Salesforce is a CRM software that allows you and your team to keep track of the leads generated, deals closed, and new customers acquired by your business. Force.com is a platform that facilitates the integration of other add-on applications with the primary Salesforce.com application.
The Chargebee for Salesforce app establishes a connection between Salesforce and Chargebee, in such a way that all your Chargebee data (Plans, Addons, Invoices, Transactions, etc.) will automatically be synced with Salesforce, and vice versa. You'll also be able create and modify your Chargebee subscriptions directly in Salesforce, which will automatically get synced with your Chargebee account.
Before getting started, you need to have the following:
Integrating Chargebee with Salesforce involves 3 steps. The setup process is explained in detail here.
Once you've set up the Chargebee for Salesforce app, and have synced all the data between Chargebee and Salesforce, you'll be able to create/update subscriptions directly in Salesforce. You can also view your plans, addons, coupons, and subscriptions in your Salesforce account.
Your Chargebee Subscriptions will be synced under the Subscriptions tab, while the Plans and Addons will appear under the Products tab in your Salesforce account. You can also view your Chargebee invoices, transactions, and coupons under the Invoices, Transactions, and Coupons tabs respectively, in your Salesforce account.
There are three ways to create a new subscription:
In the Opportunity tab, open an Opportunity, go to Edit Layout, and add the Create Subscription button.
Now you'll find the button right next to the Opportunity Detail heading. You can create a new subscription for the Opportunity by clicking this button and filling out the necessary fields.
If you're creating a subscription for an existing Opportunity, then you have to add the corresponding plan as a Product for the specific Opportunity (you can find the Products section in the Opportunity Detail page), before you create the subscription.
You can make the following changes:
Only those products listed in the Price Books will be available to be added to an opportunity. To add more products, open the Price Books tab, click the corresponding Price Book, click Add. Select the specific from the list, and click Add to Price Book.
a) Open the Opportunity corresponding to the Subscription.
b) Change the product quantity as per requirements, and click Send Payment Link.
c) An email will be sent to the Contact Role with the Payment Form Link, which will also be copied to the Opportunity Owner. The Activity Log will also get updated accordingly.
d) Fill up the necessary information in the Payment Form Page, and click Subscribe. The Subscription will then get updated.
As mentioned earlier, you can create/update subscriptions directly in Salesforce, but cannot edit the values of your Chargebee data relating to Invoices, Transactions, and Coupons in your Salesforce account. For the Products tab, however, you can edit the layout, and can add additional Chargebee fields (the value of the fields cannot be modified).