In Chargebee product, pricing is handled differently compared to Salesforce due to structural differences in how prices are stored and updated.
1. Key Differences in Pricing Structure: Chargebee vs. Salesforce
- Chargebee stores pricing based on each frequency (monthly, yearly, etc.) per currency.
- Salesforce does not allow multiple Pricebook entries (PBE) for the same currency.
- Due to this limitation, Chargebee does not update the PBE dynamically when prices change.
1. Key Differences in Pricing Structure: Chargebee vs. Salesforce
- Chargebee stores pricing based on each frequency (monthly, yearly, etc.) per currency.
- Salesforce does not allow multiple Pricebook entries (PBE) for the same currency.
- Due to this limitation, Chargebee does not update the PBE dynamically when prices change.
2. How Pricing is Managed in Chargebee PC 2.0 within Salesforce
- A custom object called CB Item Price has been introduced in Salesforce.
- This object is added to the Related List of the product and acts as the source of truth for Chargebee prices.
- Whenever prices are updated in Chargebee, these updates are reflected in the CB Item Price object but not in the Salesforce Pricebook Entry (PBE).
- A custom object called CB Item Price has been introduced in Salesforce.
- This object is added to the Related List of the product and acts as the source of truth for Chargebee prices.
- Whenever prices are updated in Chargebee, these updates are reflected in the CB Item Price object but not in the Salesforce Pricebook Entry (PBE).
Example Scenario:
- Suppose a product has five different price frequencies in Chargebee (e.g., Monthly, Quarterly, Semi-Annual, Annual, and Biennial).
- Deciding which price should be reflected in the Pricebook Entry (PBE) becomes complex.
- To avoid inconsistencies, Chargebee does not update PBEs automatically once they are set.
- Suppose a product has five different price frequencies in Chargebee (e.g., Monthly, Quarterly, Semi-Annual, Annual, and Biennial).
- Deciding which price should be reflected in the Pricebook Entry (PBE) becomes complex.
- To avoid inconsistencies, Chargebee does not update PBEs automatically once they are set.
3. How to Manage Price Updates in Salesforce
- Since PBEs are static, there are two ways to ensure accurate pricing in Salesforce:
- Refer to CB Item Price Object: Use this as the source of truth for the latest prices instead of relying on PBE.
- Manually Update PBE: If you need a specific frequency price to reflect in Salesforce’s Pricebook, it must be updated manually or through automation.
- Since PBEs are static, there are two ways to ensure accurate pricing in Salesforce:
- Refer to CB Item Price Object: Use this as the source of truth for the latest prices instead of relying on PBE.
- Manually Update PBE: If you need a specific frequency price to reflect in Salesforce’s Pricebook, it must be updated manually or through automation.
4. Multi-Price Book Management
- Chargebee supports the multi-price book feature, allowing products to exist in multiple Salesforce Pricebooks.
- However, Chargebee only creates entries in the standard Pricebook.
- If products need to be added to different Pricebooks, this must be done manually by your team. Chargebee will not create or update entries in non-standard Pricebooks.
- Chargebee supports the multi-price book feature, allowing products to exist in multiple Salesforce Pricebooks.
- However, Chargebee only creates entries in the standard Pricebook.
- If products need to be added to different Pricebooks, this must be done manually by your team. Chargebee will not create or update entries in non-standard Pricebooks.
5. Opportunity (Opps) Management – How to Fetch Correct Prices: When adding products to Opportunities, it is recommended to use:
- "Manage CB Products" → This fetches the latest Chargebee prices for all frequencies automatically.
- Avoid using the standard "Add Products" button, as it does not pull updated prices from Chargebee.
- "Manage CB Products" → This fetches the latest Chargebee prices for all frequencies automatically.
- Avoid using the standard "Add Products" button, as it does not pull updated prices from Chargebee.
Here is Key Takeaways & Next Steps
- Use the CB Item Price object as the primary reference for Chargebee pricing.
- If PBE needs to reflect a specific frequency price, update it manually or set up automation.
- For multi-price book management, products must be manually added to non-standard Pricebooks.
- Use "Manage CB Products" for adding products to Opportunities to ensure the latest pricing is reflected.
- Use the CB Item Price object as the primary reference for Chargebee pricing.
- If PBE needs to reflect a specific frequency price, update it manually or set up automation.
- For multi-price book management, products must be manually added to non-standard Pricebooks.
- Use "Manage CB Products" for adding products to Opportunities to ensure the latest pricing is reflected.