m3ter Connector for Salesforce - m3ter Documentation
m3ter Connector for Salesforce
The m3ter Connector for Salesforce allows you to map and synchronize data in your Salesforce systems with the m3ter platform. You can quickly set up a connective framework between Salesforce CRM and CPQ to streamline and accelerate the process of connecting your Salesforce systems to your m3ter infrastructure with one simple, fully supported, and managed integration:
- Sales Cloud. Connect your core customer data with your m3ter Organization ensuring accurate account data in both systems. Support multiple account IDs and billing hierarchy for usage pooling and pricing - you’ll never have to re-enter account information into your bills.
- Revenue Cloud - CPQ. Ensure the source of truth for your custom deals is driving your billing operations. Your customers will love that no matter how complex, their bills are always right.
The first topic in this section provides an overview of the functional scope and limitations of the m3ter Connector for Salesforce, and we strongly urge you to review this topic and check that the Connector can meet your current use cases:
The remainder of this section explains how to install and work with the m3ter Connector for Salesforce managed package in your Salesforce org to set up and test syncing of Salesforce data objects and fields with objects and fields in your m3ter Organization:
- Configuring the m3ter Connector for Salesforce
- Reviewing and Managing Metadata Mappings
- Creating Custom Metadata Mappings
- Testing Sync Setup from Salesforce to m3ter
- Setting Up and Using Sync to m3ter Invocable Action
- Setting Up Sync for End Dating m3ter Account Billing Entities
- Enabling Two-Way Automated Sync for m3ter Objects
- Mapping Custom Fields on m3ter Entities
- Mapping Segment Attributes for Pricing
- Setting Up m3sh Webhook Triggers
- CRUD for Metering Entities
- Usage Design Targets
- Product Mapping Resolution
- Checking Sync Logs and Troubleshooting
Sample mappings are provided:
Use the m3ter Connector Changelog to check your Connector version:
Important! Please consult your Salesforce Documentation and Salesforce Admin User:
- Any instructions for working with the m3ter Connector in your Salesforce org given in this section are intended for guidance and should be read in conjunction with your Salesforce end user documentation. We strongly recommend that you consult your Salesforce documentation as you follow guidance given in the topics in this section.
- We also strongly recommend that configuration work in your Salesforce org be carried out by a Salesforce Admin user or that someone with that level of expertise is available for guidance as you perform set up tasks.