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SC
CRM
Kribana + Salesforce
Push plan, usage and balance data onto the account record.
What it does
Kribana writes plan, usage, wallet balance and entitlement fields onto the matching Salesforce Account or Opportunity, so sales and CS see live billing context without leaving the CRM.
Setup steps
1In Kribana, go to Settings → Integrations → CRM and select Salesforce.
2Connect via OAuth and authorize Kribana's managed package.
3Map Kribana customer IDs to your Salesforce Account or Opportunity field.
4Choose which fields to sync and confirm they appear on a test Account.
What syncs
Current plan and pricing tier
Usage-to-date and overage risk
Wallet balance
Entitlement and seat status
Quick start
curl https://api.kribana.com/v1/integrations/salesforce \ -H "Authorization: Bearer $KRIBANA_KEY" \ -d instance_url="https://yourorg.my.salesforce.com" \ -d oauth_token="..."