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

Problem Statement

Custom fields may not sync between Chargebee and Salesforce when picklist values do not match or when archived fields in Chargebee are involved. This can block synchronization and cause errors.

Related Scenarios

• Custom fields do not sync between Chargebee and Salesforce.
• Picklist values differ between Chargebee and Salesforce.
• Conflicts due to archived fields in Chargebee.

Solution

Ensure picklist values in Chargebee match Salesforce exactly, and avoid or resolve archived-field conflicts. Follow these steps:

1. Verify picklist values
   Go to Settings > Configure Chargebee > Custom Fields. Check the picklist values for the field (for example, ERechnung Typ) and compare with the corresponding field in Salesforce. Values must match exactly.

2. Check for archived fields
   In Settings > Configure Chargebee > Custom Fields, look for archived fields that might be included in the sync. Unarchive the field if needed, or exclude it from the sync.

3. Rename or remove options
   If values still do not match, rename the custom field in Chargebee or remove options that are not needed or do not match Salesforce.

4. Test the sync
   Run a sync between Chargebee and Salesforce and confirm the custom field data is transferred correctly and errors are resolved.

Important Notes

• Users involved in the sync must have permission to view and edit the relevant custom fields in both Chargebee and Salesforce.
• Review and update picklist values periodically to avoid future conflicts.