Integrate Field Service Lightning with Stripe

Salesforce Field Service Lightning transforms on-site customer service operations. Breadwinner Payments bridges this platform with Stripe, enabling seamless payment processing for field and office teams.

Key Use Cases

The integration supports diverse payment scenarios. Office agents can process card payments over the phone, while field agents collect payments directly at customer sites. Transactions may include initial deposits with additional charges based on services rendered or parts used.

Security & Compliance

Card details are securely managed through this workflow. Only the card fingerprint displays in Salesforce (showing the last four digits), while complete card data remains stored in Stripe, maintaining PCI compliance standards.

Virtual Terminal Capabilities

The payment interface functions as a virtual terminal accessible via smartphones, iPads, and laptops—ideal for field representatives collecting payments remotely.

Real-Time Financial Visibility

Transactions instantly appear in Salesforce when initiated by back-office or field personnel. Both parties can monitor transaction details, totals, and outstanding balances simultaneously.

Work Order Integration

Payment records typically associate with work orders but can connect to any Salesforce object. Partial payments display remaining balance due, with options to charge the difference or update card information.

Flexibility

The system accommodates single or multiple Salesforce record associations through customizable lookup fields.

Why choose Breadwinner?

• Lightning-fast Integration with minimal manual setup
• Native Salesforce integration with ERP and Financial Systems.
• Unified view of financial and operational data.
• Certified by Salesforce, and featured on AppExchange