Custom field mapping in Salesforce
Scope
Field-level mapping for custom objects.
Summary
Field mapping is one of the most important steps as it creates a bidirectional linkage between the two systems and thereby gives greater control on the implications of the native salesforce settings.
If you are migrating your Chargebee site from Legacy Product Catalog to 2.0, the Salesforce integration package cannot be readily migrated. Contact support to perform the migration.
The tables provide a field-level mapping between the custom objects and Chargebee entities. The Chargebee fields mentioned in the tables are attributes of resources available in Chargebee APIv2 .
CB Item Price
CB Item Price in Salesforce is mapped to the Item Price resource in Chargebee.
Salesforce Field (* indicates custom field) | Chargebee Field/Data |
|---|---|
| Trial Period Unit | trial_period_unit |
| Trial Period | trial_period |
| Status | status |
| Resource version | resource_version |
| Product | name |
| Pricing Model | pricing_model |
| Price Book | Lookup to a Price Book record corresponding to the Chargebee site that the Item Price belongs to. |
| Price | price |
| Period Unit | period_unit |
| Period | period |
| Free Quantity | free_quantity |
| External Id | id |
| Currency | currency_code |
| CB Item Price Name | name |
| Billing Cycles | billing_cycles |
CB Subscription CB Subscription in Salesforce is mapped to the Subscription
resource in Chargebee.
| Salesforce Fields | Chargebee Fields |
|---|---|
| Account | Master-Detail(Account) |
| Action at term end | subscription.contract_term.action_at_term_end |
| Address Line 1 | subscription.shipping_address.line1 |
| Address Line 2 | subscription.shipping_address.line2 |
| Address Line 3 | subscription.shipping_address.line3 |
| CB Customer Id | subscription.customer_id |
| CB Id | "domain name of the Chargebee site"+"subscription.id" |
| CB Plan Id | subscription.subscription_items[].item_price_id of the plan. |
| CB Site | Lookup(CB Site) |
| CB Subscription Id | subscription.id |
| CB Subscription Name | subscription.id |
| Chargebee Modified Time | subscription.updated_at |
| City | subscription.shipping_address.city |
| Company | subscription.shipping_address.company |
| Contact | Lookup(Contact) |
| Country | subscription.shipping_address.country |
| Created By | User who triggers the sync or turns on auto sync. |
| Currency | subscription.currency_code |
| Current Term End | subscription.current_term_end |
| Current Term Start | subscription.current_term_start |
| Due Invoices Count | subscription.due_invoices_count |
| Due Since | subscription.due_since |
subscription.shipping_address.email | |
| First Name | subscription.shipping_address.first_name |
| Last Modified By | User who triggers the sync or turns on auto sync. |
| Last Name | subscription.shipping_address.last_name |
| MRR | subscription.mrr |
| Next billing Amount | invoice_estimate.total |
| Next billing at | subscription.next_billing_at |
| Opportunity | Lookup(Opportunity) |
| Phone | subscription.shipping_address.phone |
| Plan Amount | subscription.subscription_items[].amount or subscription.subscription_items[].amount_in_decimal of the plan. |
| Plan Quantity | subscription.subscription_items[].quantity or subscription.subscription_items[].quantity_in_decimal of the plan. |
| Plan Unit Price | subscription.subscription_items[].unit_price or subscription.subscription_items[].unit_price_in_decimal of the plan. |
| .PO Number | subscription.po_number |
| Product | Lookup(Product) |
| Reason for cancellation | subscription.cancel_reason |
| Remaining Billing Cycles | subscription.remaining_billing_cycles |
| Resource Version |
subscription.resource_versionsubscription.shipping_address.statesubscription.activated_atsubscription.cancelled_atsubscription.created_atsubscription.id"subscription.started_atsubscription.statussubscription.total_duessubscription.trial_endsubscription.trial_startsubscription.shipping_address.zipRelated Articles
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