Salesforce Release Notes

Current Version 4.306

Released on 7/12/2019

  • Moved the location of the option to automatically create subscriptions in Chargify when an opportunity changes to closed/won satus. This option is now available in the Chargify Configuration page.
  • Updated the automatic subscription creation process to switch from remittance based billing to automatic based billing after the first successful payment on the subscription.

Version 4.304

Released on 7/3/2019

  • Added the option to attempt to automatically create subscriptions in Chargify when opportunities convert to closed won status.
    • Subscriptions will be created automatically if the Chargify site subdomain exists on the opportunity and the products on the opportunity align with the Chargify product catalog. For more information see the install options.
  • Various small bug fixes

Version 4.299

Released on 5/20/2019

Version 4.286

Released on 3/25/2019

  • Added the permission of “Chargify Last Payment Date” field to “Provide Permissions to Chargify” permission set

Version 4.285

Released on 3/19/2019

Version 4.284

Released on 3/11/2019

  • Adds Chargify MRR value to opportunities in Salesforce
  • Fixed API handle for Subscription Preview button on ‘Create Subscription’ form
  • Added two new fields to opportunities: ‘Chargify Interval’ & Chargify Interval Unit’

Version 4.282

Released on 2/7/2019

  • Updates the Portal batch such that the next Portal batch update will not begin until the last scheduled batch is completed.
  • Added a new field to the ‘Batch Size’ custom setting named ‘Chargify Portal Batch size’ to reduce the per page size of the Portal batch. If your integration has timeout issues from the Portal batch sync, please follow the guide added to our FAQ.

Version 4.280

Released on 2/4/2019

  • Improved webhook handling to reduce duplicate Opportunities. Only create opportunities from signup, renewal, and product change events.

Version 4.276

Released on 1/29/2019

  • Increased size of notes field to allow more characters
  • Bug fix: re-work last payment field to only update if “signup” or “renewal” are included in Chargify memo field
  • Bug fix: portal access enabled field not populating in certain use cases

Version 4.274

Released on 1/16/2019

  • Added “last payment amount” field to Chargify permission set
  • Added “activated at” custom field on Opportunities

Version 4.273

Released on 1/11/2019

  • Added 2 decimal places to “Chargify Last Payment” custom field on Opportunity
  • Added “Chargify Amount” field on Allocation History related list to show change in value from previous allocation (to show expansion and contraction)
  • Bug fix: When cancel memo data had too many characters, Opportunity update would fail. Stripped extra characters from memo.
  • Bug fix: Stage and probability not being retained in some use cases for Trialing subscriptions when “Retain Stage and Probability” selected in configuration settings

Version 4.270

Released on 1/7/2019

  • Added “Chargify last payment” field on Opportunity to display the last payment the customer made

Version 4.269

Released on 12/31/2018

  • Bug fix: Webhook failures in some use cases
  • Bug fix: Error on Opportunity subscription creation

Version 4.265

Released on 12/23/2018

  • Added lock checkbox on Opportunities so closed date is not updated when subscription is attached
  • Bug fix: Opportunity creation fails when converting Leads if Lead owner is inactive

Version 4.261

Released on 12/18/2018

  • Bug fix: Errors when viewing custom fields
  • Bug fix: Existing Opportunity owners being overwritten in some use cases

Version 4.259

Released on 12/11/2018

  • Bug fix: Opportunity not created when Account Name field longer than 80 characters

Version 4.257

Released on 12/7/2018

  • Bug fix: Coupons not being stored in Salesforce in certain use cases
  • Bug fix: Prevent Chargify Net Amount from rounding up when it shouldn’t

Version 4.256

Released on 12/5/2018

  • Bug fix: Duplicate price brackets created instead of overwriting existing during 30 minute batch sync

Version 4.255

Released on 12/3/2018

  • Billing Portal batch sync to update portal enabled status on Opportunities
  • Bug fix: customer_update webhook updating Account Name when “Lock Account Name” setting enabled in configuration settings
  • Bug fix: Unable to adjust the balance on a cancelled subscription via the Adjust Balance button

Version 4.251

Released on 11/20/2018

  • View Chargify Subscription Notes on Opportunity. Please see the Opportunity layout config page for guidance on how to add this related list.
  • Bug fix: Component price point not importing to Salesforce when name over 80 characters
  • Bug fix: Duplicate allocation change line items stored in Allocation History object on Opportunity in some use cases

Version 4.249

Released on 11/9/2018

  • Remove failed transactions and add pagination to Refund screen

Version 4.248

Released on 11/5/2018

  • Added support for percentage based coupon support using decimals

Version 4.247

Released on 10/30/2018

  • Bug fix: When the balance is reset to $0 for a past due subscription, ‘Retry Subscription’ button disappears

Version 4.246

Released on 10/18/2018

Version 4.244

Released on 10/4/2018

  • Bug fix: prevent 30 minute API sync for products from running at the same time as the optional backup API sync, which was causing products to be removed from Opportunities.
    • If you are currently using the scheduled backup sync, please visit the Chargify Configuration page as the user who installed the package, or user who otherwise should be assigned background jobs, and click the checkbox at the bottom of the page titled “Reassign Chargify Background Job”

Version 4.243

Released on 9/30/2018

  • Added ability to sign up customers using existing Offers in subscription creation forms
  • Added ability to select an Opportunity Record Type in the configuration settings. All Opportunity records created by the integration will be set to the selected record type rather than the default record type in your org.

Version 4.236

Released on 9/12/2018

  • Bug fix: Custom field being overwritten in the Opportunity when more than 1 custom field is selected in the form
  • Bug fix: Custom fields being added and deleted after turning on custom field storage

Version 4.235

Released on 9/8/2018

  • Bug fix: 500 error response for signup_success webhook with custom field values
  • Bug fix: Update custom field form on Opportunity record overwriting other custom field values

Version 4.233

Released on 9/6/2018

Version 4.220

Released on 8/22/2018

  • Added Person Account support. Documentation may be found here.
  • Bug fix: Unable to find a price point id error logs when updating Batch Sync user in configuration

Version 4.195

Released on 7/27/2018

  • Bug fix: 30 minute product batch sync using incorrect Price Bracket in some cases resulting in incorrect OpportunityLineItem amounts

Version 4.188

Released on 7/18/2018

  • Set Opportunity owner as Contact owner when creating new Opportunity
  • All Visualforce Pages are “available for Lightning Experience”
  • Bug fix: Lead converted assigned to incorrect owner
  • Bug fix: When price point selected in update component form, back button refreshes with current price point
  • Bug fix: Show correct price point cost in subscription creation forms

Version 4.182

Released on 7/10/2018

  • Ability to “Lock” account name in configuration settings when the integration matches/updates a subscription to an existing Salesforce Account
  • Convert leads when assigned to a queue

Version 4.179

Released on 7/3/2018

  • Added LightningStyleSheets=”true” on Chargify Buttons
  • Restricted Coupon Support

Previously the integration would reduce the SUM of all Opportunity line items by the coupon value even though coupon restrictions were in place. If you have restrictions on coupons and would like the coupon value to reduce the value of only the relevant line items, please follow the instructions below:

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

Version 4.178

Released on 6/27/2018

  • Display date formats to match Chargify site settings
  • Use Product ID as reference for change plan instead of Product API Handle
  • UI update to display success messages in green instead of red
  • Bug fix: Custom field selections overwritten when adding a second or third custom field in subscription creation forms
  • Bug fix: Chargify Net Amount not appearing in Opportunities for some use cases

Version 4.171

Released on 6/22/2018

  • Bug fix: Convert price in cents to dollars in transaction storage details

Version 4.162

Released on 6/12/2018

  • Bug fix: Unable to edit next billing date
  • Bug fix: Proration options removed during update allocation

Version 4.159

Released on 6/11/2018

  • Lightning Compatibility
  • Bug fix: Resync error on Opportunity in some use cases

Version 4.147

Released on 5/8/2018

  • Added ability to cancel subscription in “Hold” state

Version 4.146

Released on 5/2/2018

  • Bug fix: Updating owner of an existing Opportunity when Chargify subscription initially attached via webhook
  • Bug fix: If not storing transactions, ignore statement_settled and statement_failed events to reduce unecessary field value updates

Version 4.145

Released on 4/27/2018

  • Bug fix: ‘Argument can not be null’ on Create Subscription form when using component price points

Version 4.144

Released on 4/26/2018

  • Added configuration setting to choose batch size for subscriptions import
  • Bug fix: Missing check for multi-currency not creating ‘No Product/PriceBookEntry found’ error logs

Version 4.143

Released on 4/20/2018

  • Added coupon pick list in subscription create forms (only coupons available for selected product will appear)
  • Bug fix: On/off components not updating price point after v4.135 release

Version 4.141

Released on 4/18/2018

  • Bug fix: Shipping state being stored as nil on Account
  • Bug fix: New Opportunity created upon product version change when “Create new Opportunity on Chargify Product change” selected in configuration settings

Version 4.135

Released on 4/13/2018

Chargify has created a Permission set that you must automatically assign to individual users for these features to work:

  • Go to Setup > Manage Users > Permission Sets > Provide Permissions to Chargify
    • Select “Manage Assignments”
    • Choose “Add Assignments”
    • Select users
    • Save
  • Component Price Point Support: Correct list price displayed in Opportunity line items based on price point present on the subscription
  • Allocation History Object: Track all component allocation changes as line items in a related list on Opportunity

Version 4.127

Released on 3/14/2018

  • Bug fix: Missing radio buttons on “Change Payment Method” form

Version 4.126

Released on 3/13/2018

  • Bug fix: Chargify Transaction error logs generating in rare use cases

Version 4.125

Released on 3/12/2018

  • Add “Import Chargify Transactions” button to Opportunity layout to import transactions for a single subscription
    • Must ensure Transcaction storage is enabled in your configuration settings and button is added to your layout
  • Process renewal_failure webhooks to ensure past due subscription timestamps are correct

Version 4.119

Released on 3/1/2018

  • Add “Update On Hold Subscription” button when subscription is already on hold
  • Bug fix: Incorrect revenue format when comma present in currency

Version 4.116

Released on 2/21/2018

  • Bug fix: signup_success webhook failure when comma present in revenue fields

Version 4.115

Released on 2/12/2018

  • Selecting “Reassign Chargify Background Job” check-box on Chargify Configuration page restarts all Chargify scheduled jobs

Version 4.114

Released on 2/7/2018

  • Bug fix: Incorrect list prices for ‘Component’ type Opportunity line items
  • Bug fix: Correct date/time values will be stored irrespective of the time-zone (GMT -4 or GMT -5) due to daylight savings

Version 4.107

Released on 1/26/2018

Version 4.104

Released on 1/17/2018

  • Bug fix: External payments recorded against an invoice generate an error when decimal point is not prededed by a number

Version 4.103

Released on 1/16/2018

  • Multi-Currency Support: 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
  • Invoice Section to view and manage Invoices for individual subscriptions
  • Bug fix: Not all custom fields visible in create subscription form

Version 4.75

Released on 12/12/2017

  • Bug fix: signup_success webhook failing if customer created in Salesforce when Contact and Lead already exists with the same email address

Version 4.74

Released on 12/6/2017

  • Submit custom fields at signup so values appear on first Invoice

Version 4.71

Released on 12/4/2017

  • Option to import historical Transactions
  • Bug fix: Unable to submit Chargify Configuration with Transaction Settings set to “No”

Version 4.70

Released on 12/1/2017

Version 4.65

Released on 11/21/2017

  • On Hold and Resume feature implementation
  • Set dml code options to “allow” to honor duplicate rule settings
  • Bug fix: Subscriptions unable to be canceled in an Unpaid state

Version 4.60

Released on 11/20/2017

  • Bug fix: Error when removing coupon from subscription

Version 4.59

Released on 11/14/2017

  • Chargify Subscription and Customer ID’s added to log files for easier debugging
  • Bug fix: Products and Components reappear in Salesforce lists after being unarchived

Version 4.55

Released on 11/7/2017

  • Retry Balance button when subscription is Past Due with outstanding balance
  • Choose existing payment profile when creating subscriptions in Salesforce
  • Set Account owner to Site Guest User or API User when “Set Opportunity owner as Account owner when creating new Opportunity” setting is enabled and the Account owner is an inactive user
  • Bug fix: Expiration timestamp display issue

Version 4.50

Released on 10/27/2017

  • Bug fix: When Address 1 and Address 2 fields are populated in Chargify shipping address, merge into single field in Salesforce. When data is pushed back to Chargify, merge both lines into Address 1 field to remove infite update loop.

Version 4.47

Released on 10/27/2017

  • Remove Coupon button
  • Custom setting to enable/disable individual action buttons per profile
  • Remove required fields in Update Payment Method form to allow partial card updates (if allowed by payment gateway)
  • Bug fix: Refunds unavailable when Invoice payment method selected

Version 4.45

Released on 10/16/2017

  • Do not generate “Subscription ID not found” log file when component allocation webhook triggers the creation of an Opportunity
  • Bug fix: Do not import Trialing subscriptions when “Match Reference ID” and “Do not import any Trialing subscriptions until they are active” settings enabled

Version 4.33

Released on 9/13/2017

  • Configuration Setting: Set default Invoice or Automatic payment method in subscription creation forms
  • Ability to select churn reason code at delayed cancel

Version 4.26

Released on 9/4/2017

  • Configuration Setting: Retain stage when importing Active subscriptions
  • Configuration Setting: Assign an owner if creating a new Opportunity for an existing Account

Version 4.23

Released on 8/24/2017

  • Custom fields added to Opportunity layout: “Chargify Card Last Four Digits”, “Chargify Card Expiration”, “Chargify Card Type”
  • “Chargify Change Payment Method” button added to Opportunity Actions section to switch between Invoice and Automatic
  • Bug fix: If a subscription was in a Past Due state, “Ineligible for Cancellation” error returned when Cancellation was attempted.

Version 4.15

Released on 8/11/2017

  • Prepopulate customer, product, component, and coupon data in subscription creation forms if present in Account, Contact or Opportunity records

Version 4.4

Released on 8/4/2017

  • Component proration scheme selection when updating quantity based and on/off component allocations in Salesforce

Version 4.1

Released on 8/1/2017

  • Bug fix: If no component was present in a product family and a subscription was created in Salesforce with a product from the same product family through a signup_success webhook, then the product was not inserted in Salesforce opportunity line item.

Version 4.0

Released on 7/27/2017

  • Add end date to historical data import settings
  • Remove archived products from product selection dropdowns
  • Remove card validation on subscription creation forms

Version 3.185

Released on 7/19/2017

  • Update coupon counter in Opportunity via API call as well as webhook

Version 3.178

Released on 7/12/2017

  • Ability to resync a single Account, Contact or Opportunity record via API within Salesforce
  • Metered component line-items removed from Price Book line-items after renewal

Version 3.170

Released on 7/5/2017

  • Update Chargify Expiration At field in Opportunity using webhook events
  • Add additional API call to verify subscrtiption data when multiple webhooks fired simultaneously

Version 3.162

Released on 6/23/2017

  • In the event there are 2 coupons in a site with the same code, check against product family to ensure correct coupon can be successfully applied

Version 3.158

Released on 6/13/2017

  • If Trialing subscription record is missed during API sync or webhook update, create or update Opportunity at next webhook event instead of skipping record

Version 3.145

Released on 6/6/2017

  • Remove convert Opportunity to Closed/Won at Trial Ended

Version 3.143

Released on 6/1/2017

  • Bug fix: Remove permission check when calculating TotalPrice for Opportunity Line Item
  • Bug fix: Update “Chargify Current Balance” field amount via webhook

Version 3.129

Released on 5/17/2017

  • Ability to select payments made within the last 120 days when processing a refund
  • Downloadable Chargify Logs
  • Option to create a new Opportunity when a subscription product changes

Version 3.116

Released on 4/27/2017

  • Option to select “Contact Role” from picklist when the integration automatically links Contact and Opportunity

Version 3.114

Released on 4/25/2017

  • Provide the option to not automatically update Contact and Account fields in Chargify after pressing “save”
  • Bug fix: Do not update stage to Closed/Lost when subscription transitions to Canceled

Version 3.110

Released on 4/18/2017

  • Automatically link Opportunity and Contact Role
    • Existing contact role retained if linking existing contact to Opportunity
    • Defaults to “other” when new contact created
  • Automatically update Contact and Account fields in Chargify after pressing “save”
  • Create Customer at same time as subscription
  • “Create Customer in Chargify” and “View customer in Chargify” buttons added to Account object
  • Support for Custom Price Books

Version 3.84

Released on 3/15/2017

  • Addition of “If multiple Opportunities exist for a single Account, check product price book for Chargify product and update that Opportunity”.
  • Option to retain Opportunity stage and probability or convert to closed/won for Trialing subscriptions.
  • Option to retain lead owner when converting lead to Account and Contact or assign to a specific user.
  • Import only products, components, coupons and custom fields during initial API sync.
  • Revert to using First name + Last name + Product name if no Organization name is present when “Create and Update the Opportunity by Organization name + Subscription Product name.” selected in “Chargify Opportunity Name” configuration settings.

Version 3.25

  • The two-way Chargify for Salesforce integration was released on 2/15/2017.