Getting Started

Building Blocks

Custom Fields

Subscription Features

Localization

Invoices

Credits

Order Management

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Revenue Recovery

Chargebee Moments(Checkout and Portal)

Notifications

Reports and Analytics

Data Privacy & Security

Fraud Management

Migration

Open Source Resources

Other Features

API Integration

Third Party Integrations

Salesforce 

Information
  • Supported Salesforce versions: Salesforce Enterprise Edition and above.
  • Visit the Plans and Pricing page to see which plans in Chargebee are supported.
  • Both Salesforce Classic and Lightning UI are supported.

RELEASE NOTES

Information

The Chargebee package for Salesforce is not updated automatically, you must contact support@chargebee.com  to do so. To see if you have the latest version, in Salesforce, select Setup > Installed Packages and then look up the Version Number for Chargebee for Salesforce.

Version: 1.21 (latest)
May 15, 2019

  • Sync and review customer and subscription data from multiple Chargebee sites within Salesforce.
  • Allow Salesforce user to select the Chargebee site in which a new customer or subscription is to be created.
  • Bug fixes.

Version: 1.20
Apr 25, 2019

  • Working with Chargebee's advanced pricing models (tiered, volume and stairstep) is now possible from within Salesforce.
  • A Salesforce user can now capture a customer's payment information for Chargebee without leaving Salesforce.

Version: 1.19
Jan 15, 2019

  • Bug fixes.

View All Releases 

Chargebee provides a highly customizable integration with Salesforce. As part of the integration, many of Chargebee's powerful subscription management actions can be performed from within Salesforce.

The following standard Salesforce objects are updated via the integration:

  • Lead
  • Account
  • Contact
  • Opportunity
  • Opportunity Product
  • Product
  • Price Book
  • Price Book Entry

Additionally, custom objects are also created and updated with Chargebee data.

Key Features 

  • Important Chargebee operations that support a sales-driven workflow can be performed without leaving Salesforce.
  • Customer and subscription data is synced into Salesforce, aiding a direct-purchase model.
  • Flexible integration, with a host of customizations available to suit your business workflow.
  • Multiple Chargebee sites can be connected to a single Salesforce instance.

Sync Overview 

  • Plans and addons are synced as product and price book entry records.
  • Coupons are synced to a custom object.
  • If you connect multiple Chargebee sites to Salesforce, a price book is created for every such site.
  • All invoices and credit notes are synced to Salesforce as custom objects.
  • Customer records are mapped to a contact and account; leads are converted in the process by default.
  • Opportunities can be created upon lead conversion.
  • Subscriptions are synced to Salesforce as a custom object.
  • Opportunities can be created, mapped and maintained against subscriptions.
Information

Sync Direction
The integration syncs data from Chargebee to Salesforce. If auto sync is enabled, this also happens automatically. However, pushing data from Salesforce to Chargebee is done via designated operations only and is not automatic.

Object Mapping 

On a high level, the objects in Chargebee are mapped to those in Salesforce as follows:

See also

Standard object and field mapping between Salesforce and Chargebee.

Setting up the Integration 

The Chargebee for Salesforce integration must be setup to match your business workflows:

  • The first step is to connect to Salesforce from your Chargebee site and to install the Chargebee for Salesforce package. Read the installation guide.
  • The next step is to ensure that the integration behavior is configured to match your Salesforce workflows. The integration guide helps you in this.

Subscription Management 

Once the integration is up and running, Chargebee customers and subscriptions can be managed directly from Salesforce. The available options are listed under Chargebee Actions in Salesforce.



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