Salesforce Release Notes

Current 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.