CRM
Salesforce
Payment history and dispute status on the customer record.
Liveby SalesforceCardACH / eCheckStablecoin
Overview
Writes APT transaction, refund, and dispute activity onto Salesforce Accounts and Contacts so support and finance see the same timeline.
API permissions required
These are the APT capabilities Salesforce requests when a merchant connects. You approve them explicitly and can revoke access at any time.
Read transactions
See your transaction history, amounts, and status.
transactions:readRead customers
Read customer names, emails, and payment history.
customers:readRead disputes
See chargebacks and inquiries.
disputes:readRead reports & analytics
Run and export your reports.
reports:read
How setup works
- 1Authorize SalesforceApprove the APT connected app in your org.
- 2Deploy objectsInstall the APT payment custom objects package.
- 3Map identitiesMatch APT customers to Salesforce Contacts by email.
Data APT shares
- • Masked transaction summary
- • Dispute status
- • Customer name and email
Access granted at Salesforce
- • Create and update custom payment objects
- • Read Accounts and Contacts