Why It Matters
If your payment workflows live outside of Salesforce, you're wasting time on reconciliation, chasing confirmations, and operating blind. With ACH payments built into Salesforce, you eliminate data silos and manual tasks.
Real-Time Payment Intelligence
Trigger, monitor, and track ACH transactions without leaving Salesforce. Match payments to Accounts, Opportunities, or custom objects. Capture failed payments, partial transfers, and status codes instantly.
Cleaner Ops, Smoother Cash Flow
Integrated ACH workflows mean fewer payment errors, automatic retries, and aligned revenue reporting. Sales and finance teams operate on the same timeline—backed by actual data.
Existing Solutions and APIs
Many banks and processors (like Stripe, Plaid, Dwolla, and NACHA-compliant platforms) offer ACH APIs. These cover initiation, status callbacks, dispute management, and recurring schedules.
Salesforce supports these integrations via Apex callouts, Named Credentials, Platform Events, and Flow. But generic plug-ins often fail in more complex billing models.
Custom or Ready-to-Launch? We Handle Both
At Success Craft, we deliver ACH payment integrations that fit the business—not the other way around. We can build fast using existing provider SDKs—or create custom billing logic tied to your Salesforce data model.
Want to trigger ACH on a signed quote or closed Opportunity? No problem.
Need pre-validation of bank account info via Plaid before scheduling? We’ve done it.
Require automatic retry logic and alerting for failed payments? Easy.
From low-volume B2B transfers to enterprise-scale billing engines—we’ve integrated it all.
Proven Results with ACH and Salesforce
Case Study 1: SaaS Subscription Billing
A subscription-based SaaS platform needed to automate ACH billing for mid-market clients. We integrated with Stripe’s ACH API, mapped invoices to Opportunities, and synced payment statuses in real time.
Outcome: 90% reduction in manual billing errors, improved MRR forecasting, and faster cash collection.
Case Study 2: Utility Company Recurring Payments
A utility provider wanted to move from paper checks to ACH billing. We built a custom Flow that triggered monthly ACH debits based on account usage, pulled from Salesforce records.
Outcome: Cut processing costs, improved customer satisfaction, and eliminated late-payment penalties.
Case Study 3: Healthcare Payment Clearance
A medical billing firm needed secure ACH integration with custom validation rules and patient-level record mapping. We implemented a Dwolla-based solution fully embedded into Salesforce.
Outcome: Increased transaction success rate, improved audit compliance, and faster reconciliation.
Let’s Get Your ACH Moving Smarter
At Success Craft, we integrate ACH systems with Salesforce the way your business needs. Clean, secure, and aligned with how you operate. No more chasing payments—just a smooth, trackable cash pipeline. Let’s build your solution.
Get in touch to
grow your business
Success Craft is a team of more than 140+ Salesforce developers,
Technical Architects and QA Engineers who delivered 300+ successful
Salesforce projects.
Location
Wałowa 40/89Gdansk, 80-858
Poland