New in Chargebee: Explore Reveal and understand your payment performance end-to-end.Try Now
Docschargebee docs
HomeBillingPaymentsRevRecGrowthReveal
Support

Product Updates

  • Release Notes

Getting Started

  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • 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)

Developer Resources

  • Developer Resources Overview
  • Articles and FAQ

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

Entitlements

  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
  • Subscription Entitlements
  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing

  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ

  • Chargebee CPQ
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

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
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • 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

Multi Business Entity

  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions

  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics

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

Integrations

  • Sales
    • Chargebee Salesforce Integration
    • Chargebee Salesforce (v1.41+)
    • Chargebee Salesforce CPQ
      • CPQ Integration Setup Guide
      • Chargebee actions in Salesforce CPQ
      • CPQ Integration Field Mapping
      • Release Notes
    • HubSpot Quote-to-Cash
    • HubSpot
    • Pipedrive
  • Customer Support and Success
  • Finance
  • Tax
  • eInvoicing
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Ecommerce Management
  • 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. Chargebee Salesforce CPQ
  8. CPQ Integration Field Mapping
  1. Billing
  3. Integrations
  5. Sales
  7. Chargebee Salesforce CPQ
  8. CPQ Integration Field Mapping

CPQ Integration Field Mapping

Object mapping

The Chargebee for CPQ integration maps Chargebee objects to both standard and custom objects in Salesforce CPQ.

The following table shows the object mapping between Chargebee and Salesforce CPQ standard and custom objects. Data flows from Salesforce to Chargebee.

Chargebee ObjectSalesforce Object (* indicates custom object)
CustomerAccount
Contact
ItemProduct
Item FamilyChargebee Product Family *
Item PricePrice Book Entry
SubscriptionSubscription
Order Product
Quote Line
InvoicesOrder Product
Quote Line
N/ASite * (A standalone object that contains the Chargebee site details.)

Field mapping for Salesforce standard objects

The tables in this section provide field-level mapping details for each Salesforce CPQ standard object.

Product

Products in Salesforce map to items in Chargebee.

Salesforce Standard Field (* indicates custom field)API NameChargebee Field
Billing Frequency *SBQQ__BillingFrequency__cPicklist
Billing Type *SBQQ__BillingType__cPicklist
Block Pricing Field *SBQQ__BlockPricingField__cPicklist
Charge Type *SBQQ__ChargeType__cPicklist
Chargebee ID *Chargebee_ID__citem.id
Chargebee Item *Chargebee_Item__cLookup(Product)
Product CodeProductCodeitem.id
Product DescriptionDescriptionitem.description
Product FamilyFamilyitem.item_family_id
Product NameNameitem.name

Price book entry

Price book entry in Salesforce maps to item prices in Chargebee.

Salesforce Standard Field (* indicates custom field)API NameChargebee Field
Chargebee ID *Chargebee_ID__citem_price.id
Chargebee Site ID *Chargebee_Site_ID__cDomain name of the Chargebee site
Created ByCreatedByIdLookup(User)
List PriceUnitPriceitem_price.price
Price BookPricebook2IdLookup(Price Book)
ProductProduct2IdLookup(Product)
Product CodeProduct2Iditem_price.id

Account

Accounts in Salesforce map to customers in Chargebee. The following table shows the default field mapping.

Salesforce Field (* indicates custom field)API NameChargebee Field
Account NameNamecustomer.id
Account NumberAccountNumbercustomer.id
Account OwnerOwnerIdLookup(User)
Auto Collection *Auto_Collection__cCustomer.auto_collection
Billing AddressBillingAddressCustomer.billing_address.line1 + line2 + line3 (the field values are concatenated, separated by commas)
Chargebee Billing contact *Chargebee_Billing_contact__cLookup to a contact that is used to populate billing contact details in sales driven automations.
Chargebee ID *Chargebee_ID_cCustomer.id
Chargebee Primary Contact *Chargebee_Primary_Contact_cLookup(Contact)
Chargebee Site ID *Chargebee_Site_ID_cDomain name of the Chargebee site
Created ByCreatedByIdLookup(User)
Last Modified ByLastModifiedByIdLookup(User)
Locale *Locale_cCustomer.locale
Net Term Days *Net_Term_Days__cCustomer.net_term_days

Contact

Contacts in Salesforce are mapped to customers in Chargebee. The following table depicts the default field mapping.

Salesforce Field (* indicates custom field)API NameChargebee Field
Account NameAccountIdLookup(Account)
EmailEmailCustomer.email
PhonePhoneCustomer.phone

Quote line

Quote lines in Salesforce map to invoices and subscriptions in Chargebee.

Salesforce Standard Field (* indicates custom field)API NameChargebee Field
Additional Disc.SBQQ__AdditionalDiscount__csubscription.discount
Additional Disc. (%)SBQQ__AdditionalDiscountPercentage__csubscription.discount_percentage
Billing FrequencySBQQ__BillingFrequency__cPicklist
Billing TypeSBQQ__BillingType__cPicklist
Block PriceSBQQ__BlockPrice__cLookup(Block Price)

Order product

Order products in Salesforce map to invoices in Chargebee.

Salesforce Standard Field (* indicates custom field)API NameChargebee Field
Account *SBQQ__Account__cLookup(Account)
Additional Disc. (%) *SBQQ__Discount__c

subscription.discount

_type.percentage

Additional Disc. (Amt) *SBQQ__AdditionalDiscountAmount__c

subscription.discount

_type.fixed_amount

Billing Frequency *SBQQ__BillingFrequency__cPicklist
Billing Type *SBQQ__BillingType__cPicklist
Charge Type *SBQQ__ChargeType__cPicklist
Chargebee ID *Chargebee_ID__csubscription.id
Chargebee Site ID *Chargebee_Site_ID__cDomain name of the Chargebee site
Contract *SBQQ__Contract__cLookup(Contract)
Created ByCreatedByIdLookup(User)
Net PriceSBQQ__NetPrice__c

subscription.subscription

_items.amount

Order ProductSBQQ__OrderProduct__cLookup(Order Product)
Product *SBQQ__Product__cLookup(Product)
Quote Line *SBQQ__QuoteLine__cLookup(Quote Line)
Quote Line Action at Term EndSBQQ__QuoteLine__c.SBQQ__Quote__c.Action_at_term_end__c

subscription.contract

_term.action_at_term_end

Quote Line Cancellation Cutoff PeriodSBQQ__QuoteLine__c.SBQQ__Quote__c.Cancellation_cutoff_period__c

Subscription.contract

_term.cancellation_cutoff_period

Quote Line Billing Cycle on RenewalSBQQ__QuoteLine__c.SBQQ__Quote__c.Billing_cycle_on_renewal__c

subscription.contract

_term_billing_cycle_on_renewal

Quantity *SBQQ__OrderProduct__c.Quantitysubscription.subscription_items.quantity
Quote Line Charge OnceSBQQ__QuoteLine__c.Charge_Once__csubscription.subscription_items.charge_once
Quote Line Charge On EventSBQQ__QuoteLine__c.Charge_On_Event__csubscription.subscription_items.charge_on_event
Order Product Chargebee TypeSBQQ__OrderProduct__c.Product2.Chargebee_Type__csubscription.subscription_items.item_type
Order Product List PriceSBQQ__OrderProduct__c.SBQQ__QuoteLine__r.SBQQ__ListPrice__csubscription.subscription_items.unit_price
Subscription Pricing *SBQQ__SubscriptionPricing__cPicklist
Subscription Start Date *SBQQ__SubscriptionStartDate__csubscription.started_date
Term Discount Schedule *SBQQ__TermDiscountSchedule__cLookup(Discount Schedule)
Terminated Date *SBQQ__TerminatedDate__csubscription.cancelled_at

Subscription

Subscriptions in Salesforce map to subscriptions in Chargebee.

Salesforce Standard Field (* indicates custom field)API NameChargebee Field
Account *SBQQ__Account__cLookup(Account)
Additional Disc. (%) *SBQQ__Discount__c

subscription.discount

_type.percentage

Additional Disc. (Amt) *SBQQ__AdditionalDiscountAmount__c

subscription.discount

_type.fixed_amount

Billing Frequency *SBQQ__BillingFrequency__cPicklist
Billing Type *SBQQ__BillingType__cPicklist
Charge Type *SBQQ__ChargeType__cPicklist
Chargebee ID *Chargebee_ID__csubscription.id
Chargebee Site ID *Chargebee_Site_ID__cDomain name of the Chargebee site
Contract *SBQQ__Contract__cLookup(Contract)
Created ByCreatedByIdLookup(User)
Net PriceSBQQ__NetPrice__c

subscription.subscription

_items.amount

Order ProductSBQQ__OrderProduct__cLookup(Order Product)
Product *SBQQ__Product__cLookup(Product)
Quote Line *SBQQ__QuoteLine__cLookup(Quote Line)
Quote Line Action at Term EndSBQQ__QuoteLine__c.SBQQ__Quote__c.Action_at_term_end__c

subscription.contract

_term.action_at_term_end

Quote Line Cancellation Cutoff PeriodSBQQ__QuoteLine__c.SBQQ__Quote__c.Cancellation_cutoff_period__c

Subscription.contract

_term.cancellation_cutoff_period

Quote Line Billing Cycle on RenewalSBQQ__QuoteLine__c.SBQQ__Quote__c.Billing_cycle_on_renewal__c

subscription.contract

_term_billing_cycle_on_renewal

Quantity *SBQQ__OrderProduct__c.Quantitysubscription.subscription_items.quantity
Quote Line Charge OnceSBQQ__QuoteLine__c.Charge_Once__csubscription.subscription_items.charge_once
Quote Line Charge On EventSBQQ__QuoteLine__c.Charge_On_Event__csubscription.subscription_items.charge_on_event
Order Product Chargebee TypeSBQQ__OrderProduct__c.Product2.Chargebee_Type__csubscription.subscription_items.item_type
Order Product List PriceSBQQ__OrderProduct__c.SBQQ__QuoteLine__r.SBQQ__ListPrice__csubscription.subscription_items.unit_price
Subscription Pricing *SBQQ__SubscriptionPricing__cPicklist
Subscription Start Date *SBQQ__SubscriptionStartDate__csubscription.started_date
Term Discount Schedule *SBQQ__TermDiscountSchedule__cLookup(Discount Schedule)
Terminated Date *SBQQ__TerminatedDate__csubscription.cancelled_at

Field-level mapping for custom objects

The table in this section provides field-level mapping details for each Salesforce CPQ custom object.

Chargebee product family

The Chargebee product family in Salesforce maps to item family in Chargebee.

Salesforce Standard FieldAPI NameChargebee Field
Chargebee ID *Chargebee_ID__citem_family.id
Chargebee Product Family NameNameitem_family.name
Chargebee Site ID *Chargebee_Site_ID__cSites that are synced with the Item family
Created ByCreatedByIdLookup(User)
Description *Description__citem_description
Last Modified ByLastModifiedByIdLookup(User)
OwnerOwnerIdLookup(User,Group)

Was this article helpful?