Stripe For Salesforce

Welcome!

Welcome to the Stripe for Salesforce app end user documentation!

This documentation aims to guide you through the user actions of our integration application between Stripe and Salesforce.

Whether you're new to Stripe or Salesforce, this documentation will provide you with the information you need to make the most of this application and without having to pivot between the two systems.

Introduction

The Stripe for Salesforce app allows you to seamlessly connect your Salesforce org with your Stripe account(s). Enabling you to synchronise data between Stripe and Salesforce in real time.

In the Stripe for Salesforce app you will have the the ability to:

• Automate processes and workflows

• Send customised invoices to your customers

• Comprehensively oversee and manage all your products and prices

• Refund customers directly within Salesforce

• Understand how and why payments to your Stripe account may fail

• Sync and manage all your customer records and payment methods

• Use Salesforce as a virtual terminal to take payments from your customers

In this end user documentation, you will find easy to follow user action guides to help you get started with the Stripe for Salesforce.

Let's dive in and explore the features and functionalities that this integration offers!

Contents

How it worksDocumentation and UI overviewVirtual TerminalCustomer accountsProductsPricesInvoicesSubscriptionsPayment methodsPayment intentsChargesFeedback and contact