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  1. Billing
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  6. Chargebee Salesforce CPQ
  1. Billing
  3. Integrations
  5. Sales
  6. Chargebee Salesforce CPQ

Chargebee Salesforce CPQ

Warning

The Chargebee for CPQ integration cannot operate concurrently with the Chargebee Salesforce integration.

What's new in Salesforce CPQ integration

Stay informed about the latest features and enhancements by visiting the Chargebee Release Notes for comprehensive updates on Salesforce CPQ integrations. View all the Release Notes.

Chargebee for Salesforce CPQ integration

Chargebee's integration with Salesforce Config, Price, Quote (CPQ) allows your sales team to use CPQ's enterprise-grade pricing solution and create Chargebee customers and subscriptions directly from Salesforce. By integrating your sales channel, your sales personnel can create subscription flows that leverage CPQ standard and custom objects for subscriptions and quotes, resulting in faster deal closure.

Object mapping

Chargebee and Salesforce CPQ object mapping determines how the integration syncs data. The following diagram illustrates the mapping between objects.

CPQ object mapping diagram

Sync overview

Based on the object mapping between Chargebee and Salesforce CPQ, this integration syncs data as follows:

  • The system syncs products created in Salesforce and maps them to Chargebee plans, addons, and charges.
  • The system syncs accounts in Salesforce to customer records in Chargebee.
  • The system syncs Salesforce products to Chargebee items.
  • The system syncs Salesforce price book entry records to Chargebee item prices.

Note

Limitation: Credit notes are not synced to Salesforce. Only invoice data is currently supported.

Getting started

Setting up the integration

Chargebee delivers the Chargebee for CPQ integration as a Chargebee managed package in the Salesforce organization. Use the installation guide to set up the integration.

Integration components

When you install the integration, the following components become available in Salesforce.

CPQ integration components

Chargebee settings

This section allows you to connect the CPQ integration with your Chargebee site. For more information, see configuring the integration.

Field mappings

Field mapping allows you to sync additional custom fields from Salesforce to Chargebee or vice versa that the integration doesn't map by default. For standard field mapping details, see Chargebee for CPQ integration field mapping.

Field mapping configuration

Queue items

The system creates a queue item for every action/operation the integration performs. For example, creating subscriptions. Each queue item entry displays details about the action and its status. Users can change an operation status and set an item to re-sync at a particular time. You can also view which Chargebee site a queue item belongs to and troubleshoot errors appropriately.

Queue items interface

Logs

The log captures errors that the integration encounters while syncing records from Salesforce to Chargebee. For example, an error while making the API call to create a subscription in Chargebee. Each log entry contains detailed information about the error that you can use for troubleshooting.

Supported pricing models

The integration syncs products and their price points created in Salesforce to Chargebee. The following table lists supported pricing models in Salesforce and their corresponding pricing models in Chargebee.

SalesforceChargebee
ListPer Unit
CostPer Unit
Percent of TotalPer Unit
BlockStairstep

Supported Billing Frequencies

The following table lists all supported recurring billing frequencies in Salesforce and their corresponding billing frequencies in Chargebee.

Note

You must set up quarterly and semi-annual billing frequencies within Chargebee as custom billing frequencies.

SalesforceChargebee
MonthlyMonthly
QuarterlyEvery 3 months
Semi AnnualEvery 6 months
AnnualYearly

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