Install - Contacts, Products & Opportunites

You are about to begin the 2nd section of the Salesforce installation. There are 2 remaining section to install after these steps. Please find next steps at the bottom of this page. Do not install the integration in any other order than what is instructed by Chargify.

Configure Account Layout

  • Click on Accounts tab
  • Select an Account record by clicking on an Account Name in the list
  • Click “Edit Layout” on the account detail page

  • In “Fields”, drag and drop a new “Section” into the layout:
    • Section Name: Chargify
    • Display Section Header on:
      • Detail Page
      • Edit Page
    • 2 column
    • OK
  • Drag the following fields into the new Chargify section:
    • Chargify Customer Created at
    • Chargify Customer ID
    • Chargify Subdomain
    • Chargify Reference ID
    • Chargify CC Emails
    • Chargify Tax Exempt
  • Quick Save

  • Click on “Buttons”
  • Drag and drop the following buttons into the “Custom Buttons” section in the layout:
    • Sync Customer
    • Create Subscription in Chargify
    • Create Customer in Chargify
    • View Customer in Chargify
  • Save

Configure Contact Layout

  • Click on the Contacts tab
  • Select a Contact record by clicking on a Contact name in the list
  • Click “Edit Layout” on the contact detail page

  • In “Fields”, drag and drop a new “Section” into the layout:
    • Section name: Chargify
    • Display Section Header on:
      • Detail Page
      • Edit Page
    • 1 column
    • OK
  • Drag the following fields into the new Chargify section:
    • Chargify Customer ID
  • Quick Save

  • Click on “Buttons”
  • Drag and drop the following buttons into the “Custom Buttons” section in the layout:
    • Sync Customer
    • Create Customer in Chargify
    • Update Customer in Chargify
    • View Customer in Chargify
  • Save

Configure Opportunity Layout

  • Click on Opportunities tab
  • Select an Opportunity by clicking on an Opportunity Name in the list
  • Click “Edit Layout” on the Opportunity detail page

Adding Total Price To Products

  • Click on the wrench icon for “Products” Related List properties
    • Add “Total Price” to the right column in the pop-up
    • OK
  • Quick Save

Adding Chargify Fields

  • In “Fields”, drag and drop a new “Section” into the layout:
    • Section name: Chargify
    • Display Section Header on:
      • Detail Page
      • Edit Page
    • 2 columns
    • OK
  • Drag the following fields into the new Chargify section:
    • Chargify Expires At
    • Chargify Next Assessment At
    • Chargify Payment Collection Method
    • Chargify Subscription Id
    • Chargify Total Revenue
    • Chargify Subscription State
    • Chargify Subdomain
    • Chargify Net Amount
    • Chargify Coupon Code
    • Chargify Coupon
    • Chargify Coupon Value
    • Chargify Coupon Counter (How many times the active coupon has been “used”)
    • CHargify Coupon Uses Allowed (How many times the active coupon can be “used”)
    • Chargify Current Balance
    • Chargify Current Version
    • Chargify Last Product Change
    • Chargify Pending Cancellation
    • Chargify Canceled At
    • Chargify Current Product Revenue
    • Chargify Card Last Four Digits
    • Chargify Card Expiration
    • Chargify Card Type
  • Quick Save

Adding Chargify Buttons

  • Click on “Buttons”
  • Drag and drop the following buttons into the “Custom Buttons” section in the layout:
    • Resync Subscription
    • Create Subscription in Chargify
    • View Subscription in Chargify
    • Import Chargify Transactions (if you plan to store transactions in the Chargify Transactions custom object)
  • Quick Save

Adding Chargify Actions

  • Select “Visualforce Pages”
  • Drag and drop a new “Section” into the layout:
    • Section name: Chargify Actions
    • Display Section Header on:
      • Detail Page
      • Edit Page
    • 1 column
    • OK
  • Drag the following field into the new Chargify Actions section:
    • ChargifyActionInline
  • Quick Save

Disabling Individual Chargify Actions

You can enable/disable individual action buttons per user or profile:

  • Go to Setup > Develop > Custom Settings
  • Click the label “Disable Chargify Actions”
  • Select “Manage”
  • Press “New”
  • Select “User” or “Profile” from drop down
  • Click the magnifying glass and choose the user or profile
  • Enable all check boxes for the buttons you wish to disable
  • Save

You can create unique Custom Settings for multiple users or profile types by repeating the process above. Buttons will still be visible in Opportunities, but they will be greyed out and the user will be unable to select it.

Adding View Only Transaction History

  • Select “Visualforce Pages”
  • Drag and drop a new “Section” into the layout:
    • Section name: Chargify Transactions
    • Display Section Header on:
      • Detail Page
      • Edit Page
    • 1 column
    • OK
  • Drag the following field into the new Chargify Transactions section:
    • SubscriptionTransactions
  • Quick Save

  • Click on the wrench icon of the SubscriptionTransactions section you just created:

  • Set the Width (in pixels or %) to 100% and Height (in pixels) to 400
    • Click OK
  • Quick Save

Adding Custom Fields

  • Select “Visualforce Pages”
  • Drag and drop a new “Section” into the layout:
    • Section name: Chargify Custom Fields
    • Display Section Header on:
      • Detail Page
      • Edit Page
    • 1 column
    • OK
  • Drag the following field into the new Chargify section:
    • ChargifyCustomFields
  • Quick Save

  • Click on the wrench icon of the ChargifyCustomFields section you just created:

  • Set the Width (in pixels or %) to 100% and Height (in pixels) to 600
    • Select “Show Scrollbars” checkbox
    • Click OK
  • Save

Add Chargify Transactions Object (Store Transactions)

  • Select “Related Lists”
  • Drag and drop the “Chargify Transactions” related list into your layout (recommended under “Price Book” section)
  • Save

Adding Invoices Section

You can view a list of Invoices for a subscription and take certain actions against those invoices.

  • Go to any Opportunity and select Edit Layout
  • Drag and drop a new section to the layout
    • Section name: Chargify Invoices
    • 1-Column
  • Save

  • Drag and drop the ChargifyInvoices visualforce page into the new section
    • Width: 100%
    • Height: 200
    • Show Scrollbars
  • Save

This section will allow you to:

  • View Invoices
  • Enter Offline Payment
  • Add Charge
  • Add Credit
Pay Invoice with card on file functionality is not available via Salesforce at this time as there is no API call available for this action.

Adding Chargify Allocation History

You can view a list of all component allocation changes as line items in the Chargify Allocation History Related List.

To add the Related List to the Opportunity Layout:

  • Open an existing Opportunity
  • Select “Edit Layout”
  • Select “Related Lists”
  • Drag and drop the “Chargify Allocation History” related list into your layout (recommended under “Price Book” section)
  • Click on the wrench icon for “Chargify Allocation History” Related List properties:
  • Add the following items to the right column in the pop-up (these are optional and you can display whichever fields are relevant to your business):
    • Chargify Allocation History Name
    • Total Price
    • Quantity
    • List Price
    • Date of Allocation
    • Currency
    • Created Date
    • Chargify Price Point Id
    • Product (will be the component name)
  • OK
  • Save

NOTE: You must have this feature enabled in the Chargify Configuration tab to begin storing allocations. Only future allocations will be recorded. Historical allocation changes will not appear even if you resync all historical data as we only import the current state of the subscriptions upon resync.

Configure Product Layout

  • Click on the Products tab
  • Select a Product record by clicking on a Product name in the list
  • Click “Edit Layout” on the Product detail page

  • In “Fields”, drag and drop a new “Section” into the layout:
    • Section name: Chargify
    • Display Section Header on:
      • Detail Page
      • Edit Page
    • 2 columns
    • OK
  • Drag the following fields into the new Chargify section:
    • Chargify Created at
    • Chargify Accounting code
    • Chargify Id
    • Chargify Component Type
    • Chargify API Handle
    • Chargify Pricing Scheme
    • Chargify Product status
    • Chargify Price in cents
    • Chargify Interval
    • Chargify Interval unit
    • Chargify Product Family
    • Chargify Product Family Id
    • Chargify Product Version
  • Quick Save

  • Select “Related Lists”
  • Drag the following sections into the layout:
    • Product Version
    • Price Brackets
    • Chargify Price Point
  • Quick Save

  • Click on the wrench icon for “Product Version” Related List properties:

  • Add the following items to the right column in the pop-up:
    • Version Number
    • Chargify Price In Cents
  • OK
  • Save

  • Click on the wrench icon for “Chargify Price Point” Related List properties:
  • Add the following items to the right column in the pop-up (these are optional and you can display whichever fields are relevant to your business):
    • Chargify Price Point Name
    • Pricing Scheme
    • isDefault
    • Price Point Id
    • Currency
    • Component Id
  • OK
  • Save
You have now completed 2 of 4 sections of the Salesforce installation. Please continue on to the third section, webhook installation.