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    How do I resolve picklist value conflicts when syncing Chargebee with Salesforce?

    Related Scenarios

    • What to do when custom fields do not sync between Chargebee and Salesforce?
    • How to handle mismatched picklist values in Chargebee and Salesforce?
    • Resolving conflicts due to archived fields in Chargebee.

    Solution

    When syncing custom fields between Chargebee and Salesforce, you may encounter issues if there are mismatched picklist values or archived fields in Chargebee. This can prevent successful synchronization and lead to errors. Follow these steps to resolve the issue:

    1. Verify Picklist Values: Ensure that the picklist values in Chargebee match exactly with those in Salesforce.

      • Navigate to Settings > Configure Chargebee > Custom Fields.
      • Check the picklist values for the field in question (e.g., 'ERechnung Typ').
      • Compare these values with the corresponding field in Salesforce to ensure they match exactly.

    2. Check for Archived Fields: Archived fields in Chargebee can cause conflicts during synchronization.

      • In Chargebee, go to Settings > Configure Chargebee > Custom Fields.
      • Look for any fields that are archived and may be causing issues.
      • If necessary, unarchive the field or ensure it is not included in the sync.

    3. Rename and Remove Options: If mismatched values persist, consider renaming the field or removing unnecessary options.

      • In Chargebee, rename the custom field to avoid conflicts.
      • Remove any picklist options that are not needed or do not match Salesforce.

    4. Test the Sync: After making changes, test the synchronization process.

      • Initiate a sync between Chargebee and Salesforce to verify that the issue is resolved.
      • Check for any error messages and ensure that the custom field data is correctly transferred.

    Important Notes

    • Ensure that all users involved in the sync process have the necessary permissions to view and edit custom fields in both Chargebee and Salesforce.
    • Regularly review and update picklist values to prevent future conflicts.
    • Consider setting up alerts or notifications for sync errors to address issues promptly.
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