Salesforce Intro

For a brief overview of what the Salesforce v2 integration offers, we recommend viewing an archived copy of our webinar that was showcased upon release of the feature. You can access the video below:

Chargify’s Salesforce integration links your Chargify data directly to your Salesforce Organization and automatically updates the following standard objects:

  • Leads
  • Accounts
  • Contacts
  • Opportunities
  • Opportunity Line Items
  • Products
  • Price Book

As well as the following custom objects:

  • Product Families
  • Product Versions
  • Coupons
  • Price Brackets
  • Chargify Custom Fields
  • Chargify Logs
  • Chargify Settings

All Chargify data is stored in custom fields allowing you to run reports, create workflows, and push data to other systems connected to Salesforce.

The integration also allows you to manage the entire customer lifecycle from within Salesforce and push updates from Salesforce to Chargify. See Synced Fields and Subscription Management for more information.

The two-way Salesforce integration was released in February 2017. The previous one-way version is no longer available to new merchants and will be deprecated in the near future. To upgrade your Salesforce integration from the previous version, please review the Migration Path.

Availability & Requirements

  • Available on free and paid Chargify plans
  • Available on Salesforce Developer, Enterprise, and Unlimited plans (Force.com “Sites” required and not available in Professional edition)
  • Works in sandbox and production Salesforce environments
  • Compatible with Salesforce Classic (Lightning compatibility coming soon)
  • Supports multiple API keys and subdomains for linking multiple Chargify sites to 1 Salesforce account
  • Supports linking Chargify Customer data with Salesforce Leads, Accounts, and Contacts and Chargify Subscription data with Salesforce Opportunities

We recommend testing the integration in a Salesforce sandbox account prior to enabling in production. You can signup for a Salesforce developer account free of charge or create an additional sandbox environment in your existing Salesforce account.

For download and installation information, please review the Installation documentation.

Cost

  • 14 day FREE trial
  • $20/month per user license

You can limit the number of users in your Salesforce account that have access to the Chargify integration. The Salesforce system administrator can create a custom Chargify profile including all of the above custom and standard object permissions and assign it to specific users after the managed package has been installed.

Existing users of your SalesForce account will need paid licenses from Chargify to view custom fields populated by the SalesForce integration.

Trial Period

You will receive a 14 day free trial once downloaded from the Salesforce Appexchange. Please contact Chargify Support to purchase user licenses if you wish to continue the service.

In the event that your trial for the SalesForce integration has expired, all Chargify data will not be shown in your SalesForce account. If you'd like to extend your trial, we'll be happy to do so. Please contact support@chargify.com to request this change. We will process your request for a trial extension as quickly as time allows.

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Synced Fields

It is important to note that Chargify is the central database. If you update a field in Salesforce that stores Chargify data and do not push the data back to Chargify, it will be overwritten when a renewal or subscription update takes place and an API call or webhook is triggered.

Below you will find Salesforce field names, corresponding Chargify field names, as well as which fields can be updated in Salesforce and pushed back to Chargify (Two-Way Sync).

Accounts

The following Chargify Customer and Site fields are linked to the standard Accounts object in Salesforce:

Salesforce Field Name Chargify Field Name Two-Way Sync
Account Name Organization/Company Yes
Chargify Subdomain Subdomain  
Chargify Customer ID Customer ID  
Chargify Reference ID Reference ID Yes
Chargify Customer Created At Created At  
Chargify CC Emails CC Emails Yes
Billing Address Payment Profile Billing Address  
Shipping Address Shipping Address Yes
Tax Exempt Tax Exempt Yes

Contacts

The following Chargify Customer fields are linked to the standard Contacts object in Salesforce:

Salesforce Field Name Chargify Field Name Two-Way Sync
Name First Name, Last Name Yes
Chargify Customer ID Customer ID  
Phone Phone  
Email Email Yes

Opportunities

The following Chargify Subscription fields are linked to the standard Opportunity objects in Salesforce.

Salesforce Field Name Chargify Field Name
Opportunity Name See Configuration Options
Amount $ Product + Components
Expected Revenue $ Product + Components
Close Date Created At Date of Subscription
Stage (Closed/Won) n/a
Probability (100%) n/a
Chargify Subdomain Subdomain
Chargify Subscription ID Subscription ID
Chargify Payment Collection Method Payment Method
Chargify Subscription State Status (Active/Past Due/Etc)
Chargify Expires At Expires At Timestamp
Chargify Next Assessment At Next Billing At Timestamp
Chargify Current Balance Current Balance
Chargify Coupon Coupon Name
Chargify Coupon Code Coupon Code
Chargify Coupon Value $ Value of Coupon
Chargify Coupon Counter # of Times Current Coupon Has Been Applied
Chargify Total Revenue Total Revenue
Chargify Current Product Revenue n/a
Chargify Pending Cancellation Pending Cancellation Flag
Chargify Last Product Change Timestamp of Las Product Change
Chargify Cancelled At Canceled At Timestamp
Chargify Current Version Current Product Version

Opportunity fields can be updated via the Action buttons available in the Opportunity Layout.

Product Families

The following Chargify Product Family fields are synced to the custom Product Families objects in Salesforce. Product Families cannot be created or edited in Salesforce.

Salesforce Field Name Chargify Field Name
Product Family Name Product Family Name
Product Family Description Product Family Description
Chargify API Handle API Handle
Chargify ID Product Family ID
Chargify Subdomain Subdomain

Products

Chargify Products are stored in the standard Products object in Salesforce. Product attributes cannot be created or edited in Salesforce.

Salesforce Field Name Chargify Field Name
Product Name Product/Plan Name
Product Description Product Description
Chargify Product Family Product Family
Chargify Product Family ID Product Family ID
Chargify Accounting Code Accounting Code
Chargify API Handle Product Handle
Chargify ID Product ID
Chargify Created At Created At
Chargify Interval Recurring Period (1/2/3/Etc)
Chargify Interval Units Recurring Period Duration (Months/Days)
Chargify Price In Cents Price In Cents
Chargify Product Status Status (Archived/Non Archived)

Components

Chargify Components are stored in the standard Products object in Salesforce. The following Chargify Component fields are synced. Component attributes cannot be created or edited in Salesforce.

Salesforce Field Name Chargify Field Name
Product Name Component Name
Product Description Component Description
Chargify Product Family Product Family
Chargify Product Family ID Product Family ID
Chargify ID Component ID
Chargify Component Type Type (Metered/Quantity/OnOff)
Chargify Pricing Scheme Pricing Scheme (Unit/Volume/Tiered/Stairstep)
Chargify Price In Cents Price In Cents
Chargify Product Status Status (Archived/Non Archived)

Coupons

Chargify Coupons are stored in the custom Coupons object in Salesforce. The following Chargify Coupon fields are synced. Coupon attributes cannot be created or edited in Salesforce.

Salesforce Field Name Chargify Field Name
Coupon Name Coupon Name
Chargify Coupon ID Coupon ID
Coupon Code Coupon Code
Descriptions Coupon Description
Discount % Discount % (If % Discount)
Discount Amount Discount Amount (If $Discount)
End Date Expiration Date
Subdomain Subdomain

Custom Fields

Chargify Custom Fields are stored in the custom Chargify Custom Fields object in Salesforce. The following Chargify Custom Fields are synced. Custom Field attributes cannot be created or edited in Salesforce.

Salesforce Field Name Chargify Field Name
Chargify Custom Field Name Field Name
Enum Value Allowed Values
Input Type Field Type
Subdomains Subdomain

Support

If you are having any issues with your Salesforce integration, the first place to investigate is the “Chargify Logs” object within the Salesforce managed package. This section includes information about which Lead, Account, Contact and Opportunity records encountered errors during insert or update via Webhook or API.

If you require further support, please contact Chargify Support and we will be happy to assist you. Please be sure to mention which version of the package you are using.

Enable Support Access

Occasionally Chargify will need to view your SalesForce account to troubleshoot an issue. You can easily grant us access by following the steps below:

  1. Navigate to “My Settings” to view your personal settings in SalesForce
  2. In left column click Personal > Grant Account Login Access
  3. Enable Chargify Support by selecting duration in dropdown. We recommend enabling support access for 1 week.
  4. Save

If for any reason you cannot perform these steps, the following elements may be present:

  • A system admin disabled the ability for non-admins to grant access.
  • The user doesn’t have a license for the package.
  • The package is licensed to the entire org. Only admins with the “Manage Users” permission can grant access.
  • The org preference Administrators Can Log in as Any User is enabled.

For more information on granting support access, please see SalesForce’s articel here.