Salesforce integration

Overview

Orb offers an integration with Salesforce for both revenue visibility and sales automation.

Our CRM integration brings in usage data and financial resources natively into Salesforce, to help sales teams understand the health of their accounts.

Our sales automation integration allows you to build automated provisioning workflows via Salesforce Flow, to further automate your quote to cash process.

Installation and configuration

Orb's Salesforce application is distributed as a Salesforce Managed Package. Reach out to the Orb team for a direct installation link.

Installation of the package should be done by a Salesforce Admin.

Installation

1. Navigate to the installation link provided and click Install for Admins Only.

2. Once the package is installed, navigate to the App Launcher and search for the Orb app.

Configuration

On the configuration page for the Orb application, you'll be asked to provide two fields:

1. API Key: This is an Orb API Key that is used to fetch resources from the Orb API. While any valid API Key for your account can be used, we recommend provisioning a specific Salesforce API key for this purpose and idenitifying it appropriately. To provision an Orb API key, visit the API Keys tab in the Settings page of the Orb dashboard.
2. External Customer ID field: Orb's sync ties together a Customer in Orb with an Account in Salesforce. If you already have a custom field on your Salesforce Account object that corresponds to the external_customer_id in Orb (which is often the internal workspace ID of the account), you can select it in this dropdown. This will allow the sync process to automatically map the Account, so no additional work is needed to associate each account to an Orb customer. By default, you will still be able to fill in the Orb External Customer ID or the Orb Customer ID field on any Account to create the association.