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Product Updates

  • Release Notes

Getting Started

  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Developer Resources
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee

  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model context protocol)

Product Catalog

  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions

  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers

  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Invoices, Credit Notes and Quotes

  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes

  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities

  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Managing payments with ChargebeeJS
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Reports and Analytics

  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations

  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Order Management
  • Mobile Subscriptions (Legacy)
  • Other Integrations
  • Articles and FAQ

Data Privacy & Security

  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations

  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  3. Integrations
  5. Sales
  7. Salesforce (v1.38+)
  8. Release Notes
  1. Billing
  3. Integrations
  5. Sales
  7. Salesforce (v1.38+)
  8. Release Notes

Release Notes

Stay updated with the latest features and enhancements by visiting the Chargebee Release Notes for the newest Salesforce updates.

October 30, 2021

Package Version 1.48

  • Upgrading to Product Catalog 2.0 from 1.0.
  • The Retrieve Past data advanced action in Salesforce integration now honors the sync settings.

September 8, 2021

Package Version 1.47

Improved the efficiency of write operations to Salesforce.

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

  • The billing cycle field is fetched from Chargebee and auto-filled in forms.
  • Start and end dates for invoice line items are synced to Salesforce.
  • Expired coupons are removed from the list displayed in forms.
  • Performance improvements and bug fixes.

May 4, 2021

Package Version 1.44

  • The editor used for the Update Payment Method (Email) action has been improved.
  • Action at term end field is now synced to CB Subscription.
  • Bugs in sync error logs have been fixed.

April 8, 2021

Package Version 1.43

  • Bug fixes.

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