Pay from inside Salesforce
Create a payment record in Salesforce. Xtrm pays it and writes the transaction ID, timestamp, status and any failure reason back to the record.
Xtrm Payments for Salesforce
Pay channel partners, contractors and incentive recipients domestically, and globally*. Recipients choose how they get paid. Xtrm handles identity checks, tax forms and recipient support.
Get pricing for your program
Tell us who you pay and where. A specialist follows up with the plan that fits and what it costs.
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Built for
- SPIFFs
- MDF
- Rebates
- Commissions
- Incentives
- Contractor payments
What changes
What changes when payments run from Salesforce
Never collect or store bank details
One name and email is enough. Recipients enter their own details and pick how they get paid: bank transfer, prepaid card or digital gift card, in their local currency.
One funding source for every country you pay into
Fund once in a currency you hold. Xtrm converts and pays in the recipient's local currency, from one balance and one report.
Recipient questions go to Xtrm, not your finance team
Onboarding, tax forms, failed-payment fixes and "where is my payment" questions go to Xtrm support.
Approval rules your finance team sets once
Identity and sanctions screening on every payment, before the money moves. Gated transaction types, an optional second approver and amount thresholds on transfers. Xtrm is SOC 1 and 2 Type II compliant.
How it works in Salesforce
A payment record in, a status back
Xtrm Payments for Salesforce works on one custom object in your org. Personal, company and employer payments run on the same object.
- 1
Your team creates a payment record
Set the payment type, the recipient's name and email, the amount, the currency and the wallet that funds it.
- 2
Xtrm pays it
Identity and sanctions checks run before the money moves. The recipient chooses how to get paid.
- 3
The status comes back
Xtrm writes the result to the record, so your reports and automation in Salesforce can use it.
Before you start
What you need to run it
Install the app from AgentExchange, then connect it to your Xtrm account. The setup guide covers each step.
- An Xtrm account and a funded wallet. Fund it by bank transfer, bank debit, card or invoice.
- A Salesforce Connected App and its Client ID and Client Secret
- A Salesforce login with access to that Connected App
- The name and namespace of your payment object
- Write access for Xtrm to the status, transaction ID, processed time and failure reason fields
Questions
Pricing and setup questions
How much does Xtrm Payments for Salesforce cost?
You pay for an Xtrm plan and the fees on the payments you make. The total depends on who you pay, how many recipients and which countries, so a specialist prices your program with you on a short call. Tell us about your program to set it up.
Which plans does Xtrm offer?
Free, Plus, Pro and Enterprise. A specialist can tell you which plan fits your program and includes the Salesforce integration.
Do I need to collect my recipients' bank details?
No. One name and email is enough. Recipients enter their own details and choose bank transfer, prepaid card or digital gift card, in their local currency.
Who collects tax forms?
Xtrm collects W-9 (US) and W-8BEN (non-US) tax form data electronically before payment and produces the year-end records. Your finance team stops collecting forms.
Which payments can run from Salesforce?
Personal, company and employer payments, all from one custom object. Teams use it for SPIFFs, MDF, rebates, commissions, incentives and contractor payments.
Where do I install it?
From the Xtrm Payments for Salesforce listing on AgentExchange. The setup guide covers the Connected App and field access.
Get pricing for your program
A specialist follows up with the plan that fits and what it costs.