Salesforce is a CRM platform that allows you to keep track of the leads generated, deals closed, and new customers acquired.
Chargebee integrates with Salesforce to facilitate seamless sales and subscription data integration. Chargebee will sync all your customer data including plans, subscriptions, coupons, pricing etc., with Salesforce.
Field Accessibility: The user logging in, while setting up the integration, should have access to necessary objects (say, Pricebook) in Salesforce. Based on the user's credentials, Chargebee will get access to the fields / objects and the details will be synced to Salesforce accordingly.
Multicurrency: If Multicurrency is enabled in the Chargebee, it should be enabled in Salesforce as well.
The integration of Salesforce and Chargebee begins with the installation of the Chargebee plugin. The plugin authenticates, validates and syncs your customer information in Salesforce and Chargebee.
During the integration, the fields in Chargebee are mapped with the fields in Salesforce (with the help of standard and custom objects).
*These are created as Custom Objects in Salesforce. Read more about Custom Objects in Salesforce
Navigate to Settings > Third Party Integrations > Salesforce, you'll find the option ‘Connect' and clicking it will redirect you to the Salesforce page asking you for your Salesforce credentials. Enter the credentials and proceed.
After the credentials are validated, you'll now be redirected to the Chargebee app for initiating the installation of the plugin.
During the installation, you will be asked to choose the account/role the plugin needs to be linked/installed to. We recommend that you enable the plugin for Admins. You can change the plugin access for other users in Salesforce later as well.
You will be navigated back to Chargebee after the installation is completed.
To install the plugin, you need to subscribe to Salesforce Professional edition or higher.
In this step, Chargebee checks if the prerequisites are met.
Here's the list of checks performed by Chargebee:
Based on the checks performed, Chargebee will list the errors, if encountered.
Set a Date: You need to set a date for Chargebee to pick the records and sync with Salesforce. Based on your choice, Chargebee will sync all the records from the date specified by you.
Next, define how the changes in Chargebee should be updated in Salesforce.
|What happens in Chargebee||You can choose what should happen in Salesforce|
|When a Customer is created||Create a new Account
Create a new Contact under an Account
|When a Subscription is created||Create a Subscription and an Opportunity
Create a Subscription but don't create an Opportunity
|When a Subscription is upgraded||Update the existing Opportunity
Create a new Opportunity and update the probability of existing Opportunity (to 0%)
Don't update the Opportunity
|When a Trial is Created or changed (from Trial to Active state)||Create an Opportunity
Don't create an Opportunity
What happens in Salesforce when a new customer is created in Chargebee is defined here. The customer details will be retained as contact details in Salesforce along with the company name.
There are two ways of handling new customers in Chargebee
Every Subscription in Chargebee creates a subscription (custom object) in Salesforce.
Following are the scenarios as far as a subscription is concerned:
i) Create Subscription: When a subscription is created in Chargebee, you can choose to create a subscription and an equivalent opportunity in Salesforce, or just create an opportunity but not an Opportunity
ii) Upgrade Subscription: When a subscription is updated in Chargebee, there are 3 ways of updating an opportunity in Salesforce:
Subscription downgrades will not be updated to Salesforce
iii) Trial Subscriptions: When a trial subscription is created or changed, you can either create a zero value opportunity in Salesforce or don't create an opportunity in Salesforce. When the trial subscription is moved to active state in Chargebee, an opportunity will be created in Salesforce.
Once the sync preferences are set, Chargebee will do a ‘Test Sync' with the first 10 records which were created on or from the date set by you. You could check how the sync reflects in your Salesforce account
The initial sync could be bumpy and you're likely to run into errors. Chargebee will give you a description of the errors. You can either resolve them and retry the sync or skip and proceed. If you choose to skip a customer record, keep in mind that the related records such as invoices, transactions will not be synced. You can always initiate a sync manually after fixing the errors with the given record.
After the test sync, you'll also find the option on ‘Sync All Records' which will initiate a sync for all records between Chargebee and Salesforce.
Auto Sync: You can enable auto-sync and this option will initiate a sync, which will sync data every 30 minutes between Chargebee and Salesforce.
Sync Now: At any point in time, if there's a change in Chargebee that you need reflected in Salesforce, Sync Now option will sync the changes made and update the same in Salesforce immediately.
Manage Preferences: This option allows you to update or change your sync preferences.
Remove Integration: In case you want the integration to stop, this is the option to use. The link between Chargebee and Salesforce will be removed and will stop any further data from being synced, until you set it up again. However, this will not affect the data which has been synced already.
Download: This option will download the error log (in a CSV format). This will help you sort the errors and prep the the data again for sync.
Which Salesforce edition is the integration supported?
Chargebee-Salesforce integration is supported in the Salesforce Professional edition or higher. For Professional Edition in Salesforce, API should be accessible.
Is the Lightening UI framework supported?
Yes, the integration is supported in the Salesforce Classic and Lightening UI frameworks.