Installation of Breadwinner Payments is a simple process. Please review this guide documentation prior to installing the application from the AppExchange for best success.

Installation of the Breadwinner Payments app is done from the Salesforce AppExchange following the same familiar process as other apps. Please note, however, that we suggest you select Install for Admins Only during this installation. This follows best practices for data security, controlling general user access to Breadwinner data when needed and not exposed by default.

Once the application has been fully installed you will find the Breadwinner Payments in the Salesforce App Selector. Go ahead and click Breadwinner Payments under Apps as shown. You should then be able to see that Breadwinner has installed tabs such as BWP Customers.

Learn how to install Breadwinner Payments, an application on the Salesforce AppExchange. Ensure you have a Salesforce Enterprise Edition or higher and an administrator account. Follow the simple installation process similar to other AppExchange apps and s

App Installation

Connect to Stripe

Connect to Braintree

Connect to Square

Connect to Payment Processor

Customer Match

Update Page Layouts

Getting Started

Breadwinner Payments Docs

Create Customer

Create Transaction

Create Subscription - Stripe

Create Subscription - Square

Create Subscription

Create Invoice - Stripe

Create Invoice - Square

Create Invoice

Guided Wizard

Transaction

Invoice

Button URL Structure

Button URL Generator

Custom Guided Wizard

Braintree

Square

Stripe

Auto-match Payment Transactions with Customers

Custom Fields

Additional Configuration

API Overview

Customer

Subscription

Customer Portal Session URL

Checkout URL

Request

Response

Global API

Requirements

ERD / Object Structure

ID Locations

Technical Resources

Getting Help