Products can be created in Salesforce or Stripe. Products define what you sell. Before you can create a Price or Subscription you need to create a Product.
Product Permission Limitations
Product is a standard object so it is not included in the Stripe Billing permission set. If you would like users to create and edit product records be sure to add permissions to a custom permission set. Additionally, you can have System Administrators perform actions with products.
You'll want to add the following fields to your Product page layout:
- Create a Salesforce Product or navigate to an existing one.
- Set the
Payment Gatewaylookup field to an active Payment Gateway (click the lookup selector and select).
- Set the
Typepicklist to Service.
Prices can be created only for products of type 'Service'.
- The Product will automatically be pushed to Stripe.
You'll know it worked if you see a
Product IDfield value populated within a couple of seconds.
If you already have created products in Stripe, you can sync them with your Salesforce org.
- Go to the Payment Gateway record.
Sync with Stripe.
- New Products will be created in Salesforce.
There may be some instances where the Product record did not automatically push to the Payment Gateway. For times like these we've added a button labeled
Push To Stripe. This button works very much like the buttons with the same name on the Price and Subscription objects.
- Add the
Push To Stripebutton to your Product page layout.
- Navigate to the Product record you would like to add to the Payment Gateway.
Push To Stripe
- On the next page push
- You should see a green success message if this worked.
- You'll also notice that the
Product IDfield was populated.
Note: You cannot use the
Push To Stripe button for Product updates. Those changes are not supported.
Note that your Salesforce Product prices don't effect the Stripe Prices of your products.
Updated 12 months ago