This section describes the actions you can perform in Chargebee from Salesforce after successfully installing the CPQ integration.
Chargebee for Salesforce CPQ must be configured so that your sales personnel can effectively perform actions such as creating customers, subscriptions, charges, and more in Chargebee from Salesforce.
Creating products will enable your sales personnel to add them to their quotes, opportunities, and orders and create Chargebee subscriptions for those products. Additionally, you must define the billing frequency of the products you plan to sell.
In Chargebee, a product can have multiple billing frequencies, whereas, in Salesforce, a product is the first record to hold a billing frequency and quote lines inherit that billing frequency. If you want to create products with multiple frequencies, you must create a parent product followed by its child products. This allows the integration to seamlessly sync products and their price points created in Salesforce to Chargebee.
To create products, perform these steps:
Create a parent product.
Create child products.
Go to Products and click New.
Enter Product Name.
For the Chargebee Item field, select the parent product added in step 1.
Select the Product Family and Pricing Method, same as the parent product added in step 1.
Select the Subscription Pricing.
Enter the Subscription Term as required for the product you are creating.
Select the Billing Frequency.
For the Chargebee Type field, select Plan or Addon.
Enter any additional product information in the available fields and click Save.
Add a price book for the child product.
Here is an example of how a CPQ product is synced to Chargebee.
Parent Product |
Child Products |
Billing Frequency |
Pricing Method |
List Price |
---|---|---|---|---|
Office Supplies |
Office Supplies Monthly |
Monthly |
List |
USD300 |
Office Supplies Quarterly |
Quarterly |
Cost |
USD250 |
|
Office Supplies Annually |
Annual |
List |
USD150 |
The integration syncs the product into Chargebee in the following manner:
Plan/Addon |
Billing Frequency |
Pricing Model |
Price |
---|---|---|---|
Office Supplies |
Monthly |
Per Unit |
USD300 |
Every 3 months |
Per Unit |
USD250 |
|
Yearly |
Per Unit |
USD150 |
The integration populates the following fields in Salesforce after syncing the products to Chargebee.
After creating products, you can add them to quotes, opportunities, and orders and create Chargebee subscriptions for those products.
To create subscriptions, perform these steps:
Create an account.
Create an opportunity for the account.
Create a quote for the opportunity.
Add configured products to the quote.
Go to the quote that you have created and select Edit Lines.
Select the price book that is associated with the Chargebee site from Choose the Price Book dialog.
Click Add Products and select the products. Add a discount if required to the quote.
Enter any additional details and click Save.
Edit the quote that you have created and select the Ordered checkbox. The quote is converted to an order.
From the quote page, select Orders > Order Number.
A contract is created and displayed under the Contracts section for the order.
Go to the Order page and select the contract under the contracts section.
From the Subscription section of the contract, copy the subscription id and paste it into the Chargebee Plan field of the Order Product. Click Save.
Go to the Order page and select the contract from the Contracts section.
From the Contracts page, select the subscription from the Subscription section.
Select Send to Chargebee checkbox and click Save.
Set the contract to Activated status.
Once the subscription associated with the contract is sent to Chargebee, the integration creates customer, subscription, and plan/addon in Chargebee.