FinDock’s July ’26 release went live in your Salesforce org the night of Sunday, July 19, after first appearing in your sandbox. You can watch the July release webinar for a detailed walkthrough and to see the detailed demos, or review the release notes for the complete list of the changes for this release.
With summer this good across Europe, we’ll keep it quick. Here are the release highlights so you can get back to enjoying it:
- FinDock Payment Experiences, our Experience Cloud payment solution, now ships with ready-to-use templates on FinDock Labs (pilot)
- Outbound payments now live in the UK, sending Faster Payments via GoCardless
- e-Mandates for the Netherlands, a bank-validated SEPA mandate captured and stored natively in Salesforce (pilot)
And to help you close out the month before you head off on holiday, we also shipped:
- Guided Matching improvements, letting you settle multiple installments in one action and match against Data 360
FinDock Payment Experiences
Since opening pilot sign-ups in May, we’ve been building out FinDock Payment Experiences, our online payment solution combining Salesforce Experience Cloud for the site, Flow for building out the payment journey, and FinDock payment components for accepting the payment itself. With the July release, this pilot moves forward with working templates you can deploy directly from FinDock Labs.
More templates are available than we covered at the webinar. For fundraising, donation flow templates now cover standard Fundraising, Fundraising UK with Gift Aid, and NPSP, letting payers choose a one-time or recurring amount and frequency.
For membership, subscriptions, or any other pay-now use case, a checkout flow template can pay against an existing installment or recurring record rather than only creating new ones. Both come with a matching Experience Cloud site template, so you’re not building the site yourself. And if you’d rather skip Flow entirely, a pro-code LWC template gives you full control over layout, validation, and navigation.
Every Flow and site template is built on the same three components: Experience Cloud as your website and page builder, Flow as your payment form builder, and FinDock payment components for payment method selection and payment initiation.
The FinDock payment method component shows every processor and payment method enabled in your org, lets you search and reorder them, and exposes the underlying API parameters so you can further personalize things like bank statement descriptions using Flow variables.
Why does this matter?
Until now, FinDock offered two ways to build online payment experiences: out-of-the-box Giving Pages and PayLinks, or a fully custom build on the Payment API. FinDock Payment Experiences sits between the two, giving you more flexibility than Giving Pages without the development cost of a custom build, all while staying inside Salesforce so it can connect to Data 360, Marketing Cloud, and Agentforce.
The templates available on FinDock Labs today are only the start, with more being released as the pilot progresses. Everything is built with native Experience Cloud and Flow tooling, so you can change the layout, add fields, or extend the logic without needing to touch code.
If you want to join the pilot or contribute a template of your own, sign up at forms.gle/vwcnuyrtyXNkY9mZ6 , email laurens@findock.com , or reach out to FinDock Support.
Templates are hosted on GitHub under FinDockLabs, and community contributions are welcome.
Outbound payments go live in the UK with GoCardless
Outbound payments already work inside FinDock today, through SEPA Credit Transfer to bank accounts in the SEPA region. This release, we’re extending the capability to the UK, adding Faster Payments via GoCardless, so outbound disbursements, claims, and supplier payments can go out from the same Salesforce record where you manage collections.
With FinDock, every inbound and outbound transaction is recorded in Salesforce, so finance teams can build their reconciliation and reporting views from one set of data instead of stitching two together.
Why does this matter?
Sending money out has typically meant logging into a separate banking portal, re-entering details by hand, and reconciling two systems afterward. Bringing UK payouts into that same outbound payments capability removes that manual step and the audit risk that comes with it. Payouts also trigger directly from Salesforce, with Confirmation of Payee run against every new beneficiary and verified bank details reused from existing collections where available, so additional security is built into the payout itself rather than handled separately in a banking portal.
We’re seeing this used for member loan disbursements at credit unions, claim payouts at insurers, grant and bursary payments for nonprofits, and loan disbursements for lenders.
Outbound payments with GoCardless is a paid add-on and live now for UK and European customers; talk to your Customer Success Manager to get started.
e-Mandates for the Netherlands: bank-validated SEPA mandates
Without a properly signed mandate, payers have up to 13 months to reverse a SEPA Direct Debit payment, leaving your organization with little to defend a disputed transaction with. This release adds e-Mandates for the Netherlands to FinDock, a signature route built on incassomachtigen.nl, the established Dutch payment industry standard for bank-validated mandates.
This pilot covers FinDock’s native SEPA Direct Debit processing for select banks in the Netherlands, connecting directly to the payer’s bank to set up compliant mandates. When a payer signs an e-Mandate, they’re redirected to their own bank to authenticate, the bank confirms the mandate, and FinDock stores the result as a Mandate record in Salesforce along with the proof.
You control how payers sign per PayLink or Page: the existing IBAN-and-name flow for a fast sign-up, or the new e-Mandate flow for a bank-validated mandate and a stronger legal position. The two signing options can be offered side by side, so you can keep the fast flow where speed matters and add e-Mandate wherever that stronger legal position is worth having.
Why does this matter?
An e-Mandate is bank-validated by design, so it reliably secures the standard eight-week reversal window rather than risking the 13-month window that applies when a mandate’s validity can be disputed. That matters most for organizations where the customer gets the benefit before the payment is fully settled, membership organizations that grant access from day one, insurers where cover starts as soon as a policy is signed, or subscription services that deliver the product immediately. For those cases, that certainty means less time a completed transaction stays reversible, and a bank-validated mandate to point to if a dispute does come in.
This is the same approach FinDock already runs in Sweden with Autogiro and Bankgirot, now extended to the Netherlands, with more countries and signature types planned. e-Mandates is a paid add-on and currently in pilot; talk to your Customer Success Manager to get it switched on for your org.
Guided Matching: settle multiple installments and query Data 360
Two updates cut down manual work in reconciling payments this release. You can now select multiple installments in Guided Review and settle them together in a single action, useful when one incoming payment needs to clear several scheduled amounts, such as an invoice covering multiple installments.
Guided Matching also gains a new rule type that queries Data 360 directly, so campaign, source, fund, and attribution data can be used to recognize a payment, not just data already synced into your org.
Why does this matter?
Fewer exceptions per transaction means your Guided Review backlog clears faster. The detail that identifies a payment often lives in Data 360 rather than in Salesforce itself, so being able to query it directly should mean higher auto-match rates and less time in manual review.
What else shipped this release?
This release also includes Paya for FinDock moving to beta and opening to all customers, security improvements behind the scenes, and a long list of smaller fixes across the platform. We’ll be covering Reconciliation Optimisations, e-Mandates for the Netherlands, and this release’s security improvements in more detail in upcoming posts. In the meantime, for the full technical detail, review the complete release notes or watch the release webinar.