# Salesforce Billing Integration

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

![Salesforce Billing](/assets/salesforce-billing-logo.c41c746f835701b95930dcadde7e459a25191b74339df7a0a80290e62e4059fe.a7b6f700.png)

## Salesforce Billing Overview

Salesforce Billing is part of Salesforce Revenue Cloud, enabling quote-to-cash workflows including invoicing, payment collection, and revenue recognition on the Salesforce Customer 360 platform.

### 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 your Cybersource Merchant ID and REST API keys from the Cybersource Business Center — you'll need these to configure Salesforce Billing.


### Step 3: Install the Cybersource for Salesforce Billing Managed Package

Install the "Cybersource for Salesforce Billing" managed package from AppExchange. Follow the package install wizard in your Salesforce org.

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


### Step 4: Configure Salesforce Billing

In your Salesforce org:

1. Navigate to **Setup → Installed Packages → Cybersource for Salesforce Billing → Configure**.
2. Enter the credentials from your Finix-provisioned Cybersource account:
  - Merchant ID
  - REST API Key ID
  - REST API Shared Secret
3. Select the environment (**Test** for sandbox, **Production** for live).
4. Map Salesforce Billing payment methods to Cybersource.
5. Save the configuration.


For full details, refer to the [Cybersource for Salesforce Billing AppExchange listing](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G2HK9UAN).

### Step 5: Run a Test Transaction

Place a test invoice payment through your Salesforce Billing dashboard to verify the integration. The payment will route through Cybersource and be captured by Finix for settlement.

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 (transactions appear after 24 hours).
- In your Finix Dashboard under **Transactions** → **Payments**, with the **Integration** field set to `Cybersource`.


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).