With Create a Customer Portal Link invocable action, you can create a Customer Portal link in Stripe by providing few parameters like Customer Id etc.
- Create a new flow.
- Add logic to get Stripe Customer Id from your Salesforce object like Contact.
- If you don't have it in Salesforce then no problem, you can add our Search Customer action in the flow to search customer in Stripe based on Name or email and then map Customer Id from its response to Salesforce.
- Add a step to query Payment Account and store its Id in a flow variable i.e. paymentRecordId.
- Add a new Action and search for Create a Customer Portal Link.
- Setup its required input values based on previous steps like paymentRecordId, Customer Id.
- You can also set Return url so that your customers can come back to your Salesforce url or any other url if they want to from Stripe Customer Portal.
- For deep links, you can set Flow Type which link directly to the page with the specified action for your customer to complete. You can choose one of the three options Payment method update,Subscription cancel,Subscription update.
- With Flow Type set, you can also customize the redirect behavior after the customer completes the action by providing value for Redirect Url After Completion.
- You may want to handle its response as well to output variables by clicking on Advanced section of this node to know if it was processed successfully or not (Status). Specially, Generated Portal Url.
- You can add a screen component to show the response from previous step.
- Publish flow.
- Add this flow on your Salesforce Lightning page, Experience Cloud Site
- Tip: You can create a Quick Action button to call this Flow and add it on your Object Layout for Example on Contact page layout.