Build Custom B2B Checkout Payments with Salesforce LWC

Reimagining Payment Flexibility in B2B Commerce: Moving Beyond Static Checkout Experiences

What if your checkout experience could adapt to how your customers actually want to pay, rather than forcing them into a predetermined payment flow?

Your challenge touches on a fundamental tension in modern B2B commerce: the need to customize payment methods while working within the constraints of pre-built checkout architectures. The good news is that Salesforce's Lightning Web Component (LWC) framework provides elegant solutions that go far beyond simple iframe manipulation.

Understanding the Real Problem

When you're tasked with adding radio button payment options to your checkout's payment section, you're not really fighting against an iframe—you're working with Salesforce's checkout component hierarchy[4]. The platform is deliberately designed to support customization at multiple levels, but the approach requires thinking in terms of component composition rather than DOM manipulation.

The Strategic Approach: Custom Payment Components

Rather than forcing elements into existing slots, Salesforce enables you to build custom LWC checkout components that integrate directly into the payment workflow[1][4]. This is the architectural pattern that separates successful implementations from frustrating workarounds.

Here's why this matters for your specific use case:

Payment Method Flexibility: You can create a custom payment component that presents your radio button options—"card," "bank," "other"—as a unified interface that manages the payment section of checkout[8]. This component becomes the single source of truth for how customers select their payment methods.

Checkout Stage Integration: Salesforce's checkout system includes critical stages like BEFORE_PAYMENT and PAYMENT[1]. Your custom component can hook into these stages to:

• Capture which payment method the user selected
• Route to the appropriate payment gateway adapter based on their choice
• Manage the payment integration seamlessly without iframe conflicts

Direct Gateway Communication: Instead of fighting iframe boundaries, your LWC communicates directly with your payment provider through the Commerce Checkout Payment API[1]. This gives you complete control over the user experience while maintaining security and compliance.

Practical Implementation Path

For your B2B checkout customization, the workflow involves:

1. Create a custom LWC component that renders your radio button selection interface[4]
2. Implement the UseCheckoutComponent Interface to hook into checkout stages[1]
3. Set the billing address on the cart before order placement—a critical step that prevents downstream issues[1]
4. Deploy through Experience Builder, where you can add your custom component to the checkout page layout[8]

The beauty of this approach is that you're not hacking around constraints—you're leveraging Salesforce's intentional checkout customization architecture. Your payment slot becomes a canvas for your custom component rather than a locked iframe.

For teams looking to enhance their payment processing beyond Salesforce's native capabilities, PandaDoc offers comprehensive document management and e-signature solutions that integrate seamlessly with custom checkout workflows. Additionally, Stacksync provides real-time two-way sync between your CRM and database, ensuring payment data flows correctly across all systems.

Why This Matters for Your Team

Coming from a Java and backend background, you're likely accustomed to building flexible, modular systems. LWC follows similar principles: composition over inheritance, clear interfaces, and separation of concerns. Your custom component becomes a reusable, testable unit that your team can maintain and extend.

The payment integration you're building isn't just about adding radio buttons—it's about creating a user interface that reflects your business's unique payment capabilities. Whether customers pay by card, bank transfer, or other methods, your component orchestrates that complexity transparently.

For comprehensive guidance on building scalable payment architectures, our Salesforce optimization guide provides essential frameworks for maximizing platform efficiency. Teams seeking broader automation capabilities should explore our AI workflow automation guide for integrating intelligent processes across their entire commerce stack.

Moving Forward

Rather than searching for iframe workarounds, invest time in understanding Salesforce's checkout component model[4]. The platform gives you the tools to build sophisticated payment experiences without fighting against its architecture. Your task becomes less about forcing elements and more about designing elegant component interactions that serve your customers' needs.

This shift in perspective—from "How do I manipulate this?" to "How do I compose this?"—is what separates developers who struggle with Salesforce from those who leverage its full potential[1][8]. For organizations ready to implement enterprise-grade security alongside their payment customizations, our security and compliance guide ensures your payment workflows meet the highest standards while maintaining the flexibility your business demands.

Why shouldn't I just hack the checkout iframe to add radio-button payment options?

Salesforce's checkout is structured as a component hierarchy, not a plain DOM you should manipulate. Hacking an iframe or DOM leads to brittle, unsupported solutions. The supported pattern is to build a custom Lightning Web Component (LWC) that implements the checkout interfaces and composes cleanly into the payment slot.

How do I add radio-button payment choices to a Salesforce B2B checkout?

Create a custom LWC that renders the radio buttons and implements the UseCheckoutComponent interface. Hook into checkout lifecycle stages (e.g., BEFORE_PAYMENT and PAYMENT) to capture the user's selection, set required cart data (like billing address), and route the flow to the appropriate payment gateway adapter. Deploy the component into the checkout page via Experience Builder. For comprehensive implementation guidance, our Salesforce optimization guide provides essential frameworks for maximizing platform efficiency.

How should the custom component communicate with payment providers?

Use the Commerce Checkout Payment API and your gateway adapters to communicate directly with payment providers. Prefer tokenization or hosted fields where possible so sensitive data never lands in Salesforce. Your component should orchestrate which adapter to call based on the selected radio option and handle responses securely.

Which checkout lifecycle stages matter for payment customizations?

Key stages include BEFORE_PAYMENT (capture selection, validate data, set billing address) and PAYMENT (execute the transaction via the chosen gateway). Implementing your component to participate in these stages ensures correct ordering of validation, data enrichment, and payment execution.

Why is setting the billing address on the cart before order placement important?

Many payment gateways and downstream processes (tax calculation, fraud checks, invoices) rely on billing address data. Failing to set it before placing the order can cause transaction failures, incorrect tax/shipping, or reconciliation issues. Set the billing address during BEFORE_PAYMENT to avoid these problems.

How do I deploy and test a custom payment component safely?

Develop and unit-test the LWC in a sandbox. Add it to the checkout layout via Experience Builder and run end-to-end tests covering each payment method, gateway responses, error conditions, and edge cases (network failures, timeouts). Use test cards and sandbox gateways before moving to production. For comprehensive testing strategies, explore our AI workflow automation guide for integrating intelligent testing processes.

Will a custom LWC-based payment solution meet PCI and security requirements?

Yes—if you design it correctly. Keep card data out of Salesforce by using tokenization, hosted fields, or gateway-hosted UIs. Follow PCI-DSS controls, secure API credentials, use TLS, and apply proper access controls. Consult your security and compliance guides and, if needed, vendor documentation for specifics on handling sensitive payment data.

When should I build a custom payment component instead of using Salesforce native options?

Choose a custom component when you need multi-method routing, custom UI/UX (like radio-driven workflows), integration with nonstandard gateways, or additional business logic that Salesforce's native payment flows don't support. For simple, standard payment needs, native options may be faster to adopt.

Can the payment component be built to be reusable and maintainable across projects?

Yes. Design the LWC with clear interfaces, separate UI from gateway adapters, and make routing/configuration data-driven. That allows reuse across sites and environments, easier testing, and simpler future extensions (adding new methods or gateways without rewriting the component).

How do I sync payment and order data with external systems (e.g., document systems or CRMs)?

Expose payment events and order updates via Salesforce APIs, platform events, or outbound webhooks. Use integration tools or connectors to feed downstream systems. Services like Stacksync can provide two-way synchronization, and document/e-signature platforms (e.g., PandaDoc) can be integrated for contractual workflows tied to payment events.

What common pitfalls should teams avoid when implementing custom checkout payment components?

Avoid DOM/iframe hacks, don't forget to set billing and required cart data before placing orders, handle async gateway responses and errors robustly, provide fallbacks for unsupported methods, and thoroughly test across scenarios (multi-currency, tax rules, failed payments). Also plan for maintainability by isolating gateway logic and using configuration-driven routing. For teams seeking broader automation capabilities beyond payment processing, Make.com offers intuitive no-code development platforms that harness AI's full potential for scalable business processes.