Upgrade and Migration Guide 

This page provides step-wise instructions, troubleshooting tips, best practices recommendations, and offers tools for a successful upgrade.

Upgrade Process 

The entire upgrade process can be divided into two main steps:

1. Install package
2. Migrate preferences

Installing Package 

Upgrading the package has certain implications that are detailed in the release notes.
Refer the detailed release notes to learn what has changed.

Prerequisites 

Before you start with the upgrade, ensure that the following requirements are met:

• Minimum requirement: Version 1.36
• User role: System administrator
• Enable improved caching of the schema

Ensure Critical Update

Upgrading the package improves Chargebee's critical internal systems that define and cache org schema including standard objects, custom objects and their fields. It also resolves known issues with version-specific object and field handling such as "Unable to progress ahead of opportunity page". Therefore, in order to avoid running into potential errors, ensure that the critical update "Enable improved caching of org schema" is enabled for your Salesforce org.

To enable the critical update, follow these steps:

1. Click Setup>Company Setting>Critical Updates
2. Look for Enable improved caching of org schema on the critical update page.
3. If not activated, click Get Started.
4. If the setting is not already activated, click Activate.

Upgrade Steps 

The upgrade steps are explained below:

1. Login to Salesforce.org

2. Reach out to [email protected]  to obtain the new package link.
   The link initiates the upgrade process which is the same as the first time installation.
   See how to install for the relevant user profiles.

After the upgrade is successful, proceed to the next step.

Migrating Your Data 

Chargebee carefully moves your site settings, field mapping, sync preferences, configurations and data from the old version instead of manually migrating the settings. Once the settings have been migrated, data from Chargebee is fully resynchronized into Salesforce. This includes setup data (product catalog) and transactional data such as customers, subscriptions, invoices and so on.

User Permission 

To perform the migration, the user who had connected the integration and is managing it needs to be assigned with the ChargebeeForSalesforceAdminUser permission set. Learn how to assign permission set to a user

Steps 

1. On Salesforce dashboard, go to Chargebee Integration, from the app switcher.
   This redirects you to migration screen.

2. Click on Start Migration.

Once your settings are migrated for your package, you can monitor the sync health from the dashboard.

Note

Turning on the auto-sync
It is highly recommended that you review all the sync rules for errors in the Chargebee Settings tab before you enable auto-sync. If all the sync errors are reviewed and resolved, and you are satisfied with the migration, you may turn on the Enable auto sync.

To enable auto sync:

1. Navigate to Chargebee for Salesforce app > Chargebee Integration tab.

2. Click Sync health.

3. Under the Sync Settings card, turn on the Enable auto sync option.

If the migration is still failing for any reason, reach out to Chargebee Support before turning on auto sync. (You can include a screenshot of the error screen for better assistance from the team)

Reach out to support 

Though the Salesforce for Chargebee app provides detailed description of the errors and their resolutions, if you are having trouble upgrading, reach out to [email protected] . You may also need to grant access to the support team in order for them to guide you better.

Steps to grant access to support 

In Salesforce Lightning

1. Click on the profile avatar and go to Settings.

2. Search for Grant Login Access from the search box.

3. Set the Access Duration to 3-7 days for ChargebeeInc Support.

4. Click Save.

   

In Salesforce Classic

1. Click on the profile name.

2. Click on My settings → Personal

3. Set the Access Duration to 3-7 day for ChargebeeInc Support.

4. Click on Save.