Connect™

First Data + Salesforce Integration

Clarity Connect™ integrates First Data with Salesforce, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links First Data and Salesforce through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between First Data and Salesforce.

Seamless mapping of custom fields in Salesforce (e.g., `Payment.CustomFeec`, `Case.DisputeStatusc`) to First Data transaction metadata or webhook payloads.
Ability to define custom attributes in iPaaS for First Data `Transaction` or Salesforce `Payment` entities.

Implementation Timeline

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

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

Access Enabled

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

Configuration & Mapping

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

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 First Data + 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

Seamless mapping of custom fields in Salesforce (e.g., `Payment.CustomFeec`, `Case.DisputeStatusc`) to First Data transaction metadata or webhook payloads.
Ability to define custom attributes in iPaaS for First Data `Transaction` or Salesforce `Payment` entities.

Robust & Scalable Integration Architecture

The integration between First Data and Salesforce is built on a modern, cloud-native iPaaS, acting as an intelligent orchestration layer. This architecture ensures high availability, scalability, and secure data exchange, moving beyond fragile point-to-point connections.

Data Flow Steps

Event-Driven Architecture: Utilizing webhooks (First Data) and Platform Events/CDC (Salesforce) for real-time updates.

API-First Integration: Relying on robust APIs from both systems for all data exchange.

Canonical Data Model: Defining a standardized data structure within the iPaaS for common entities like 'Transaction' or 'Customer' to ensure consistency.

Publish-Subscribe Model: For broadcasting events and allowing multiple downstream systems to react.

Data Touchpoints

iPaaS Runtime Engine: Executes integration flows.

First Data Connector: Pre-built API connectivity to First Data.

Salesforce Connector: Pre-built API and event connectivity to Salesforce.

Data Transformation Engine: Handles schema mapping and data enrichment.

Workflow Orchestrator: Designs and manages complex business processes.

API Gateway: Securely manages API access and rate limiting.

Monitoring & Alerting: Provides real-time visibility and notifications.

Secrets Manager: Securely stores API keys and credentials.

AI/ML Services: For intelligent mapping, anomaly detection, and error resolution.

"A modern iPaaS platform sits at the core, connecting First Data and Salesforce via their respective APIs. Event-driven triggers (First Data webhooks, Salesforce Platform Events/CDC) initiate real-time workflows. The iPaaS incorporates AI for intelligent mapping, validation, and error resolution, alongside robust security and monitoring components."

Pricing

Simple, transparent pricing for First Data + 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 First Data

Integrating First Data 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.

Benefits of Integrating Salesforce

Integrating Salesforce streamlines your operations. Connect your systems to ensure data flows seamlessly across your organization.

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

Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Transaction (First Data) / Payment (Salesforce)

Represents a single financial event processed by First Data, mapping to a recorded payment in Salesforce.

First Data Fields

[field, transactionId],[type, string],[description, Unique ID for the transaction] [field, orderId],[type, string],[description, Reference to the associated order] [field, amount],[type, decimal],[description, Transaction amount] [field, currency],[type, string],[description, Currency code (e.g., USD)] [field, transactionType],[type, string],[description, Type of transaction (Auth, Capture, Refund, Void)] [field, status],[type, string],[description, Current status of the transaction] [field, timestamp],[type, datetime],[description, Date and time of the transaction] [field, paymentMethodToken],[type, string],[description, Tokenized payment instrument] [field, merchantId],[type, string],[description, Identifier for the merchant account] [field, processorResponse],[type, json],[description, Raw response from the payment processor]

Salesforce Fields

[field, PaymentID_c],[type, string],[description, External ID for the First Data transactionId] [field, OpportunityId],[type, reference],[description, Link to the related Salesforce Opportunity] [field, OrderIdc],[type, reference],[description, Link to the related Salesforce Order] [field, Amountc],[type, currency],[description, Payment amount] [field, Statusc],[type, picklist],[description, Payment status (e.g., Paid, Refunded, Pending)] [field, TransactionDate_c],[type, datetime],[description, Date and time of the payment] [field, PaymentMethodTokenc],[type, string],[description, Tokenized payment method (for reference)] [field, MerchantAccountIDc],[type, string],[description, Reference to the merchant ID]

Mapping Notes

First Data's `transactionId` serves as the crucial external identifier for upserting/updating `Paymentc` records in Salesforce. `orderId` should be mapped to `OrderIdc`. Status values require careful transformation to align First Data's statuses with Salesforce's picklist values. The `paymentMethodToken` is stored securely in First Data and referenced in Salesforce for PCI compliance.

Customer (First Data) / Account & Contact (Salesforce)

Information about the cardholder or payer, linked to Salesforce Accounts and Contacts for a unified customer view.

First Data Fields

[field, customerId],[type, string],[description, Internal customer identifier in First Data's customer vault] [field, firstName],[type, string],[description, Customer's first name] [field, lastName],[type, string],[description, Customer's last name] [field, email],[type, string],[description, Customer's email address] [field, phone],[type, string],[description, Customer's phone number] [field, billingAddress],[type, json],[description, Customer's billing address details]

Salesforce Fields

[field, Account.ExternalID_c],[type, string],[description, External ID for linking to First Data customerId] [field, Account.Name],[type, string],[description, Account name (e.g., 'John Doe's Account')] [field, Account.BillingAddress],[type, address],[description, Account billing address] [field, Contact.FirstName],[type, string],[description, Contact's first name] [field, Contact.LastName],[type, string],[description, Contact's last name] [field, Contact.Email],[type, email],[description, Contact's email] [field, Contact.Phone],[type, phone],[description, Contact's phone] [field, Contact.AccountId],[type, reference],[description, Link to parent Account]

Mapping Notes

The First Data `customerId` (if utilizing their customer vault) should be mapped to a custom `ExternalID_c` field on the Salesforce `Account` or `Contact` object to maintain a consistent identifier. `firstName`, `lastName`, `email`, `phone`, and `billingAddress` should be mapped to their respective fields on `Contact` and `Account`.

Refund (First Data) / Case & Payment (Salesforce)

A financial transaction reversing a previous charge, managed in First Data and reflected in Salesforce Service Cloud as a Case and updating the original Payment record.

First Data Fields

[field, refundId],[type, string],[description, Unique ID for the refund transaction] [field, originalTransactionId],[type, string],[description, ID of the transaction being refunded] [field, amount],[type, decimal],[description, Refund amount] [field, currency],[type, string],[description, Currency of the refund] [field, reasonCode],[type, string],[description, Reason for the refund] [field, timestamp],[type, datetime],[description, Date and time of the refund] [field, status],[type, string],[description, Status of the refund transaction]

Salesforce Fields

[field, Case.Subject],[type, string],[description, Subject of the Salesforce Case (e.g., 'Refund Request')] [field, Case.Description],[type, string],[description, Detailed description of the refund reason] [field, Case.Status],[type, picklist],[description, Status of the Case (e.g., 'New', 'Closed - Refunded')] [field, Case.Origin],[type, picklist],[description, Source of the refund request] [field, Case.AccountId],[type, reference],[description, Link to the customer's Account] [field, Case.ContactId],[type, reference],[description, Link to the customer's Contact] [field, Payment.Statusc],[type, picklist],[description, Update status of original Payment to 'Refunded'] [field, Payment.RefundID_c],[type, string],[description, Custom field for First Data refundId]

Mapping Notes

First Data's `refundId` can be stored in a custom field on the Salesforce `Paymentc` object or a related `Case`. The `originalTransactionId` is critical for linking to the correct `Paymentc` record in Salesforce. `reasonCode` can be mapped to a custom picklist on `Case` or directly into `Case.Description`.

Chargeback (First Data) / Case (Salesforce)

A transaction dispute initiated by a cardholder, leading to funds being pulled back, which triggers a new Case in Salesforce for dispute management.

First Data Fields

[field, chargebackId],[type, string],[description, Unique ID for the chargeback] [field, originalTransactionId],[type, string],[description, ID of the original transaction disputed] [field, amount],[type, decimal],[description, Chargeback amount] [field, currency],[type, string],[description, Currency of the chargeback] [field, reasonCode],[type, string],[description, Reason for the chargeback] [field, status],[type, string],[description, Current status of the chargeback] [field, disputeDate],[type, datetime],[description, Date the dispute was initiated] [field, dueDateForResponse],[type, date],[description, Deadline for merchant response]

Salesforce Fields

[field, Case.Subject],[type, string],[description, Subject of the Salesforce Case (e.g., 'Chargeback Notification - [Transaction ID]')] [field, Case.Description],[type, string],[description, Detailed chargeback reason and context] [field, Case.Status],[type, picklist],[description, Status of the Case (e.g., 'New Chargeback', 'Under Review')] [field, Case.Priority],[type, picklist],[description, Priority of the Case (e.g., 'High')] [field, Case.AccountId],[type, reference],[description, Link to the customer's Account] [field, Case.ContactId],[type, reference],[description, Link to the customer's Contact] [field, Case.Origin],[type, picklist],[description, Source of the case (e.g., 'System Integration')] [field, ChargebackID_c],[type, string],[description, Custom field for First Data chargebackId] [field, OriginalTransactionIDc],[type, string],[description, Custom field for originalTransactionId] [field, ResponseDueDatec],[type, date],[description, Custom field for dueDateForResponse]

Mapping Notes

First Data's `chargebackId` should be mapped to a custom `Chargeback_IDc` field on the Salesforce `Case` object. `originalTransactionId` is crucial for linking the `Case` to the correct `Paymentc` record. `reasonCode` and `dueDateForResponse` should also be mapped to relevant custom fields on the `Case` for efficient dispute management.

Next Steps

See First Data + 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-to-Payment-to-CRM Sync

Automate the flow of eCommerce orders from creation, through payment processing by First Data, and then update Salesforce with real-time transaction statuses and customer payment details. This ensures sales teams have immediate visibility into payment success and customer service can address payment-related inquiries accurately.

Integration Steps:

0 Customer places order on eCommerce platform.
1 Order details (including `orderId`, `totalAmount`) are sent to Salesforce (Order object).
2 Payment request is initiated from Salesforce to First Data using tokenized payment method.
3 First Data processes payment (Authorization, Capture).
4 First Data sends real-time transaction status (e.g., 'CAPTURED') via webhook to iPaaS.
5 iPaaS updates the corresponding `Payment` custom object and `Order.Status` in Salesforce.
6 Customer `Payment Method` tokens are linked to Salesforce `Contact` or `Account` for future use.

Business Outcome

Accelerated order-to-cash cycle, real-time sales visibility, improved customer experience, reduced manual payment status checks.

Frequency

Real-time

Implementation Timeline

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

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

Access Enabled

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

Configuration & Mapping

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

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 First Data + 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	/v1/payments/token	Securely tokenize card data, reducing PCI scope.
POST	/v1/payments/authorization	Authorize payment amount, holding funds.
POST	/v1/payments/capture	Capture previously authorized funds.
POST	/v1/payments/refund	Process full or partial refunds.
POST	/v1/payments/void	Cancel an authorized but uncaptured transaction.
GET	/v1/settlements/daily	Retrieve daily settlement reports for reconciliation.
GET	/v1/payments/status/{transactionId}	Query status of a specific transaction.
GET	/v1/chargebacks	Retrieve active chargeback notifications (often via webhooks).

Method	Endpoint	Purpose
POST/GET/PATCH/DELETE	/services/data/vXX.0/sobjects/Account	CRUD operations on Account records for customer data.
POST/GET/PATCH/DELETE	/services/data/vXX.0/sobjects/Contact	CRUD operations on Contact records for customer details.
POST/GET/PATCH/DELETE	/services/data/vXX.0/sobjects/Opportunity	CRUD operations for sales pipeline management.
POST/GET/PATCH/DELETE	/services/data/vXX.0/sobjects/Order	CRUD operations for Salesforce Order records.
POST/GET/PATCH/DELETE	/services/data/vXX.0/sobjects/Case	CRUD operations for customer service cases.
POST/GET/PATCH/DELETE	/services/data/vXX.0/sobjects/Paymentc	CRUD operations on custom Payment object for transaction tracking.
GET	/services/data/vXX.0/query	Execute SOQL queries for complex data retrieval.
POST	/services/data/vXX.0/composite/batch	Perform multiple API calls in a single request.
POST	/services/data/vXX.0/event/PlatformEvent_e	Publish Platform Events for real-time triggers.

Event	Name	Payload Data

⚡ Transformation Logic

Status Mapping: First Data `status` (e.g., 'CAPTURED') to Salesforce `Payment.Statusc` (e.g., 'Paid').
Currency Conversion: If multi-currency, implement exchange rate lookups (e.g., from ERP) for consistent reporting.
Address Normalization: Parse First Data billing address JSON into discrete Salesforce address fields.
Error Code Interpretation: Translate First Data `processorResponse` codes into user-friendly messages for Salesforce `Case` or `Payment.ErrorMessage_c`.

🛡️ Error Handling

First Data API unavailability or timeouts.
Salesforce API rate limits exceeded.
Invalid or missing data in either system (e.g., `originalTransactionId` not found).
Network connectivity issues between iPaaS and systems.
Business logic errors during data transformation (e.g., incorrect status mapping).

Pricing

Simple, transparent pricing for First Data + 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.

Business Value FAQs

▸ How does integrating First Data with Salesforce benefit my business?

Integrating First Data with Salesforce provides a unified view of customer payment history within your CRM, automates financial reconciliation, accelerates the order-to-cash cycle, reduces manual errors, and enhances fraud detection. It empowers your sales and service teams with real-time payment insights and streamlines critical financial workflows.

Data Flow FAQs

▸ What key data flows between First Data and Salesforce in this integration?

Key data flows include: First Data transaction statuses (authorizations, captures, refunds, voids) updating Salesforce `Payment` objects and `Order` statuses; First Data settlement reports for reconciliation in Salesforce; customer payment method tokens linked to Salesforce `Account`/`Contact` records; and First Data chargeback notifications triggering `Case` creation in Salesforce Service Cloud.

Security & Compliance FAQs

▸ How does this integration handle PCI DSS compliance and data security?

Security is paramount. The integration strictly adheres to PCI DSS requirements by leveraging First Data's tokenization services, ensuring raw cardholder data is never stored in Salesforce or the iPaaS. All data in transit is secured with TLS 1.2+ encryption, and API access uses robust authentication methods like OAuth 2.0 (for Salesforce) and secure API key management (for First Data) with least privilege access.

Workflows FAQs

▸ Can I automate financial reconciliation with First Data and Salesforce using an iPaaS?

Absolutely. An iPaaS can automate daily settlement reconciliation by retrieving First Data's settlement reports, parsing aggregated transaction data, and creating/updating custom `DailySettlement_c` objects in Salesforce. This reduces manual effort, accelerates your financial close process, and helps flag discrepancies for review.

▸ How are refunds and chargebacks managed automatically?

The integration automates both. For refunds, customer service actions in Salesforce (e.g., closing a `Case` with a refund reason) trigger the refund process in First Data via the iPaaS. For chargebacks, First Data webhooks send immediate notifications to the iPaaS, which then automatically creates a `Case` in Salesforce Service Cloud, pre-populating it with chargeback details to initiate the dispute resolution process promptly.

iPaaS Capabilities FAQs

▸ How does low-code/no-code accelerate First Data-Salesforce integration?

Low-code/no-code tools within the iPaaS empower business users (e.g., finance, operations) to visually design and modify integration workflows and data mappings without extensive coding. This significantly accelerates development cycles, increases business agility, reduces reliance on IT, and allows for rapid adaptation to evolving business needs.

AI Enhancements FAQs

▸ What role does AI play in enhancing First Data-Salesforce integration?

AI augments the integration by providing intelligent features such as auto-mapping suggestions for complex data transformations, real-time anomaly detection for fraud prevention and reconciliation discrepancies, automated exception handling, and predictive analytics for cash flow forecasting based on payment trends. It moves beyond basic automation to intelligent, proactive operations.

Performance FAQs

▸ What are the performance considerations for high-volume transactions?

For high-volume transactions, the iPaaS employs strategies like asynchronous processing and message queues for First Data API calls, intelligent batching for non-real-time data (e.g., First Data settlement reports, Salesforce Bulk API 2.0 for large data loads), and caching for static data. This ensures scalability, reduces latency, and prevents API rate limit issues, maintaining optimal performance even during peak loads.

Implementation Timeline

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

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

Access Enabled

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

Configuration & Mapping

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

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 First Data + 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 First Data + 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 First Data + 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

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First Data + Salesforce Integration

See how it works

Connecting with Clarity Connect™

Seamless Integration

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

Access Enabled

Configuration & Mapping

Go Live

Comprehensive Solution Details

Robust & Scalable Integration Architecture

Data Flow Steps

Data Touchpoints

Simple, transparent pricing for First Data + Salesforce.

Clarity Connect

How Middleware Integration Works

First Data

Salesforce

Benefits of Integrating First Data

Benefits of Integrating Salesforce

Data Entity Mapping

First Data Fields

Salesforce Fields

Mapping Notes

First Data Fields

Salesforce Fields

Mapping Notes

First Data Fields

Salesforce Fields

Mapping Notes

First Data Fields

Salesforce Fields

Mapping Notes

See First Data + Salesforce integration in action.

Integration Use Cases

eCommerce Order-to-Payment-to-CRM Sync

Integration Steps:

Business Outcome

Automated Refund Processing & CRM Update

Integration Steps:

Business Outcome

Daily Settlement Reconciliation & GL Posting

Integration Steps:

Business Outcome

Chargeback Notification & Dispute Management

Integration Steps:

Business Outcome

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

Access Enabled

Configuration & Mapping

Go Live

API Endpoints & Data Logic

⚡ Transformation Logic

🛡️ Error Handling

Simple, transparent pricing for First Data + Salesforce.

Clarity Connect

Frequently Asked Questions

Business Value FAQs

Data Flow FAQs

Security & Compliance FAQs

Workflows FAQs

iPaaS Capabilities FAQs

AI Enhancements FAQs

Performance FAQs

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

Access Enabled

Configuration & Mapping

Go Live

Simple, transparent pricing for First Data + Salesforce.

Secure HIPAA
eCommerce

Any Payment
Gateway

Integrate the
way you want

Start your AI
journey here