Release Notes 

Listed below are the feature updates released as part of each package version of the Salesforce integration.

September 2022 

Package Version 1.53 

September 2022 

August 2022 

Package Version 1.52 

  • You can now schedule the integration to auto-sync Chargebee customers, subscriptions, invoices, and more records every 10 minutes.
  • The integration now allows sales users to modify an existing quote.
  • While creating subscriptions out of opportunities, customers can now pay via their bank account while using the checkout link to complete their purchases.
  • While configuring sync rules for plans and addons, you can now use custom fields on the Salesforce product for matching Chargebee items.
  • Utilizing the Generate Checkout URL button while creating subscriptions, you can now seamlessly retrieve checkout links and use them in your sales workflows.
  • You can grant access to users who are part of a Salesforce public group like system administrators or sales managers to view and modify fields while they create subscriptions.
  • You can configure e-invoices for customers who are authorized to receive them when creating or updating Chargebee customers in Salesforce.
  • You can now create/change subscriptions out of an opportunity for ‘future' state subscriptions as well.

June 2022 

Package Version 1.51 

  • You can now select Chargebee business entities to connect to your Salesforce account.
  • You can add manual discounts to each line item of the subscription or the entire invoice amount while performing the following actions:
    • Create/change a subscription from an opportunity.
    • Create a quote for subscription amendment.
    • Manage products for subscription change.
    • Creating quotes for new subscriptions.

March 2022 

Package Version 1.50 

  • The enhanced Chargebee Salesforce integration user interface allows you to create and manage Chargebee quotes and subscriptions effortlessly.

January 2022 

Package Version 1.49 

  • The enhanced user interface for the Chargebee Salesforce integration now allows users to create subscriptions and quotes out of opportunities seamlessly.
  • The Chargebee Salesforce integration now allows users to create subscriptions with metered items and generate the first invoice in a 'draft' state.
  • Creating a quote for one-off charges is now supported in Product Catalog 2.0.
  • Users are now successfully redirected to the URL that is configured within the plan in Chargebee.
  • The Chargebee Salesforce integration now allows adding one-time charge items as unbilled charges.
  • New permission sets are now available for standard users.

December 2021 

Package Version 1.48.3 

  • The integration allows users to create a quote against a cancelled subscription.

October 2021 

Package Version 1.48 

September 2021 

Package Version 1.47 

June 2021 

Package Version 1.46 

  • Automatic closure of renewal opportunities in response to contract term renewals and subscription cancellations.
  • The Retrieve Data operation allows you to sync specific Chargebee records by their ids.
  • Price overriding is now supported for plans/addons/charges with tiered, volume, and stairstep pricing models.

May 2021 

Package Version 1.45 

  • Add a charge for an account in Salesforce.
  • Add a charge for a subscription in Salesforce.
  • The billing cycle field is fetched from Chargebee and auto-filled in forms.
  • Start and end dates for invoice line items are synced to the CB Invoice Line Item object.
  • Expired coupons are removed from the list displayed in forms.
  • Performance improvements and bug fixes.

May 2021 

Package Version 1.44 

  • The Update Payment Method (Email) action now has a better user experience.
  • Action at term-end field is now synced to the CB Subscription object.
  • Multi-decimal configurations are now fully supported in Salesforce. Users can create, view, and amend subscriptions with multi-decimal pricing and quantities within Salesforce.
  • Bug fixes relating to sync error logs.

April 2021 

Package Version 1.43 

  • Support for Metered Billing: Metered plans, addons, and charges configured in Chargebee can now sync to Salesforce, allowing users to add them while creating subscriptions.
  • Bug fixes.
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