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.
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 and Lightning
- 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
- Currently does not support Relationship Invoicing – see more information on the new architecture here.
We strongly 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. The most common issues that arise from using the integration are custom workflows and processes in an existing Salesforce account that, when untested, may interfere with or prevent the integration from syncing properly.
For download and installation information, please review the Installation documentation.
Cost
- 14 day FREE trial
- $20/month per user license
Users will require a paid license in order to view custom fields populated by the Salesforce integration.
You can limit the number of users in your Salesforce account that have access to the Chargify integration. A Salesforce system administrator can allocate user licenses to individual users by navigating to Setup > Installed Packages > and selecting the “Manage” link next to the Chargify package.
All user profiles with access to the integration must have the proper permissions enabled in order to view and interact with Chargify data.
Trial Period
You will receive a 14 day free trial with 1 user license in Developer and Production Salesforce accounts once downloaded from the Salesforce Appexchange. Sandbox environments do not expire and provide unlimited licenses so you can continue to test for as long as you’d like.
Please contact Chargify Support to purchase user licenses if you wish to continue the service.
Synced Fields
It is important to note that Chargify is the central database in all cases. 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 | |
| Yes |
Opportunities
The following Chargify Subscription fields are linked to the standard Opportunity objects in Salesforce.
| Salesforce Field Name | Chargify Field Name |
|---|---|
| Amount | $ Product + Components |
| Expected Revenue | $ Product + Components |
| Close Date | Created At Date of Subscription |
| Opportunity Name | See Configuration Options |
| Probability (100%) | n/a |
| Stage (Closed/Won) | 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 Payment Collection Method | Payment collection method (invoice, automatic) |
| Chargify Coupon Code | Coupon Code |
| Chargify Coupon Value | $ Value of Coupon |
| Chargify Coupon Counter | # of times Current Coupon has been applied |
| Chargify Coupon Uses Allowed | # of times Current Coupon can be used |
| Chargify Total Revenue | Total Revenue |
| Chargify Current Product Revenue | Revenue Generated While Subscribers to Current Product |
| Chargify Pending Cancellation | Pending Cancellation Flag |
| Chargify Last Product Change | Timestamp of Last Product Change |
| Chargify Canceled At | Canceled At Timestamp |
| Chargify Current Version | Current Product Version |
| Chargify Net Amount | Product + Component(s) - Coupon Value |
| Chargify Cancel Plan | Upcoming Product ID When Delayed Product Change Enabled |
| Chargify Churn Reason | Churn Reason Code |
| Chargify Card Last Four Digits | Last 4 Digits of Active Payment Profile |
| Chargify Card Expiration | Expiration of Active Payment Method |
| Chargify Card Type | Card Type of Active Payment Method |
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.
| 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.
| 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.
| 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.
| Salesforce Field Name | Chargify Field Name |
|---|---|
| Coupon Name | Coupon Name |
| Chargify Coupon ID | Coupon ID |
| Coupon Code | Coupon Code |
| Description | Coupon Description |
| Discount % | Discount % (If % Discount) |
| Discount Amount | Discount Amount (If $Discount) |
| Chargify Coupon Counter | Number of time coupon has been used |
| Chargify Coupon Uses Allowed | Number of times coupon can be used |
| 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.
| Salesforce Field Name | Chargify Field Name |
|---|---|
| Chargify Custom Field Name | Field Name |
| Enum Value | Allowed Values |
| Input Type | Field Type |
| Subdomains | Subdomain |
Offers
Chargify Offers are stored in the custom Chargify Offer object in Salesforce. The following Chargify Offer fields are synced.
| Salesforce Field Name | Chargify Field Name |
|---|---|
| Chargify Offer Name | Offer name |
| Chargify Id | Offer ID |
| Product Family | Product family name |
| Product Family Id | Family ID |
| Chargify Product Id | Product ID |
| Chargify API Handle | Handle |
| Chargify Subdomain | Subdomain |
| Chargify Offer Unique Id | N/A |
| Product | Product name |
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:
- Navigate to “My Settings” to view your personal settings in SalesForce
- In left column click Personal > Grant Account Login Access
- Enable Chargify Support by selecting duration in dropdown. We recommend enabling support access for 1 week.
- 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 article here.