In this section we will go over how to use the new Salesforce V3 integration.
Salesforce Account and Contact information contain the same information that would exist in the Chargify Customer record. If an Account has more than one Contact then the Contact will need to be specified at Customer/Subscription creation in Chargify.
Chargify Products will create a Product in Salesforce. However the Product Price Point and Currency will exist as a Price Book entry.
One of the new features with the Salesforce V3 integration is that Subscription Previews can now be created on Opportunity in Salesforce. This allows for a preview of the Subscription pricing that can be saved for later use if the deal is won or when manually activated.
Depending on your sync settings any changes made to the Account or Contact in Salesforce or Chargify will automatically be synced.
At the Account or Contact level in Salesforce you are able to create a Customer using the Subscription Wizard. Clicking the “New Subscription” button the Subscription Wizard will open and a Chargify Customer can be created in Salesforce.
If you sync settings allow, when a Customer is created in Chargify it will automatically create an Account/Contact in Salesforce. The sync will occur on the selected sync timing that has been setup in your Chargify Configuration for Batch Timing.
If selected in the Chargify Configuration any update to a Chargify Customer will automatically update the Account in Salesforce. This update will occur on the setup batch timing.
If an Account it updated in Salesforce it will automatically update the Customer in Chargify. One thing to note is that if an update occurs in Salesforce it will immediately be sent to Chargify and not wait for the batch timing. Only updates that occur in Chargify will respect the batch timing.
Please note an Account will need a Contact to be present inorder to create a Customer/Subscription in Chargify from Salesforce. If more than one Contact is present the subscription will need to be created on the Contact level so that the Customer record in Chargify can correctly reflect that Contact.
Any updates to a Contact will automatically sync to Chargify. Also any updates to a Customer record in Chargify can sync to Salesforce, depending on the selected sync settings.
At the Opportunity level a Subscription preview can be added.
Clicking into the you will have the option to Activate the Subscription.
Also if setup in your sync settings a Subscription can be created when an Opportunity is Closed/Won.
Payment profile information can be collected via the Subscription Creation Wizard. Payment Profiles can later be updated by navigating into the subscription in Salesforce and clicking the “Upgrade Opportunity” button, here you will be able to changed the payment profile.
New to Salesforce V3 is the ability to see transactions. The transactions can be found under the Chargify Transactions tab.
Subscriptions can be altered at any time. To do this navigate into a the desired Subscription in Salesforce. Once in the Subscription click the “Upgrade Opportunity”. In this wizard you will be able to change payment profile information as well as adjust the subscriptions product, components and coupons.
When using the Upgrade Opportunity wizard, if a product is changed you will be presented options on how you would like to change the Product. If only “Change Product” is selected only the Product will be changed.
Similarly to above a Product can be Upgraded/Downgraded which will add a Proration to the difference of the Products.
- If "Preserve Period" is selected the normal next billing date will be respected. - If "Include Trial" is selected the new products trial will be included on the subscription. - If "Include Initial" is selected the setup fee will be included at the time of Upgrade/Downgrade.
When using the Create Subscription Wizard you will be able to add a coupon at the time of Subscription Creation. Coupons can also be added later when updating a Subscription.
Coupon removal can also be done in the Subscription Wizard by clicking the “Remove” button next to the Coupon.