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Salesforce Billing

Accept payments with Finix on Salesforce Billing.

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 or sign up 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
  2. Sign up for Cybersource. For detailed instructions, see the Cybersource integration guide.
  3. 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.

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.

If you need additional assistance contact 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, see how to locate Cybersource transactions.