As part of our mission to make sure your payments are always made intelligently we continuously strive to enhance our integration capabilities with leading platforms. Designed to automate payments directly from Salesforce, this integration ensures efficient and seamless financial operations.

Overview

The XTRM SFDC Connector Payment Record is a robust data object designed to automate payments directly within your Salesforce environment. This integration allows you to create payment records in Salesforce, which XTRM will fetch and process via the Salesforce API at regular intervals, updating the payment status as necessary.

How It Works

Expected Usage

Your company can create XTRM payment records within your Salesforce instance and provide XTRM with the necessary credentials to access the Salesforce API. At set intervals (typically twice per day), XTRM will read new (unprocessed) records, process them, and update the transaction IDs, processed time, and payment status fields in Salesforce.

Payment Triggers

The XTRM Connector looks for specific conditions to import and process payment records from Salesforce:

• Payment Status = null
• Remitter and Beneficiary Transaction ID = null
• Payment amount > 0
• Payment currency <> null
• Optionally, Payment_Approval_Status__c = ‘Approved’

Payment Object Design

The payment object in Salesforce is designed to cover three types of payments: Personal Payments, Company Payments, and Employer Payments. These are managed using a single object with a “Payment Type” field to differentiate between them.

Key Fields for All Payment Types:

• Payment Description (payment_Description__c): A mandatory field to describe the payment.
• Currency Code (currency_Code__c): A mandatory field for the three-letter currency code.
• Remitter Wallet ID (remitter_Wallet_ID__c): A mandatory field for the remitter’s XTRM Wallet ID.
• Payment Amount (payment_Amount__c): A mandatory field for the amount to pay.
• Payment Record ID (payment_Record_ID__c): A mandatory unique ID for the transaction.
• Payment Type (payment_Type__c): A mandatory field indicating Personal, Company, or Employer payment.
• Processed Timestamp (processed_Time__c): Updated by XTRM to show when the payment was processed.
• Beneficiary XTRM Transaction ID (ben_Transaction_ID__c): Updated by XTRM with the beneficiary’s transaction ID.
• Remitter XTRM Transaction ID (rem_Transaction_ID__c): Updated by XTRM with the remitter’s transaction ID.
• XTRM Payment Status (payment_Status__c): Updated by XTRM with the payment status (Completed, Failed).
• Payment Failure Reason (payment_Failure_Reason__c): Updated by XTRM with the reason for payment failure, if any.

Configuration

To set up the XTRM SFDC Payment Application, you will need the following:

• Client ID and Client Secret: Obtain these from the Connected Apps credentials in Salesforce.
• Username and Password: Salesforce login credentials with access to the Connected App.
• Object Name: The name of the payment object in your Salesforce environment.
• Namespace: A prefix for all custom objects, created during setup.

Ensure that the following fields in your payment object have write access permissions:

• processed_Time__c
• ben_Transaction_ID__c
• rem_Transaction_ID__c
• payment_Status__c
• payment_Failure_Reason__c

Benefits of Integrating XTRM with Salesforce

• Automated Payments: Reduce manual effort and minimize errors with automated payment processing.
• Real-time Updates: Stay informed with real-time updates on payment statuses and transaction IDs.
• Seamless Integration: Easily integrate XTRM’s payment capabilities within your existing Salesforce environment.

Streamline XTRM Global Payments with Salesforce

Enhance your payment processes with the XTRM SFDC Connector Payment Record. This powerful integration simplifies the creation, processing, and tracking of payments, allowing you to focus on your core business activities. Want to learn more? Book a call with our sales team.