Products and prices

When you create products and prices in Salesforce, they don’t sync to Stripe immediately. Instead, the products and prices sync to Stripe when they’re used in an activated order. You don’t need to manually create this information in Stripe.

Salesforce is the primary source for product and pricing information. This means all pricing, product descriptions, SKUs, and so on sync from Salesforce to Stripe. Any updates you make to this information in Stripe won’t update the related products and prices in Salesforce. Additionally, if you activate a new order in Salesforce using updated product or pricing information, this action updates corresponding changes you’ve made in Stripe.

Create prices

Pricing data can come from either the Salesforce OrderItem or the linked PricebookEntry. When creating the Stripe price, the app checks for differences between these Salesforce objects and decides which one to use. If the PricebookEntry data differs from the OrderItem data, the app uses the OrderItem to create the Stripe price. Otherwise, the app uses the PricebookEntry.

Reuse Stripe prices

The Stripe Billing app for Salesforce CPQ reuses the prices created from a PricebookEntry that the app previously synced. The app creates a new price for prices generated using the OrderItem. You can’t reuse order items because they’re unique, but you can reuse pricebook entries across multiple order items. In both cases, the corresponding Stripe price ID is written back to the Salesforce object.

Field mappings for products

The Stripe Billing app for Salesforce CPQ creates a product in Stripe even if there isn’t relevant data in Salesforce. All product fields are optional.

Field mappings for prices

The connector supports the following price types in Stripe:

• Licensed prices – If the Billing Type (SBQQ_BillingType_c) field in Salesforce is either None or Advanced, the app creates a licensed price in Stripe.
• Metered or usage prices – If the Billing Type (SBQQ_BillingType_c) field in Salesforce is Arrears, the app creates a metered or usage price.
• Decimal prices – If the decimal value of your price has more precision than 12 decimal places, the app rounds your price to 12 decimals.
• One-time and recurring prices – The connector treats any product with populated subscription fields as a recurring price. Metered prices must be recurring, but you can have tiered one-time prices. If you want to create a one-time price, don’t set the following fields on the Salesforce product:
  • Subscription Pricing (SBQQ__SubscriptionPricing__c)
  • Subscription Type (SBQQ__SubscriptionType__c)
  • Subscription Term (SBQQ__SubscriptionTerm__c)
  • Billing Frequency (SBQQ__BillingFrequency__c)

Tiered pricing using consumption schedules

You can configure tiered pricing in Stripe by setting up a Salesforce Consumption Schedule–and associated rates–for products in Salesforce. Stripe uses the consumption schedule to associate tiered pricing with the line items billed using metered or licensed billing. You can use only one consumption schedule per order line.

Stripe Billing requires an unbounded tier to exist, which means a consumption rate with no value for the upper bound. The connector doesn’t use the processing order on a consumption rate, or the billing term and billing term unit on the consumption schedule associated with the order product. The connector uses the billing frequency and subscription term on the order line instead.

For tiered pricing, the app maps data from the following Salesforce objects:

• OrderLine – If the OrderLine data differs from the corresponding PricebookEntry, the app uses the OrderLine data and creates a new Price object in Stripe.
• PricebookEntry – The connector uses this value if the pricing data matches the OrderLine and the consumption schedule and rate data aren’t customized on a per-customer basis.
• Consumption Schedule – Although Salesforce allows you to associate multiple consumption schedules with a product, the app supports only one consumption schedule per order line.
• Consumption Rate – The connector uses the rate associated with a consumption schedule to define each tier entry in the Stripe price. You can have multiple rates for a consumption schedule.

If you customize the consumption schedule and consumption rate data on a per-customer basis, Stripe creates a new Price object to represent the customized pricing. The new price appears in the Stripe ID field on the Order Line object in Salesforce.

To define a mapping for tiered pricing, add the following PricebookEntry to your prices field mapping. These fields are required.

Each consumption rate that’s associated with a consumption schedule results in an additional tiers entry on the Stripe Price object. These fields are required.

Manually sync products and prices

When testing in a Salesforce sandbox environment, you can manually sync your entire product catalog for inspection in your Stripe test account. The manual sync respects any product and price filters you set.

Use the following buttons in the Settings section of the app:

• Sync all products – Syncs all products (but not prices) to your Stripe test account, regardless of when they were last updated. This operation occurs in the background and can take a couple minutes to complete. If you delete any products in Salesforce, they aren’t deleted or archived in Stripe.

• Sync a pricebook – Manually sync a PricebookEntry to your Stripe test account by entering the record ID into the Manual Sync functionality. This operation occurs in the background. If you delete any prices in Salesforce, they aren’t deleted or archived in Stripe. After you create a price and set a recurring billing schedule in Stripe, you can’t update these parameters and sync them from Salesforce. Attempting to do so results in sync errors.

If you already synced a product or price to your Stripe account and want a new sync, you can delete the contents of the Stripe ID field on the Salesforce object in your Salesforce account. Then sync again to create a new resource in Stripe.

Customize product pricing on orders

In the Salesforce CPQ, you can optionally customize the unit price of a product on a quote. If you customize the price, this causes the information to differ from the price that’s linked to the product on the activated order. In this case, the app creates a unique price in Stripe to represent the customized price. The Stripe price ID appears on the Stripe ID field for the order.

When you create a data mapping with a customized price for an order, the price appears on the order line level and not the Salesforce price book entry level. Pricing is considered customized if any of the related fields (for example, recurring fields, amount, or currency) differ between the price book entry price and the order line price.

Multi-currency support

If your Salesforce organization has multi-currency enabled, the app maps the CurrencyIsoCode on the PricebookEntry to the equivalent Stripe currency during Stripe price creation. This makes sure subsequent invoices are billed in the proper currency.

When billing in multiple currencies, consider the following:

Multiple currencies per Stripe customer

Stripe supports one active currency per customer. This means each Stripe customer can’t have multiple active subscriptions that use different currencies. For example, if a customer has an active subscription that’s billed in USD, you must wait until that subscription ends before creating a new subscription in a different currency, such as GBP.

Order amendments

All Salesforce order amendments must use the same currency as the original order. Orders and order amendments can’t have a mix of currencies among the order items.

Exchange rates

The connector doesn’t handle currency conversion. It simply passes through the price and currency pair found on the PricebookEntry.