Salesforce Payment Gateway by InterWeave
The SmartIntegration Platform for CRM
Professional Edition
Foundational, intelligent data synchronization for seamless connectivity and efficiency in growing teams. Emphasizes smart, intuitive setup
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Enterprise Edition
AI-powered automation and adaptive workflows for optimized operational intelligence and prescriptive actions. Highlights intelligent, self-optimizing processes.
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Ultimate Edition
Enterprise-grade, generative AI-driven integration and predictive analytics for transformative insights and future-proof digital ecosystems. Conveys a highly advanced, cognitive integration hub.
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The SmartPortal
The SmartPortal
Configurable integration Solution with over 48 integrated Merchant Services Providers.
- + Configuration, Training and Support charges
Payment Processing
US & Canada
Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
International
Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
eCommerce
eCommerce
eCommerce Solutions integrated with your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
Salesforce to InterWeave Payment Gateway FAQs
1. What does the Salesforce ↔ InterWeave Smart Payment Gateway provide?
The InterWeave Smart Payment Gateway integrates Salesforce CRM with your preferred merchant service providers (MSPs) to process credit cards, ACH, and eChecks directly within Salesforce. It supports one-time, scheduled, and recurring payments, while syncing transactions into accounting/ERP systems like QuickBooks, Sage Intacct, or Dynamics.
2. Which merchant service providers (MSPs) are supported?
InterWeave supports a wide range of providers, including:
- Authorize.Net
- Run Payments
- CardConnect / CardPointe
- PayPal
- Chase Paymentech
- First Data
- Cybersource
- And many others
If your preferred MSP isn’t on the list, InterWeave can often configure a custom connector.
3. What payment types are supported?
- Credit/Debit Cards (Visa, Mastercard, Amex, Discover, etc.)
- ACH / eCheck
- Recurring Payments & Subscriptions
- Deferred / Scheduled Payments
- Multi-currency transactions (depending on your MSP)
4. How does the payment flow work inside Salesforce?
- A Salesforce user records or triggers a payment (e.g., from an Opportunity, Quote, or Invoice).
- InterWeave routes the transaction securely to your MSP.
- The MSP authorizes or declines the payment.
- Results flow back into Salesforce in real time, updating records (e.g., Invoice Paid = True).
- If integrated, InterWeave also posts the transaction into QuickBooks, Sage Intacct, or Dynamics for reconciliation.
5. Can payments be automated with Salesforce workflows?
Yes. Payments can be:
- Triggered automatically when an Opportunity is Closed Won.
- Scheduled on installment or subscription plans.
- Collected via Salesforce Communities or Portals.
- Tied to approval processes or custom business logic.
6. How secure is the integration?
- PCI-DSS compliant
- TLS/SSL encryption for all transactions
- Tokenization: sensitive card data is never stored in Salesforce
- Audit logs for compliance and traceability
7. How does InterWeave handle refunds, voids, and chargebacks?
- Refunds: Full or partial refunds can be initiated from Salesforce and passed to the MSP.
- Voids: Transactions not yet settled can be voided.
- Chargebacks: Managed through your MSP, but status updates can be pulled into Salesforce.
8. What reporting and reconciliation features are available?
- Transaction-level reporting inside Salesforce (approved, declined, refunded).
- Settlement reports for daily batch closings.
- Integration with accounting systems for reconciliation.
- Dashboards for payments by Account, Opportunity, or Invoice.
9. Can customers make payments directly via Salesforce portals?
Yes. With Salesforce Experience Cloud (Communities/Portals), customers can:
- Pay invoices online
- Update payment methods
- View payment history
InterWeave routes all transactions securely through the Payment Gateway.
10. How are failed payments handled?
- Failed/declined payments are logged in Salesforce.
- InterWeave can trigger alerts, tasks, or emails to notify sales or finance teams.
- Retry logic and dunning workflows can be configured.
11. How long does implementation take?
- Standard MSP setup: 2–3 weeks
- Customized, multi-MSP setups: 4–6 weeks
- Add-on integrations (to QuickBooks, Sage Intacct, Dynamics) may extend timelines.
12. What is the pricing model?
- Annual subscription for the InterWeave Payment Gateway connector.
- Professional Services for initial setup, MSP integration, and testing.
- Volume-based or MSP fees may also apply (depending on your provider).
13. Will Salesforce upgrades affect the integration?
No. InterWeave maintains API-compliant connectors aligned with Salesforce’s three annual release cycles. Your Payment Gateway integration will remain compatible across updates.
14. What ROI benefits do customers see?
- Accelerated cash collection with in-CRM payments.
- Elimination of double entry into Salesforce + accounting system.
- Reduced failed/late payments via automation and retry logic.
- Improved customer experience with self-service payment options.
- Compliance assurance with PCI-DSS alignment.
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