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?

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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:
  1. Install the Metronome ↔ Salesforce package.
  2. Set up your Census workspace.
  3. Link Census to your Salesforce destination.
  4. 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.

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Set up the integration​

To set up the Salesforce integration:
  1. In the Metronome app, click Connections in the left sidebar.
  2. Click Get Started on the Salesforce card found under Available Integrations.
  3. 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.
  4. Once the Metronome ↔ Salesforce package successfully installs, return to Metronome.
  5. On step 2 of the Salesforce card menu, click Activate Now to set up a Census workspace.
  6. 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.
  7. 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.
  1. 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.

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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:
  1. Go to Connections on the left sidebar and open the Integrations tab.
  2. 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.

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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
ColumnsTypeDescription
Credit_Type_ID__ctextThe unique identifier associated with the credit type (currency)
Name__ctextThe name of the credit type
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Customer__c
ColumnsTypeDescription
Customer_ID__ctextThe unique identifier associated with the customer
Name__ctextThe name of the customer
Account__clookupReferences the associated Salesforce account for this customer if one has added to the customer in Metronome
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Customer_Ingest_Alias__c
ColumnsTypeDescription
Customer_Ingest_Alias_ID__ctextThe unique identifier associated with the ingest alias
Customer__clookupReferences the associated customer for this ingest alias
Ingest_Alias__ctextThe ingest alias associated with the customer
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Rate_Card__c
ColumnsTypeDescription
Rate_Card_ID__ctextThe unique identifier associated with the rate card
Name__ctextThe name of the rate card
Description__ctext area longThe description of the rate card
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Contract__c
ColumnsTypeDescription
Contract_ID__ctextThe unique identifier associated with the contract
Customer__clookupReferences the associated customer for this contract
Rate_Card__clookupReferences the associated rate card for this contract
Name__ctextThe name of the contract
Starting_On__cdatetimeThe inclusive starting time of the contract (UTC)
Ending_Before__cdatetime or NULLThe exclusive ending time of the contract (UTC)
Usage_Statement_Schedule_Frequency__cpick listThe frequency with which usage statements are sent to the customer
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Commit__c
ColumnsTypeDescription
Commit_ID__ctextThe unique identifier associated with the commit or credit
Customer__clookupReferences the associated customer for this commit or credit
Contract__clookupReferences the associated contract for this commit or credit
Name__ctext or NULLThe name of the commit or credit
Type__cPickListThe type of commit or credit (one of prepaid, postpaid, or credit)
Priority__cnumberThe priority assigned to the commit or credit
Description__ctext area long or NULLThe description of the commit or credit
Starting_On__cdatetimeThe inclusive starting time of the commit or credit (UTC)
Ending_Before__cdatetimeThe exclusive ending time of the commit or credit (UTC)
Total_Amount__cnumberThe 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__cnumberThe current balance on the commit or credit as determined subtracting any burn down, including the current draft invoice, from the total amount
Total_Cost__cnumberThe 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__cformulaThe total cost / the total amount of the commit or credit
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Invoice__c This includes draft and finalized invoices.
ColumnsTypeDescription
Invoice_ID__ctextThe unique identifier associated with the invoice
Contract__clookupReferences the associated contract for this invoice
Customer__clookupReferences the associated customer for this invoice
Credit_Type__clookupReferences the associated credit type for this invoice
Type__cpick listThe invoice type (Scheduled, Usage, Refund, True-up, Adhoc)
Starting_On__cdatetimeThe inclusive starting time of the period this invoice covers (UTC)
Ending_Before__cdatetimeThe exclusive ending time of the period this invoice covers (UTC)
Total__cnumberThe invoice total
Status__cpicklistThe Metronome invoice status (One of Draft, Finalized, Void)
Issued_At__cdatetimeThe time at which the invoice was issued (UTC)
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Invoice_Line_Item__c This includes draft and finalized invoices.
ColumnsTypeDescription
Invoice_Line_Item_ID__ctextThe unique identifier associated with the invoice line item
Invoice__clookupReferences the associated invoice for this line item
Credit_Type__clookupReferences the associated credit type for this line item
Commit__clookupReferences the associated commit for this line item
Name__ctextThe line item description
Quantity__cnumberThe quantity associated with the line item
Unit_Price__cnumberThe unit price with the line item
Product_Type__ctextThe product ID associated with the line item
Total__cnumberThe line item total
Starting_On__cdatetimeThe inclusive starting time of when the line item is effective from (UTC)
Ending_Before__cdatetimeThe exclusive ending time of when the line item is effective from (UTC)
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__InvoiceLineItemPricingDimensionAssoc__c
ColumnsTypeDescription
External_Association_ID__ctextThe unique identifier for the many to many mapping between invoice line item and pricing dimension
Invoice_Line_Item__clookupReferences the associated line item for the many to many mapping
Pricing_Dimension__clookupReferences the associated pricing dimension for the many to many mapping
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Pricing_Dimension__c
ColumnsTypeDescription
Pricing_Dimension_ID__ctextThe unique identifier associated with the pricing dimension set on the invoice line item
Name__ctextThe key of the pricing dimension set on the invoice line item
Value__ctextThe value of the pricing dimension set on the invoice line item
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__InvoiceLineItemInvoicingGroupAssoc__c
ColumnsTypeDescription
External_Association_ID__ctextThe unique identifier for the many to many mapping between invoice line item and invoicing group
Invoice_Line_Item__clookupReferences the associated line item for the many to many mapping
Invoicing_Group__clookupReferences the associated invoicing group for the many to many mapping
Environment_Type__cpicklistThe name of the Metronome environment where this object lives
metronome__Invoicing_Group__c
ColumnsTypeDescription
Invoicing_Group_ID__ctextThe unique identifier associated with the presentation (invoicing) group key set on the invoice line item
Name__ctextThe key of the presentation (invoicing) group key set on the invoice line item
Value__ctextThe value of the presentation (invoicing) group key set on the invoice line item
Environment_Type__cpicklistThe name of the Metronome environment where this object lives