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Prerequisites
This guide provides the necessary information to install and deploy the Chargebee for Salesforce CPQ integration successfully.
The CPQ integration is delivered as a Chargebee-managed package in Salesforce org. The integration package link, password, and Chargebee site details are shared securely when you sign up to use the integration.
To install the package, perform these steps:
Enter the package URL and the password.
Select the profile as Install for All Users or Install for Specific Profiles.
Click Install.
The installation could take a few minutes to complete. Once the installation is successful, follow the steps to set up the integration.
After you've installed the package, you need to configure the integration to align with your business requirements.
Watch the video or follow the steps below to launch the Chargebee Settings app and set up the integration:
In Salesforce, click on the app launcher and select Chargebee. The app launches with the Chargebee Settings page open.
Click Next to move to the Add Site screen.
Click Connect Site to bring up the Connect Chargebee Site dialog.
Enter the Label, URL, and API Key as suggested in the dialog.
Click Add Site. You'll see a new row with the details you provided. The Connection Status field reads Not Connected.
Click Validate Connection on the new row. The integration will attempt to connect to the Chargebee site. If the connection is successful, the Connection Status field will change to Connected.
If you have multiple Chargebee sites to connect to the Salesforce org, repeat steps 5 and 6 for each site.
Click Next to move to the Verify Chargebee Features screen. Ensure that the Status field for each feature is set to Enabled. If any required features aren't enabled, follow the instructions in the How to enable this feature? column to enable them in Chargebee. Once enabled, click Refresh Status to update the Status fields.
Click Next to go to the Schedule Jobs screen.
Enter the sync job frequency and the number of days you want to keep log entries.
Click Next to navigate to the Sync Rules screen.
Follow the instructions starting from step 4 in this section to set up the sync rules for both customer and subscription records from Chargebee to CPQ.
Click Next to go to the Finish screen. Now, proceed to assign permission sets, set up page layouts, set up validation rules, and connect a price book with Chargebee.
Click Start using the integration. You'll then be redirected to the Salesforce CPQ app.
You can dictate how Chargebee customer records, with attached subscriptions, sync with Salesforce CPQ as either accounts or contacts. Furthermore, you can establish rules for creating corresponding opportunities and quotes in Salesforce CPQ whenever subscriptions in Chargebee are created or updated.
In Salesforce, click on the app launcher and select Chargebee.
Navigate to Chargebee Settings > Sync Rules.
Choose the Chargebee Site.
Define the rules under Chargebee Customers:
Define the rules under Chargebee Subscriptions:
Click Save > Next.
You can assign permissions to users with administrators and standard user privileges based on the tasks they perform using the Chargebee for CPQ integration.
Ensure that the users you assign permission sets have access to the standard Salesforce objects.
To assign permission sets, perform these steps:
Go to Setup, enter ‘permission sets' in the Quick Find search box, then select Permissions Sets.
On the Permission Sets page, select the required permission sets.
Select Chargebee Admin for admins.
Select Chargebee User for standard users.
Click Manage Assignments.
Click Add Assignments.
Select users and then click Assign.
Configure page layouts to add user interface elements for the following:
To configure the product layout, perform these steps:
To configure the price book entry layout, perform these steps:
To configure the account layout, perform these steps:
To configure the quote layout, perform these steps:
To configure the order product layout, perform these steps:
To configure the subscription layout, perform these steps:
Validation rules ensure that user-entered data meet certain standards before it can be saved. Defining validation rules lets the integration sync correct data.
To configure the validation rules for the Chargebee Type, perform these steps:
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When the Salesforce CPQ instance is connected to multiple Chargebee sites, it is necessary to specify which price book is associated with which site, so that product changes and requirements are reflected in the appropriate site. There is a one-to-one relationship between a Salesforce price book and a Chargebee site.
To connect a price book, perform these steps:
