Chargebee Salesforce CPQ 

Warning

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

Chargebee for Salesforce CPQ integration 

Chargebee's integration with Salesforce Config, price, quote (CPQ) allows your sales team to utilize 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 closure of deals.

Object mapping 

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

Sync overview 

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

  • Products created in Salesforce are synced and mapped to Chargebee plans, addons, and charges.
  • Accounts  in Salesforce are synced to customer records in Chargebee.
  • Salesforce products  are synced to Chargebee items.
  • Salesforce price book entry  records are synced to Chargebee item prices.

Getting started 

Setting up the integration 

The Chargebee for CPQ integration is delivered 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 are available in Salesforce.

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 is not mapped by the integration. For standard field mapping details, see Chargebee for CPQ integration field mapping.

Queue items 

A queue item is created 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.

Logs 

The log captures errors 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 can be used for troubleshooting.

Supported pricing models 

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

Salesforce

 

Chargebee

 

List

Per Unit

Cost

Percent of Total

Block

Stairstep

Supported Billing Frequencies 

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

Note

Quarterly and Semi Annual billing frequencies must be set up within Chargebee as custom billing frequencies.

Salesforce

 

Chargebee

 

Monthly

Monthly

Quarterly

Every 3 months

Semi Annual

Every 6 months

Annual

Yearly

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