Salesforce Stripe Integration –
Native Payments Sync

Breadwinner Payments securely connects Salesforce with Stripe, Square, and Braintree. Create charges, manage subscriptions, and track payments — all without leaving Salesforce.

Stripe Square Braintree
Watch on YouTube

YouTube · 2 min product overview

IRIS SoftwareChowNowDuettoCampaign MonitorPhenom PeopleVeryonUpSellitBlues.io
IRIS SoftwareChowNowDuettoCampaign MonitorPhenom PeopleVeryonUpSellitBlues.io

The Salesforce-side of Stripe

Charge customers, manage subscriptions, and see every payment — without leaving Salesforce.

Sales closes deals in Salesforce. Finance manages billing in Stripe. Customers pay through Stripe, Square, or Braintree. Three systems, three sources of truth — and a productivity tax every time someone asks "did they pay?", "is the subscription active?", or "can we issue a refund?"

Breadwinner Payments is a Salesforce-native managed package — installed from the AppExchange, never routed through middleware. Stripe, Square, and Braintree customers, charges, payment methods, and subscriptions land as native Salesforce objects, on the records your reps already open ten times a day. PCI-aligned. Tokenized. SOC 2 Type II.

5.0 ★

13+ AppExchange reviews

Multi-entity

Subsidiaries · Currencies · Tax

Breadwinner Payments · Account · Mochi Apparel
Salesforce
Search...
B
Breadwinner

Account

Mochi Apparel
Charges (24) Subscriptions (3) Payment Methods (2) Contacts (3) Opportunities (8)
Stripe

Stripe

Payment Processor

3 Active

Subscriptions

$8,940.00

Total Paid (LTM)

$745.00

Outstanding

•••• 4242

Default Card · Visa

Powered by

Breadwinner

Details Chatter

Account Name

Mochi Apparel

Primary Contact

William Mochi

Live from Stripe
SOC 2 Type II

See it wired to a live Stripe account.

30-minute walkthrough in a Salesforce sandbox connected to a real Stripe test mode environment. Subscriptions, charges, refunds, dunning — bring your hardest payment workflow.

Watch on YouTube

Why payments teams choose Breadwinner

A PCI-aligned payment integration, packaged as a native Salesforce app.

Tokenized by design — never touch raw card data

PCI-aligned architecture. Card numbers, CVVs, and bank details are tokenized in Stripe/Square/Braintree and never stored in your Salesforce org. SOC 2 Type II audited annually.

Live in under an hour

Pre-configured field mappings, guided setup wizard, and a managed package that drops straight into Salesforce. Connect your processor, authorize, and start syncing payments the same morning.

Two-way sync — Salesforce ↔ Stripe / Square / Braintree

Charges, subscriptions, and payment methods created in Salesforce flow to your processor in real time. Webhooks from the processor flow back into Salesforce automatically. No batch jobs, no nightly cron.

From signup to cash, on one record

Three jobs your payment integration has to nail.

A good payments integration isn't a feature list — it's three moments your team lives in every day. Breadwinner Payments is built around them: spinning up subscriptions the moment a deal closes, capturing one-off charges without ever touching card data, and surfacing the full payment timeline on the Salesforce account every rep already opens ten times a day.

Act 1 · Closed-Won → Stripe subscription

Spin up a subscription the moment the deal closes — no Stripe login required.

For SaaS teams, the gap between "Closed-Won" and "first invoice paid" is where revenue leaks. Breadwinner closes that gap inside Salesforce: the rep generates the Stripe subscription from the same Opportunity record — price, billing schedule, trial period, coupon, and customer all populated against your Stripe configuration.

Closed-Won → Stripe subscription, in three clicks

From the Salesforce opportunity, hit New Subscription, pick the price, set start/end dates, click create. The subscription lives in Stripe immediately and links back to the opp.

Auto-match payment processor customers to Salesforce accounts

Breadwinner reconciles every Stripe / Square / Braintree customer to the right Salesforce Account and Contact — so charges, payment methods, and invoices show up where reps already look.

Breadwinner Payments · Subscriptions
Breadwinner

Stripe Subscriptions

Active Subscriptions

5 items · Sorted by Renewal Date · Updated a few seconds ago

Subscription ID Customer Status MRR Renews
sub_1Q…aP Mochi Apparel Active $420 Jun 14
sub_1Q…7H Acme Outdoor Gear Trialing $199 Jun 02
sub_1Q…m2 Phenom Robotics Active $1,250 Jun 21
sub_1Q…rT Lumen Audio Past Due $340 May 28
sub_1Q…dN Sarah's Crafts Active $89 Jul 04
Status, MRR, and renewal date — synced live from Stripe Live
Act 2 · Charge a customer in seconds

Capture a charge — or a refund — without ever opening Stripe.

One-off charges, top-ups, refunds, partial captures — every payment action that used to require a Stripe Dashboard login now happens inside the Salesforce account. Card data stays tokenized in Stripe. Your team gets confirmation in real time, and the charge lands as a related record on the account immediately.

Charge a customer without leaving the account record

Capture a one-time charge, send a payment-method link, refund a charge — all from the Salesforce account. Real-time confirmation from your processor lands as a related record.

Subscriptions, schedules, coupons, dunning — all native

Configure trial periods, billing intervals, discount coupons, and subscription schedules from Salesforce. Dunning state and failed-charge events flow back as visible signals on the account.

Breadwinner Payments · Charge a Customer
Breadwinner

New Charge for

Mochi Apparel

Customer

Mochi Apparel

cus_OmKj…X4Y

Default Card

Visa •••• 4242

Exp 04/2028 · Tokenized

Processor

Stripe · USD

Connected

Charge Details

Amount

$745.00

Description

Q2 onboarding services

Statement Descriptor

BW MOCHI APPAREL

Capture Method

Capture immediately

Idempotency Key

auto-generated

Card data lives in Stripe — never stored in Salesforce. Breadwinner exchanges only tokenized references through Stripe Elements.

Real-time confirmation · Lands as related record on the account
Act 3 · The full payment timeline

Every charge, refund, dispute, and dunning event — on the account.

When a customer pings about a payment, the answer should be one click away. Breadwinner Payments surfaces every Stripe / Square / Braintree charge, refund, payment method, and subscription event as a related record on the Salesforce account — so reps and CS handle "did this go through?" without waiting for finance to log into the processor dashboard.

Every charge, refund, and subscription — visible on the account

Payment history, total paid, default payment method, active subscriptions — surfaced on every Salesforce account in related lists. No more "can you check Stripe for me?" Slacks to finance.

RevOps reporting on payment data your team already trusts

Because payment records live as native Salesforce objects, your existing report and dashboard tooling works as-is. Build A/R, churn, and dunning reports the same way you build any Salesforce report.

Breadwinner Payments · Charge ch_3OmKj…X4Y
Breadwinner

Charge · Mochi Apparel

$745.00 · Succeeded

Status

Succeeded

Risk Score

Normal · 12 / 100

Captured

May 02, 2026 · 14:22

Settlement

Net 2 · payout May 04

Amount

$745.00 USD

Stripe Fee

$21.91 net $723.09

Payment Method
VISA

Visa •••• 4242

Exp 04/2028 · Tokenized in Stripe

CVC verified

Stripe Event Timeline

charge.succeeded · $745.00 captured 14:22
payment_intent.created · idempotency-key applied 14:21
customer.payment_method.attached · Visa •••• 4242 14:20
Synced from Stripe · Tokenized · Read-only in Salesforce Live

Stop logging into Stripe just to charge a customer.

Native AppExchange install · PCI-aligned tokenization · Stripe / Square / Braintree from a single managed package.

See Pricing

Pairs with your finance system

Stripe payments. QuickBooks, Xero, or NetSuite invoices. One Salesforce timeline.

Most growing teams quote in Salesforce, invoice in QuickBooks / Xero / NetSuite, and collect through Stripe. Run Breadwinner Payments alongside any of our finance integrations and the entire quote-to-cash motion lives on the same Salesforce account record — invoice issued, payment captured, cash applied. See our NetSuite Salesforce integration for the full sync.

Salesforce

Salesforce

Where deals close

Pick your stack
QuickBooks
Xero
NetSuite

QuickBooks · Xero · NetSuite

Where invoices live

Stripe

Stripe / Square / Braintree

Where payments arrive

Breadwinner Breadwinner unifies all of it — natively in Salesforce

End-to-end visibility

Quote in Salesforce → invoice in QuickBooks/Xero/NetSuite → payment in Stripe — all visible on one timeline.

No more reconciliation tabs

Skip the Friday-afternoon spreadsheet that ties Stripe receipts to ERP invoices to Salesforce opps.

Stack-flexible

Run Payments alongside any of the three Breadwinner ISV apps, or on its own — same managed package, same support.

Same field-mapping discipline

Pre-configured mappings on day one, with the same Apex/Flow extensibility you'd get from our ISV products.

Already using Breadwinner for QuickBooks, Xero, or NetSuite?

Layer on Breadwinner Payments and your invoice-to-cash loop closes on one Salesforce timeline — no extra middleware, same managed package.

See Pricing

One package, three processors

Stripe today. Square tomorrow. Braintree next quarter.

Most growing teams pick a payment processor based on what's available right now — and end up rebuilding the integration when they switch or expand. Breadwinner Payments abstracts that risk: connect Stripe, Square, and Braintree to one Salesforce org through one managed package, and switch or layer on a new processor without touching your Salesforce data model.

One Salesforce org, many processors

Connect Stripe, Square, Braintree — or all three — to a single Salesforce instance. Every charge lands as a unified payment record.

Processor-aware fields, unified objects

Each processor's quirks (Stripe Payment Methods, Square Customers, Braintree Vault) map cleanly into shared Salesforce objects without losing fidelity.

Switch or expand processors without rebuilding

Add Square next to Stripe later, or migrate between processors — Breadwinner abstracts the integration so the Salesforce side doesn't change.

Breadwinner Payments · Setup · Connected Processors
Breadwinner

Breadwinner

Setup & Config

Connections
Field Mappings
Auto-Match Rules
Permissions

Tools

Webhook Events
Tokenization
Apex / Flow

Connected Processors

Breadwinner Payments

All Set · Start Charging
Multi-Processor Mode
Active
PCI tokenization · SOC 2 Type II Verified
Connected Processors 3 processors live

Stripe

Production · acct_1Q…dN

$284,210

1,412 charges · 8 subs

Active
SQ

Square

Sandbox · ML5Q…7H

$12,540

94 charges

Test mode
BT

Braintree

Production · cstm_2v…rT

$41,920

76 charges

Active
+ Connect another processor

Running Stripe alongside Square or Braintree?

Bring your hardest payments configuration — multi-processor, recurring billing, dunning workflows, custom invoice flows. We'll architect the answer in 30 minutes.

Contact Us
Agentforce-Ready · Payment-aware

Agentforce, grounded in real payment data.

Generative AI without payment context is a liability for revenue teams — confident answers, wrong dollars. The questions your CRO actually asks ("Which subscriptions are about to churn?", "Did Acme's invoice clear?", "Why did 14 charges fail on Tuesday?") all require live Stripe / Square / Braintree records.

Breadwinner's Agentforce Accelerator ships pre-built topics and actions wired to live charges, subscriptions, refunds, and dunning events — so the agents your team builds in Agent Builder and the prompts you author in Prompt Builder ground their answers in the same payment ledger your finance lead trusts.

Agentforce Topics & Actions

Answer real payment questions in chat

"Which subscriptions are about to renew this month?" "Which Acme charge failed?" Your Agentforce agents respond using live Stripe / Square / Braintree records — pre-built topics ship with Breadwinner's Agentforce Accelerator.

Prompt Builder

Auto-draft dunning and renewal nudges

Generate personalized payment reminders that reference the actual unpaid invoice, the customer's payment history, and their default payment method — grounded in records, not summaries.

Agent Builder

Forecast churn before it shows up in MRR

Build Agentforce agents that watch failed charges, declined cards, and dunning patterns — flagging at-risk subscribers before they cancel.

Want Agentforce answering live payment questions in chat?

We'll demo pre-built topics and actions wired to a live Stripe test mode environment — including dunning, refunds, and subscription lifecycle events.

Watch on YouTube

Everything you need, out of the box

More than charges — the full payment ops stack inside Salesforce.

Subscriptions, one-time charges, invoices, payment-method management, multi-processor support, auto-matching to Salesforce accounts — Breadwinner Payments covers the full spectrum of payment operations without ever touching raw card data.

Subscriptions

Create and manage recurring billing directly from Salesforce opportunities and accounts. Trial periods, billing intervals, discount coupons, and dunning state — all configurable inside Salesforce.

Trial periods · billing intervals
Discount coupons · proration
Dunning state · failed-charge events
Renewal alerts · churn signals

One-Time Charges

Charge a customer instantly from inside Salesforce with real-time processor confirmation. Refunds, partial captures, and disputes all land as related records on the account.

Invoices

Generate, send, and track invoices tied directly to your payment processor's invoice records — paid status, due dates, and reminders flow back automatically.

Payment Methods

Securely store and manage tokenized payment methods through your processor's vault. Card numbers and bank details are never stored in Salesforce — only references.

Multi-Processor Support

Connect Stripe, Square, and Braintree — individually or all three — to a single Salesforce org. One unified data model across every payment provider.

Auto-Matching

Every Stripe / Square / Braintree customer is automatically matched to the right Salesforce Account and Contact, so payments show up where reps already look.

Got a payment workflow we haven't listed?

Marketplace splits, ACH bank transfers, Apple Pay, custom dunning rules — bring it to the demo. We've probably built it before.

Watch on YouTube

12 years on the AppExchange

A payment integration your security and compliance teams will actually approve.

AppExchange

AppExchange certified

PCI-aligned · Tokenized

SOC 2 Type II

SOC 2 Type II

Audited annually

Salesforce Partner since 2014

Salesforce Partner

Since 2014

Customer story

Receipts from a real Stripe team.

Payment integrations live or die on the implementation. Here's how one membership organization rebuilt their Stripe → Salesforce subscription motion with Breadwinner Payments — and the outcomes they pulled out the other side.

See all customer stories
The Learning & Performance Institute
Learning & Development · Membership

6 hrs/wk

saved by managing Stripe membership subscriptions inside Salesforce

  • 100% successful Stripe transaction sync into Salesforce
  • 3-month implementation from start to membership launch
  • Sales and ops manage subscriptions without leaving Salesforce
Read the full LPI story
"With its tight integration to Stripe, Breadwinner Payments lets us manage membership subscriptions right inside Salesforce — making our membership base scalable and our subscription process much more efficient."
Matt McDonald

Matt McDonald

Business Support Manager · The LPI

Want to talk to LPI directly?

We'll connect you with a current Breadwinner Payments customer running Stripe at similar scale — reference calls available on request.

Frequently asked questions

Common questions about integrating Stripe, Square, and Braintree with Salesforce.

Breadwinner Payments integrates with Stripe, Square, and Braintree. You can connect one or multiple processors to a single Salesforce org, giving your team unified visibility across all payment data.
Yes. Breadwinner lets you create and manage Stripe subscriptions directly from Salesforce opportunities. Configure billing methods, pricing, discount coupons, and subscription schedules — all from within Salesforce.
No. Breadwinner uses tokenization to ensure sensitive card data is never stored in Salesforce. Payment methods are managed through your payment processor's secure infrastructure, keeping your org PCI-aligned.
Breadwinner Payments can be installed and configured in under an hour. It comes pre-configured with smart field mappings and a guided setup wizard.
Yes. Breadwinner Payments works alongside our finance integrations, giving your team end-to-end visibility from payment to invoice to reconciliation — all inside Salesforce.
Yes. Charges, subscriptions, invoices, and payment methods created in Salesforce sync to Stripe in real time. Conversely, payments and events from Stripe flow back into Salesforce automatically — no batch jobs or manual exports.
Yes. Breadwinner supports connecting Stripe, Square, and Braintree — individually or together — to a single Salesforce instance. Payment data from all processors is unified in one place for complete visibility.
No. The integration works out of the box with a guided setup wizard and pre-configured field mappings. For advanced use cases, Breadwinner offers a full API, Salesforce Flow support, and Apex extensibility.

Looking for more demo content? Watch our Breadwinner Payments video demo library — full walkthroughs of subscriptions, charges, refunds, and multi-processor setup.

Pricing

Get pricing

Pricing tailored to your Salesforce + payments configuration. Contact us for a quote.

Payments + Salesforce Integration

See it on a live
Stripe account.

30 minutes with a Breadwinner engineer, inside a Salesforce sandbox connected to a real Stripe test mode account. Bring your hardest questions — subscriptions, dunning, refunds, multi-processor — and we'll show you exactly how each one syncs.

30-minute live demo

Tailored to your use case, with time for questions.

Technical Q&A

Bring your admin — we'll answer the hard questions.

No pressure

No sales pitch. Just a walkthrough so you can evaluate.

SOC 2 certified

A decade of trust handling sensitive finance data.

Having trouble with the calendar? Open it in a new tab

Looking for Stripe data in Slack rather than Salesforce? Breadwinner also offers a Stripe Slack integration — ask billing questions like "What's our MRR?" or "Has this customer's payment failed?" directly in Slack, with answers in seconds.

Live Stripe, Square, and Braintree payment data — on every Salesforce account your team already uses.

Native install. Multi-subsidiary ready. SOC 2 Type II. 5★ on AppExchange.