Accept payments with Salesforce Experience Cloud
FinDock Payment Experiences brings branded online payment journeys to Salesforce Experience Cloud.
Give customers a smoother, more relevant payment experience using the data you already have in Salesforce.
Start from a template and adapt it for donations, memberships, invoices, courses and more.
More flexible payment journeys, built around your customers
Not every payment journey fits a fixed form.
The journey can change depending on who is paying, what they choose and what Salesforce already knows about them.
A customer may need to choose a membership, course or donation fund before they pay. Someone else may already have an invoice, renewal or balance waiting to be paid.
FinDock Payment Experiences gives you the flexibility to shape journey’s around what that customer needs.
Show the right options, ask only the relevant questions, use information already in Salesforce, and keep what they chose and what they paid connected.
A smoother experience for customers. Less manual work for your team.
Three parts. One flexible payment journey.
Use Experience Cloud to create what the customer sees, Salesforce Flow to shape what happens along the way, and FinDock to take the payment.
CREATE THE EXPERIENCE
Salesforce Experience Cloud
Build branded pages your customers see and interact with.
Control the content, layout and experience around the payment.
Give customers a payment experience that feels like part of your organisation.
SHAPE THE JOURNEY
Salesforce Flow
Control the questions, choices and steps that lead to payment.
Show or hide information based on what the customer selects or what Salesforce already knows about them.
Ask only what you need and adapt the journey as they move through it.
TAKE THE PAYMENT
FinDock Payment Components
Add payment method selection and payment initiation to the journey.
FinDock handles the payment-specific functionality.
Let customers complete the payment as part of the same journey.
Experience Cloud creates the page. Flow shapes the journey. FinDock takes the payment.
Build for different payment journeys
Build different payment experiences around what the customer needs to do before they pay, what Salesforce already knows, and what the payment is for.
Let customers choose before they pay
Let customers select a membership, course, ticket, product, programme or donation fund as part of the payment journey.
Their choice can determine what they pay, with what they chose and what they paid kept together in Salesforce.
No separate selection and payment process to match together afterwards.
Ask only the questions you need
Show different fields or steps depending on what the customer selects or how they answer.
Collect eligibility details, declarations, preferences, addresses or other information as part of the same journey.
A shorter, more relevant experience for the customer, with the information your team needs attached to the payment.
Use the data you already have
For authenticated experiences, use the customer’s Salesforce record to pre-fill details, show what they owe or suggest an amount based on their existing relationship with you.
Less retyping for the customer and a more relevant payment experience.
Collect payments already due
Create a simple payment journey around a known amount, such as an invoice, membership, ticket or seat on a course.
Show what is being paid for, let the customer pay, and update the right Salesforce record.
One simple payment experience, with no manual work needed to connect the payment afterwards.
Need to recover a payment? Use PayLinks.
Payment Experiences is for building the journey around a payment. PayLinks is for getting a failed or overdue payment completed quickly.
Send the customer a secure payment link and let them pay without logging in or going through the full journey again.
More relevant for customers. More useful for your team.
Because the payment journey is built in Salesforce, it can use the same customer and payment information your team already works with, before, during and after payment.
Recognise the customer
Use their Salesforce record to pre-fill details or personalise what they see.
Less repetition for the customer.
Show relevant amounts or options
Use Salesforce data to show balances, memberships, courses, donation choices or other relevant options.
A journey that reflects what the customer actually needs to do.
Keep the payment connected to what it was for
Connect the transaction to the invoice, membership, donation, course or other Salesforce record behind it.
See what was paid and why, without matching it together afterwards.
Use live Salesforce data
Keep availability, balances and options up to date without maintaining them separately.
Let current information in Salesforce influence what the customer sees.
Automate what happens next
Use Salesforce automation when a payment is completed.
Update records, trigger follow-up or start the next step automatically.
Give your Salesforce team more control
Manage content, questions, logic and journeys using Experience Cloud and Flow.
Make everyday changes without turning every update into a development project.
The payment becomes part of the customer relationship in Salesforce, not a separate transaction your team has to reconnect later.
Use clicks where you can. Code where you need to.
Build and manage most of the payment journey with Salesforce tools your team already knows, then extend it when the use case calls for something more.
Configure
Experience Cloud + Salesforce Flow
Build pages, questions, choices and journey logic using Salesforce configuration.
Extend
Lightning Web Components
Tailor the experience without replacing the FinDock payment functionality underneath.
Build
FinDock API
Use code when your developers need full control over the experience.
Salesforce offers free training on how to work with Experience Cloud and Flow — explore Trailhead.
Ready for Customer Payment Happiness?
FinDock is trusted by 400+ organisations worldwide, processing over 190 million payments contracted annually and managing $5.7 billion in revenue. With a 4.98-star rating on the Salesforce AppExchange, we sometimes end up with an award in hand.
