Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes, and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Revenue Recognition

Apps

Release Notes 

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

March 25, 2022 

Package Version 1.50 

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

January 18, 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 14, 2021 

Package Version 1.48.3 

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

October 30, 2021 

Package Version 1.48 

September 8, 2021 

Package Version 1.47 

June 15, 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 27, 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 4, 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 8, 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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