Form Tips 5 m July 14, 2025

5 Payment Options to Collect Money Directly in Your Salesforce Forms

Businesses that rely on Salesforce already know its power to centralize customer data and automate workflows. However, when it comes to collecting payments, many organizations still rely on disconnected tools, manual processes, or time-consuming workarounds, resulting in errors, data silos, and wasted time.

In 2025, there’s no reason to juggle multiple platforms or manually reconcile payments. With Salesforce payment forms, you can securely collect payments and instantly sync all related data with your CRM — no coding required. Let’s break down how this works, why it matters, and how 123FormBuilder makes it simple.

Why Easy, Secure Payments Matter for Your Salesforce Forms

Companies that already use 123FormBuilder’s Salesforce forms recognize the benefits of having their data travel seamlessly from one app to another, being pulled and pushed into Salesforce without any human interference.

And while this is a well-known major win for data collection, it’s even better news for payment collection.

Whether you collect donations, registration fees, or payments for your products & services, there are a bunch of payment gateways that you can plug right into your online Salesforce forms. Surely, you have crossed paths with PayPal, Stripe, or Authorize.net one way or another. Your customer doesn’t need to switch to another platform to complete the purchase, and you don’t have to manually gather data from multiple sources to have a comprehensive view of the customer’s information.

We partner with some of the largest and most trusted online payment gateways worldwide. Here is our list of the top five payment providers you can use to collect money directly in your Salesforce forms.

1. Stripe

Stripe is a payment processor active in over 46 countries, allowing businesses to accept payments and transfer funds in 135+ currencies and over 100 payment methods. It’s known for being easy to set up, allowing recurring payments, robust security (e.g., PCI compliance, SSL encryption), and extensive customization of the checkout process.

While you’ll often hear that Stripe is intended for developers, the integration with 123FormBuilder requires absolutely no coding skills. Learn more about 123FormBuilder’s integration with Stripe.

2. PayPal

PayPal is one of the first payment providers on the market. It’s available in more than 200 countries and regions, supporting over 25 currencies. PayPal enables customers to conduct multiple financial transactions, including collecting and sending payments, creating online invoices, and scheduling payments. According to PayPal, 74% of users are more likely to complete a purchase when PayPal is offered at checkout, and businesses see an average 33% increase in checkout conversion. Shoppers using PayPal also spend 12% more on average and use it 60% more often compared to other payment methods.

123FormBuilder has multiple PayPal integrations, covering PayPal Standard/Business, PayPal Pro, and PayPal Express Checkout. Check out more details about our integration with PayPal.

3. Square

Square made its market entrance as an in-store service provider with a magnetic credit card reader, expanding into the development of POS systems and later supporting online payments. It is renowned for its ease of use, with no coding involved, and offers great business integration tools, marketing and loyalty programs, as well as the possibility to build an online presence. Square is available in 8 countries worldwide and does not currently allow financial transactions in multiple currencies.

Integrating 123FormBuilder with Square takes less than 10 seconds. View the complete list of benefits from our integration with Square here.

4. Authorize.net

Authorize.net (now a subsidiary of Visa) is a payment gateway used by over 445,000 merchants to accept online payments, set up billing subscriptions, and secure their financial transactions. The payment gateway operates in the US, Canada, UK, Europe, and Australia and supports multiple major currencies. Authorize.net is PCI compliant and features a powerful Advanced Fraud Detection Suite (AFDS) with 13 configurable filters, including IP blocking, velocity checks, and mismatched address detection.

Building secure forms to accept donations, payments, and fees is a no-brainer through 123FormBuilder’s integration with Authorize.net.

5. Braintree

Braintree, a PayPal-owned global payment solution, enables customers worldwide to process payments through credit and debit cards, Venmo, Google Pay, Apple Pay, and, of course, PayPal. The payment technology platform supports over 130 currencies and serves businesses in more than 45 countries. Braintree is appreciated for its multiple payment methods, global reach, advanced reporting capabilities, and recurring billing features.

123FormBuilder’s integration with Braintree might help you reach more customers worldwide and handle pretty much any payment.

How to Customize Payment Options in Your Salesforce Forms

These payment providers offer excellent features and coverage, making it challenging to choose. But, depending on your business, you might not even have to. You can make them all available to your customers when you build your online order form.

Integrating with 5+ payment providers? Yes, it’s possible. We’ll show you why it’s not as complicated as it sounds. Jump into this step-by-step guide on 123FormBuilder and Stripe integrations. You’ll notice that it takes 4 easy steps to set it up, including testing payments in a Salesforce Sandbox.

After connecting your Salesforce forms to an online payment provider, you can customize your order form to make payment collection straightforward and efficient. Here’s what you can do:

✓ Allow users to pay via credit card or their PayPal account.

✓ Have multiple payment gateways on the same form. Give your customers options.

✓ Create forms that accept one-time payments or recurring payments.

✓ Set a fixed price per form, set different prices per option, make calculations using formulas, or allow form users to enter the desired amount (for donations).

✓ Add discounts using coupon codes or add taxes (per item or per total).

✓ Specific to Salesforce: you can choose when to create records in Salesforce, before or after the payment is complete.

And now that you saw the honey pot, we might as well let you taste the honey. This is what a Salesforce donation form looks like when you build it in 123FormBuilder.

Simple, efficient, powerful.