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  1. Assign “Stripe Integration - Admin” permission set to Admin.

  2. Stripe Webhooks (for status update on Payments/Refunds)

    1. Register Domain (only in case you don't have any Salesforce Sites yet)

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    2. Create a new Site (or use existing one, in this case, move to the next step)

    3. Add access for Apex Class (webhook handler)

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    Update Stripe Configurations
  3. Update Stripe Secret Key & Webhook Url in Salesforce.

    1. Copy Site Url

    2. Copy Secret key from Stripe account.

    3. Paste Site Url & Secret Key in the Configuration page and click Validate.

  4. Add to the Account / Contact layout “Sync with Stripe” button.

  5. Add to the Account / Contact layout with Bank Account and Credit Card list views.

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