Integrating Salesforce's Field Service Lightning with Square Payments

Salesforce’s Field Service Lightning serves as a robust platform for managing customer service operations in the field. However, capturing payments directly from customers on-site presents a challenge that Breadwinner Payments addresses through Square integration, alongside Stripe and other payment processors.

The primary use cases involve two scenarios: office-based agents collecting card payments via phone, and field representatives processing payments at customer locations. These transactions may include initial deposits followed by additional charges based on work completed or parts used.

When an agent takes a payment over the phone, card details are stored against the customer’s Account in a PCI-compliant manner. Breadwinner maintains only the card fingerprint in Salesforce, displaying only the final four digits while the complete card information remains securely within Square at all times.

This virtual terminal functionality remains accessible across all devices — smartphones, tablets, and laptops — for both office and field personnel.

Upon payment processing, transactions appear immediately within Salesforce, enabling real-time visibility across teams regardless of where the payment originated — whether from office staff or field agents. Work Order records display transaction history, outstanding balances, and options to charge remaining amounts with card selection flexibility.

Individual transaction records typically link to work orders but can associate with any Salesforce record through lookups, providing considerable flexibility in financial tracking.

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