Custom field mapping in Salesforce

Modified on: Wed, 22 Sep, 2021 at 9:37 PM

Scope

Field-level mapping for custom objects.


Summary

Field mapping is one of the most important steps as it creates a bidirectional linkage between the two systems and thereby gives greater control on the implications of the native salesforce settings.

If you are migrating your Chargebee site from Product Catalog 1.0 to 2.0, the Salesforce integration package cannot be readily migrated. Contact support@chargebee.com to perform the migration.

The tables provide a field-level mapping between the custom objects and Chargebee entities. The Chargebee fields mentioned in the tables are attributes of resources available in Chargebee APIv2 .

CB Item Price

CB Item Price in Salesforce is mapped to the Item Price resource in Chargebee.


Salesforce Field

(* indicates custom field)

Chargebee Field/Data
Trial Period Unittial_period_unit.
Trial Periodtrial_period
Statusstatus
Resource versionresource_version
Productname
Pricing Modelpricing_model
Price Book

Lookup to a Price Book record corresponding to the Chargebee site that the Item Price belongs to.

Price

price

Period Unitperiod_unit
Periodperiod
Free Quantityfree_quantity
External Id

id

Currency

currency_code

CB Item Price Name

name

Billing Cycles

billing_cycles

CB Subscription

CB Subscription in Salesforce is mapped to the Subscription resource in Chargebee.

Salesforce Fields

Chargebee Fields

Account

Master-Detail(Account)

Action at term end

subscription.contract_term.action_at_term_end

Address Line 1

subscription.shipping_address.line1

Address Line 2

subscription.shipping_address.line2

Address Line 3

subscription.shipping_address.line3

CB Customer Id

subscription.customer_id

CB Id

"<domain name of the Chargebee site>"+"subscription.id"

CB Plan Id

subscription.subscription_items[].item_price_id of the plan.

CB Site

Lookup(CB Site)

CB Subscription Id

subscription.id

CB Subscription Name

subscription.id

Chargebee Modified Time

subscription.updated_at

City

subscription.shipping_address.city

Company

subscription.shipping_address.company

Contact

Lookup(Contact)

Country

subscription.shipping_address.country

Created By

User who triggers the sync or turns on auto sync.

Currency

subscription.currency_code

Current Term End

subscription.current_term_end

Current Term Start

subscription.current_term_start

Due Invoices Count

subscription.due_invoices_count

Due Since

subscription.due_since

Email

subscription.shipping_address.email

First Name

subscription.shipping_address.first_name

Last Modified By

User who triggers the sync or turns on auto sync.

Last Name

subscription.shipping_address.last_name

MRR

subscription.mrr

Next billing Amount

invoice_estimate.total

Next billing at

subscription.next_billing_at

Opportunity

Lookup(Opportunity)

Phone

subscription.shipping_address.phone

Plan Amount

subscription.subscription_items[].amount or subscription.subscription_items[].amount_in_decimal of the plan.

Plan Quantity

subscription.subscription_items[].quantity or subscription.subscription_items[].quantity_in_decimal of the plan.

Plan Unit Price

subscription.subscription_items[].unit_price or subscription.subscription_items[].unit_price_in_decimal of the plan.

.PO Number

subscription.po_number

Product

Lookup(Product)

Reason for cancellation

subscription.cancel_reason

Remaining Billing Cycles

subscription.remaining_billing_cycles

Resource Version

subscription.resource_version

Site

(Deprecated)

State/ County/ Province

subscription.shipping_address.state

Subcription Activated At

subscription.activated_at

Subcription Cancelled At

subscription.cancelled_at

Subscription Created At

subscription.created_at

Subscription Id

"<domain name of the Chargebee site>"+"subscription.id"

Subscription Started At

subscription.started_at

Subscription status

subscription.status

Total Dues

subscription.total_dues

Trial End

subscription.trial_end

Trial Start

subscription.trial_start

Zip/ Postal Code

subscription.shipping_address.zip


M
Monica is the author of this solution article.

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