Get started
with FinDock
Share a few details about your use case and we’ll connect you with the right team. We’ll help you:
Identify the best approach for payments on Salesforce
Understand key capabilities, integrations, and pricing
Define the next steps for implementation
Trusted by 370+ companies from nonprofit to enterprise
Start your journey to payments on Salesforce
Step 1
Connect with a FinDock expert
Fill out the form and choose how you’d like to connect. A FinDock expert will follow up by email or schedule a call to explore your use case and guide you through the best approach for your next steps.
Step 2
Ready to take the next step?
If you are new to Salesforce, work with your Salesforce Account Executive to align on the right Salesforce solution for you.
If you are an existing Salesforce customer, speak to your System Integrator about the implementation process.
Step 3
Sign the contract and start implementing
Finalize the contract and begin implementation with your team and System Integrator. Together, you’ll configure FinDock around your use case and get everything ready for launch.
Step 4
Go Live!
Go live with confidence. Launch FinDock in Salesforce with your System Integrator, while our Customer Success Team is always there to support you - before, during, and after go-live.
FAQ
Salesforce & Fit
Which Salesforce Clouds does FinDock work with?
FinDock is a native Salesforce application which works across all Salesforce Clouds and Solutions, including Nonprofit Cloud for Fundraising (NPC) and Nonprofit Success Pack (NPSP).
Can FinDock be used to collect invoices?
Yes, there are a number of approaches you can take. Collect online payment of invoices using FinDock PayLinks, and/or bank statement matching for reconciliation of invoices paid via bank transfer.
Can I import my standing orders and bank transfers?
Yes, FinDock has a powerful reconciliation engine which allows users to import bank files and match them to records in Salesforce. The rules can be customized to suit an organization's needs.
Payments & Coverage
Which payment processors are supported by FinDock?
FinDock supports a large number of payment processors including Stripe, PayPal, Mollie, GoCardless and more. See a full list here.
FinDock customers will always have separate contracts with payment processors.
Which payment methods are supported by FinDock?
FinDock supports a number of payment methods, including Direct Debit - SEPA, Direct Debit - BACS, CH-DD/LSV+ schemes, (Credit) Cards, Wallets like PayPal, Google Pay & Apple Pay, Local online bank transfers like iDEAL, SOFORT, etc. and references for local Payment slip formats. See a full list here.
Which currencies does FinDock support?
How does FinDock native direct debit work?
With FinDock’s direct debit tool, you can collect direct debit in several payment schemes like SEPA, SEDA, BACS, CH-DD, LSV+. Manage direct debit mandates, payment schedules and reconciliation all in Salesforce.
Does FinDock support card payments over the phone (MOTO)?
Yes, FinDock’s has a MOTO feature. You can read more about it here.
Compliance & Security
Is FinDock PCI Compliant?
Yes - PCI and security information can be found on our docs site.
Implementation & Support
Does FinDock offer professional services?
It’s most common for customers to use an approved Salesforce.org implementation partner to install and set up FinDock. However, we also provide Expert Services to work alongside our partners, to support more complex projects, or for specific requirements.
What support is included with FinDock?
Standard Support is included in all FinDock’s licenses. Users can submit cases over the Web. Please view our Service Level Standard for more information
