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.

Integration Flows

1. Synchronize your Salesforce Customer to the m3ter Account.

2. Synchronize your Salesforce Agreement to m3ter. The m3ter objects that can be mapped using custom metadata mappings include:

  • Compound Aggregations

  • Accounts

    • Account Plans

    • Plans

      • Pricing

    • Commitments / Prepayments

    • Contracts

  • Order lines, that result in m3ter Account Plans, can be synchronized to m3ter at one of two levels from the Salesforce customer sales objects - that is, at sales agreement level or sales line item level.

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, you can synchronize that customer agreement or opportunity to m3ter. This creates the Account and Associated billing objects 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.

Additional Support

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