Set Up Stripe Payments for Salesforce

Overview

Limio for Salesforce supports Stripe as a payment method. Stripe payments are configured entirely within Limio — no separate payment gateway metadata setup is required in Salesforce.

When a Salesforce Flow collects a payment via Stripe, Limio renders the Stripe Payment Element iFrame directly within the Flow screen. The payment is processed through the Stripe Connect integration.

Prerequisites

Before using Stripe payments in Limio for Salesforce:

1. Stripe Connect must be configured in Limio — see Stripe Connect Integration

2. Stripe Payment Settings must be configured — see Configure Stripe Payment Settings

3. Named Credentials must be set up in Salesforce — see Set Up Limio for Salesforce

How It Works

1. The Salesforce Flow displays the payment selection screen

2. The agent selects Stripe as the payment method

3. Limio calls the Stripe Payment Intent API to create a PaymentIntent and return the client secret

4. The Stripe Payment Element iFrame renders in the Flow screen, allowing the customer's card details to be securely captured

5. The payment token is passed back to the Flow and included in the order payload

Configuration in Salesforce

Adding Stripe to the Payment Picklist

In your Limio for Salesforce Flow:

1. Open the Payment Selection screen step

2. Add a new picklist choice for Stripe (e.g., "Credit Card (Stripe)")

3. Configure the subsequent screen to load the Stripe Payment Element

No additional Custom Metadata Types configuration is required for Stripe payments.

Supported Payment Methods

The Stripe Payment Element in LFS supports:

• Credit / Debit Card — Immediate payment collection via PaymentIntent

• BACS Direct Debit — UK bank debit via mandate creation

The available methods depend on your Stripe account's enabled payment methods. Configure these in the Stripe Dashboard.

Existing Customer Matching

When processing an order, Limio checks for an existing Stripe Customer by email. If a match is found, the existing customer record is reused rather than creating a duplicate. This preserves subscription history and payment methods.

Payment Body Format

When Stripe is used, the payment variable contains a JSON body in the following format:

{
  "type": "stripe",
  "stripe": {
    "paymentIntentId": "pi_xxxxxxxxxxxxx",
    "paymentMethodId": "pm_xxxxxxxxxxxxx"
  }
}

Related Resources

• Stripe Connect Integration

• Configure Stripe Payment Settings

• Capture an Additional Payment