# Salesforce Order Management Integration

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

![Salesforce Order Management](/assets/salesforce-order-management-logo.c41c746f835701b95930dcadde7e459a25191b74339df7a0a80290e62e4059fe.a7b6f700.png)

## Salesforce Order Management Overview

Salesforce Order Management enables retailers to orchestrate orders, fulfill across channels, and manage returns on the Salesforce Customer 360 platform.

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


### Step 3: Install the Cybersource for Salesforce Order Management Managed Package

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

- **AppExchange listing:** [Cybersource for Salesforce Order Management](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeGiEUAV)


### Step 4: Configure Salesforce Order Management

In your Salesforce org:

1. Navigate to **Setup → Installed Packages → Cybersource for Salesforce Order Management → 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. Configure payment capture and refund flows for your order lifecycle.
5. Save the configuration.


For full details, refer to the [Cybersource for Salesforce Order Management AppExchange listing](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeGiEUAV).

### Step 5: Run a Test Transaction

Place a test order through your Salesforce Order Management 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 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 (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).