The Chargebee for CPQ integration cannot operate concurrently with the Chargebee Salesforce integration.
This guide provides the necessary information to install and deploy the Chargebee for Salesforce CPQ integration successfully.
The CPQ integration is delivered as a Chargebee managed package in Salesforce org. The integration package link, password, and Chargebee site details are shared securely when you sign up to use the integration.
To install the package, perform these steps:
Enter the package URL and the password.
Select the profile as Install for All Users or Install for Specific Profiles.
Click Install.
The installation could take a few minutes to complete. Once the installation is successful, the Chargebee for CPQ integration can be accessed from Salesforce apps.
After installing the package, perform the post-installation configurations in Salesforce to use the CPQ integration.
You can connect single or multiple Chargebee sites to the same Salesforce instance by setting up named credential for those sites. A named credential is used to store authentication details of an external system. It specifies the URL of a callout endpoint and its required authentication parameters in one definition. While configuring the CPQ integration, the named credential stores authentication information to connect Chargebee.
To add sites, perform these steps:
Chargebee
.After setting up the named credential, click Validate available on the integration launch page to authenticate your connection. Following the validation of the connection, either a success or failure message appears.
When the Salesforce CPQ instance is connected to multiple Chargebee sites, it is necessary to specify which price book is associated with which site, so that product changes and requirements are reflected in the appropriate site. There is a one-to-one relationship between a Salesforce price book and a Chargebee site.
To connect a price book, perform these steps:
The price book contains a customized collection of products and their price list. When you create products in Salesforce, a batch process allows you to sync those price book entries to Chargebee Item prices. This allows your sales personnel to effectively create subscriptions, charges, and more for those products in Chargebee from Salesforce.
To schedule the batch process, perform these steps:
chargebeecpq.PriceBookEntryBatchSync.scheduleJob()
;String jobName = 'Your job name here'; String cronExpression ='Your cron expression here'; chargebeecpq.PriceBookEntryBatchSync.scheduleJob(jobName,cronExpression)
; For example,String jobName = 'job1';String cronExpression ='0 0 12 * * ?';chargebeecpq.PriceBookEntryBatchSync.scheduleJob(job1,0 0 12 * * ?);
The debug Logs display the execution results.
This setting allows you to customize the connected Chargebee site with your Salesforce account.
To configure custom settings for your Chargebee site, perform these steps:
You can assign permissions to users with administrators and standard user privileges based on the tasks they perform using the Chargebee for CPQ integration.
Ensure that the users you assign permission sets have access to the standard Salesforce objects.
To assign permission sets, perform these steps:
Go to Setup, enter ‘permission sets' in the Quick Find search box, then select Permissions Sets.
On the Permission Sets page, select the required permission sets.
Click Manage Assignments.
Click Add Assignments.
Select users and then click Assign.
Configure page layouts to add user interface elements for the following:
To configure the subscription layout, perform these steps:
To configure the order product layout, perform these steps:
To configure the price book entry layout, perform these steps:
To configure the product layout, perform these steps:
To configure the account layout, perform these steps:
Validation rules ensure that user-entered data meet certain standards before it can be saved. Defining validation rules lets the integration sync correct data.
To configure the validation rules for the Chargebee Type, perform these steps:
Chargebee_Type_Required
.Chargebee Type is required when Subscription Pricing is set
.AND(NOT(ISBLANK(TEXT(SBQQ__SubscriptionPricing__c))),ISBLANK(TEXT(chargebeecpq__Chargebee_Type__c)))
.Chargebee Type is required when Subscription Pricing is set
.