Allow your customers to manage their payment methods

Salesforce flow
Lite Pae - add payment method

With Payment Methods component, you can allow your customers to add/edit their Credit Cards in stripe based on their customer id. Basically you will have your customer's id map to salesforce using Lite Pae - Customer Profile component and then use that to setup payment methods for that customer.

  • Create a new flow.
  • Add a step to query Payment Account and store its Id in a flow variable i.e. paymentRecordId.
  • Add a step to query Stripe Customer Id and store its value in a flow variable i.e. stripeCustomerId.
  • Add a screen component and add Lite Pae - Payment Methods component on it.
  • Configure its properties like
    • Payment account record Id to above flow variable (paymentRecordId)
    • Stripe Customer Id to above flow variable i.e. (stripeCustomerId).
    • Optionally, you can setup some other properties like to show/hide ability to edit their card expiry etc.
  • Save and activate the flow.
  • Add flow on your Salesforce Lightning or Experience Cloud page and you are good to collect payment methods.
  • Checkout the following package for a sample flow for above scenario.

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