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Salesforce payment
gateway integration

Take payments, track transactions and match them to invoices from Salesforce, through gateways such as Razorpay and PayU.

A Salesforce payment gateway integration lets teams collect payments and see their status inside Salesforce. Salesforce Payments, Salesforce's own service, works through Stripe, Adyen or PayPal and isn't available to customers contracting with Salesforce in Brazil, India or Japan. Techila's app connects gateways such as Razorpay and PayU to Salesforce for payment links, transaction tracking and reconciliation.

The practice

Payments where your invoices already live

Salesforce Payment Gateway is a Techila app that connects Salesforce to a payment gateway. Teams can process payments, manage invoices and billing, and track transactions without leaving the CRM. Techila has built connectors for Razorpay and PayU: users issue payment links from Salesforce, accept UPI and card payments through Razorpay, follow payment status, and reconcile collections against invoices and opportunities.

Does Salesforce have its own payment gateway?

Salesforce Payments is Salesforce's native payment service. Salesforce Help says payment methods, countries and currencies depend on the gateway, Stripe, Adyen or PayPal, and that Pay Now payment links can be attached to Salesforce records. It also says Salesforce Payments isn't available to customers contracting with Salesforce and based in Brazil, India or Japan.

Salesforce Payments compared with Techila's payment gateway app
QuestionSalesforce PaymentsSalesforce Payment Gateway app
Which gateways?Stripe, Adyen or PayPalGateways such as Razorpay and PayU
Payment links?Pay Now links attached to recordsPayment links issued from Salesforce records
Payment methodsDepend on the gatewayUPI and card payments through Razorpay
ReconciliationIn B2B Commerce, an invoice number or order ID can be passed to the gatewayCollections matched to invoices and opportunities
Brazil, India, Japan contractsNot availableAsk us for your gateway and country

If your business already uses Razorpay or PayU, or contracts with Salesforce in India, the app lets you keep that gateway and still work from Salesforce.

How does a payment flow through Salesforce?

The steps below follow a single payment from the Salesforce record to a reconciled invoice.

From invoice to reconciled payment

  1. Issue a payment linkFrom the invoice or opportunity in Salesforce.
  2. Customer paysThrough the gateway, for example by UPI or card on Razorpay.
  3. Status returns to SalesforceThe transaction shows on the record.
  4. Payment is reconciledMatched against the invoice or opportunity.
The flow described in Techila's payment gateway product and its Razorpay and PayU connector descriptions.

Capabilities

What does the payment gateway app do?

Each capability ships as part of the managed package and is configured to your process.

/01
Gateway connection
Connects Salesforce to gateways such as Razorpay and PayU.
/02
Payment links
Issue payment links to customers from Salesforce records.
/03
Invoices and billing
Manage invoices and billing steps inside Salesforce.
/04
Transaction tracking
Follow payment status on the record.
/05
Reconciliation
Match collections to invoices and opportunities.
/06
Billing automation
Fewer manual steps between invoice and payment.

Delivery process

How do you get started?

We don't run a program past a gate it hasn't earned. Each phase ends with a board-visible artifact — not a status deck.

Step 01
Choose the gateway
Output: gateway and object map
Which gateway you use and which Salesforce records hold invoices and payments.
Step 02
Plan the flow
Output: install plan
Payment links, status updates and reconciliation rules.
Step 03
Test in a sandbox
Output: tested test-mode payments
Connect the gateway's test mode to a Salesforce sandbox and run payments.
Step 04
Go live
Output: live payments and handover
Switch to live keys and hand over to finance and your admin.

FAQ

Salesforce payment gateway questions.

What finance and sales operations teams ask first.

Sources

Last reviewed:

  1. Salesforce Help, Salesforce Payments (read 10 November 2026)
  2. Salesforce Help, Pay Now payment links (read 10 November 2026)

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