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.