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.

5. After installation, grant users access to the Metronome app by adding them to the Metronome User Permission Set.
6. 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

Field	Label	Type	Properties
Name	Billable Metric Name	Text(80)
NOME__Metronome_Billable_Metric_ID__c	Metronome Billable Metric ID	Text(255) (External ID) (Unique Case Sensitive)

Object: Metronome_Credit_Grant__c

Field	Label	Type	Properties
Name	Credit Grant Name	Text(80)
NOME__Balance_Including_Pending__c	Balance Including Pending	Number(16, 2)
NOME__Credit_Type__c	Credit Type	Text(255)
NOME__Customer__c	Metronome Customer	Lookup(Metronome Customer)	NOME__Metronome_Customer__c
NOME__Effective_Date__c	Effective Date	Date/Time
NOME__Expiration_Date__c	Expiration Date	Date/Time
NOME__Initial_Balance__c	Initial Balance	Number(16, 2)
NOME__Metronome_Credit_Grant_ID__c	Metronome Credit Grant ID	Text(255) (External ID) (Unique Case Sensitive)
NOME__Paid_Amount_Currency__c	Paid Amount Currency	Text(255)
NOME__Paid_Amount__c	Paid Amount	Number(16, 2)
NOME__Reason__c	Reason	Text(255)

Object: Metronome_Customer_Plan__c

Field	Label	Type	Properties
Name	Customer Plan Number	Auto Number
NOME__Customer__c	Metronome Customer	Lookup(Metronome Customer)	NOME__Metronome_Customer__c
NOME__Ending_On__c	Ending On	Date/Time
NOME__Metronome_Customer_Plan_ID__c	Metronome Customer Plan ID	Text(255) (External ID) (Unique Case Sensitive)
NOME__Metronome_Plan_ID__c	Metronome Plan ID	Text(255) (External ID)
NOME__Plan__c	Plan	Lookup(Metronome Plan)	NOME__Metronome_Plan__c
NOME__Starting_On__c	Starting On	Date/Time
NOME__Plan_Name__c	Plan Name	Formula (Text)

Object: Metronome_Customer__c

Field	Label	Type	Properties
Name	Metronome Customer Name	Auto Number
NOME__Account__c	Account	Lookup(Account)	Account
NOME__Metronome_Customer_ID__c	Metronome Customer ID	Text(50) (External ID) (Unique Case Insensitive)
NOME__Name__c	Name	Text(255)

Object: Metronome_Invoice_Line_Item__c

Field	Label	Type	Properties
Name	Record Id	Auto Number
NOME__Credit_Type_Name__c	Credit Type Name	Text(255)
NOME__Invoice__c	Invoice	Lookup(Metronome Invoice)	NOME__Metronome_Invoice__c
NOME__Metronome_Invoice_ID__c	Metronome Invoice ID	Text(255) (External ID)
NOME__Metronome_Invoice_Line_Item_ID__c	Metronome Invoice Line Item ID	Text(255) (External ID) (Unique Case Insensitive)
NOME__Name__c	Name	Text(255)
NOME__Quantity__c	Quantity	Number(16, 2)
NOME__Total__c	Total	Number(16, 2)

Object: Metronome_Invoice__c

Field	Label	Type	Properties
Name	Invoice Name	Text(80)
NOME__Currency__c	Currency	Text(255)
NOME__Customer__c	Metronome Customer	Lookup(Metronome Customer)	NOME__Metronome_Customer__c
NOME__End__c	End	Date
NOME__Metronome_Invoice_ID__c	Metronome Invoice ID	Text(255) (External ID) (Unique Case Sensitive)
NOME__Metronome_Plan__c	Metronome Plan	Lookup(Metronome Plan)	NOME__Metronome_Plan__c
NOME__Start__c	Start	Date
NOME__Status__c	Status	Picklist	Pending
Current
FINALIZED
N/A
VOID
DRAFT
NOME__Total__c	Total	Number(16, 2)

Object: Metronome_Plan__c

Field	Label	Type	Properties
Name	Plan Number	Auto Number
NOME__Description__c	Description	Long Text Area(30000)
NOME__Metronome_Plan_ID__c	Metronome Plan ID	Text(255) (External ID) (Unique Case Sensitive)
NOME__Name__c	Name	Text(255)

Object: Metronome_Ingest_Alias__c

Field	Label	Type	Properties
Name	Name	Auto Number
NOME__Customer_ID__c	Customer ID	Lookup(Metronome Customer)	NOME__Metronome_Customer__c
NOME__Customer_Ingest_Alias_ID__c	Customer Ingest Alias ID	Text(255) (External ID)
NOME__Ingest_Alias__c	Ingest Alias	Text(255)