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Unify Payments & CRM: Seamless Cybersource Salesforce Integration

Automate transactions, prevent fraud, and gain a 360° customer view by connecting Cybersource with Salesforce using a powerful, AI-driven iPaaS.

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The Challenge

The Disconnect Between Payments and Customer Data

Managing payments and customer relationships in siloed systems leads to operational bottlenecks, inaccurate data, and missed opportunities. Without a robust integration between Cybersource and Salesforce, businesses struggle to achieve a holistic view of their customers and automate critical financial workflows.

  • Manual data entry for payment statuses into Salesforce creates delays and errors.
  • Fragmented customer view: Sales and service teams lack real-time payment history.
  • Delayed fraud response: Cybersource fraud alerts are not immediately actioned in CRM.
  • Inefficient reconciliation: Discrepancies between payment gateway and CRM records require manual investigation.
  • Compliance challenges: Storing sensitive payment data in non-PCI compliant systems.
  • Slow subscription management: Manual processes for recurring billing and payment failures.
Integration Diagram
Solution Illustration
The Solution

The Unified Cybersource Salesforce Integration Solution

Bridge the gap between your payment processing and CRM with a robust, real-time integration. Our iPaaS-driven solution connects Cybersource and Salesforce, automating critical workflows, harmonizing data, and delivering a single source of truth for all customer and payment interactions.

  • Real-time Payment Transaction Synchronization
  • Automated Fraud Case Creation & Management in Salesforce
  • Secure Payment Tokenization & Storage in Salesforce
  • Subscription Billing & Recurring Payment Automation
  • Bi-directional Customer Profile & Address Synchronization
Implementation Timeline

Go live with Cybersource + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Cybersource and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Cybersource + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time Payment Transaction Synchronization
  • Automated Fraud Case Creation & Management in Salesforce
  • Secure Payment Tokenization & Storage in Salesforce
  • Subscription Billing & Recurring Payment Automation
  • Bi-directional Customer Profile & Address Synchronization
  • Refund & Authorization Reversal Workflow Automation

Cybersource Salesforce Integration Architecture & Data Flow

Our integration leverages a modern iPaaS as the central orchestration layer, connecting Cybersource's secure payment APIs and webhooks with Salesforce's comprehensive API suite (REST, Bulk, Platform Events, CDC). This creates a resilient, scalable, and real-time data flow, ensuring consistency across your payment and CRM operations.

Data Flow Steps

Connect & Authenticate: Establish secure, OAuth 2.0 (Salesforce) and API Key/Signature (Cybersource) connections via iPaaS connectors.

Define Workflows: Visually design event-driven or scheduled integration flows using the iPaaS's low-code designer.

Map Data: Use the iPaaS's mapping canvas to define transformations between Cybersource and Salesforce entities (e.g., Cybersource Payment Transaction to Salesforce Payment Custom Object).

Implement Business Logic: Add conditional logic, data validation, and enrichment steps within the iPaaS flows.

Deploy & Monitor: Deploy flows to production via CI/CD pipelines and monitor performance, logs, and errors from a centralized dashboard.

Data Touchpoints

Cybersource: Payment Transaction, Payment Token, Customer Profile, Refund, Fraud Case, Auth Reversal, Settlement Report.
Salesforce: Account, Contact, Order, Case, Custom Payment Object, Custom Payment Token Object, Custom Subscription Object, User.

"The integration typically flows as follows: A customer action (e.g., purchase, subscription) triggers a payment request to Cybersource. Cybersource processes the payment and sends real-time status updates via webhooks to the iPaaS. The iPaaS, acting as the intelligent hub, then transforms and pushes this payment data, along with customer and order information, into Salesforce. Conversely, actions in Salesforce (e.g., refund initiation, subscription renewal) can trigger payment requests or updates in Cybersource via the iPaaS, ensuring bi-directional synchronization and a closed-loop system."

Pricing

Simple, transparent pricing for Cybersource + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Cybersource

Integrating Cybersource fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Data Mapping

Seamless data flow between Cybersource and Salesforce relies on precise mapping of critical business entities. Our iPaaS provides visual, AI-assisted tools to ensure accurate and consistent data representation, minimizing conflicts and maximizing data quality.

Payment Transaction

Represents a single payment event processed by Cybersource (auth, capture, refund).

Cybersource Fields

transactionId amount currency status authorizationCode paymentMethod merchantReferenceCode cardType cardLast4 reasonCode fraudScore riskDecision

Salesforce Fields

PaymentID_c (External ID) OpportunityId (Lookup) OrderIdc (Lookup) Amountc CurrencyIsoCode Statusc TransactionDate_c PaymentMethod_c CardType_c CardLast4c AuthCode_c FraudScore_c RiskDecision_c

Mapping Notes

Cybersource's `transactionId` maps to `Payment_IDc` in Salesforce for unique identification. `merchantReferenceCode` often maps to `OrderIdc` or `OpportunityId` for linking. Status updates are crucial for real-time synchronization.

Next Steps

See Cybersource + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

eCommerce Order Payment & CRM Sync

Automate the entire sales cycle from online purchase to CRM record, ensuring that every payment processed through Cybersource is reflected in Salesforce for comprehensive customer and order management.

Integration Steps:

  1. 0 Customer places order on eCommerce site, initiating payment via Cybersource.
  2. 1 Cybersource processes payment (Auth/Capture) and executes fraud checks (Decision Manager).
  3. 2 Cybersource sends real-time webhook notification of transaction status to iPaaS.
  4. 3 iPaaS maps Cybersource Payment Transaction details to create/update Salesforce Order, Account, Contact, and a custom Payment record.
  5. 4 Salesforce Order status is updated, triggering downstream fulfillment processes.

Business Outcome

Real-time visibility into order and payment status in Salesforce, reduced manual data entry, accurate customer payment history, and streamlined order fulfillment.

Frequency

Real-time (Event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Automate Payment Workflows
Eliminate manual data entry and reconciliation by automating the flow of payment transactions, refunds, and fraud alerts between Cybersource and Salesforce.
Enhance Fraud Prevention
Streamline fraud alert management by automatically creating cases in Salesforce from Cybersource Decision Manager, enabling faster investigation and resolution.
Achieve Customer 360
Provide sales and service teams with a complete view of customer payment history, tokens, and billing details directly within Salesforce, improving service and personalization.
Ensure PCI DSS Compliance
Securely tokenize payment card data via Cybersource and store tokens in Salesforce, significantly reducing PCI DSS scope and enhancing data security.
Accelerate Financial Reconciliation
Automate the synchronization of Cybersource transaction data and settlement reports with Salesforce payment records, leading to quicker and more accurate financial closes.
Optimize Subscription Billing
Automate recurring payment processing using stored Cybersource tokens, ensuring seamless subscription renewals and accurate revenue tracking in Salesforce.
✨

Automate Payment Workflows

70% Reduction in manual effort

📋 What You Get

Eliminate manual data entry and reconciliation by automating the flow of payment transactions, refunds, and fraud alerts between Cybersource and Salesforce.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in manual effort, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Cybersource + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Cybersource and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Cybersource + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /pts/v2/payments Authorize, capture, or process payments, including tokenized transactions. Critical for all payment processing workflows.
POST /pts/v2/payments/{id}/captures Capture a previously authorized payment. Used for two-step payment processes.
POST /pts/v2/payments/{id}/refunds Process full or partial refunds against a captured payment. Essential for customer service and financial adjustments.
POST /tss/v2/tokens Securely tokenize sensitive payment card data. Fundamental for PCI DSS compliance and recurring billing.
POST /dm/v2/decisions Submit transaction data for fraud screening via Decision Manager. Used for real-time risk assessment.
POST Webhooks (various events) Real-time, event-driven notifications for transaction status, fraud decisions, refunds, etc. Minimizes polling.

⚡ Transformation Logic

  • Status Mapping: Cybersource `status` values (e.g., 'SETTLED', 'DECLINED') mapped to Salesforce `Statusc` picklist values.
  • Address Harmonization: Combine street, city, state, postal code from Cybersource into Salesforce composite address fields.
  • Reference Linking: Map Cybersource `merchantReferenceCode` to Salesforce `Order.ExternalIDc` or `Opportunity.ExternalIDc`.
  • Currency Conversion: If multi-currency, handle conversions or ensure matching currency codes across systems.
  • Fraud Reason Codes: Parse Cybersource `reasonCodes` into a readable format or multi-select picklist for Salesforce Case objects.

🛡️ Error Handling

  • Cybersource payment decline due to insufficient funds or incorrect card details.
  • Salesforce API limits exceeded during a bulk update.
  • Data validation errors when creating/updating Salesforce records (e.g., missing required fields).
  • Network timeouts or connectivity issues between iPaaS and either system.
  • Webhook signature verification failures from Cybersource.
Pricing

Simple, transparent pricing for Cybersource + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What are the core benefits of integrating Cybersource with Salesforce?
The core benefits include automated payment processing, real-time fraud detection and case management in Salesforce, unified customer 360 view with financial data, enhanced PCI DSS compliance through tokenization, and accelerated financial reconciliation. This integration significantly improves operational efficiency and customer experience.

Technology FAQs

▸ How does an iPaaS platform enhance Cybersource Salesforce integration?
An iPaaS acts as a central hub, providing pre-built connectors, visual low-code workflow builders, robust data mapping and transformation engines, and advanced orchestration capabilities. It simplifies complex API interactions, enables event-driven real-time synchronization, and offers centralized monitoring and error handling, making the integration more scalable, resilient, and easier to manage.
▸ How does AI contribute to optimizing this integration?
AI enhances the integration through features like AI-assisted data mapping (suggesting field connections), dynamic payment routing (optimizing success rates and costs), enhanced fraud anomaly detection, and intelligent exception handling (suggesting resolutions for errors). AI helps improve data quality, efficiency, and decision-making within your payment operations.

Security & Compliance FAQs

▸ How does this integration help with PCI DSS compliance?
This integration significantly aids PCI DSS compliance by leveraging Cybersource's secure tokenization services. Raw cardholder data is never stored in Salesforce or your internal systems; instead, secure tokens are used for all subsequent transactions. This drastically reduces your PCI DSS audit scope and enhances data security.

Use Cases FAQs

▸ Can I automate fraud alerts from Cybersource into Salesforce Cases?
Absolutely. When Cybersource's Decision Manager flags a transaction as suspicious, a real-time webhook sends this alert to the iPaaS. The iPaaS then automatically creates a detailed fraud case in Salesforce Service Cloud, linking it to the relevant customer and order, and notifying your fraud team for immediate action.
▸ Is it possible to manage recurring billing and subscriptions with this integration?
Yes, this is a key use case. You can manage subscription logic within Salesforce (e.g., Salesforce CPQ or a custom Subscription object). The iPaaS then orchestrates recurring payment requests to Cybersource using securely stored payment tokens and updates the subscription status in Salesforce based on payment success or failure, automating your entire recurring revenue cycle.

Data FAQs

▸ What data entities are typically synchronized between Cybersource and Salesforce?
Common entities include Cybersource Payment Transactions (authorizations, captures, refunds) mapped to custom Salesforce Payment objects, Cybersource Payment Tokens mapped to custom Salesforce Payment Token objects, Cybersource Customer Profiles synchronized with Salesforce Accounts and Contacts, and Cybersource Fraud Cases mapped to Salesforce Case objects. Order data from Salesforce is also often linked to Cybersource transactions.
▸ How do you ensure data consistency for financial reconciliation?
Data consistency is ensured through robust data harmonization and transformation pipelines within the iPaaS. Cybersource transaction details are accurately mapped to Salesforce Payment records and potentially to an ERP's general ledger. Event-driven updates for payment statuses and automated processing of Cybersource settlement reports further ensure real-time and accurate financial reconciliation.
Implementation Timeline

Go live with Cybersource + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Cybersource and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Cybersource + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Cybersource + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Cybersource + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo