Breadwinner can create records (customers, payments, subscriptions, and more) from inside Salesforce that get pushed to your payment processor. The Guided Wizard is perfect for companies or users who want to preview the information before they send it to the payment processor.

The Guided Wizard can be described as 'near-automation'; you can create these records in a few clicks while reviewing the information. If you want pure automation, you can use our Global API in conjunction with Salesforce Flows or Apex triggers.

Learn how Breadwinner simplifies record creation in Salesforce by seamlessly integrating with payment processors. Discover how the Guided Wizard feature allows users to review and send records with ease, or opt for full automation with the Global API usin

Update Page Layouts

Guided Wizard

Create Customer

Breadwinner Payments Docs

App Installation

Connect to Stripe

Connect to Braintree

Connect to Square

Connect to Payment Processor

Customer Match

Getting Started

Create Transaction

Create Subscription - Stripe

Create Subscription - Square

Create Subscription

Create Invoice - Stripe

Create Invoice - Square

Create Invoice

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

Guided Wizard

Introduction