Manage subscriptions and invoices from Salesforce using Stripe API’s and Webhooks.

Incorporating Stripe API’s and Webhooks within Salesforce empowers businesses to efficiently handle subscription management and invoice processes. Leveraging the capabilities of Stripe’s robust APIs, companies can seamlessly integrate subscription features directly into Salesforce. This integration facilitates streamlined subscription handling, enabling users to manage customer subscriptions, create invoices, and handle payments within the Salesforce environment. By leveraging the power of Stripe’s APIs and Webhooks, organizations can ensure a smoother subscription experience for their customers while efficiently managing invoicing procedures directly through the Salesforce platform. Streamline and simplify your subscription management with Stripe, ensuring effortless control over your payment processes and subscription lifecycles.

While learning about Stripe /Salesforce integration and implementing connectivity between the two systems for customers, payment methods and payments. I went ahead and explored subscriptionsinvoicing as subscription has become an integral part of payment ecosystem. I have also attached the link to my GIT for reference to code which includes webhooks and Rest API’s for subscription and invoicing.

Some Key use cases for Salesforce Stripe integration for subscription and invoice:

  1. Manage subscription in Salesforce
  2. Receive invoice and payment updates to your Salesforce org whenever a subscription is processed every(month/year) using Stripe webhooks.
  3. Perform business logics around failed payments to help agents reach out to customers.
  4. Create Subscriptions, invoice, payment, customers in Salesforce using webhooks while being created/updated in Stripe from other peripheral systems.

Bidirectional sync for subscriptions between Salesforce and Stripe:

  1. In Order to connect Stripe with Salesforce and integrate customers, payment methods and payments check out the previous article.

2. Once Stripe is connected, create a custom object called subscription, which will be related to Account(customer) with some basic fields like start date, end date, stripe subscription/schedule id.

3. Configure products with prices in Stripe as well as Salesforce as they are required for subscription.

4. Using Triggers we can sync call the stripe schedule api end point, which will create a schedule in Stripe. Please note I would suggest going for a schedule rather than subscription API, as schedule can be modified. Refer to the code in my GIT repo below for schedule subscription api.

Note: For subscriptions, products need to be configured in stripe.

4. Every month when a subscription is processed invoice and payment records are created which can be synced back to salesforce using webhooks.

What are Webhooks?

Webhooks are one of a few ways web applications can communicate with each other. It allows you to send real-time data transfer from one application to another whenever a given event occurs.

Steps to configure webhooks in Stripe:

  1. Go to the Developers->webhook-> click on add endpoint
  2. Enter the end point where you want to receive the webhook.

3. click on select events to add the events on which webhook should fire.

4. After configuration, whenever an event occurs, you will receive the payload on the configured endpoint.

Kizzy Consulting

Kizzy Consulting is a Salesforce Ridge Consulting Partner in the USA and has successfully implemented 100+ Salesforce projects for 100+ clients across sectors like Financial Services, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, and Australia. Get a free consultation now by emailing us at [email protected] or Contact us.

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