Automating provisioning via Salesforce

Orb's sales automation integration brings the full power of Orb's APIs natively into Salesforce. This integration allows your sales operation team to build customizable, automated provisioning workflows via Salesforce Flow while leveraging the flexibility the Orb API provides. With this integration, you can automate provisioning an Orb subscription upon opportunity close, enabling your sales reps to stay within Salesforce and reducing manual work needed post-contract.

Installation

Follow installation instructions here.

Components

As part of the package, we include invocable actions (Apex) for

1. Creating Orb customers
2. Creating Orb subscriptions

We also include Apex classes for all associated data models. Combined, these can be used to build a Salesforce Flow to automatically provision Orb customers and subscriptions. Salesforce Flow requires no-code to create.

The integration is flexible enough to fit into your existing Salesforce process. Whether you use native Salesforce CPQ, Salesforce Opportunities with custom fields, or something in between, this integration can fit in and automate provisioning Orb customers and subscriptions for you.

Examples

Below are videos that show how you might set up a Salesforce Flow with this integration. We also include a Github repo that has an example Flow fully set up, which you can import separately into your project as a starting point.

1. Create an Orb subscription and customer from an Opportunity
   • Video
   • Github Example
2. Create an Orb customer with a billing address
   • Video
3. Create an Orb subscription with custom pricing
   • Video

High-level, the steps to automate creating a subscription and customer from an Opportunity are:

1. Create a new record triggered Flow. Make sure to select the Include a Run Asynchronously path... checkbox at the bottom when creating the Flow. This allows you to use the Orb actions.
2. Configure the flow to run when an Opportunity object is transitioned to the Closed/Won stage.
3. Under the Run Asynchronously path, add an Action and search for the Create Orb Customer action

3. Fill in appropriate fields from the opportunity, account, and other built in or custom fields.
   • You can also create an Orb object by assigning a variable, to pass in more complex fields. For example, to create an Address variable, create an Assignment with a data type of Apex-Defined. Search for the withorb__OrbAddressInput Apex class, and fill in fields as needed.
   • You can use this variable as input to the Create Orb Customer action.
4. Next, add the Create Orb Subscription action. Similar to customer, fill in the appropriate fields.
   • To support custom pricing per customer, assign a variable of type withorb__OrbPriceOverride and fill in appropriate fields. This data is normally stored on the Opportunity Line Item.
5. Save and activate the Flow. To test it, transition an opportunity to Closed/Won.

For a detailed walkthrough, we recommend watching the video.