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Salesforce Integration

The m3ter Integration for Salesforce enables you to quickly set up and implement highly configurable usage-based pricing models for your new or existing Salesforce service. You can then charge your customers based on what they use, instead of charging by subscription under a one-price-fits-all pricing model.

The m3ter Salesforce Integration is seamless, meaning you only need to ingest consumption usage data into m3ter in order to be able to bill via your regular Salesforce service. You can also start to exploit ingested usage data using other m3ter features, such as our analytics tools, and support other business operational use cases.

This topic provides an overview of the m3ter Salesforce Integration.

Customer Order/Quote to Billing: High-Level Integration Flow

The m3ter Salesforce Integration combines four data flows to achieve a seamless end customer quote-to-billing implementation as a single, synchronized end-to-end data flow:

Integration Flows

1. Synchronize Salesforce Customer to m3ter Account and Account Plan.

2. Synchronize Salesforce Order/Quote/Opportunity to m3ter.

3. Periodic push of aggregated usage data to Salesforce Billing.

4. Synchronize m3ter to Salesforce for a complete customer view.

Data synchronization and flows between Salesforce and m3ter are established and maintained using webhooks.

Integration Configuration

The Salesforce Integration requires the following set up configuration:

  • Authorization.

  • Synchronize Config.

  • Custom metadata type mappings to m3ter objects/fields.

Sync Salesforce Customer into m3ter

When a Customer and their Order/Quote/Opportunity are created in Salesforce, a webhook is triggered and captured by m3ter. This causes an Account and Account Plan to be created respectively in m3ter.

Salesforce Order/Quote/Opportunity Synced with m3ter

Details of the Salesforce Order/Quote/Opportunity are synchronized with m3ter:

  • Orders and assets are the primary focus of the Salesforce Integration because they are used by Salesforce CPQ and other standard or custom packages.

  • Opportunity/quote/custom objects are supported provided field mappings can be populated in the Salesforce custom metadata types that are defined by m3ter.

Note: Additional mappings are possible. However, these will require development effort.

Sync Aggregated Data to Salesforce Billing

Aggregated usage data collected in m3ter is synchronized with Salesforce Billing.

Note: Consumption usage data measures and events are submitted and ingested into m3ter via API calls or file uploads. See Submitting Usage Data and our Submit measurements API Reference documentation.

Sync for Full Customer View in m3ter

Synchronize m3ter Accounts, Account Plans, Prepayments/Commitments and Billing data to Salesforce for a complete customer view.  These exist as m3ter custom objects in Salesforce.