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Vantiv Salesforce Integration: Unlock Seamless Payments & Unified Customer Data

Automate your entire payment lifecycle, from secure processing with Vantiv to comprehensive customer management in Salesforce, powered by intelligent iPaaS orchestration.

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The Challenge

The Disconnect: Why Manual Payment & CRM Processes Fall Short

Without a robust integration, Vantiv and Salesforce operate in silos, leading to significant operational inefficiencies, data discrepancies, and a fragmented customer experience. Businesses struggle with manual reconciliation, delayed payment updates, and reactive fraud management.

  • Manual data entry for payment statuses into Salesforce.
  • Delayed or inaccurate financial reconciliation between Vantiv settlements and ERP/Salesforce.
  • Lack of a unified customer payment history within Salesforce CRM.
  • Inefficient handling of refunds and chargebacks, impacting customer service.
  • Fragmented fraud detection across payment and CRM systems.
  • PCI DSS compliance burden due to handling sensitive card data across multiple systems.
Integration Diagram
Solution Illustration
The Solution

Your Unified Solution: Intelligent Vantiv Salesforce Integration

Our iPaaS-driven solution seamlessly connects Vantiv payment processing with Salesforce CRM, automating mission-critical workflows and providing a real-time, 360-degree view of your customer's financial journey. From payment authorization to daily reconciliation, every transaction is synchronized, secure, and actionable.

  • Real-time Payment Authorization & Capture Synchronization
  • Automated Refund and Void Processing
  • Daily Settlement Reconciliation Automation
  • Secure Customer Payment Profile (Token) Management
  • Chargeback Notification & Case Automation
Implementation Timeline

Go live with Vantiv + 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 Vantiv 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 Vantiv + 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 Authorization & Capture Synchronization
  • Automated Refund and Void Processing
  • Daily Settlement Reconciliation Automation
  • Secure Customer Payment Profile (Token) Management
  • Chargeback Notification & Case Automation
  • AI-Enhanced Fraud Detection & Workflow Triggers

Vantiv Salesforce Integration: Technical Architecture & Flow

This integration leverages an API-first, event-driven architecture orchestrated by a modern iPaaS. It ensures secure, scalable, and reliable data exchange between Vantiv's payment gateway and Salesforce's CRM platform, supporting both real-time operational needs and batch reconciliation processes.

Data Flow Steps

Secure Connectivity: Establish encrypted connections (TLS 1.2+) to Vantiv APIs using OAuth 2.0 and Salesforce APIs via OAuth 2.0 JWT Bearer flow with dedicated integration users.

Event Listener/Polling: iPaaS continuously monitors for events in either system. For Vantiv, this often involves webhooks for real-time transaction updates (e.g., authorization, capture, chargeback) or scheduled polling for settlement reports. For Salesforce, it uses Platform Events or Change Data Capture (CDC) for real-time updates (e.g., Opportunity Stage Change, new Order, Case creation).

Data Ingestion & Transformation: When an event is triggered or data is polled, the iPaaS ingests the raw data. Its visual mapping engine transforms the data to align with the target system's schema, applying predefined business rules (e.g., currency conversion, data enrichment, status mapping). AI-assisted mapping helps suggest and validate these transformations.

Business Logic & Orchestration: The iPaaS applies complex business logic, such as conditional routing (e.g., route high-risk transactions for manual review, trigger dunning for failed payments), data validation, and deduplication. It orchestrates multi-step workflows across Vantiv and Salesforce.

Data Synchronization: The transformed and validated data is then sent to the target system via its respective API. For Vantiv, this involves calls like `/payments/v1/captures` or `/payments/v1/refunds`. For Salesforce, it utilizes endpoints like `/sobjects/Order`, `/sobjects/Case`, or custom object endpoints, often using UPSERT operations with External IDs.

Error Handling & Monitoring: Robust error handling mechanisms are in place, including automated retries for transient errors, dead-letter queues for persistent failures, and real-time alerts to operations teams. Integration dashboards provide end-to-end visibility and performance metrics.

Data Touchpoints

Vantiv: Payment Transaction, Order (contextual), Customer Payment Profile, Refund, Chargeback, Settlement Batch.
Salesforce: Account, Contact, Opportunity, Order, Case, Product2 (for reference), Custom Objects (Payment, Subscription, Settlement Batch, Fraud Alert).

"Vantiv <--> iPaaS <--> Salesforce. Events from one system trigger actions in the other, with iPaaS handling secure connectivity, data transformation, and workflow orchestration. For example: Salesforce Order (new) -> iPaaS -> Vantiv (Authorize Payment) -> iPaaS -> Salesforce Order (update payment status). Another example: Vantiv (Chargeback Notification) -> iPaaS -> Salesforce (Create Case)."

Pricing

Simple, transparent pricing for Vantiv + 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 Vantiv

Integrating Vantiv 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 Mapping for Vantiv and Salesforce

Understanding how core business entities map between Vantiv and Salesforce is crucial for a successful integration. Our iPaaS provides visual tools and AI assistance to ensure accurate, compliant, and efficient data synchronization.

Payment Transaction

Represents a single financial transaction (auth, capture, refund, void) in Vantiv and its corresponding record in Salesforce.

Vantiv Fields

[field, transactionId],[type, string],[notes, Vantiv's unique identifier for the transaction.] [field, amount],[type, decimal],[notes, Transaction amount.] [field, currency],[type, string],[notes, Currency code (e.g., USD).] [field, status],[type, string],[notes, Authorization, Captured, Refunded, Voided, Declined.] [field, type],[type, string],[notes, Auth, Capture, Refund, Void.] [field, paymentMethodType],[type, string],[notes, Card, ACH.] [field, timestamp],[type, datetime],[notes, Transaction date/time.] [field, orderId],[type, string],[notes, Reference to the original order.] [field, customerId],[type, string],[notes, Reference to the customer.]

Salesforce Fields

[field, PaymentID_c],[type, string],[notes, Custom External ID field, stores Vantiv transactionId.] [field, Amountc],[type, currency],[notes, Mapped from Vantiv amount.] [field, CurrencyIsoCode],[type, string],[notes, Mapped from Vantiv currency.] [field, Statusc],[type, picklist],[notes, Mapped from Vantiv status, often normalized.] [field, Typec],[type, picklist],[notes, Mapped from Vantiv type.] [field, PaymentMethodTypec],[type, picklist],[notes, Mapped from Vantiv paymentMethodType.] [field, TransactionDate_c],[type, datetime],[notes, Mapped from Vantiv timestamp.] [field, Orderc],[type, lookup],[notes, Lookup to Salesforce Order object using orderId.] [field, Accountc],[type, lookup],[notes, Lookup to Salesforce Account object using customerId.]

Mapping Notes

Vantiv's `transactionId` is critical and maps to an `ExternalID_c` field on a custom Salesforce Payment object for unique identification and UPSERT operations. Status fields often require normalization from Vantiv's specific values to Salesforce picklist values.

Next Steps

See Vantiv + 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 Payment Processing & Order Status Sync

Automate the entire payment journey for online orders, from initial authorization by Vantiv to updating the order status and payment details within Salesforce. This ensures real-time inventory updates and customer communication.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Payment gateway sends authorization request to Vantiv.
  3. 2 Vantiv processes authorization and returns status to eCommerce/iPaaS.
  4. 3 iPaaS updates Salesforce Order/Opportunity with 'Payment Authorized' status.
  5. 4 Upon order fulfillment confirmation (from ERP/WMS), iPaaS triggers Vantiv payment capture.
  6. 5 Salesforce Order/Payment Custom Object updated to 'Captured' or 'Paid'.

Business Outcome

Seamless customer checkout, real-time sales visibility, accelerated order-to-cash cycle, reduced manual payment tracking.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Financial Reconciliation
Automate the daily matching of Vantiv settlement reports with Salesforce financial data or an integrated ERP, significantly reducing manual effort and closing cycles.
Enhanced Customer 360 View
Provide sales and service teams with real-time access to complete payment histories, customer payment profiles (tokens), and transaction statuses directly within Salesforce.
Optimized Payment Workflow Efficiency
Automate payment authorizations, captures, refunds, and chargeback handling, ensuring faster processing, fewer errors, and seamless transitions across sales, finance, and service.
Robust PCI DSS Compliance & Security
Leverage Vantiv's tokenization and iPaaS's secure data handling to minimize PCI scope, encrypt sensitive data, and enforce strict access controls, protecting customer payment information.
Intelligent Fraud & Chargeback Management
Integrate Vantiv's fraud tools and augment with AI-driven anomaly detection to proactively identify and block suspicious transactions, while automating chargeback case creation in Salesforce.
Faster Time-to-Value with Low-Code
Utilize intuitive, low-code tools to design, deploy, and manage complex Vantiv-Salesforce integrations in days or weeks, not months, empowering business users.
✨

Accelerated Financial Reconciliation

80% reduction in manual reconciliation time

📋 What You Get

Automate the daily matching of Vantiv settlement reports with Salesforce financial data or an integrated ERP, significantly reducing manual effort and closing cycles.

💼 Business Impact

This benefit directly contributes to 80% reduction improvement in in manual reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Vantiv + 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 Vantiv 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 Vantiv + 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 /payments/v1/authorizations Authorize a payment transaction.
POST /payments/v1/captures Capture a previously authorized payment.
POST /payments/v1/refunds Process a refund for a captured payment.
POST /payments/v1/voids Cancel an authorized but not yet captured payment.
GET /payments/v1/transactions/{transactionId} Retrieve details of a specific payment transaction.
GET /settlements/v1/daily-reports Fetch daily settlement reports for reconciliation.
POST /tokens/v1/card Tokenize sensitive card data for secure storage.

⚡ Transformation Logic

  • Status Normalization: Map Vantiv's specific transaction statuses (e.g., 'APPROVED', 'DECLINED') to Salesforce picklist values (e.g., 'Authorized', 'Failed').
  • Currency Conversion: If operating in multiple currencies, apply real-time or batch currency conversion rates.
  • Data Enrichment: Augment Vantiv transaction data with customer details (e.g., Account Name, Contact Email) from Salesforce during reconciliation.
  • ID Mapping: Ensure consistent use of External IDs (e.g., Vantiv `transactionId` to Salesforce `Paymentc.ExternalIDc`, eCommerce `orderId` to Salesforce `Order.ExternalOrderID_c`).
  • Fee Allocation: Parse Vantiv settlement fees and map them to appropriate Salesforce custom fields or GL accounts.

🛡️ Error Handling

  • Vantiv API Downtime: iPaaS automatically retries when Vantiv APIs are temporarily unavailable. Persistent issues trigger high-priority alerts.
  • Salesforce API Rate Limits: iPaaS throttles requests, utilizes batching (Bulk API), and leverages Platform Events to prevent hitting limits. Alerts are sent if limits are approached.
  • Data Validation Failures: If Vantiv data doesn't meet Salesforce's validation rules (e.g., invalid currency), the record is routed to a dead-letter queue, and an alert is sent for manual correction.
  • Duplicate Transactions: Idempotent API calls and robust external ID mapping prevent duplicate payment processing or record creation in Salesforce.
  • Network Connectivity Issues: Automated retries and circuit breaker patterns ensure resilience against transient network problems.
Pricing

Simple, transparent pricing for Vantiv + 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.

Integration Basics FAQs

▸ How does Vantiv integrate with Salesforce for payment processing?
A modern iPaaS (Integration Platform as a Service) acts as the bridge. When a payment event occurs in Salesforce (e.g., an Opportunity closes), the iPaaS triggers Vantiv's API for authorization/capture. Conversely, Vantiv's payment statuses, refunds, and chargeback notifications are sent via webhooks to the iPaaS, which then updates relevant Salesforce objects (Orders, Cases, custom Payment records) in real-time.

Security & Compliance FAQs

▸ What security standards do Vantiv integrations need to meet, specifically PCI DSS?
Vantiv integrations must strictly adhere to PCI DSS (Payment Card Industry Data Security Standard). This is primarily achieved through tokenization: sensitive card data is never stored on your systems or in Salesforce. Vantiv provides secure tokens, which are then referenced by the iPaaS and stored in Salesforce, minimizing your compliance burden. All data in transit is protected with TLS 1.2+ encryption.

Workflow Automation FAQs

▸ Can I automate refund and chargeback processes between Vantiv and Salesforce?
Absolutely. For refunds, initiating a refund in Salesforce (e.g., via a Service Cloud case) triggers an iPaaS workflow to call Vantiv's Refund API. For chargebacks, Vantiv's webhook notification automatically creates a high-priority case in Salesforce, populating it with relevant transaction and customer data, and assigning it for dispute resolution. This streamlines both processes significantly.

AI & Automation FAQs

▸ How does AI enhance Vantiv Salesforce integration workflows?
AI plays a crucial role in several areas: auto-generating integration flows and mapping suggestions, real-time anomaly detection for fraud prevention, intelligent routing of exceptions, and suggesting resolutions for common errors. AI can also help categorize chargeback reasons and optimize dunning strategies for recurring payments, leading to smarter, more efficient operations.

Technical Aspects FAQs

▸ What are common technical constraints when integrating with Vantiv and Salesforce APIs, and how are they managed?
Common constraints include API rate limits, specific data formatting requirements, strict security protocols (OAuth 2.0), and the need for idempotent transaction processing. An iPaaS effectively manages these by handling retries with exponential backoff, data transformation, secure authentication (OAuth 2.0), and utilizing Salesforce's Bulk API 2.0 or Platform Events for high-volume scenarios to stay within limits.

Data Management FAQs

▸ How do I ensure data consistency between Vantiv, Salesforce, and potentially an eCommerce platform?
An iPaaS uses robust mapping engines and a canonical data model to harmonize data schemas across systems. It ensures that customer payment profiles are tokenized and consistently referenced, order payment statuses are synchronized, and any changes in one system (e.g., a refund in Salesforce) are accurately reflected in Vantiv and your eCommerce platform. This creates a single source of truth for payment and customer data.

Low-Code/No-Code FAQs

▸ Can low-code tools be used to customize Vantiv Salesforce workflows?
Yes, absolutely. Modern iPaaS platforms offer intuitive low-code/no-code visual designers. Business analysts and financial operations teams can use drag-and-drop interfaces to connect Vantiv and Salesforce, define data mappings, and configure complex workflows (like custom reconciliation rules or specific fraud alert triggers) without writing traditional code. This significantly reduces reliance on developer resources and accelerates deployment.
Implementation Timeline

Go live with Vantiv + 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 Vantiv 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 Vantiv + 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 Vantiv + 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 Vantiv + 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