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Salesforce integration

Metronome has an out-of-the-box integration with Salesforce, so you can easily link usage and spend data to existing accounts in Salesforce. This integration gives customer-facing teams up-to-date data to turn self-serve customers into sales opportunities, drive upsell and cross-sell conversations, and understand customer engagement and adoption.

After installing the integration into your Salesforce environment, the following customer data will be updated each day:

  • Finalized invoices
  • Current draft invoice
  • Current and historical plan(s)
  • Daily usage by billable metric
  • Credit grants and remaining balances

Getting started

The following sections provide step-by-step instructions for how to install and configure the Metronome Salesforce Package.

Install

  1. Ensure you have an Admin user login for the Org to which you want to install the package
  2. Click on the “Install Link” provided by Metronome
  3. Authenticate into Salesforce with your Username/Password (If required)
  4. Select option “Install for all Users”
  5. Wait for installation to finish.
    • This process takes a varying amount of time, you may see the installation finish within a couple seconds or the request may time out (but continue to run) and you will then receive an email notifying you that the installation is complete
  6. Log into Salesforce and navigate through the App Launcher to the “Metronome App”

Configure

  1. In the “Configuration Options” field input your Metronome Account API Key
    • Note, this field will never show as populated for security reasons
  2. Select the desired “Window Size”
    • The current version of the package only supports “Day”
  3. Click the “Submit” button
  4. Now refresh the browser

Start

  1. Complete all steps required to Configure
  2. Click the “Start” button on the Metronome Configuration page
  3. The Salesforce integration will now begin fetching data from your Metronome account

Linking Metronome customer data to Salesforce account records

You can link your Metronome customers to your Salesforce accounts by:

  • Adding the corresponding Salesforce Account ID to the Metronome Salesforce ID field
    • On the Metronome Customer Settings Page
    • Using the Metronome API
  • Visiting an Orphan Customer record and linking an account record to it
    • This process will reparent all associated data from the Metronome Orphan Customer to the Salesforce Account record
caution

Not supported: You cannot link your Metronome Customer Data to a Salesforce Account Record by adding a Metronome Customer ID to the Salesforce account record itself.

Accounts will be linked once per day when the Metronome Salesforce Package fetches your customers and their associated data. If you associate an Account with an Orphaned Customer record, all Metronome Data will immediately be reparented to that Account.

Data types

Orphaned Customers

Orphaned Customers are all Metronome Customers which are not yet linked to an Account record. These are typically customers who signed up for your self-serve product. Metronome sends their plan information, spend, and usage data to Salesforce. This allows your team to integrate these customers into your product-led growth motion.

With these records, you might create a prioritized list of customers based on monthly spend and turn the top 10% of them into leads.

Associated data:

  • Metronome Customer ID
  • Metronome Customer Name
  • Account ID (where applicable)

Plans

Plans mirror all the default plans you have created in Metronome.

Associated data:

  • Name
  • Description
  • Metronome Plan ID

Customer Plans

Customer Plans serve as a record of each Plan a given customer was assigned and the associated dates of that assignment.

Associated data:

  • Plan name
  • Orphaned Customer
  • Starting on
  • Ending on

Invoices

Metronome sends your customers finalized and draft invoices to Salesforce. This allows customer-facing teams to view near-real-time usage data of a given product offering and the associated costs to the customer. On top of this data, you can create reports to display historical spend and even alert an account executive when spend reaches a certain threshold.

Associated data:

  • Invoice Name (Customer Name - DD-MM-YYY)
  • Orphaned Customer
  • Status
  • Start
  • End
  • Subtotal
  • Total
  • Currency

Each Invoice record also has Line Item(s) (Products) and Invoice Adjustments.

Line Items (Products)

Each Invoice may have one or multiple Line Items. Each line item is a record of the Product that appears on the invoice and the associated total spend with that product.

Associated data:

  • Line Item Name
  • Quantity
  • Total
  • Credit Type Name
  • Invoice

Each Line Item has associated Sub Line Items. These represent the individual Charges associated with the Product.

Sub Line Items (Charges)

Sub Line items represent the Charges within a given product. These are priced in the same currency as the Line Item.

Associated data:

  • Sub Line Item Name
  • Quantity
  • Price
  • Subtotal
  • Invoice Line Item

Invoice Adjustments

Invoice Adjustments are added to an invoice after subtotals have been computed. These often impact the Invoice Total. These are typically credit based adjustments or invoice minimums.

Associated data:

  • Adjustment Name
  • Credit Type
  • Total
  • Invoice

Credit grants

Many Metronome customers model their prepaid committed contracts using credit grants. customer-facing teams need to know how much of a customer’s prepaid commit is remaining to know when to run an upsell. This data is updated in real time and sent to Salesforce daily.

Associated data:

  • Orphaned Customer
  • Balance Including Pending
  • Initial grant amount
  • Grant credit type
  • Amount paid
  • Payment currency
  • Effective date
  • Expiration date

Usage

Metronome aggregates usage for each of your billable metrics for each customer in real time. This data is rolled up and sent to Salesforce per customer every day.

Associated data:

  • Orphaned Customer
  • Billable Metric Name
  • Start
  • End
  • Value