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:

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.

Set up the integration

To set up the Salesforce integration:

1. In the Metronome app, go to General Settings.

2. Click Integrations.

3. Click Get Started on the Salesforce card found under Available Integrations.

4. On Step 1 of the menu, click Install Now to download the Metronome <> Salesforce package.

   caution

   Make 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.

5. Once the Metronome <> Salesforce package successfully installs, return to Metronome.

6. On step 2 of the Salesforce card menu, click Activate Now to set up a Census workspace.

7. 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.

8. 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.

   tip

   To 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.

9. 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:

1. Go to General Settings > Integrations.
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.

info

The 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