# Salesforce Billing

Accept payments with Finix on [Salesforce Billing](https://www.salesforce.com/products/revenue-cloud/overview/).

Salesforce Billing
## Salesforce Billing Overview

Salesforce Billing is part of Salesforce Revenue Cloud, built natively on the Salesforce platform to automate quote-to-cash workflows — from generating invoices and collecting payments to managing revenue recognition and financial reporting. It integrates directly with Salesforce CPQ, Sales Cloud, and the broader Customer 360 ecosystem, giving teams a unified view of the customer lifecycle from opportunity to payment. Finix integrates with Salesforce Billing through the Cybersource payment gateway, enabling merchants to process payments and reconcile transaction data within their Salesforce environment.

### Finix Requirements

- Finix Live Account
- Active Salesforce org with Salesforce Billing and Revenue Cloud licenses


## Integration

### Step 1: Sign up for a Finix Account

To create a Finix account, you can follow our step-by-step [guide](/guides/getting-started/finix-sign-up) or [sign up](https://finix.payments-dashboard.com) directly for a live or sandbox account.

We recommend choosing Direct Merchant as your Customer Type.

### Step 2: Create a Cybersource Gateway Integration

Cybersource Integration
Finix supports Salesforce Billing via our Cybersource Gateway integration. Please note that there is an additional fee for using our Cybersource integration.

For more information, please reach out to your Finix point of contact.

1. To create a Cybersource integration, navigate to the Integrations page on your Finix Dashboard.


Cybersource Merchant Integrations
1. Sign up for Cybersource. You can view detailed instructions in our guide, [here](/guides/online-payments/gateway-integration/cybersource#creating-a-cybersource-integration-using-the-dashboard).
2. After accepting the Cybersource invitation email, retrieve the following credentials from the Cybersource Business Center under **Payment Configuration → Key Management** — you'll need these to configure Salesforce Billing:
  - **Merchant ID** (also called Organization ID)
  - **REST API Key ID**


Cybersource Key Management
### Step 3: Install the Cybersource Managed Package

Before you proceed, ensure you have:

- Approved Finix Merchant Account
- Cybersource Gateway Integration linked to your Finix Merchant Account
- Cybersource credentials from Step 2
- Salesforce CPQ installed (required before installing Salesforce Billing)
- Salesforce Billing license


Install the **Cybersource for Salesforce Billing** managed package from AppExchange. For full installation details, refer to the [Cybersource Salesforce Billing developer documentation](https://developer.cybersource.com/technology-partners/salesforce-Billing.html).

- **AppExchange listing:** [Cybersource for Salesforce Billing](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G2HK9UAN)


### Step 4: Assign Permission Sets

After installing the package, assign the following permission sets to the appropriate users in your Salesforce org:

- **Cybersource Admin User** — for administrators managing the gateway configuration
- **Cybersource Billing User** — for users processing payments through Salesforce Billing


Then assign the **Cybersource Gateway Layout** to the user profile that manages the Cybersource key management:

1. Go to **Setup** (gear icon, top right).
2. Click **Object Manager** and open the **Payment Gateway** (`blng__PaymentGateway__c`) object.
3. Click **Page Layouts → Page Layout Assignment**.
4. Click **Edit Assignment** and assign the **Cybersource Gateway Layout** to the appropriate profile.


### Step 5: Create a Payment Gateway Record

Create the **Payment Gateway** via **Setup → Object Manager → Payment Gateway**, then create a new Payment Gateway record with the following fields:

- **Payment Gateway Name** — a name for this gateway instance
- **Merchant ID** — your Cybersource Merchant ID from Step 2
- **Gateway Type** — select **Cybersource Payments**
- **Endpoint** — select **Test** for sandbox or **Production** for live payments
- **Key ID** — your Cybersource Key ID from Step 2
- **Shared Secret** — your Cybersource Shared Secret Key from Step 2
- **Active** — enable to make this gateway available
- **Default** — enable to set as the default payment gateway


After completing configuration, you can now take payments through Finix via our Cybersource Gateway Integration.

To learn more about our Cybersource Gateway Integration, you can read our [guide](/guides/online-payments/gateway-integration/cybersource).

If you need additional assistance contact [support@finix.com](mailto:support@finix.com).

## Salesforce Billing Transactions

When you run a transaction on Salesforce Billing, you'll see it:

- In your Salesforce org under **Billing → Payments**.
- In the Cybersource Business Center.
- In your Finix Dashboard under **Transactions** → **Payments**.


These transactions will be ingested by Finix and added to `Settlements`. To track transfers between Finix and Cybersource, please refer to our guide, [here](/guides/online-payments/gateway-integration/cybersource#locating-cybersource-transactions).