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The Chargebee for CPQ integration cannot operate concurrently with the Chargebee Salesforce integration.
What's new in Salesforce CPQ integration
Stay informed about the latest features and enhancements by visiting the Chargebee Release Notes for comprehensive updates on Salesforce CPQ integrations.
View all the Release Notes.
Chargebee's integration with Salesforce Config, price, quote (CPQ) allows your sales team to utilize CPQ's enterprise-grade pricing solution and create Chargebee customers and subscriptions directly from Salesforce. By integrating your sales channel, your sales personnel can create subscription flows that leverage CPQ standard and custom objects for subscriptions and quotes, resulting in faster closure of deals.
The Chargebee and Salesforce CPQ object mapping determines how the integration syncs the data. The following diagram illustrates the mapping between objects.
Following the object mapping between Chargebee and Salesforce CPQ, this integration syncs data as follows:
The Chargebee for CPQ integration is delivered as a Chargebee managed package in the Salesforce organization. Use the installation guide to set up the integration.
When you install the integration, the following components are available in Salesforce.
This section allows you to connect the CPQ integration with your Chargebee site. For more information, see configuring the integration.
Field mapping allows you to sync additional custom fields from Salesforce to Chargebee or vice versa that are not mapped by the integration. For standard field mapping details, see Chargebee for CPQ integration field mapping.
A queue item is created for every action/operation the integration performs. For example, creating subscriptions. Each queue item entry displays details about the action and its status. Users can change an operation status and set an item to re-sync at a particular time.You can also view which Chargebee site a queue item belongs to and troubleshoot errors appropriately.
The log captures errors the integration encounters while syncing records from Salesforce to Chargebee. For example, an error while making the API call to create a subscription in Chargebee. Each log entry contains detailed information about the error that can be used for troubleshooting.
The integration syncs products and their price points created in Salesforce to Chargebee. The table below lists supported pricing models in Salesforce and their corresponding pricing models in Chargebee.
|
Salesforce |
Chargebee |
|---|---|
| List |
Per Unit |
| Cost |
|
| Percent of Total |
|
| Block |
Stairstep |
The table below lists all the supported recurring billing frequencies in Salesforce and their corresponding billing frequencies in Chargebee.
Quarterly and Semi Annual billing frequencies must be set up within Chargebee as custom billing frequencies.
|
Salesforce |
Chargebee |
|---|---|
| Monthly |
Monthly |
| Quarterly |
Every 3 months |
| Semi Annual |
Every 6 months |
| Annual |
Yearly |
