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Contract Renewal flows
The following flows come into play for the contract renewal integration between Salesforce and NetSuite. Make sure the following flows are enabled in the Integrator.
- Salesforce Opportunity to CR Sales Order
- Contract to Salesforce Contract
- Contract Renewal Estimate to Salesforce Opportunity
- Contract Item to Salesforce Contract Item
Salesforce Opportunity to CR Sales Order – When a Salesforce Opportunity is created for a new Contract, an Upsell or a renewal Opportunity, this flow syncs that Opportunity as a Sales Order in NetSuite. Based on the details of the Sales Order, the Contract Renewal module in NetSuite will create a new Contract or update an existing Contract.
Working with an Opportunity in Salesforce
The Opportunity Page object is configured from the Page Layout section to include the section on Contract Renewals.
Create an Opportunity with Products. The Order Type is created and displayed as ‘Contract New’.
Click Create NetSuite Order to create a new Sales Order in NetSuite. The Sync Status of 'Processing' is shown.
The Sales Order is created in NetSuite. In this example, the Contract number is 3097_2015-07-14_2016-07-13.
Refresh the Opportunity Page in Salesforce.
The Contract Item is exported as 00000135. Click the Contract Item to open the Contract object.
For Upsell, create a New Opportunity using the same Contract as reference.
An Upsell Opportunity is created with the Order Type as ‘Contract Upsell’ as shown in the following image.
Add the new product.
Create a New Sales Order using the Create NetSuite Order button. The Sync Status of 'Processing' is shown.
The Hourly batch flow creates the new Order in NetSuite.
The New Order is created in NetSuite displaying the additional Upsell product.
The Salesforce Opportunity page displays the Upsell product.
Viewing the Contract in NetSuite
The annual contract flow creates the new Contract with Quote object. In this example, the nightly script.
The Renewal Contract with the Quote object.
The Opportunity is created as a Quote in Salesforce based on the settings in the Integrator.