FinDock FAQ

FinDock is a 100% Salesforce-native payments platform. It brings the full payment lifecycle — processing, recovery, and reconciliation — into Salesforce, so payment data lives alongside customer, donor, or member data instead of in a separate system.

FinDock runs natively inside Salesforce, across Sales Cloud, Service Cloud, Experience Cloud, Nonprofit Cloud for Fundraising, and the Nonprofit Success Pack (NPSP). There is no separate payments system to log into — payment records, statuses, and history appear directly on Salesforce records.

The FinDock Payment API is the toolkit for building custom payment journeys on top of FinDock — from mobile apps to Experience Cloud portals. Every transaction made through it updates Salesforce in real time for accurate reconciliation.

FinDock supports cards, digital wallets (PayPal, Google Pay, Apple Pay), direct debit schemes (SEPA, BACS, CH-DD/LSV+), and local bank transfer methods such as iDEAL, plus one-time and recurring payments. Exact availability depends on the connected payment processor.

FinDock connects to a wide range of global and local payment service providers, including Stripe, PayPal, Mollie, and GoCardless, plus direct bank connections for reconciliation — see the full list on the factsheet. New processors can be added through the FinDock Payment API without custom development.

Yes. FinDock customers hold their own contract directly with their chosen payment processor. FinDock connects that processor to Salesforce; it does not process payments on its own or sit between you and your PSP contractually.

FinDock PayLinks are secure, trackable, auto-generated payment links you can share by email, SMS, chat, or invoice. Payers land on a branded FinDock payment page, and the result updates the related Salesforce record automatically. PayLinks is a paid add-on.

Giving Pages are mobile-friendly donation pages built and hosted directly in Salesforce, designed for nonprofits that want to launch donation forms quickly without custom development.

Yes. FinDock supports MOTO (mail order/telephone order) payments, so call center and back-office teams can take payments securely without leaving Salesforce.

Yes. FinDock manages payment schedules, direct debit mandates, and automatic retries for failed payments, keeping recurring revenue — subscriptions, memberships, or recurring donations — flowing without manual follow-up.

FinDock automatically reconciles payment notifications from directly integrated PSPs out of the box. Bank files, along with any PSP data that needs extra logic to match, go through Guided Matching, a configurable rules engine that finance teams can adjust to their own matching logic.

Yes. Offline payments, such as invoices paid by bank transfer, can be reconciled through bank statement matching, while PayLinks can be used to collect the online equivalent — both inside the same Salesforce view as online payments.

Agents view eligible payments on the customer record, select an amount and reason, and get instant confirmation from the processor. Finance sees the linked refund immediately and can apply its own eligibility rules on top of the processor's checks.

Payment Recovery is FinDock's set of tools for handling failed and missed payments inside Salesforce. Every failed or missed payment is pulled into Salesforce with clear error codes and context, so teams know exactly what went wrong and which payments need attention, and can recover revenue without manual chasing.

FinDock can automatically retry failed recurring payments and, when a retry isn't enough, generate a pre-filled PayLink and send it by email, SMS, or other channels so the customer can pay in a few clicks. Because FinDock is Salesforce-native, teams can use Salesforce Flow or Marketing Cloud to trigger these follow-ups at the right time on the best channel for each customer.

FinDock gives customers several ways to resolve a missed payment — an automatic retry, a PayLink to pay online, or a switch to a new recurring payment plan or method. This flexibility helps prevent future failures while helping teams recover revenue more consistently.

FinDock data is secured using Salesforce's platform security, and detailed PCI and security documentation is available on FinDock's Trust and Security page for teams that need to complete a security review.

Most customers implement FinDock through a certified Salesforce implementation partner. FinDock's own Expert Services team is also available to support complex projects or specific requirements alongside a partner.

Standard Support is included with every FinDock license. Users can submit cases over the web, with response times defined in FinDock's published Service Level Standard.

Yes. FinDock works across Nonprofit Cloud for Fundraising (now Agentforce Nonprofit) and NPSP, with features built for fundraising organizations, including Giving Pages, recurring donation management, and Guided Matching rules for donor reconciliation.

FinDock charges a subscription plus a per-transaction fee, with volume-based discounts and reduced nonprofit pricing available. See the FinDock pricing page for full details.

Contact the FinDock team to share your use case; they will help identify the right approach, explain capabilities and pricing, and connect you with an implementation partner. You can also watch the FinDock demo video first to see the platform in action.