What are the prerequisites for Salesforce integration?

Modified on: Tue, 13 Jul, 2021 at 4:59 PM

Configuring v1.38 and above, requires you to complete the following prerequisites:

1. My Domain registration

My Domain gives you a point-and-click way to brand the page that prompts users to log in to your Salesforce organization. Learn more

To add a domain, follow the below steps:

  1. Search for My Domain in the Quick Find box from Setup and select it.

  2. Click Add a Domain.

  3. Enter the domain name and click Check Availability.

  4. Click Register Domain. You will receive an email once the domain is registered.

  5. Once you receive the email deploy it to your users.

2. Enable Chargebee Integration tab

Note: This option will be available only if you have installed the package. Refer to our installation guide to learn more.

Enabling the Chargebee Integration tab is necessary to configure the integration settings.

To do this, follow the below steps:

  1. Search for Profiles in the Quick Find box from Setup and select the System Administrator profile.

  2. Click Edit and change the Chargebee Integration setting from Tab Hidden to Default on.

3. Assigning Permission Sets

Note: This option will be available only if you have installed the package. Refer to our installation guide to learn more.

Only the users added in this step will be able to setup the integration.

To add a user:

  1. Search for Permission Sets in the Quick Find box from Setup.

  2. Select Chargebee for Salesforce Admin User

  3. Click Manage Assignments and add your users.

M
Monica is the author of this solution article.

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