Salesforce Release Notes

Current 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

Current 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.