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.
The Chargebee package for Salesforce is not updated automatically, you must contact support to do so. To view if you have the latest version, in Salesforce, select Setup > Installed Packages and then search for the Version Number for Chargebee for Salesforce.
Chargebee provides a highly customizable integration with Salesforce. By maintaining a one-to-one relationship between Chargebee customer records and Salesforce accounts, the integration keeps both the systems up-to-date. Chargebee subscriptions can be directly created and managed from Salesforce.
Based on the configuration, the integration creates or updates records within the following standard objects in Salesforce:
Account
Contact
Lead
Opportunity
Opportunity Product
Product
Price Book
Price Book Entry
Additionally, custom objects are also created and updated with Chargebee data.
Key Features
The below illustration displays the Chargebee integration for Salesforce.
Listed below are the key features of the Chargebee - Salesforce integration.
Important Chargebee operations that support a sales-driven workflow can be performed without leaving Salesforce.
Customer and subscription data is synced into Salesforce, aiding a direct-purchase model.
Flexible integration, configured entirely within Salesforce, with a host of customizations available to suit your business workflow.
Multiple Chargebee sites can be connected to a single Salesforce instance.
The sync health dashboard provides information about the sync status at a glance.
The ‘sync logs' feature provides record-level detail on the last run sync jobs, thereby creating a complete audit trail in Salesforce. The timely availability of this information coupled with root causes for failures, equips you to understand and resolve sync errors yourself.
The Chargebee for Salesforce integration must be setup to match your business workflows:
The first step is to connect to Salesforce from your Chargebee site and to install the Chargebee for Salesforce package. For more information, read the installation guide.
The next step is to ensure that the integration behavior is configured to match your Salesforce workflows. The integration guide helps you in this.
Subscription Management
Once the integration is set up successfully, Chargebee customers and subscriptions can be managed directly from Salesforce user interface. The available options are listed under Chargebee Actions in Salesforce.