Listed below are the feature updates released as part of each package version of the Salesforce integration.
Package Version 1.55
Salesforce Flow Support
We have added support for Manage CB Actions to be used in Salesforce Flows. This allows you to incorporate CB actions into your flows and automate more of your business processes. We are also planning to add more actions in the future. Learn more
Field Mapping Improvement
We have enhanced our field mapping capabilities to include ID and Formula Fields, which can now be mapped from Salesforce into Chargebee. The formula field value used will be what is populated at the time of the sync, providing more accurate and up-to-date data. Learn more
Deactivated Price Book Entries
We have improved our handling of deactivated price book entries, which previously presented an error and prevented users from proceeding. With the new update, if a price book entry is deactivated, an error message will be displayed, and you will be able to remove the deactivated product without disrupting your workflow.
New UI for Plan, Add on, and Charges
To make it easier for users to find specific plans, add-ons, or charges, we have implemented the "Add Filter" option in the Plans, Charges, and Add-Ons sections. This allows you to narrow down your search results and quickly locate the information you need. Learn more
Amount Field Improvements
We have enhanced the Amount field on Salesforce Opportunities to reflect the full term of an add-on if its frequency is different from the associated plan. For example, a 1-year plan with a 1-month add-on will now reflect 1 year + 12 months.
Renewal Behavior Updated
We have updated the renewal behavior of Chargebee integrations with Salesforce so that renewals created through the Chargebee integration will no longer overwrite changes each night.
Additionally, we have introduced a new field called Renewal Opportunity Behavior, which provides greater control over the renewal behavior. You can leave this field blank if you don't want to make any changes.
Sync Billing Contact
Additional contacts marked within Chargebee as a Billing Contact will now reflect in Salesforce based on your contact sync settings. This makes it easier to manage billing information across both platforms.
When creating a subscription, you will now receive a message indicating whether the subscription has been successfully created or not. Additionally, the Chargebee Subscription-related list will now reflect new subscriptions without requiring a page reload.
Contract Term Sync
We have added Contract Term Sync under Chargebee Settings > Sync Rules > Chargebee Settings, which allows you to control the syncing of all contract terms associated with subscriptions in Salesforce.
The product family will now be pre-populated if there is only one product family available, making it quicker and easier to assign products to the correct family.
We have improved the initial sync process so that it no longer pulls in all records at once. Instead, it will only pull in customers, products, and subscriptions, with other records syncing over time through our auto/targeted syncs.
We now support Salesforce Public Groups containing Roles, allowing for greater control over access to sensitive data.
Custom Reason Codes
We now support custom cancellation reason codes, allowing for tailoring of the cancellation process to cater your specific needs.
This feature allows you to easily issue refunds within Salesforce directly from the Chargebee invoice object. Using Issue Refund, you can now initiate refunds from the invoice object, similar to how a refund is issued in Chargebee Billing.
To initiate a refund, simply select the "issue refund" action from the invoice object, set the refund amount, add a reason code, and include an optional invoice note. Learn more
Generate Invoice PDF
Now, you can download Chargebee invoices as PDFs directly into Salesforce. By using Generate Invoice, you are able to view the actual invoice from Chargebee within Salesforce.
To download an invoice PDF, select the "Download Invoice PDF" action within the Chargebee Invoice object in Salesforce. It generates the PDF and attaches it to the files-related list within the invoice. Learn more
Modify Subscription Start Date
With this feature, you can modify a subscription's start date in Chargebee, even after the subscription has been created. It is possible to adjust the start date of a subscription as long as the subscription has not started.
To modify the start date of a subscription, select the "Change Start Date" action from the Subscription object in Salesforce. If the subscription has not yet started, you will be able to update the start date to a new date. However, if the subscription has already started, this action will result in an error and will not allow any changes to the subscription. Learn more