order Management (OMS) when an order reaches the Fulfilled status? 

 

  • I would like a complete, step-by-step explanation of the end-to-end payment capture process, including:

 

  • Whether Salesforce OMS automatically captures an authorized payment when an order is fulfilled, or if custom automation is required.

 

  • The complete implementation flow from payment authorization through order fulfillment to payment capture.

 

  • Which standard Salesforce OMS components, payment gateway integrations, and APIs are involved in the capture process.

 

  • If automation is required, please explain how to implement it using Flows, Apex, Platform Events, or other recommended approaches.

 

  • Include a practical example with the order lifecycle, payment transaction states, and best practices for production implementations.

 

@* Commerce Salesforce Order Management *@* Salesforce Commerce for B2B & D2C *@* B2C Commerce *

3 answers
  1. Jul 16, 10:41 AM

    Hi @Robert Musk

    Salesforce Payments is available for sandbox environment or Salesforce payments only available in product environmen only, but how to test the salesforce payments in sanbox regarding payment capture, refunding , payment failures? can we able to cpature the authorized payment in stripe test account  

     

    do you have any documentation about configuring and setuping the salesforce payment for stripe in sandbox ? 

     

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