How do Chargebee Checkout Links behave in Salesforce?

Understanding how Chargebee Checkout Links behave in Salesforce helps ensure accurate tracking of subscription activity and avoids confusion when managing opportunities.

Related Scenarios

• What happens when a checkout link expires in Salesforce?
• Does creating a new checkout link override an existing one?
• When does a checkout link status change?

Solution

Checkout links in Salesforce follow a simple status model and behave independently across different scenarios.

URL Expiration

When a checkout link URL expires, its status does not change automatically.

Checkout links support only two statuses:

• RESOLVED - A subscription was successfully created using the link.
• NOT_RESOLVED - No subscription has been created using the link.

Tip: Periodically review checkout links to identify expired links that remain unresolved.

Creating New Links

You can create multiple checkout links for the same Opportunity.

• Creating a new link does not affect existing links.
• Existing links do not need to be resolved before creating a new one.
• Each link is tracked independently.

A checkout link is marked RESOLVED only when that specific link is used to create a subscription.

If multiple links exist for an Opportunity, review the related records to identify:

• Which link was used
• Its current status

Checkout link status update

A checkout link is marked RESOLVED when:

1. A subscription is created using the link in Chargebee.
2. The subscription is successfully synced to Salesforce.

Where to View Checkout Links in Salesforce

Checkout links are available as records associated with an Opportunity.

To view existing checkout links:

1. Open the relevant Opportunity.
2. Go to the Related tab (or related lists section).
3. Locate Chargebee Checkout Links.
4. Open a record to view details such as:
   • Status (RESOLVED / NOT_RESOLVED)
   • Created date
   • Associated customer or subscription

Note: If the related list is not visible, add it to the Opportunity page layout.

Ensure checkout link status updates correctly

If a checkout link does not update to RESOLVED, verify the following:

• Chargebee-Salesforce sync is active and error-free
• Subscription sync is enabled
• The created subscription maps correctly to the Opportunity, Account, or Contact
• The integration user has:
  • Edit access to the Checkout Link record
  • Access to update the Status field
• No Salesforce automation (Flows, Process Builder, Apex, validation rules) blocks or overrides updates

Validate the flow end-to-end:

Successful checkout

• Subscription created in Chargebee
• Subscription synced to Salesforce
• Checkout link marked RESOLVED

By understanding these behaviors, you can confidently manage checkout links and ensure accurate visibility into subscription creation within Salesforce.