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Orb Salesforce Integration

With Orb’s Salesforce integrations you can keep your sales and revenue operations teams embedded directly within Salesforce and still harness the power of Orb for revenue visibility, billing, and sales automation.

With the integrations:

  • You can use insights from your Orb data to gain a more holistic view of account health, answering common questions about invoice totals or product usage.
  • You can automatically provision or upgrade a contract or a subscription to keep your subscription and contract changes timely and efficient.
  • You can amend contracts to represent the latest products and services a customer should receive as the result of an upsell.
  • You can create custom Salesforce reports to analyze plan distribution, SKU revenue, and credit burndowns.

To power your sales-driven workflows, Orb offers two native integrations with Salesforce to support best-in-class revenue visibility and sales automation.

  • CRM Integration: Sync usage and financial resources into Salesforce from Orb to help your sales team understand the comprehensive state of each account.
  • CPQ Integration: Sales automation integration that uses Salesforce Flow to trigger actions in Orb so you can automate provisioning and quote-to-cash workflows.

The Salesforce integrations are not included with all Orb plans. Please reach out to your Orb representation if you have any questions or are interested in learning more.