You can now set up invoicing sync or accounting sync in a multi-step flow that includes configuration and mapping items from Orb to your external provider. This allows for quicker setup without having to navigate to separate pages.

Learn more about integration setup in Orb’s product documentation

Orb’s CPQ integration streamlines processes like provisioning and contract management, using custom triggers and flows built in SFDC’s Flow Builder. Use it to automate provisioning and quote-to-cash workflows within Salesforce. 

The Orb CPQ integration is installed via a Salesforce managed package and includes Apex actions that connect to Orb’s API. These actions can be triggered manually or automatically (e.g., when an opportunity is moved to "closed-won"). These actions are compatible with Flow Builder and can also be used in custom code if needed, offering flexibility for Salesforce admins and developers.

Supported workflows: 

1. Provisioning new contracts: New contracts can be created for existing customers on paid plans, users on free plans, or new customers.
2. Amend contracts: Existing contracts can be modified, such as adjusting usage quantities or adding new products.
3. Cancel and replace contracts: Contracts can be canceled and replaced, typically in upsell scenarios where the customer wants to renegotiate terms.
4. Renewing contracts: Contracts can be renewed at the end of their term, with sales teams negotiating new terms.
5. Early termination: Customers can end contracts early and be moved to different plans (paid or free).

To check if your plan includes the CPQ integration and receive the installation link, please reach out to Orb. The package should be installed by a Salesforce Admin following the installation instructions in this guide.

Learn more about the integration in the product documentation.

You can sync Orb data back into Salesforce using Orb's CRM integration. Syncing Orb data back into Salesforce can empower your sales and customer-facing teams to gain a more holistic view of account health by giving them insights into Customers, Plans, Invoices and Subscriptions.

They can use it to quickly answer questions directly from Salesforce, such as: 

• What’s included in my customer’s current subscription? What products are they using?
• What invoices has my customer received? How do those invoices differ month over month?
• Has there been an increase in usage for this account recently that might motivate an upsell conversation? Or a decrease that could indicate a churn risk?
• What is my customer’s usage in the current month? 
• How does my customer’s credit usage compare to their pre-purchase commitment?

Learn more about the integration here. If the integration is included in your plan, head over to Settings and click on the new Integrations tab to set up the integration in just a few clicks. 

Orb now supports the ability to export accounting sync records to help audit and track records and their various statuses as you set up your accounting system integration. Navigate to the Accounting tab under Settings to check it out!

For more information about this feature and Orb's accounting system integration solution, please check out our docs!

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. Whereas Salesforce integrations are typically limited in scope and functionality to a rigid set of pre-determined fields, Orb's Salesforce integration allows you to configure all fields on a customer or subscription from within Salesforce.

With this integration, you can: Automatically create an Orb subscription when an opportunity is closed, also transferring the customer information and metadata as appropriate Use details from custom or native objects in Salesforce (e.g. an Order) to properly set pricing information in Orb. This integration enables incredibly powerful workflows, including those that create net-new plans corresponding to your customer's order structure.

Because your sales reps work directly in Salesforce, this automation minimizes the incidence of manual errors because it eliminates re-entry of billing details in Orb — once set up, information syncs between systems seamlessly.

This video explains how you can use the integration to automatically create an Orb customer and subscription with custom contract overrides when a Salesforce Opportunity is moved to the Closed/Won stage. Visit the docs for more detailed documentation.

The invoice accounting sync is now fully self-serve! In the new Accounting settings tab you can configure your accounting syncs, which will automatically send Orb invoice data to your accounting provider. You can easily control what is synced to your accounting provider. It can be easily turned on and off as needed.

There is also a new sync record view! You can see a full audit trail of sync attempts in the record view, it will be simple to find the set of records that have not been successfully sent to your accounting provider here. From the record view, you can resync records that were previously synced and you can retry any failures once any necessary manual actions have been taken.

We now integrate with Anrok for tax calculation and reporting, which comes with full support for all Orb invoices. Alongside our existing Avalara and TaxJar integrations, our Anrok integration enables you to run a global business, with streamlined VAT and GST compliance and sales tax automation. To begin using Anrok, reach out to the Orb team to enable the functionality in your environment.

One of the most common workflows for any revenue-generating organization will eventually be charging, collecting, and reporting sales tax. Today, we're announcing our Avalara integration, which comes with full support for all Orb invoices. To begin using Avalara, reach out to the Orb team to enable the functionality in your environment. You can read our docs or watch this quick demo to see how it works.

Orb's Salesforce integration brings usage data and financial resources natively into your Salesforce environment. The integration continually syncs resources from your Orb instance into Salesforce, including customer subscriptions, plan information, historical invoices, and usage.

In concert with other data that lives in Salesforce (e.g. opportunity metadata, imports from other analytics applications, or manually tracked notes), Orb data can be a powerful way to drive ongoing sales success.

The Salesforce integration allows your sales team to answer questions such as:

1. Which metrics is this Account being billed on? How is the last 30 days of utilization tracking for a given metric, and how does that compare to the previous 90 days?
2. Has there been an increase in utilization for this account recently that might motivate an upsell conversation, a decrease that could indicate a churn risk?
3. Is the breakdown of the upcoming invoice significantly different than previous invoices based on its line items?
4. Who are my top grossing accounts based on billed utilization? Which customers account for the top billed utilization for a specific metric?

Read more about the custom objects sync into Salesforce here.