---
title: Guided Wizard
slug: payments/guided-wizard
description: 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
docTags: 
createdAt: 2021-11-05T06:32:47.000Z
---

### Introduction

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.