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 here.
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 (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.
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.
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 | |
| 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.