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Product Updates

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Getting Started

  • Overview
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Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
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AI in Chargebee

  • Chargebee Agents
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Product Catalog

  • Product Catalog Overview
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Subscriptions

  • Working with Subscriptions
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  • Articles and FAQ

Customers

  • Managing Customers
  • Account Hierarchy
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  • 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
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  • 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
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  • Articles and FAQ

Reports and Analytics

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

Integrations

  • Sales
    • Salesforce (v1.38+)
    • Salesforce (v1.37)
      • Salesforce Release Notes
      • Integration Setup Guide
      • Opportunities & Subscriptions
      • Installation Guide
      • Chargebee Actions in Salesforce
      • Field-Mapping
    • HubSpot
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  • Customer Support and Success
  • Finance
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  • 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
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  • Personal Data Management
  • Compliance Certificates
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  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations

  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  3. Integrations
  5. Sales
  7. Salesforce (v1.37)
  8. Salesforce Release Notes
  1. Billing
  3. Integrations
  5. Sales
  7. Salesforce (v1.37)
  8. Salesforce Release Notes

Salesforce Release Notes

Important This page pertains to v1.37 of the Salesforce integration. If you last installed the Salesforce integration before 6th Jan 2020, it is likely that you are using a deprecated version of the integration (package v1.31 and below) that performs a contact-based mapping. To migrate to the current version, contact support.

Note

  • The Chargebee package for Salesforce is not updated automatically, you must contact support to do so. To see if you have the latest version, in Salesforce, select Setup > Installed Packages and then look up the Version Number for Chargebee for Salesforce.

  • Refer documentation to learn how to set up and use Chargebee for Salesforce.

  • Integration Updates mentioned in this page refer to updates applied on Chargebee side alone without any changes on the Salesforce package.

What's new in Salesforce integration

Stay informed about the latest features and enhancements by visiting the Chargebee Release Notes for comprehensive updates on Salesforce integrations. View all the Release Notes.

Package Version 1.37

May 6, 2020

  • On the Salesforce UI, addon attachment behavior with plans is now consistent with Chargebee.
  • Multiple coupons are also supported in the checkout pages and quote acceptance pages.
  • When creating a Chargebee quote, you can now choose whether the PDF should be consolidated or detailed.
  • Create a Chargebee quote PDF on-demand with the current details.
  • Extend the expiry of a Chargebee quote.
  • Specify shipping address when quoting.
  • Shipping address is automatically fetched from the account when creating a Chargebee quote or subscription.

Package Version 1.36

Apr 6, 2020

  • More than two Chargebee coupons are now supported when creating a quote, adding products to opportunities or creating/updating subscriptions.
  • Support for Quote notes added.
  • Renewal opportunity management can be scheduled via the UI.

Package Version 1.35

Mar 3, 2020

  • Support for billing cycles for addons in opportunities, quotes and subscriptions.
  • When selecting non-recurring addons for opportunities, quotes or subscriptions, the trigger event for the addon can be selected. Also, the service period for such addons can be specified.
  • Quote acceptance URL and subscription start date can now be found in a CB Quotes field.

Package Version 1.34

Jan 21, 2020

  • Support for Chargebee Quotes for a future-dated subscription.

Package Version 1.33

Jan 10, 2020

  • Support for Chargebee account hierarchy in Salesforce.

Package 1.32

Jan 6, 2020

  • Package released for account-based mapping to Salesforce.

Integration Update

Jan 3, 2020

  • Configuration and backend released for account-based mapping to Salesforce.

Package 1.31

Jan 3, 2020

  • Performance improvements and bug fixes.
  • This is the last major version supporting contact-based mapping in Salesforce. Enhancements and fixes to contact-based mapping would be released as version 1.31.x.

Package 1.28.2

Dec 5, 2019

  • Send Checkout Link: If the shipping address is available in Salesforce, it appears prefilled for the customer when they checkout using the checkout email.

Package version 1.28.1

Dec 2, 2019

  • Bug fix: mandatory addons now get included automatically with plans in Salesforce.
  • Decimal part of amounts are now supported.
  • Cleaning up renewal opportunities when they are no longer required/needed.

Package Version 1.28

Nov 13, 2019

  • Support for the new approach to opportunity/subscription handling.
  • Emails such as Send Checkout Link are now sent using Salesforce instead of Chargebee so you can see them later within Salesforce.
  • Manage CB Products now allows you to add non-recurring products also. Moreover, it allow you to choose an existing subscription under the account for the case when the opportunity is for upgrading an existing subscription.
  • Create Subscription action for opportunities, renamed to Create/Change Subscription.
  • Allow a second coupon to be added into opportunities and subscriptions.

Integration Update

Nov 1, 2019

  • Integration configuration revamped and now includes a new approach to setting up opportunity/subscription handling.

Package Version 1.27.1

Oct 18, 2019

  • Support for adding person account-related buttons to the Account's page layout.
  • Support for Chargebee Quotes** in Salesforce.
  • ** update**: Show a warning on Create/Update Subscription when Chargebee is configured to allow subscription to be created on 3DS failure.

Integration Update

July 19, 2019

  • Support for Salesforce person accounts.

Package Version 1.26

Jul 2, 2019

  • Allow only recurring addons and coupons to be added to an opportunity using Manage CB Products.

Package Version 1.25

Jun 18, 2019

  • Bug fix for Change Subscription page.

Package Version 1.24

Jun 14, 2019

  • Performance issue fixed for Create Subscription page.

Package Version 1.22

Jun 7, 2019

  • Custom field-mapping support for pushing data from Salesforce to Chargebee.
  • When launched from an opportunity, the Create Subscription page auto-fills with products and coupons present in the opportunity.

Package Version 1.21 (Summer Release)

May 15, 2019

  • Support for multiple Chargebee sites to be connected to the same Salesforce org.
  • Bug fixes.

Package Version 1.20

Apr 25, 2019

  • Working with Chargebee's advanced pricing models (tiered, volume and stairstep) is now possible from within Salesforce.
  • A Salesforce user can now capture a customer's payment information for Chargebee without leaving Salesforce.

Package Version 1.19

Jan 15, 2019

  • Bug fixes.

Package Version 1.18

Jan 7, 2019

  • Change Subscription: Now upgrade/downgrade Chargebee Subscriptions or add/remove addons from within Salesforce.
  • Specify Customer ID: Chargebee Customer IDs can now be set when syncing new Accounts from Salesforce.
  • Bug fixes and performance enhancements.

Package Version 1.17

Nov 20, 2018

  • Invoice unbilled charges from a Salesforce contact
  • Sync credit notes into Salesforce
  • Cancel subscriptions from within Salesforce
  • Specify a subscription ID when creating a subscription from Salesforce
  • Improved validation checks prior to enabling the integration first time
  • Deleting a Chargebee invoice deletes the corresponding invoice in Salesforce too
  • General bug fixes

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