Getting Started

Building Blocks

Custom Fields

Subscription Features

Localization

Invoices

Credits

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Fraud Management

Hosted Pages

Notifications

Reports and Analytics

Migration

Open Source Resources

Other Features

API Integration

Third Party Integrations

Salesforce 

Introduction 

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.

Note
  • Available only for selected plans. To know more, visit Chargebee's Plans and Pricing page.
  • Lightning UI supports one-way sync alone as Salesforce does not support custom buttons in Lightning UI

Prerequisites 

To be verified in Chargebee:

  • Email ID: Customers in Chargebee need to have an email ID to be synced in Salesforce. If your customers do not have an email ID, the customers will not be synced and Chargebee will show the errors as part of the prerequisite check.
Note

If two or more customers have the same email ID, it will be captured as a Sync Error and the sync will not go through. Removing the duplicate values will let you proceed further with the sync.

To be verified in 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.

Integrating Salesforce and Chargebee 

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

Step 1: Connect to 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.

Step 2: Install Chargebee Plugin

After the credentials are validated, you'll now be redirected to the Chargebee app for initiating the one-time 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.

Note
  • To install the plugin, you need to subscribe to Salesforce Enterprise Edition.
  • If you run into ‘Time Out' error during the installation of the Chargebee Plugin, navigate back to Chargebee app's Settings > Third Party Integrations > Salesforce page and refresh the page after ~1 minute.

Step 3: Validate Prerequisite checks

In this step, Chargebee checks if the prerequisites are met.
Here's the list of checks performed by Chargebee:

  1. All the customers should have an email ID in Salesforce. Without the email ID, customers will not be synced. If the same email ID is present in both Chargebee & Salesforce, the customer details will be mapped and new records will not be created.
  2. If Multicurrency is enabled in Salesforce.
  3. If the user credentials have access to the necessary objects and fields in Salesforce.
  4. If you have custom mandatory fields set up in Salesforce, Chargebee can send default values to such fields. To set this up, contact support@chargebee.com .

Based on the checks performed, Chargebee will list the errors, if encountered:

  • The errors with emails IDs can be fixed then or later.
  • The errors concerning multi-currency and field access need to be fixed before proceeding

Here's how you could fix some of the common errors during the validation process:

Step 4: Configure Sync Preferences

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
OR
Create a new Contact under an Account
When a Subscription is created Create a Subscription and an Opportunity
OR
Create a Subscription but don't create an Opportunity
When a Subscription is upgraded Update the existing Opportunity
OR
Create a new Opportunity and update the probability of existing Opportunity (to 0%)
OR
Don't update the Opportunity
When a Trial is Created or changed (from Trial to Active state) Create an Opportunity
OR
Don't create an Opportunity

Customer:
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

  1. Create an Account in Salesforce: This option will create a new Account in Salesforce for every new customer in Chargebee.
  2. Group the Customers: This option will create a Contact for an Account in Salesforce. The name of the Account will be the name of the customer given in Chargebee.

Subscription:
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 a Subscription but not an Opportunity

ii) Upgrade Subscription: When a subscription is updated in Chargebee, there are 3 ways of updating an Opportunity in Salesforce:

  1. The existing Opportunity can be updated
  2. Create a new Opportunity with the updated value
  3. Don't update the Opportunity in Salesforce
Note

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.

Step 5: Run a Test Sync

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.

Manage Sync Preferences 

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 need to be 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. However, the changes made after the initial setup will only take effect from the next sync onwards and will have no impact on the data that were synced previously.

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 data again for sync.

From Salesforce to Chargebee 

Updates in your Salesforce account can be synced in your Chargebee site. Sync will take place in the background without you having to log in to your Chargebee account while working on your Salesforce Account, given Auto Sync is ON.
The following are the operations you can perform in Salesforce to sync in your Chargebee site :

Operation Description
Update Payment Method Prompts the customer to update his payment method. The customer will be redirected to Chargebee's Checkout page
Create Customer in Chargebee A leads conversion to customer can be recorded in your Chargebee site
Create Subscription Creates a subscription for the customer in your Chargebee site

Custom Buttons

After setting up the integration of Chargebee with Salesforce, you will find Custom buttons of Chargebee in your Salesforce account. These buttons can be added to your existing Salesforce layout and can perform the operations ‘Update Payment Method', ‘Create Customer in Chargebee' and ‘Create Subscription'.
You can place the buttons in the following objects in Salesforce:

  • Accounts
  • Contacts
  • Opportunities

Only certain operations can be carried out in the given objects and here's how it works:

Salesforce Object Chargebee Operation
Account Create Subscription
Contacts - Create Customer in Chargebee
- Update Payment Method
- Create Subscription
Opportunity Create Subscription

Configure Custom Buttons

There are three buttons available in Salesforce for the three Chargebee operations: ‘Update Payment Method', ‘Create Customer in Chargebee' and ‘Create Subscription'. Buttons for all three operations will be made available in your Salesforce account once the integration setup is done. Now to configure these buttons in the Salesforce Objects, follow the steps as below:

Step 1:

Navigate to Accounts/Contacts/Opportunities in your Salesforce Account

Step 2:

Select an Account or a Contact or an Opportunity and find the option Edit Layout on the left-top corner of the screen

Step 3:

In the ‘Account/Contact/Opportunity Layout' Menu, select Buttons where you will find the list of buttons along with the ones from Chargebee

Step 4:

Select the operation and drag it to the Account/Contact/Opportunity Detail section, in to the Custom Buttons box.

Step 5:

Save the changes you made using the Save option on the left-top corner.

Chargebee Operations 

Update Payment Method:

Payment methods and subscription are saved against a customer. Using this option you can prompt the customer to update his associated payment method.

An email will be sent to the customer with the link to the checkout page where he can add the payment details.

The information will be collected in Chargebee's end. Once the payment information is filed, you can sign up for the subscription on your customer's behalf. However, if you want the customer to update his payment method as well as sign up for the subscription, send him the checkout link.

If there is no customer or subscription linked to the Account, you can send a form to the customer to enter his details, the subscription he's opting for and the payment method. This will in turn create a customer, link a subscription to his Account and create an invoice and collect payment based on the payment method he saved.

Create Subscription:

This option will create a subscription for the customer from the list of plans.

Clicking on create subscription will allow you to create a subscription for the customer from your end.

However, if you want your customer to create a subscription himself, you could use the option ‘Send Checkout Link'. This will send an email to your customer.

The checkout link included in the email will redirect the customer to the page where the Subscription details and the Customer information are pre-populated. The payment details needs to be entered by the customer in this page.

Note

Only the first subscription of the customer can be created this way.

When a Subscription is created from an Account, you will be prompted to choose a Customer and an Opportunity. Choosing a Customer is mandatory. However, if you haven't chosen an Opportunity, Chargebee will create one in Salesforce by default.

When customer is created from a Contact, you will be prompted to choose an Opportunity. However, if you haven't chosen one, Chargebee will create an Opportunity in Salesforce by default.

Create Customer in Chargebee:

If there ever comes a need to save the details of a lead or a Contact in your Salesforce account as a customer in Chargebee, this option will come in handy. A new customer will be created in Chargebee based on your Customer's email ID.
In case you use Salesforce for customer acquisition and Chargebee for subscription creation & management, this is the right option for you.

FAQ 

Which Salesforce edition is the integration supported?
Chargebee-Salesforce integration is supported only by Salesforce Enterprise Edition

Is the Lightning UI framework supported?
Yes, the integration is supported in the Salesforce Classic and Lightning UI frameworks.

How do I change the Sync Start Date later?
Contact support@chargebee.com  to change the Sync Start Date you had set up initially, as the option is not currently available in the Chargebee App.

Does Chargebee support Person Accounts?
Chargebee does not support Person Account currently. However, if the feature is enabled in Salesforce, Chargebee will create Accounts in Salesforce with record type as Business Accounts.

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