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HomeDeveloper toolsStripe ConnectorsSalesforce

Stripe Billing Connector for Salesforce CPQ

Enable your sales team to create and manage subscriptions on Stripe without leaving Salesforce.

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The Stripe Billing Connector for Salesforce CPQ enables you to automatically:

  • Create a subscription schedule on Stripe when your sales team activates a Salesforce CPQ order.
  • Update a subscription schedule on Stripe when your sales team amends a Salesforce CPQ order.
  • Send invoices to customers for both recurring and one-time items when you configure subscriptions on Stripe.
  • Populate Salesforce CPQ orders with links in the Stripe Dashboard for reviewing and managing customers, subscriptions, and invoices in Stripe.

This example shows the connector creating a Stripe subscription schedule from an activated Salesforce CPQ order.

Before you begin

The connector assumes the following about your Salesforce account configuration:

  • You use Salesforce CPQ.
  • You use Stripe Billing.
  • Collections activity won’t occur in other billing or accounting systems.
  • A Salesforce order is sent to Stripe for billing and collections upon activation. Inactive orders in Salesforce won’t be sent to Stripe for billing or collections, by default.
  • All order quantities are integers and not fractional values.
  • All order amendments must co-terminate with the original order’s end date.
  • Any invoices in Stripe generated as a result of activating a Salesforce CPQ order won’t exist in Salesforce, by either creation or syncing. For Stripe to Salesforce syncing, see the Stripe Connector for Salesforce.

Install the connector

The connector is a managed package that you install from the Salesforce AppExchange onto your Salesforce account.

See also

  • Set up the connector
  • Field defaults and custom mappings
  • Error handling
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