Payment Processing That Fits Your Salesforce — Not the Other Way Around
Charge cards, process ACH, and automate billing on your objects, your pages, and your Flows. Add payments to virtually any part of Salesforce, Experience Cloud included.
Payment Processing
Process payments on any record, in any object
Charge against a Contact, an Opportunity, a custom invoice object, or anything else in your org. Paytram doesn't force you into a specific data model — it works with whatever you've already built.
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Cards and ACH Accept any major card type and ACH/eCheck methods.
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Embed anywhere Drop the payment component on any page layout, or launch it as a popup modal from any record.
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Auto-prefill Pull cardholder name, amount, and other fields from the record automatically. Less manual entry, fewer errors.
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Flow-powered Add payment steps to any Screen Flow with full access to pre- and post-payment logic.
Advanced Features
Simplify your workflow
Eliminate manual steps by connecting payments to the processes you already run in Salesforce.
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Split and schedule Break a single charge into installments on any schedule, or set up ongoing recurring billing.
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Void and Refund Process voids and refunds directly from the payment record. No logging into your gateway portal.
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Saved payment methods Securely tokenize cards and bank accounts for one-click repeat billing.
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Smart gateway routing Automatically route charges to different gateways or merchant accounts based on service type, amount, or business rules.
Accounts Payable
Accounts payable, inside Salesforce
Send outbound ACH payments directly from your bank account to vendors, suppliers, and contractors - on demand or fully automated.
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Multiple bank accounts Connect and switch between accounts for different payment runs or business entities.
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Batch or individual Pay a single vendor or process your entire payables queue in one click.
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End-to-end automation Combine with Salesforce portals, email templates, and document generation for a complete A/P workflow that runs practically itself.
Fully PCI Compiant
PCI compliance made simple
Sensitive card data never touches your Salesforce org. Paytram's hosted tokenization sends payment details directly to your gateway, keeping your compliance scope as small as possible.
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Hosted card detail inputs Card details are captured in a component hosted by your gateway. They never pass through Paytram or Salesforce servers, qualifying you for PCI SAQ-A.
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Gateway-level security Every supported gateway meets PCI DSS compliance standards.
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Permission-based access Control who can view stored methods, process charges, and issue refunds. Set refund amount limits by user for additional safeguards.
Safe and Secure
Native
Made for Admins
Developers Not Required
Paytram is built entirely on Salesforce Flow, so the same admins who build your business processes can configure, customize, and extend your payment workflows.
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Your data model Works on any standard or custom object. No required "Payment" objects or junction records to learn.
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Your screens No pre-built UI to work around. Design the payment experience exactly like you'd design any Screen Flow.
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Your deployment Embed Paytram components in any Flow, on any page, in any Salesforce edition — Sales, Service, Platform, Experience Cloud, NPSP, or any Industry.
Start processing payments in Salesforce today!
Install Paytram and be up and running in a matter of hours.
