Salesforce screen flows are one of the most powerful tools for automating processes and guiding users through step-by-step actions. But what if you could take that one step further by collecting payments directly inside a screen flow?
With Kulturra, you can.
By embedding a live payment component into your Salesforce flows, you can create seamless, real-time payment experiences for customers, partners, or internal users—all without leaving the Salesforce ecosystem.
Let’s walk through how it works.
What You’ll Need to Get Started
Before you jump into Flow Builder, make sure you have the following in place:
- A Salesforce org
- Kulturra’s AppExchange app installed
- A Salesforce object to associate the payment with (e.g. Opportunity, Order, or any custom object)
- A screen flow where you want the payment to occur
Once everything’s set up, you’re ready to embed the payment component right into your flow.
How to Add the Payment Component in Flow Builder
The setup is fast and intuitive. Here’s how to do it:
Step 1: Open Flow Builder in Salesforce and create (or edit) a screen flow.
Step 2: Drag a Screen element onto the canvas where you want to collect the payment.
Step 3: Search for “Payment Terminal”, then drag and drop the component into the screen.
You can configure the component to:
- Link to a specific Salesforce record (like an Opportunity or Quote)
- Set the amount, currency, and available payment methods
- Allow the payer to enter a custom amount or pre-fill it for them
Need more technical details? This help article has a full list of configurable parameters.
Once configured, hit Save and Activate the flow. Just like that, you have a working payment screen built into your process.
What Happens When a Payment Is Submitted?
When a user reaches the payment screen, they can securely enter credit card, ACH, or other payment information right inside the flow. Once submitted:
- The payment is processed in real time via your connected gateway
- The transaction is automatically logged and linked to the appropriate Salesforce record
- You can trigger follow-up actions like sending receipts, updating statuses, or notifying your team
No integrations. No switching tools. No double entry.
It all happens inside Salesforce.
Final Thoughts
If you’re looking to streamline payments and automate billing workflows, embedding Kulturra’s payment component in screen flows is a game changer. Whether you’re collecting deposits, donations, service fees, or subscriptions, this makes it faster and easier for your users to pay.
Ready to turn your screen flows into “money flows”?
Check out Kulturra on AppExchange and see how you can bring payments into Salesforce without writing a single line of code.
