Install - Options

You are about to begin the 5th and final section of the Salesforce installation -- unlike the others, the sections on this page are completely optional. While the other steps must be completed in order, you DO NOT have to enable any of these settings unless you intend to use the associated functionality.

Additional Features

Multi-Currency Support

You have the ability to select a currency for each of your Chargify sites so that the proper currency reflects in your Opportunities standard and custom fields as well as the line items in the price book.

First, you must enable multi currency support in your Salesforce Org. Once enabled, multi-currency cannot be disabled in Salesforce.

Enable multi-currency in Salesforce: + Go to Setup > Company Profile > Company Information + Click Edit + Select Activate Multiple Currencies + Save

Once activated, you can manage the currencies allowed in your Org.

  • Go to Setup > Manage Currencies
  • Under “Active Currencies” select “New”
    • Select currency type
    • Enter conversion rate
    • Select decimal places
    • Save

Additional steps are required to enable multiple currency support for the API User:

  • Go to Setup > Create > Objects
  • Click Chargify Setting label
  • Click Chargify Currencies field label in the Custom Fields & Relationships section
  • Select “Set field level security”
  • Make visible for any relevant profiles (be sure to enable it for the profile assigned to the sync user that installed the package as the background jobs are assigned to this user)

To enable multi-currency for the Site Guest User which handles webhooks:

  • Go to Setup > Develop > Sites
  • Click your Site Label
  • Select Public Access Settings
  • Go to Custom Field-Level Security in the Field-Level Security section
    • Click View next to Chargify Settings
    • Edit
    • Provide Read and Edit access for Chargify Currencies
  • Save

You can now navigate to the Chargify Configuration tab in Salesforce and select the supported currency for each of the subdomains you have available in your org.

Note: Field level security should already be provided for the following objects and site guest user by default if multi currency support is enabled:

  • Products (Product2)
  • Opportunities (Opportunity)
  • Price Book Entries (PriceBookEntry)
  • Coupons (CHRGFY__Coupon__c)
  • Opportunity Products (OpportunityLineItem)
  • Product Versions (CHRGFY__Product_Version__c)
  • Price Brackets (CHRGFY__Price_Brackets__c) 

Restricted Coupons Support

Restricted coupons allow you to discount only certain products or components. If you use restricted coupons in Chargify, you will want to enable restricted coupon support in your Salesforce org as well so only certain Opportunity line items are discounted.

Without this setting enabled, the SUM of all line items in your Opportunity will be discounted by default.

Enable restricted coupons in Salesforce:

  • Go to Setup > Develop > Custom Settings
    • Select “Manage” link next to “Batch Size”
    • Choose “New” (or edit existing)
    • Select “Chargify Restricted Trigger” checkbox
    • Save

Person Account Support

This setting will allow you to create Person Accounts, which combine an Account and Contact in one. This is different from the default sync, which creates a Business Account and a Contact. Person Accounts are a good choice for businesses who work with individual customers, as opposed to companies who may have multiple contacts associated with the same account. If this functionality is enabled, all new Accounts created from Chargify will be Person Accounts.

If there are Chargify customers with existing Business Accounts, the sync will not modify the type of Account to a Person Account. Similarly, the integration will not modify any existing Person Accounts by changing them into Business Accounts.

Additionally, this setting only applies to new Chargify subscriptions that do not meet any of the matching rules you provide. As an example, let’s say the integration is configured to match subscriptions by email address and Person Account creation is enabled. If a matching email is found on a Business Account, the Opportunity will be created under the existing Business Account. A new Person Account won’t be created.

To enable integration support for Person Accounts:

  • Follow Salesforce’s guide to enable Person Accounts. Once the requirements are met, you will need to contact Salesforce support to enable Person Accounts.
  • Ensure the Person Account record type is available for all profiles that need access to its functionality. To do so, follow these steps:
    • Click on Setup
    • In the “Quick Find” box, type profile and select Profiles under Users.
    • Click on the name of a specific profile and scroll down to the section labeled “Account Record Type Defaults.”
    • Click “edit” under Person Accounts and select Person Account from the available record types.
    • Save
  • You may need to edit the Page Layout of Person Accounts to view Chargify fields. If so, follow the steps here for a Business Account but replicate the steps on a Person Account.
  • Click the checkbox for “Store Chargify Customer as Person Account” when setting up Chargify Configuration (instructions below).

Additional Configurations

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.

Reduce the batch size during initial Subscriptions import/sync

The subscriptions import batch size is set to 200 records per batch by default. If your Salesforce Org has a lot of triggers and workflows, you may encounter COU timeout errors. To resolve these errors, you can reduce the batch size for Subscriptions from 200 to a lesser value.

  1. Go to Setup.
  2. Search Custom Settings in Quick Find Box and click Custom Settings under develop.
  3. There will be a custom setting named ‘Batch Size’, click on manage link adjacent to this custom setting.
  4. Click on New button (for reference go through attached screenshot).
  5. Then enter ‘Subscription Batch Size’ manually (max batch size can be 200 and min batch size can be 1).

Reduce the Portal batch sync

If the Portal batch sync is causing a CPU timeout, it’s possible to reduce the per-page size of the Portal batch, which is using to retrieve and update Billing Portal information from Chargify. This is done via the ‘Chargify Portal Batch Size’ setting in the ‘Batch Size’ Custom Setting.

To change the size of the Portal batch:

  1. Go to Setup.
  2. Search for ‘Custom Settings’ in the quick find box along the lefthand side and click on it.
  3. Click on the Custom Setting named ‘Batch Size’.
  4. Press the Manage button.
  5. Check if any record exists.
    • If a record exists, then edit it and change the value in “Chargify Portal Batch Size” from 0 to 50.
    • Otherwise, create the new record and modify this value from 0 to 50.
Congrats! You've reached the end of the Chargify / Salesforce integration installation.