Introduction: Why Payment Processing Inside Salesforce Matters
Have you ever marked an opportunity as Closed Won in Salesforce, only to realize the money is still stuck in Stripe, Square, or Braintree? For many teams, this is an everyday bottleneck.
Sales celebrates a win, but finance still has to log into another system, create the invoice, and confirm when the payment arrives. Until that happens, forecasts will be inaccurate, reports will show incomplete data, and revenue recognition will slow down.
Insight:
Stay competitive! Adoption of faster electronic payments has surged. According to Federal Reserve surveys, 86% of businesses (and 74% of consumers) surveyed said they used real-time or instant payment methods in 2023, reflecting a broad shift toward digital payment technology for speed and convenience.
If your business already uses Stripe, Square, or Braintree, the right Salesforce payment processing app can connect these providers directly to Salesforce so teams can view payment activity alongside customer records.
- In Search of the Right Payment Solution
- Quick Setup Experience with Breadwinner Payments
- Security and Compliance
- What Teams Can Do with Breadwinner’s Salesforce Payments Integration
- Supported Providers and When to Use Them
- Admin and RevOps Benefits from Salesforce Breadwinner Integration
- Customer Experience and Case Study
- Who Should Consider Breadwinner Payments
- Pricing and Availability of Breadwinner Payments
- Final Thoughts: Why Breadwinner Payments Fits Salesforce Payment Processing
In Search of the Right Payment Solution
The search for a suitable solution often begins with AppExchange. There, companies can find native tools that avoid the need for custom development and help save both money and time.
As a result of searching for keywords, such as “Stripe”, “Square”, and “Braintree” on AppExchange, we found Breadwinner Payments, a solution that integrates Salesforce with three payment providers, Stripe, Square, and Braintree, and syncs their data directly into Salesforce.
Integration solutions on AppExchange
Once connected, it brings in customers, transactions, invoices, and subscriptions into Salesforce and keeps them up to date. That means sales reps, finance staff, and customer success managers can all see the same payment details inside Salesforce without extra logins.
Breadwinner Payments imported transactions within Salesforce
The sync is two-way as well: users can create a charge, subscription, or refund from Salesforce, and the change is pushed back to the payment provider almost instantly.
Because the app is Salesforce-native, payment data doesn’t sit in a separate silo. It becomes part of Accounts, Contacts, and Opportunities, giving your team a single place to check both deal progress and payment status.
This approach helps remove the gaps between sales and finance, making Salesforce a central place for customer and revenue information. For businesses that already depend on Salesforce as their source of customer truth, it extends that trust to payments as well, just as Breadwinner’s Salesforce connector to NetSuite does for ERP data.
Quick Setup Experience with Breadwinner Payments
Have you ever delayed an integration project because you thought it would take weeks to configure? Getting started with Breadwinner Payments does not require weeks of development. Most teams can complete the setup in less than an hour by following these steps. The Breadwinner documentation also provides a clear understanding of the installation and configuration process.
Step 1. Install from AppExchange
Download the app from the Salesforce AppExchange. During installation, choose Admins Only. This follows Salesforce best practices, keeping payment data hidden until you assign the right permissions.
Breadwinner Payments app on AppExchange
Installed the Breadwinner Payments app in the App Menu of a Salesforce Org
Step 2. Connect to a Payment Processor
When you open the Breadwinner Payments setup tab in Salesforce, you’ll see a checklist of tasks that guide you through the setup process. One of the key items is “Connect with a Payment Processor”.
Connecting to a Payment Processor in the Breadwinner Payments application
You can choose Stripe, Square, or Braintree and connect in either Live or Sandbox/Test mode. To complete this step, you’ll need a valid account with the payment provider you connect to, and authorization must be granted during the process.
Choosing a Payment Processor in the Breadwinner Payments application
Once authenticated, the app will immediately begin importing customers, transactions, invoices, payment methods, and subscriptions.
Step 3. Assign Permission Sets
Breadwinner includes predefined permission sets for common roles. Assign them to the right profiles so each team member gets the correct level of access.
Permissions Sets Overview in the Breadwinner Payments application
Step 4. Run Customer Match
Next, decide how Customers from the processor should be aligned in Salesforce.
Launching a matching of Customers with Accounts/Contacts in Salesforce
You can match them with existing Accounts or Contacts, create new records, or ignore unmatched entries. This ensures payment data lands on the right Salesforce records.
Example of a Customer matched with a Salesforce Account
Step 5. Update Page Layouts
From the setup screen, click Update Page Layouts. This adds Breadwinner Payments Related Lists, such as Transactions, Subscriptions, and Invoices, to your Account or Contact pages so users can see payment data directly where they work.
Step 6. Choose Read-Only or Active Mode
By default, Breadwinner runs in Read-Only Mode, meaning users can view data but cannot send changes back to the processor. Switch to Active Mode if you want your team to create invoices, subscriptions, or refunds from Salesforce.
Switch between Read Only and Active modes in Breadwinner Payments app
Step 7. Test and Validate
Use a Salesforce Sandbox connected to Stripe, Square, or Braintree test accounts to run sample transactions. Confirm that payments flow correctly in both directions and that records display properly on Accounts and Opportunities.
Quick Troubleshooting Tips for Breadwinner Salesforce Setup:
- If users cannot see data, check that permission sets are assigned.
- If customers don’t match, rerun the Customer Match process.
- If syncing fails, verify API keys or refresh the payment processor connection.
With these steps complete, Breadwinner Payments is ready to use. From installation to testing, most organizations can go live in under a few hours. For admins searching for a reliable way to manage payment data, the ready-to-use Breadwinner solution offers significantly better time-to-value than building custom integrations or maintaining external tools.
Security and Compliance
When you bring financial data into Salesforce, how confident are you that it meets audit and compliance standards? The first question any admin or auditor will ask is about security. Breadwinner Payments has been designed with strict standards in mind. The product is SOC 2 Type II certified and aligned with PCI DSS requirements, which means the way it handles data is regularly audited against industry benchmarks.
A key safeguard is that card numbers and other sensitive details are never stored in Salesforce. Instead, they are tokenized by Stripe, Square, or Braintree, while Breadwinner only syncs the information teams need to see, such as payment status, invoice history, and subscription details.
Image source: Breadwinner Payments
Access is further controlled through Salesforce’s own security model. Permission sets and sharing rules let admins decide exactly who can view or act on payment data. For finance teams, this provides a clear audit trail and reassurance that compliance needs are being met without compromising usability.
What Teams Can Do with Breadwinner’s Salesforce Payments Integration
Wouldn’t it be easier if your sales, finance, and success teams all worked from the same payment data inside Salesforce? Breadwinner Payments embeds payment workflows directly into Salesforce, giving teams clear visibility and control without switching between systems.
For example, with Breadwinner Payments, teams can do the same Stripe transactions inside Salesforce that they would normally handle in Stripe. The same principle applies to other supported providers, making Salesforce the central place to manage payments. The main capabilities include:
1. Subscription Management:
- Create and manage subscriptions from Accounts or Opportunities.
- This functionality is supported with Stripe and Square, both of which handle recurring billing.
- Subscriptions created in Salesforce sync back instantly, so records always show the current status.
Breadwinner Payments imported Subscriptions within Salesforce
2. Invoice Creation:
- Generate invoices from Salesforce and send them to customers.
- Invoices can be processed through Stripe or Square, and payment updates flow back automatically.
- Removes duplicate entries between sales and finance systems.
Buttons for instant creation of Invoices and Subscriptions within Salesforce
3. Refund Processing:
- Authorized users can issue refunds directly from Salesforce records.
- Refunds are supported through Stripe, with status written back to Salesforce.
- Access is controlled by permission sets, ensuring only the right people can take action.
4. Overdue Payments and Renewals:
- Salesforce reminders highlight overdue invoices and upcoming subscription renewals.
- Related lists on Accounts and Opportunities display balances and end dates for subscriptions created through Stripe and Square.
- Customer success teams can act quickly, reducing revenue leakage.
5. Reporting and Dashboards:
- Payment data is available in Salesforce-native reports and dashboards.
- Teams can combine pipeline data with actual payments for accurate forecasting.
- Sales and finance share one version of the truth.
6. RevOps Value:
- Speeds up the quote-to-cash process by removing manual steps.
- Provides unified data across sales, finance, and customer success.
- Helps leaders forecast more confidently with real payment information.
This Salesforce payments app demonstrates how Salesforce native apps reduce complexity and improve alignment. It also extends to retail operations, where Point of Sale integration ensures that in-store payments are visible in Salesforce.
Supported Providers and When to Use Them
Breadwinner Payments supports three major payment processors: Stripe, Square, and Braintree. Each provider has its strengths, and choosing the right one depends on your business model.
1. Salesforce Stripe Integration
Stripe is the go-to choice for SaaS companies and organizations that rely on recurring billing. Through Breadwinner, Salesforce users can create subscriptions, generate invoices, and manage refunds without leaving their CRM.
Image source: Stripe
Stripe also supports online checkouts, making it well-suited for digital businesses with subscription or pay-per-use pricing models. This type of integration is especially valuable for technology firms, membership services, and nonprofits handling recurring donations.
2. Salesforce Square Integration
Square is commonly used in retail, field sales, or any environment where in-person transactions matter. With Breadwinner, Square payments flow directly into Salesforce, giving sales and finance teams visibility into point-of-sale activity.
Image source: Square
Teams can also send quick invoices through Square and track their status in Salesforce. This integration makes it a natural fit for retailers, restaurants, and service providers that need to track POS payments directly within Salesforce.
3. Braintree Salesforce Integration
Braintree specializes in global online payments and offers support for PayPal and Venmo. With Breadwinner, Braintree transactions are synced into Salesforce, providing businesses with a single location to track international or multi-method payments.
Image source: Braintree
For organizations selling online across different markets, this integration ensures PayPal and Venmo activity is part of the customer record.
By supporting these three processors, Breadwinner Payments adapts to a wide range of business needs, from SaaS billing to retail sales and global e-commerce.
Admin and RevOps Benefits from Salesforce Breadwinner Integration
Breadwinner Payments delivers clear advantages for Salesforce admins and revenue operations teams by reducing manual work and improving data reliability. Key benefits include:
1. No More Manual Entry
- Payment data from Stripe, Square, and Braintree appears in Salesforce without re-entry. Subscriptions and invoices are available with Stripe and Square.
- Eliminates duplicate entries and reduces the risk of errors.
2. Faster Invoice-to-Cash Cycle
- Sales teams can confirm payments directly in Salesforce without waiting for finance updates.
- Finance teams see real-time alignment between Salesforce and payment processors.
- Accelerates cash collection and reduces bottlenecks.
3. Improved Forecasting
- With live payment data in Salesforce, revenue forecasts are more accurate.
- Month-end reporting and reconciliations are simpler and less error-prone.
4. Unified Reporting Across Teams
- Dashboards can combine pipeline status with actual payment data.
- Sales and finance share the same view of overdue invoices, renewals, and revenue health.
5. Admin Control Through Modes
- Breadwinner can run in Read Only Mode for general visibility.
- Finance or RevOps users can be switched to Active Mode to create invoices or issue refunds with Stripe integration.
- Provides balance between accessibility and control.
For organizations that want efficiency and accuracy, this integration gives admins and RevOps teams a single, reliable system for managing revenue operations.
Customer Experience and Case Study
Breadwinner Payments has a 5-star rating on AppExchange. Let’s take a closer look at one customer story that shows the difference the app can make.
Case Study: Learning and Performance Institute (LPI)
Image source: LPI Case Study
Challenge:
- LPI managed memberships and renewals through Stripe, but payments were disconnected from Salesforce.
- Staff had to manually create invoices and track renewals outside the CRM.
- This process consumed valuable hours each week and increased the risk of errors.
Solution:
- LPI implemented Breadwinner Payments to connect Salesforce with Stripe.
- Membership billing and renewals could now be created and monitored directly inside Salesforce.
- The team gained a unified view of customer records and payment activity.
Results:
- Staff reported saving about six hours per week by automating billing tasks.
- Customer records in Salesforce now show payment history and subscription details without manual updates.
- Freed resources allowed the team to spend more time on member services rather than chasing payments.
Support Experience
- Breadwinner provides a detailed Help Center and knowledge base with setup and troubleshooting guides.
- Extensive documentation covers installation, permissions, and best practices, giving admins clear instructions to configure and maintain the app.
- This self-service documentation, combined with direct support, gives admins confidence that issues can be resolved quickly.
For customers evaluating payment apps, this Stripe Salesforce AppExchange solution demonstrates not only technical integration but also measurable time savings and improved efficiency in daily operations.
Who Should Consider Breadwinner Payments
Breadwinner Payments is a strong fit for organizations that want to manage payments directly in Salesforce without investing in custom integrations:
- SMB and mid-market companies already using Stripe, Square, or Braintree can benefit from quick setup and out-of-the-box functionality.
- SaaS teams running recurring billing through Stripe gain full subscription visibility in Salesforce, making customer and revenue tracking easier.
- Retailers using Square for in-store transactions can connect point-of-sale payments to Salesforce, improving alignment between sales and finance.
- Nonprofits that handle online donations through Stripe or Braintree can centralize supporter records and payment data in Salesforce.
- RevOps teams looking for fast adoption and minimal overhead will appreciate how Breadwinner works with Salesforce permissions, Active Mode, and reporting, without the need for middleware.
For these teams, Breadwinner Payments provides a way to reduce manual work and see both customer and payment details directly in Salesforce.
Pricing and Availability of Breadwinner Payments
Breadwinner Payments is offered as a paid Salesforce app but comes with a free trial so teams can test the solution before committing. Pricing is structured into three editions: Basic, Pro, and Business, allowing organizations to choose the level that fits their needs.
Breadwinner Payments pricing
The app works with Salesforce Professional edition and above, which means even smaller teams on lower license tiers can adopt it without upgrading to Enterprise. Installation is handled directly from the Salesforce AppExchange.
Final Thoughts: Why Breadwinner Payments Fits Salesforce Payment Processing
Among other Salesforce AppExchange payment apps, Breadwinner Payments brings payment workflows into Salesforce in a way that is both quick to set up and secure to operate.
Teams can connect Stripe, Square, or Braintree in under a few hours, which means a great Time-Value impact, with data flowing directly into Salesforce records. By combining fast setup, SOC 2 and PCI-aligned compliance, and cross-team visibility, the app gives both sales and finance the information they need without manual effort.
- For sales, this means confidence that deals marked “Closed Won” are tied to actual payments.
- For finance, it means accurate reporting and fewer delays at month-end.
Together, it creates a shared system of record that reduces complexity and speeds up decision-making.
What opportunities could your company unlock by having payments and customer information together in one place? Discover the answer with Breadwinner Payments.
The post Inside Salesforce Payment Processing App – Breadwinner Payments Review first appeared on Salesforce Apps.
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