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Set up Salesforce v2

Install and set up your Salesforce integration. The v2 integration leverages the Salesforce APIs to push data into Salesforce.

Salesforce integration versions

Metronome provides two active versions of the Salesforce integration: v1 and v2. This page documents the v2 integration.

Prerequisites

  • Admin user login for the Salesforce Org where you're installing the package
  • An Install Link provided by your Metronome representative upon your request

Package Install

  1. Click on the Install Link.
  2. Authenticate with Salesforce.
  3. Select Install for all Users.
  4. Wait for installation to finish.
Completion time varies

Installation may complete within seconds, or the request may time out (but continue to run) and you will receive an email notifying you that the installation is complete.

  1. After installation, grant users access to the Metronome app by adding them to the Metronome User Permission Set.
  2. Log in to Salesforce and navigate through the App Launcher to the Metronome App.

Authentication

Once you have downloaded the package, please work with your Metronome representative to help you authenticate your Salesforce instance with the ETL service.

Authenticate for each Salesforce environment

These authentication steps are required for each Salesforce environment you are syncing to Metronome. If you are syncing to both a production and sandbox instance, please let your Metronome representative know.

Data Sync

Syncing Customers

The package supports syncing either all of your customers in Metronome or only those customers which have been linked to Salesforce. Please work with your Metronome representative to define this requirement. Additionally, the package supports linking a single Metronome customer to multiple Salesforce accounts.

For Salesforce Admins, they can run a SQL query to find all Metronome customers associated with a given account:

SELECT 
NOME__Metronome_Customer_ID__c,
NOME__Name__c,
NOME__Account__r.Name
FROM
NOME__Metronome_Customer__c
WHERE
NOME__Account__r.Id = '001E100000G99Z7IAJ'

Scheduled Jobs

The sync currently runs once per day at 07:00 UTC.

Available Data Types

Object: Metronome_Billable_Metric__c

FieldLabelTypeProperties
NameBillable Metric NameText(80)
NOME__Metronome_Billable_Metric_ID__cMetronome Billable Metric IDText(255) (External ID) (Unique Case Sensitive)

Object: Metronome_Credit_Grant__c

FieldLabelTypeProperties
NameCredit Grant NameText(80)
NOME__Balance_Including_Pending__cBalance Including PendingNumber(16, 2)
NOME__Credit_Type__cCredit TypeText(255)
NOME__Customer__cMetronome CustomerLookup(Metronome Customer)NOME__Metronome_Customer__c
NOME__Effective_Date__cEffective DateDate/Time
NOME__Expiration_Date__cExpiration DateDate/Time
NOME__Initial_Balance__cInitial BalanceNumber(16, 2)
NOME__Metronome_Credit_Grant_ID__cMetronome Credit Grant IDText(255) (External ID) (Unique Case Sensitive)
NOME__Paid_Amount_Currency__cPaid Amount CurrencyText(255)
NOME__Paid_Amount__cPaid AmountNumber(16, 2)
NOME__Reason__cReasonText(255)

Object: Metronome_Customer_Plan__c

FieldLabelTypeProperties
NameCustomer Plan NumberAuto Number
NOME__Customer__cMetronome CustomerLookup(Metronome Customer)NOME__Metronome_Customer__c
NOME__Ending_On__cEnding OnDate/Time
NOME__Metronome_Customer_Plan_ID__cMetronome Customer Plan IDText(255) (External ID) (Unique Case Sensitive)
NOME__Metronome_Plan_ID__cMetronome Plan IDText(255) (External ID)
NOME__Plan__cPlanLookup(Metronome Plan)NOME__Metronome_Plan__c
NOME__Starting_On__cStarting OnDate/Time
NOME__Plan_Name__cPlan NameFormula (Text)

Object: Metronome_Customer__c

FieldLabelTypeProperties
NameMetronome Customer NameAuto Number
NOME__Account__cAccountLookup(Account)Account
NOME__Metronome_Customer_ID__cMetronome Customer IDText(50) (External ID) (Unique Case Insensitive)
NOME__Name__cNameText(255)

Object: Metronome_Invoice_Line_Item__c

FieldLabelTypeProperties
NameRecord IdAuto Number
NOME__Credit_Type_Name__cCredit Type NameText(255)
NOME__Invoice__cInvoiceLookup(Metronome Invoice)NOME__Metronome_Invoice__c
NOME__Metronome_Invoice_ID__cMetronome Invoice IDText(255) (External ID)
NOME__Metronome_Invoice_Line_Item_ID__cMetronome Invoice Line Item IDText(255) (External ID) (Unique Case Insensitive)
NOME__Name__cNameText(255)
NOME__Quantity__cQuantityNumber(16, 2)
NOME__Total__cTotalNumber(16, 2)

Object: Metronome_Invoice__c

FieldLabelTypeProperties
NameInvoice NameText(80)
NOME__Currency__cCurrencyText(255)
NOME__Customer__cMetronome CustomerLookup(Metronome Customer)NOME__Metronome_Customer__c
NOME__End__cEndDate
NOME__Metronome_Invoice_ID__cMetronome Invoice IDText(255) (External ID) (Unique Case Sensitive)
NOME__Metronome_Plan__cMetronome PlanLookup(Metronome Plan)NOME__Metronome_Plan__c
NOME__Start__cStartDate
NOME__Status__cStatusPicklistPending
Current
FINALIZED
N/A
VOID
DRAFT
NOME__Total__cTotalNumber(16, 2)

Object: Metronome_Plan__c

FieldLabelTypeProperties
NamePlan NumberAuto Number
NOME__Description__cDescriptionLong Text Area(30000)
NOME__Metronome_Plan_ID__cMetronome Plan IDText(255) (External ID) (Unique Case Sensitive)
NOME__Name__cNameText(255)

Object: Metronome_Ingest_Alias__c

FieldLabelTypeProperties
NameNameAuto Number
NOME__Customer_ID__cCustomer IDLookup(Metronome Customer)NOME__Metronome_Customer__c
NOME__Customer_Ingest_Alias_ID__cCustomer Ingest Alias IDText(255) (External ID)
NOME__Ingest_Alias__cIngest AliasText(255)
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