Listed below are the feature updates released as part of each package version of the Salesforce integration.
September 2022
Package Version 1.53
The Checkout URL now displays any manual discounts applied to the subscription.
The quote acceptance link which the customer can use to pay and subscribe for the subscription products themselves now includes manual discount details as well.
The integration now populates contract terms fields such as Term Start, Term End, Amount, and more on the Chargebee subscription and quote objects.
The Post-Update Scripts displays the required post-upgrade migration scripts for the newly Upgraded Chargebee Salesforce integration package.
When a product has multiple billing frequencies configured in Chargebee, the sales user can select the required frequency while performing the following actions in Salesforce.
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 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.
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.
