The m3ter Connector for Salesforce supports two main sync flows from Salesforce to m3ter:
Account Sync. Salesforce Customer Account to m3ter Account.
Sales Agreement Sync. New sales agreements in Salesforce into m3ter.
The Connector ships with predefined mappings for the Opportunity (and Opportunity products) objects in Salesforce. However, it also supports other configurations and we can provide example mappings on request.This topic provides a series of lookup references tables and listings to help you quickly check on the current scope and limitations of the sync flows you can implement using the m3ter Connector for Salesforce. Prerequisites for these flows in terms of your sales agreement set up in Salesforce and required mappings to m3ter Objects and Fields are also given:
The following table sets out the operations supported by the m3ter Connector for different sync flow types:
Sync Type
m3ter Object
Supported Operations
Notes
Account Sync
Account
Create, Update
Sales agreement Sync
Account
Create. Update
Where the sale agreement in Salesforce is based on related objects, such as an Opportunity and Opportunity Products, or Orders and Order Items, and so on.
Contract
Create, Update
Commitment
Create Only
Account Plan
Create Only
Only prepaid Commitments supported currently or Commitments set up to be billed with Plan.
Plan
Create Only
Pricing
Create Only
Amendments Sync
End Date Contract
Available
End dates selected m3ter billing Objects linked to a Contract.
End Date all Account Billing Objects
Available
End dates selected m3ter billing Objects linked to the m3ter Account.
Here is a summary of the current sync limitations and exclusions for the m3ter Connector for Salesforce managed package:
Balance and Balance Transactions. We expect to support Balance and Balance Transaction creation starting from version 0.6 or above of the m3ter Connector.
Segmented Pricing. Not yet available.
Plan Groups. Existing and mapped Plan Groups can be synced.
Custom Billing Schedule for Commitments. Not yet available - Commitment/Prepayment sync is currently only supported for Commitments where any unpaid amount is billed with a Plan.
Creation of Compound Aggregations. Syncing of existing and mapped Compound Aggregations in m3ter is only supported in version 0.5.1 and above of the Connector managed package.
Price Overrides when using Plan Templates. Supported for single Aggregation pricing.
The m3ter Connector for Salesforce can work with almost any sales flow within Salesforce. This is achieved by mapping the Salesforce objects used in your sales process to the m3ter billing configuration.For the Connector to work properly, the data for mappings must be made to a related set of objects in your Salesforce Org set up - that is, objects in Master/Detail relationships. This will allow you to pull data from each related source for use within the mapping configuration. Mapped fields must be available on the Salesforce object (or via the related object) in order to be able to create mappings between m3ter and Salesforce. A typical sales object in Salesforce structure will have this general structure:
Header (Master)
Lines (Details)
Pricing (pricing can be at the same level as the order line or in a related object)
Where the sales agreements objects can be:
Opportunity (Master)
Opportunity products (Details)
Quote (Master)
Quote Lines (Details)
Order (Master)
Order Items or Order Products (Details)
Contract (Master)
Subscriptions (Details)
Subscription Consumption Schedule
Custom Object (header)
Custom Object (lines)
Custom Object (pricing)
Tip: Are Multiple Sales Flows Mapping possible? Yes. You can also configure mappings for multiple sales flows in your CRM by creating new sets of metadata mappings for each set of objects on which the sync flow is based. For example, one flow for Opportunities and another flow for Contracts.
In order to successfully create agreements from a source sales agreement in Salesforce, m3ter requires certain Objects and Fields to be mapped. The following table sets out these mandatory mappings:
m3ter Object
m3ter Field
Mandatory
Notes
Account
Name
Yes
Code
Yes
Email
Yes
Address Line 1
Address Line 2
Post Code
Region
Locality
Country
Contract
Name
Yes
Code
Yes
Start Date
Yes
End Date
Yes
PO Number
Description
Commitment
Billing Plan
Yes
Start Date
Yes
End Date
Yes
Currency
Yes
Amount
Yes
Amount Prepaid
Amount First Bill
Overage Surcharge Percent
Billing Interval
Billing Offset
Commitment Fees Description
Commitment Usage Description
Overage Description
Hardcoded
Account Plan
Plan ID
Conditional
Requires just one of either Plan ID or Plan Group ID but not both.
Plan Group ID
Conditional
Contract ID
Start Date
Yes
End Date
Code
Yes
Bill Epoch
Plan
Plan Template ID
Yes
Code
Yes
Name
Yes
Minimum Spend
Minimum Spend Bill in Advance
Minimum Spend Description
Standing Charge
Standing Charge Bill in Advance
Standing Charge Description
Ordinal
Yes
Bespoke
Yes
Pricing
Plan Template ID
Plan ID
Aggregation ID
Compound Aggregation ID
Code
Yes
Cumulative
Description
Type
Yes
Minimum Spend
Minimum Spend Description
Minimum Spend Bill in Advance
Yes
Start Date
Yes
End Date
Pricing Bands
Fixed Price
Conditional
Unit Price
Conditional
Lower Limit
Yes
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- Functional Scope and Limitations","description":null,"href":"/guides/m3ter-connector-for-salesforce/overview-functional-scope-and-limitations"},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx,jsxs:_jsxs}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){const _components={a:`a`,em:`em`,li:`li`,p:`p`,strong:`strong`,tbody:`tbody`,td:`td`,th:`th`,thead:`thead`,tr:`tr`,ul:`ul`,..._provideComponents(),...props.components},{Heading,OptimizedImage,Table,Tip}=_components;if(!Heading)_missingMdxReference(`Heading`,true);if(!OptimizedImage)_missingMdxReference(`OptimizedImage`,true);if(!Table)_missingMdxReference(`Table`,true);if(!Tip)_missingMdxReference(`Tip`,true);return _jsxs(_Fragment,{children:[_jsx(_components.p,{children:`The m3ter Connector for Salesforce supports two main sync flows from Salesforce to 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Update`}),_jsx(_components.td,{children:`Where the sale agreement in Salesforce is based on related objects, such as an Opportunity and Opportunity Products, or Orders and Order Items, and so on.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{}),_jsx(_components.td,{children:`Contract`}),_jsx(_components.td,{children:`Create, Update`}),_jsx(_components.td,{})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{}),_jsx(_components.td,{children:`Commitment`}),_jsx(_components.td,{children:`Create Only`}),_jsx(_components.td,{})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{}),_jsx(_components.td,{children:`Account Plan`}),_jsx(_components.td,{children:`Create Only`}),_jsx(_components.td,{children:`Only prepaid Commitments supported currently or Commitments set up to be billed with Plan.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{}),_jsx(_components.td,{children:`Plan`}),_jsx(_components.td,{children:`Create Only`}),_jsx(_components.td,{})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{}),_jsx(_components.td,{children:`Pricing`}),_jsx(_components.td,{children:`Create Only`}),_jsx(_components.td,{})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Amendments Sync`}),_jsx(_components.td,{children:`End Date Contract`}),_jsx(_components.td,{children:`Available`}),_jsx(_components.td,{children:`End dates selected m3ter billing Objects linked to a Contract.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{}),_jsx(_components.td,{children:`End Date all Account Billing Objects`}),_jsx(_components.td,{children:`Available`}),_jsx(_components.td,{children:`End dates selected m3ter billing Objects linked to the m3ter Account.`})]})]})]}),`\n`,_jsx(Heading,{level:`2`,id:`sync-limitations-and-exclusions`,children:`Sync Limitations and Exclusions`}),`\n`,_jsx(_components.p,{children:`Here is a summary of the current sync limitations and exclusions for the m3ter Connector for Salesforce managed package:`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Balance and Balance Transactions`}),`. 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Syncing of existing and mapped Compound Aggregations in m3ter is only supported in version 0.5.1 and above of the Connector managed package.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Price Overrides when using Plan Templates`}),`. Supported for single Aggregation pricing.`]}),`\n`]}),`\n`,_jsx(Heading,{level:`2`,id:`expected-salesforce-sales-agreement-structure`,children:`Expected Salesforce Sales Agreement Structure`}),`\n`,_jsx(_components.p,{children:`The m3ter Connector for Salesforce can work with almost any sales flow within\\xA0Salesforce. This is achieved by mapping the Salesforce objects used in your sales process to the m3ter billing configuration.`}),`\n`,_jsxs(_components.p,{children:[`For the Connector to work properly, the data for mappings must be made to a related set of objects in your Salesforce Org set up - that is, objects in `,_jsx(_components.em,{children:`Master/Detail`}),` relationships. This will allow you to pull data from each related source for use within the mapping configuration. Mapped fields must be available on the Salesforce object (or via the related object) in order to be able to create mappings between m3ter and Salesforce. 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