- 13 Jul 2022
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Products
- Updated on 13 Jul 2022
- 1 Minute to read
- Print
- DarkLight
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 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.
Add Important Fields to the Page Layout
You'll want to add the following fields to your Product page layout:
Product ID
Type
Payment Gateway
Creating a Product
- Create a Salesforce Product or navigate to an existing one.
- Set the
Payment Gateway
lookup field to an active Payment Gateway (click the lookup selector and select). - Set the
Type
picklist 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 ID
field value populated within a couple of seconds.
Existing Stripe Products
If you already have created products in Stripe, you can sync them with your Salesforce org.
- Go to the Payment Gateway record.
- Click
Sync with Stripe
. - New Products will be created in Salesforce.
Retrigger the Action of Pushing to Stripe
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 Stripe
button to your Product page layout. - Navigate to the Product record you would like to add to the Payment Gateway.
- Click
Push To Stripe
- On the next page push
Save
. - You should see a green success message if this worked.
- You'll also notice that the
Product ID
field 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.