# Salesforce Order Management

Accept payments with Finix on [Salesforce Order Management](https://www.salesforce.com/commerce/order-management/).

Salesforce Billing
## Salesforce Order Management Overview

Salesforce Order Management is a native Salesforce application that enables retailers to orchestrate the full order lifecycle — from order capture and routing to fulfillment, invoicing, and returns — across channels and locations. Built on the Customer 360 platform, it gives operations teams a unified view of inventory, shipments, and payments in a single system. Finix integrates with Salesforce Order Management through the Cybersource payment gateway, allowing merchants to capture payments, process refunds, and reconcile transaction data.

### Finix Requirements

- Finix Live Account
- Active Salesforce org with Order Management 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 Order Management 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 Order Management:
  - **Merchant ID** (also called Organization ID)
  - **REST API Key ID**


Cybersource Key Management
### Step 3: Set Up Your Salesforce Order Management Environment

Before proceeding, ensure your Salesforce environment is ready:

- Active instance of Salesforce with Order Management subscription
- Lightning Experience enabled
- Purchase and activate an Order Management license.


### Step 4: Install the Managed Package

Before you proceed, ensure you have:

- Approved Finix Merchant Account
- Cybersource Gateway Integration linked to your Finix Merchant Account
- Salesforce Order Management with Lightning Experience enabled


Install the managed package from the [Salesforce AppExchange](https://appexchange.salesforce.com) by searching for **"Cybersource for Lightning Order Management"** and following the install wizard in your Salesforce org.

For full installation details, refer to the [Cybersource Salesforce Order Management developer documentation](https://developer.cybersource.com/technology-partners/Salesforce-Order-Management.html).

### Step 5: Create a Payment Gateway Provider

Using Workbench, create a `PaymentGatewayProvider` record with the following fields:


```json
{
  "ApexAdapterId": "<ID of PTS_PaymentAdapter.cls apex class>",
  "DeveloperName": "Cybersource_Provider",
  "MasterLabel": "Cybersource_Provider",
  "IdempotencySupported": "Yes",
  "Comments": "Comments"
}
```

### Step 6: Create Named Credentials

Navigate to **Setup → Named Credentials → New** and configure the following:

- **Label / Name** — use the same value for both
- **URL** — refer to the [Cybersource API endpoints](https://developer.cybersource.com/api-reference-assets/index.html#static-api-endpoints-section) for the correct URL for your environment
- **Certificate** — leave blank
- **Identity Type** — set to **Anonymous**
- **Authentication Protocol** — set to **No Authentication**
- **Generate Authorization Header** — deselect this checkbox
- **Allow Merge Fields in HTTP Header** — select this checkbox
- **Allow Merge Fields in HTTP Body** — select this checkbox


### Step 7: Create a Payment Gateway Record

Open the **App Launcher**, navigate to **Payment Gateways → New**, and fill in the following fields:

- **Payment Gateway Name** — name your payment gateway
- **Payment Gateway Provider** — select the provider created in Step 5
- **Merchant Credential** — select the Named Credential created in Step 6
- **Status** — set to **Active**
- **External Reference** — enter the Processor ID from your Salesforce Commerce Cloud instance


### Step 8: Create a Payment Configuration Record

Navigate to **Setup → Custom Metadata Types → Payment Configuration (Managed) → New** and enter:

- **Label** — a name for this configuration
- **Merchant ID** — your Cybersource Organization ID
- **Endpoint** — select **TEST** for sandbox or **PRODUCTION** for live
- **REST Key ID** and **Shared Secret Key** — your credentials from Step 2


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 Order Management Transactions

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

- In your Salesforce org under **Order Management → 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).