Introduction

Salesforce Integration Introduction

Chargify’s new Salesforce integration helps to steamline Salesforce workflows by allowing for more flexability around Customer and Subscription creation In Salesforce. Additional object fields have been added such as Subscriptions and Transaction to make managing Account much easier.

The new Subscriptions object allows for enhance subscription preview and creation for easier management and deal negotiations during the sales process.

A Transaction object has also been added that will show all transactions that have occured in Chargify. This is extremely helpful for managing the life cycle of an account and reporting.

Opportunities now have the ability to control when a subscription is created when moved to a Closed/Won state. A Subscription preview can also be added to the Opportunity so sales teams can reference any previously discussed pricing and create a subscription off of at a later date.

Availability & Requirements

  • Available on Salesforce Developer, Enterprise, and Unlimited plans
  • Works in sandbox and production Salesforce environments
  • Compatible with Salesforce Classic and Lightning
  • Supports multiple API keys and subdomains for linking multiple Chargify sites to 1 Salesforce account
  • Supports Relationship Invoicing
  • Supports Hierarchies
  • Support Multi-Currency

We strongly recommend testing the integration in a Salesforce sandbox account prior to enabling in production. You can signup for a Salesforce developer account free of charge or create an additional sandbox environment in your existing Salesforce account. The most common issues that arise from using the integration are custom workflows and processes in an existing Salesforce account that, when untested, may interfere with or prevent the integration from syncing properly.

Trial Period

You will receive a 14 day free trial with 1 user license in Developer and Production Salesforce accounts once downloaded from the Salesforce Appexchange. Sandbox environments do not expire and provide unlimited licenses so you can continue to test for as long as you’d like.

Please contact Chargify Support to purchase user licenses if you wish to continue the service.

In the event that your trial for the SalesForce integration has expired, all Chargify data will not be shown in your SalesForce account. If you'd like to extend your trial, we'll be happy to do so. Please contact support@chargify.com to request this change. We will process your request for a trial extension as quickly as time allows.

Synced Fields

It is important to note that Chargify is the central database in all cases. Depending on the selected sync configuration some fields may not sync.

Accounts

The following Chargify Customer and Site fields are linked to the standard Accounts object in Salesforce:

Salesforce Field Name Chargify Field Name
Account Name Organization/Company
Chargify CC Emails CC Emails
Chargify Created At Created At
Chargify Customer Id Chargify ID
Chargify Parent Customer Id Parent
Chargify Reference Id Reference ID
Chargify Tax Exempt Tax Exempt
Chargify Updated At Updated At
Chargify VAT Number VAT Number
Shipping Street Shipping Address 1
Shipping Country Shipping Country
Shipping City Shipping City
Shipping State Shipping State
Shipping Zip Shipping Zip

Price Book Entry

The following Price Book entries fields are synced.

Salesforce Field Name Chargify Field Name
Active N/A
Currency Default Price Point (Currency)
List Price Default Price Point (Price)
Product related Product Name
Product Code Coupon Code

Products

Chargify Products are stored in the standard Products object in Salesforce.

Products may not be created in Salesforce. Additionally, product attributes cannot be edited in Salesforce.
Salesforce Field Name Chargify Field Name
Product Name Product Name
Product Description Product Description
Product Code Accounting Code
Chargify API Handle API Handle
Chargify Family Product Family
Chargify Id ID
Chargify Site Subdomain
Product Currency DefaultCurrency
Active  

Subscriptions

The fields that will be populated in the Subscription Object in Salesforce.

Salesforce Field Name Chargify Field Name
Account N/A
Activated At Activated At
Balance Current Balance in Cents
Chargify Id Subscription ID
Chargify Site Site the Subscription is in
Contact N/A
Created By N/A
Created by Opty N/A
Created by Preview N/A
Currency Currency
Current Billing Amount Current Billing Amount in Cents
Last Modified By N/A
Owner N/A
Product Product
Product Price Product Price
Revenue Total Revenue in Cents

If you are having any issues with your Salesforce integration, the first place to investigate is the “Chargify Logs” object within the Salesforce managed package. This section includes information about which Lead, Account, Contact and Opportunity records encountered errors during insert or update via Webhook or API.

If you require further support, please contact Chargify Support and we will be happy to assist you. Please be sure to mention which version of the package you are using.

Enable Support Access

Occasionally Chargify will need to view your SalesForce account to troubleshoot an issue. You can easily grant us access by following the steps below:

  1. Navigate to “My Settings” to view your personal settings in SalesForce
  2. In left column click Personal -> Grant Account Login Access
  3. Enable Chargify Support by selecting duration in dropdown. We recommend enabling support access for 1 week.
  4. Save

If for any reason you cannot perform these steps, the following elements may be present:

  • A system admin disabled the ability for non-admins to grant access.
  • The user doesn’t have a license for the package.
  • The package is licensed to the entire org. Only admins with the “Manage Users” permission can grant access.
  • The org preference Administrators Can Log in as Any User is enabled.

For more information on granting support access, please see SalesForce’s article here.