Sync Orb data to Salesforce

Give your team full visibility into customer subscription data directly in Salesforce. By syncing billing and usage data from Orb, sales and success teams can track account health, identify expansion opportunities, and anticipate customer needs. Monitor key business metrics including:

Current subscriptions and product usage
Invoice history and month-over-month trends
Real-time usage patterns for upsell opportunities
Credit balance and commitment tracking

How it works

The Salesforce CRM integration creates a set of custom objects in Salesforce corresponding to Orb resources, as detailed below. After successfully authenticating a Salesforce instance, the initial sync will export all existing Orb data into Salesforce. After the initial sync, objects will be incrementally synced on a daily basis.

Orb resource	Salesforce custom object name	Description
Customers	OrbCustomer	Representation of a business which includes name, address, and other information identifying the billable entity (schema)
Invoice	OrbInvoice	Issued invoices for the customer if the subscription is still active. Each invoice includes line items and finalized usage and dollar value totals (schema)
Plan	OrbPlan	A group of prices representing what customers could be charged (schema)
Subscription	OrbSubscription	The link between a plan and a specific customer. Including any overrides to a plan (schema)
Invoice Line Item Billing	OrbInvoiceLineItemBilling	The issued and billed amounts for each line item on an invoice (schema)
Subscription Version	OrbSubscriptionVersion	A point in time representation of a plan for a particular customer (schema)
Daily Line Item Revenue	OrbDailyLineItemRevenue	The daily incremental changes on a line item representing the quantities each day for an invoice (schema)
Credit Ledger Entry	OrbCommittedLedgerEntry	Information on credit increments, decrements and voids (schema)

For schema object information refer to the schema page.

Setup

Navigate to the Integrations page under Settings.
Click “Connect to Salesforce” to configure the data sync.
Authorize Orb to connect to your Salesforce instance.
After a successful connection, you can configure the sync.

Sync configuration

Orb allows configuring the data types exported to Salesforce. Orb recommends syncing a smaller set of objects to avoid data limit restrictions in Salesforce. Once the selection has been submitted, Orb will begin the initial sync process to create the objects in Salesforce and begin syncing over the Orb objects. The data type selection can be modified once the integration is active.

Viewing Data in Salesforce

Navigate to the Reports tab in Salesforce to view the synced data.

​How it works

​Setup

​Sync configuration

​Viewing Data in Salesforce

How it works

Setup

Sync configuration

Viewing Data in Salesforce