Scope

What is the support for Chargebee Actions within Salesforce Flows?

What components can be added while creating screens?

Summary

Salesforce Flows are advanced workflows that provide a visual interface for designing the steps of a business process. They can include screens with input forms, decision points, and actions such as creating or updating records. Flows can be tailored to specific use cases, guiding users through a series of tasks or actions based on their inputs or predetermined criteria. To create a subscription in Chargebee using Flows, follow these steps: Go to Setup > Flows > All Flows > New flow.

Solution

Chargebee Actions Using Salesforce Flows

Flow Builder is a powerful visual tool that allows users to create custom business processes and automate tasks without writing code. It provides a user-friendly interface for creating interactive and dynamic flows that can streamline business processes, collect data, and automate tasks within the Salesforce platform.

Using flows in Salesforce, you can perform the actions listed under Manage Chargebee > Product in Chargebee.

• Create a Subscription

• Change Subscription

Create a Chargebee Subscription

To create a subscription in Chargebee using Flows, follow these steps:

1. Go to Setup > Flows

2. All Flows > New flow

   

3. Components can be added while creating screens for the flow or you can also add components to the CB Managed Products by clicking Custom > Add attribute details like Opportunity Id, and Site or Domain Name in the right pane. Click Done.

   

4. Click Run at the top to start the flow. Toggle New Subscription > Choose Product Family > Add Plan > Add Products > Click Finish to complete the flow.

   

5. Verify the edited or updated products in the subscription by going to Opportunities > Related > Products.

   

Change a Chargebee Subscription

To change a subscription in Chargebee using Flows, follow these steps:

1. Go to Setup > Flows

2. All Flows > New Flow

   

3. Click Edit Element > Components > Custom.

   

4. Provide the Opportunity Id, Site or Domain Name, and existing Subscription Id for the Change action.

   

5. Click Run at the top to start the flow. Toggle Change Subscription > Edit Plan/ Delete Plan or Add Discounts, and more > Click Add Products > Finish to complete the flow.

   

6. Verify the edited or updated products in the subscription by going to Opportunities > Related > Products section if required.