Seamless online
payment management
directly on Salesforce
Accept, process and reconcile payments from multiple sources
With FinDock, online payments become a seamless part of Salesforce. Customers can pay how they prefer, while organizations manage the full journey—from initiation to reconciliation—directly in Salesforce. The result: smoother operations, stronger engagement, and happier customers.
Why FinDock for online payments?
FinDock transforms Salesforce into a powerful payment operations and experiences platform, ensuring that online payments are not just transactions but valuable customer interactions. By integrating payments natively within Salesforce, organizations gain:
Better customer experience
by offering more flexibility and transparency in the payment process.
Real-time visibility
into payment statuses directly within your Salesforce CRM.
A single source of truth
ensuring finance, sales, and service teams work with the same data.
Seamless reconciliation
reducing manual work and payment failures.
With FinDock, organizations can manage all aspects of online payments within their Salesforce environment, from initiation to reconciliation, across multiple payment providers and methods.Â
Easily integrates with a wide range of PSPs and payment methods.
One platform, endless payment options — FinDock supports a wide range of payment providers and methods, all fully integrated with Salesforce.
Find the full list of supported payment methods and processors in our factsheet.
Adapt payment methods
Easily add or switch payment methods in Salesforce with just a toggle. FinDock supports a mix of global and local options, so you can meet customer preferences today—and stay ready for tomorrow.
Manage payment providers
Seamlessly connect to new payment providers—no custom development needed. With FinDock, you can test, switch, and scale as your business grows.
From invoices to subscriptions—handle every payment in one system
One-time payments
From donations to invoice payments, initiate and track one-time payments directly in your CRM. FinDock ensures everything is reconciled in real time—no manual work, no external systems.
Recurring payments
Create flexible payment schedules, manage mandates, and handle retries for failed payments. FinDock automates the entire lifecycle, keeping your data accurate and your revenue steady—whether it’s subscriptions, memberships, or recurring donations.
FinDock is a 100% Salesforce native solution
Seamless integration
FinDock functions as a native Salesforce application, providing a fluid experience within your existing Salesforce environment.
Real-time data
Your Salesforce reports and dashboards reflect up-to-date payment statuses for accurate tracking and analysis.
Strong security
All data within FinDock is secured by Salesforce’s robust security protocols.
Compatible with every Salesforce cloud
Giving Pages
Built right into Salesforce
Create beautiful, mobile-friendly donation pages – directly in Salesforce. FinDock Giving Pages help you launch fast, collect donations effortlessly, and make giving frictionless.
Fast & easy
Launch custom payment pages in minutes, without leaving Salesforce.
No code
Design forms and connect payment providers—no developer required.
Fast & easy
Use FinDock’s Payment Pages with no extra licensing fees.
FinDock PayLinks
Effortless payment collection through shareable, secure links
FinDock PayLinks enable businesses to collect payments effortlessly by generating secure, trackable payment links. These can be shared via email, SMS, chat, or embedded in invoices, offering a seamless, customer-friendly payment experience.
Take one-time payments
Easily collect invoice payments or recover failed and abandoned payments.
Capture payment method details for recurring payments
Securely store customer payment details to enable hassle-free future transactions.
Update recurring payment method details
Reduce churn by allowing customers to update their details with ease.
FinDock Payment API
Powering FinDock’s solutions—and yours
The FinDock Payment API is the engine behind FinDock’s Payment Pages and PayLinks—driving seamless payment experiences out of the box. But it doesn’t stop there. Use the same powerful API to build fully custom payment flows tailored to your own apps, systems, and business processes.
Custom payment experiences
Build any payment journey—from donations to e-commerce—and make it your own, powered by FinDock’s API.
One API, endless use cases
Connect mobile apps, existing systems, or Experience Cloud. One flexible API covers it all.
Seamless Salesforce integration
Every transaction automatically updates Salesforce for real-time accuracy and smooth reconciliation.
Seamless Payments in Experience Cloud
By leveraging Salesforce Experience Cloud, organizations can extend the capabilities of the Payment API to create fully embedded, self-service payment experiences. This allows customers to:
- Make payments directly in their account portal, improving convenience and retention.
- Manage subscriptions, invoices, and donations, reducing support overhead.
- Choose preferred payment methods, ensuring a smooth and localized experience.
With FinDock’s Payment API and Salesforce Experience Cloud, businesses can provide truly seamless and customer-centric payment experiences that drive engagement and efficiency.
Ready to take your payment management to the next level?
Contact us today to learn how FinDock can transform your business and drive Customer Payment Happiness!