Sync into Salesforce

To help power your sales-driven workflows, Metronome offers a native integration that syncs Metronome data back to your Salesforce instance daily. As sales and revenue operations teams are deeply embedded within Salesforce, it’s critical that Metronome data about how much spend a customer has committed to, how much of the products they’ve purchased access to are being used, and how much of their commitments have been burned down as a result makes its way back into Salesforce. Signals from this data can then be used to help these teams initiate upsells, cross sells, and downgrade motions in a timely fashion. The Salesforce integration can empower your customer-facing teams to quickly answer questions like:

What are the terms of my customer’s current contract(s)?
What are their outstanding credits and commits?
How much of those credits and commits have been used up to date?
How has that consumption trended through the lifetime of the contract?
What is my customer’s usage in the current month? What is their current month’s spend (invoice total)?
How has that usage and spend trended through the lifetime of the contract?

How the Salesforce integration works

The Metronome → Salesforce integration is powered by a tool called Census. Census acts as an ETL service to push data from Metronome to your Salesforce instance daily. Setting up the integration in Metronome takes four steps:

Install the Metronome ↔ Salesforce package.
Set up your Census workspace.
Link Census to your Salesforce destination.
Determine what data to sync.

You need to repeat this process in every Metronome environment (like Staging and Production) where you want data synced back to Salesforce.

Set up the integration

To set up the Salesforce integration:

In the Metronome app, click Connections in the left sidebar.
Click Get Started on the Salesforce card found under Available Integrations.
On Step 1 of the menu, click Install Now to download the Metronome ↔ Salesforce package.
CAUTIONMake sure that you install the package in the Salesforce instance that you intend to authenticate with in step 7.Clicking this link inside any non-production Metronome environment takes you to test.salesforce.com, whereas clicking this link inside the Metronome production environment takes you to login.salesforce.com. You can update the URL to ensure that you install the package in the desired Salesforce instance.
- The page prompts you to select which Salesforce users you want to install this package for: Admins Only, All Users, or Specific Profiles. Give access to the user who will grant Census access to Salesforce in step 7.
- After confirming your selection, click Install. The installation process may take a few seconds.
Once the Metronome ↔ Salesforce package successfully installs, return to Metronome.
On step 2 of the Salesforce card menu, click Activate Now to set up a Census workspace.
On step 3 of the menu, click Link Salesforce to grant Census access to Salesforce. Clicking this link takes you to Census.
- Select which Salesforce domains you’d like to sync data to (Production or Sandbox).
- Grant Census access to proceed by clicking Allow. This process may take a few seconds to complete.
- Click Finish to return to Metronome and complete the integration set-up.
On step 4 of the Salesforce card menu, choose whether you want data synced for all customers in Metronome or just those linked to a Salesforce account.

TIPTo link a Metronome customer to a Salesforce account, navigate to that customer’s page in Metronome, click Settings, find the Salesforce card under Linked Accounts, click Connect , and enter the Salesforce account ID you’d like to associate to that customer. You can also do this programmatically when creating customers in Metronome.

Click Complete Setup to complete the integration setup. Metronome then begins setting up your Census workspace and associated syncs. This process may take a few minutes.

Once the setup process completes, the menu closes automatically and Salesforce appears listed under the Active Integrations section. The first set of data syncs kick off automatically. The syncs may take a couple of hours to complete and are scheduled to happen once a day. At this time, syncs cannot be configured to happen more frequently.

Monitor the integration

Once Census begins syncing data to your Salesforce instance, you can monitor the status of your daily syncs. To monitor the integration:

Go to Connections on the left sidebar and open the Integrations tab.
Click on the Salesforce row under the Active Integrations section.

There are two tabs: one for Completed syncs and one for Incomplete (in progress) syncs. The Completed syncs tab shows by object type how many rows were attempted to be synced last and, of those rows, how many were successful versus how many failed.

INFOThe total row count reflects the number of rows that changed and therefore needed to be re-synced since the time of the last sync. It doesn’t reflect the total count of that record type. For example, if you have 1,000 customers listed in Metronome, but only three changed since the last sync, you should only see three total in the row listed under metronome_Customer_c.

To troubleshoot any row sync failures, download a CSV file of the row sync errors. To do this, click the download button next to where the errors appear in the Status column. This file gives you a sampling of up to 100 failures from that sync for that object type to help you troubleshoot the issue.

Available data types

After setting up the integration, these data objects get synced from Metronome to your Salesforce instance on a daily basis. metronome__Credit_Type__c

Columns	Type	Description
`Credit_Type_ID__c`	text	The unique identifier associated with the credit type (currency)
`Name__c`	text	The name of the credit type
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Customer__c

Columns	Type	Description
`Customer_ID__c`	text	The unique identifier associated with the customer
`Name__c`	text	The name of the customer
`Account__c`	lookup	References the associated Salesforce account for this customer if one has added to the customer in Metronome
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Customer_Ingest_Alias__c

Columns	Type	Description
`Customer_Ingest_Alias_ID__c`	text	The unique identifier associated with the ingest alias
`Customer__c`	lookup	References the associated customer for this ingest alias
`Ingest_Alias__c`	text	The ingest alias associated with the customer
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Rate_Card__c

Columns	Type	Description
`Rate_Card_ID__c`	text	The unique identifier associated with the rate card
`Name__c`	text	The name of the rate card
`Description__c`	text area long	The description of the rate card
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Contract__c

Columns	Type	Description
`Contract_ID__c`	text	The unique identifier associated with the contract
`Customer__c`	lookup	References the associated customer for this contract
`Rate_Card__c`	lookup	References the associated rate card for this contract
`Name__c`	text	The name of the contract
`Starting_On__c`	datetime	The inclusive starting time of the contract (UTC)
`Ending_Before__c`	datetime or NULL	The exclusive ending time of the contract (UTC)
`Usage_Statement_Schedule_Frequency__c`	pick list	The frequency with which usage statements are sent to the customer
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Commit__c

Columns	Type	Description
`Commit_ID__c`	text	The unique identifier associated with the commit or credit
`Customer__c`	lookup	References the associated customer for this commit or credit
`Contract__c`	lookup	References the associated contract for this commit or credit
`Name__c`	text or NULL	The name of the commit or credit
`Type__c`	PickList	The type of commit or credit (one of prepaid, postpaid, or credit)
`Priority__c`	number	The priority assigned to the commit or credit
`Description__c`	text area long or NULL	The description of the commit or credit
`Starting_On__c`	datetime	The inclusive starting time of the commit or credit (UTC)
`Ending_Before__c`	datetime	The exclusive ending time of the commit or credit (UTC)
`Total_Amount__c`	number	The total dollar amount of the commit or credit. If the commit or credit is broken out over multiple access segments, this represents the sum across all access segments
`Current_Balance__c`	number	The current balance on the commit or credit as determined subtracting any burn down, including the current draft invoice, from the total amount
`Total_Cost__c`	number	The total cost of the commit or credit. If the commit or credit is broken out over multiple invoice segments, this represents the sum across all invoice segments
`Cost_Basis__c`	formula	The total cost / the total amount of the commit or credit
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Invoice__c This includes draft and finalized invoices.

Columns	Type	Description
`Invoice_ID__c`	text	The unique identifier associated with the invoice
`Contract__c`	lookup	References the associated contract for this invoice
`Customer__c`	lookup	References the associated customer for this invoice
`Credit_Type__c`	lookup	References the associated credit type for this invoice
`Type__c`	pick list	The invoice type (Scheduled, Usage, Refund, True-up, Adhoc)
`Starting_On__c`	datetime	The inclusive starting time of the period this invoice covers (UTC)
`Ending_Before__c`	datetime	The exclusive ending time of the period this invoice covers (UTC)
`Total__c`	number	The invoice total
`Status__c`	picklist	The Metronome invoice status (One of Draft, Finalized, Void)
`Issued_At__c`	datetime	The time at which the invoice was issued (UTC)
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Invoice_Line_Item__c This includes draft and finalized invoices.

Columns	Type	Description
`Invoice_Line_Item_ID__c`	text	The unique identifier associated with the invoice line item
`Invoice__c`	lookup	References the associated invoice for this line item
`Credit_Type__c`	lookup	References the associated credit type for this line item
`Commit__c`	lookup	References the associated commit for this line item
`Name__c`	text	The line item description
`Quantity__c`	number	The quantity associated with the line item
`Unit_Price__c`	number	The unit price with the line item
`Product_Type__c`	text	The product ID associated with the line item
`Total__c`	number	The line item total
`Starting_On__c`	datetime	The inclusive starting time of when the line item is effective from (UTC)
`Ending_Before__c`	datetime	The exclusive ending time of when the line item is effective from (UTC)
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__InvoiceLineItemPricingDimensionAssoc__c

Columns	Type	Description
`External_Association_ID__c`	text	The unique identifier for the many to many mapping between invoice line item and pricing dimension
`Invoice_Line_Item__c`	lookup	References the associated line item for the many to many mapping
`Pricing_Dimension__c`	lookup	References the associated pricing dimension for the many to many mapping
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Pricing_Dimension__c

Columns	Type	Description
`Pricing_Dimension_ID__c`	text	The unique identifier associated with the pricing dimension set on the invoice line item
`Name__c`	text	The key of the pricing dimension set on the invoice line item
`Value__c`	text	The value of the pricing dimension set on the invoice line item
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__InvoiceLineItemInvoicingGroupAssoc__c

Columns	Type	Description
`External_Association_ID__c`	text	The unique identifier for the many to many mapping between invoice line item and invoicing group
`Invoice_Line_Item__c`	lookup	References the associated line item for the many to many mapping
`Invoicing_Group__c`	lookup	References the associated invoicing group for the many to many mapping
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

metronome__Invoicing_Group__c

Columns	Type	Description
`Invoicing_Group_ID__c`	text	The unique identifier associated with the presentation (invoicing) group key set on the invoice line item
`Name__c`	text	The key of the presentation (invoicing) group key set on the invoice line item
`Value__c`	text	The value of the presentation (invoicing) group key set on the invoice line item
`Environment_Type__c`	picklist	The name of the Metronome environment where this object lives

INVOICE INTEGRATIONS

MARKETPLACE INTEGRATIONS

TAX INTEGRATIONS

PLATFORM INTEGRATIONS

Sync into Salesforce

How the Salesforce integration works

Set up the integration

Monitor the integration

Available data types

​How the Salesforce integration works​

​Set up the integration​

​Monitor the integration​

​Available data types​

How the Salesforce integration works

Set up the integration

Monitor the integration

Available data types