In Chargebee product, pricing is handled differently compared to Salesforce due to structural differences in how prices are stored and updated.
Key Differences in Pricing Structure: Chargebee vs. Salesforce
Chargebee stores pricing based on each frequency (monthly, yearly, etc.) per currency.
Salesforce does not allow multiple Pricebook entries (PBE) for the same currency.
Due to this limitation, Chargebee does not update the PBE dynamically when prices change.
How Pricing is Managed in Chargebee Latest Product Catalog within Salesforce
A custom object called CB Item Price has been introduced in Salesforce.
This object is added to the Related List of the product and acts as the source of truth for Chargebee prices.
Whenever prices are updated in Chargebee, these updates are reflected in the CB Item Price object but not in the Salesforce Pricebook Entry (PBE).
Example Scenario:
Suppose a product has five different price frequencies in Chargebee (e.g., Monthly, Quarterly, Semi-Annual, Annual, and Biennial).
Deciding which price should be reflected in the Pricebook Entry (PBE) becomes complex.
To avoid inconsistencies, Chargebee does not update PBEs automatically once they are set.
How to Manage Price Updates in Salesforce
Since PBEs are static, there are two ways to ensure accurate pricing in Salesforce:
Refer to CB Item Price Object: Use this as the source of truth for the latest prices instead of relying on PBE.
Manually Update PBE: If you need a specific frequency price to reflect in Salesforce's Pricebook, it must be updated manually or through automation.
Multi-Price Book Management
Chargebee supports the multi-price book feature, allowing products to exist in multiple Salesforce Pricebooks.
However, Chargebee only creates entries in the standard Pricebook.
If products need to be added to different Pricebooks, this must be done manually by your team. Chargebee will not create or update entries in non-standard Pricebooks.
Opportunity (Opps) Management – How to Fetch Correct Prices: When adding products to Opportunities, it is recommended to use:
"Manage CB Products" → This fetches the latest Chargebee prices for all frequencies automatically.
Avoid using the standard "Add Products" button, as it does not pull updated prices from Chargebee.
Here is Key Takeaways & Next Steps
Use the CB Item Price object as the primary reference for Chargebee pricing.
If PBE needs to reflect a specific frequency price, update it manually or set up automation.
For multi-price book management, products must be manually added to non-standard Pricebooks.
Use "Manage CB Products" for adding products to Opportunities to ensure the latest pricing is reflected.