Breadwinner Payments connects you with any one of the Stripe, Braintree, and Square Payment gateways.
Whenever you need to send data between your Payment Processor (assuming Stripe) and Salesforce, Breadwinner has you covered. The approach you take will depend on your automation needs and the records you want to sync.
As the method depends on which direction you want the data to flow. The sections below are split between the two data flow options.
Data Flow from Stripe to Salesforce
Breadwinner, upon installation, creates a number of tabs and objects in Salesforce, which allows Breadwinner to populate the Stripe data to Salesforce quickly and easily. This means that seeing Stripe data in Salesforce simply requires authenticating Stripe from within Breadwinner. Once verified, you'll see Stripe data in those tabs/objects within minutes.
Here is a screenshot depicting the Breadwinner Payments Objects (Customers, Transactions, and Payment Methods), displaying some of the Transactions/Payments from Stripe in Breadwinner:
And, here is an example of the "BWP Transactions" tab, with an individual Transaction record:
After the initial sync with Stripe, Breadwinner will ensure that data stays fresh and up-to-date. If something changes in Stripe, that change is reflected within minutes back in Salesforce.
Controlling access to the Breadwinner objects can be done easily through the provided permission sets and/or Salesforce sharing rules (we recommend you install the app "Admin Only" and then use Breadwinner's permission sets to assign the appropriate permissions to your users).
Data Flow from Salesforce to Stripe
To see data flow from Salesforce to Stripe, ensure that you are in "Active Mode".
Syncing data from Salesforce to Stripe will depend on your business needs. Best of all, whatever you create or edit in Stripe, will be reflected back in Salesforce immediately via Breadwinner.
Below are the ways you can sync data to Stripe:
Power Users, Admins, Consultants
Custom Guided Wizard
-- Button URL Generator
The "Button URL Generator" creates the URL needed for the Custom Guided Wizard button.
The Guided Wizard is automation-with-review. It is designed for companies who want near-automation and to eliminate re-keying and data entry errors, but still want someone to sanity check what's about to go into Stripe.
This category includes the regular Guided Wizard (which creates Stripe records from the Salesforce standard objects Account or Contact) and the Custom Guided Wizard which creates Stripe records from any object whatsoever.
Both the Guided Wizard and Custom Guided Wizard look the same from the end-user's point of view. However, the setup of the two is quite different, and the Custom Guided Wizard is only available on some plans.