Set up the Stripe Billing app for Salesforce CPQ

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

During the installation process, choose Install for Admins Only. Follow the on-screen prompts and approve third-party access. In Salesforce, search for “Stripe Billing app” to continue the setup process.

In the Stripe Billing app, follow the on-screen steps to:

1. Authorize access between your Salesforce environment and your Stripe account.
2. Define how data maps between Salesforce and Stripe.
3. Configure synchronization preferences.

Use the Define Data Mapping step to map the fields from the Salesforce objects to corresponding fields on the Stripe objects. For example, for a custom field that stores whether a price book entry is metered or licensed, specify that field to map to recurring.usage_type on the Stripe Price object.

The app automatically maps the following Salesforce objects to the corresponding Stripe objects:

You can also map information within Salesforce objects or to metadata fields within corresponding Stripe objects by defining field defaults and custom mappings.

Use the Configure Sync Preferences step to specify:

• Sync record retention: The number of sync records retained in Salesforce.
• Start date: After you enable live syncing, the app begins to sync data for activated orders to Stripe on or after this date. You can specify a date in the past.
• Sync filters: Adds filters to determine when to sync Salesforce orders, accounts, products, and pricebook entries. By default, the app syncs orders when Status = Activated, but you can customize this behavior for your workflows.

After setup completes and you activate live syncing for your integration, newly activated orders automatically:

• Create or update a Customer object in Stripe for the account that corresponds to the order. The id on the Stripe customer is available as a custom field called Stripe ID on the Salesforce account.
• Create or update products and prices in Stripe for each product in the order.
• Create a subscription schedule in Stripe for the activated order.
• Create a Sync Record custom object in Salesforce to indicate the sync status and any errors that arise.

Sync limitations

• Refunds: Use the Stripe Dashboard link on the Salesforce object to issue refunds through Stripe.
• Payment and subscription status: Use the Stripe Dashboard link to see an order’s subscription status, payment information, and related invoices.
• Taxes: Tax information isn’t synced between Salesforce and Stripe. To collect taxes on an invoice, use Stripe Tax to automatically calculate and apply taxes to the subscription or Stripe invoice for an order.

In the final step of the post-installation flow, you can enable live syncing now, or enable it later. Live syncing allows your integration to pull activated Salesforce orders into Stripe in real time. You can enable or disable live syncing of orders any time on the Sync Preferences tab of the application.

You can manually sync individual orders to test your integration, even when live syncing is disabled.