Introducing the Chargebee CLI
chargebee docs

Why is the Connect button missing when I re-authenticate Salesforce?

Problem Statement

The Connect button does not appear when you re-authenticate an existing Chargebee for Salesforce connection with a different Salesforce user. Reinstalling the Salesforce package does not restore it.

  • The Salesforce user you want to use cannot sign in to Salesforce or open Chargebee Settings.
  • You want Auto Sync to run as a different standard Salesforce user who can sign in.

Solution

Chargebee for Salesforce supports a standard Salesforce user only. A Salesforce Integration user license, including a Platform Integration User, cannot connect or re-authenticate the integration. That user cannot use the Salesforce UI, so the Connect button is not available in that session.

Re-authenticate while signed in as a standard Salesforce user that has the same permissions as the previous integration user.

To move Auto Sync to a different standard user who can sign in, follow How do I ensure Chargebee jobs run under the correct user in Salesforce?. Turn Enable auto sync off and on again while signed in as that user. Clicking Sync Records runs a manual sync as the user who clicks it. It does not change which user owns Auto Sync.

Important Notes

Support for the Salesforce Integration user license is not available. Use a standard Salesforce user for the Chargebee connection.

How do I ensure Chargebee jobs run under the correct user in Salesforce?