To save a new credit card Payment Method for future payments, the correct Salesforce Billing process is:
Correct documented methodFrom the Account Page:
Go to the Payment Methods related list
Click New Payment Method – Credit Card
Enter card details
Card is tokenized (via Payment Gateway)
Saved for future payments
This is exactly what option D describes.
Why the other answers are incorrectOption
Why Incorrect
A. Tokenize button
Outdated UI/legacy workflow; new UI and gateways tokenize automatically.
B. Payment credit cards related list
Not the standard Billing object structure; Salesforce Billing uses Payment Method object, not "Payment Credit Card".
C. Enter card details + encryption
PCI does not allow storing full credit card numbers in Salesforce even with Platform Encryption — credit cards must be tokenized via gateway, not stored directly.
Therefore:
The only correct Salesforce Billing approach is D.
