You can sync your Salesforce Opportunities as Sales Orders in NetSuite so that your finance team can review and approve Sales Orders. This keeps your sales and finance teams in sync with each other.

The best practice is to sync your Salesforce opportunities as NetSuite sales order. However, we also let you sync Salesforce opportunities as an opportunity or project as well.

If you are syncing Salesforce opportunities as sales orders, you will enable and use the flows mentioned in the following diagram.

If you are one of those who just want to sync their Salesforce opportunities as NetSuite opportunities, enable and use the flow mentioned in the following diagram.

If you are one of those who just want to sync their Salesforce opportunities as NetSuite projects, enable and use the flow mentioned in the following diagram.

Before you start

Edit the Opportunities page layout and add the following UI elements:

• From Fields, add Sync in Progress, Push to NetSuite, NetSuite Id, NetSuite Sales Order#, Originated From NetSuite,  and NetSuite Sync Error fields.
• If you are going to sync Salesforce opportunity as a NetSuite project, from Fields also include Push As NetSuite project and NetSuite Project Id fields.
• From Buttons, add Create NetSuite Order, Create NetSuite Project, and Create NetSuite Opportunity based on your requirement.
• If you are using EchoSign and DocuSign, from Related Lists, add DocuSign Status and Agreements to the opportunity layout. Also, from Buttons, add Send for Signature and Send with DocuSign buttons.

For more information on how to edit the page layout and to add the required UI elements, refer to edit Salesforce page layout.

Enable and configure the flow

If you are syncing Salesforce opportunities as NetSuite sales orders, enable the following flows.

• Salesforce Opportunity to NetSuite Sales Order
• NetSuite Sales Order to Salesforce Order
• Salesforce Order to NetSuite Sales Order
• NetSuite Sales Order to Salesforce Opportunity
• NetSuite Sales Order Status to Salesforce Order Status

If you are syncing Salesforce opportunity as NetSuite opportunity, enable the following flow.

• Salesforce Opportunity to NetSuite Opportunity

If you are syncing Salesforce opportunity as NetSuite project, enable the following flow.

• Salesforce Opportunity to NetSuite Project

To enable and configure the flow:

1. Sign in to your integrator.io account.
2. Click the Salesforce-NetSuite connector tile.
3. Under Settings, go to Integration Flows > Opportunity Sync > [desired flow name].
4. Enable the desired flow.

Note: Click the Field Mappings icon to see the fields that connector syncs to NetSuite by default. If you want to add any additional field, you can add it using the field mapping.

1. Click Advanced Settings.
2. Under Advanced Settings, select the required fields as per your requirement.
3. Scroll to the bottom of the page and click Save.

The flow is now enabled and configured to sync your Salesforce opportunities to NetSuite if you create a new opportunity or update a synced opportunity henceforth.

Understand advanced settings

This section explains the advanced settings available for your opportunity flow.

• Automatically sync Salesforce Opportunity to Sales Order: Select this check box to automatically sync the Salesforce opportunity as a NetSuite sales order. This field works along with the Sync if Stage is multi-select field. Therefore, when the opportunity stage in Salesforce changes to any of the stages selected in Sync if Stage, the opportunity is automatically synced as a sales order in NetSuite.
• Sync if Stage is (Select all that apply): Select all the opportunity stages that qualify the opportunity to be synced as a sales order in NetSuite. This field works along with the Automatically sync Salesforce Opportunity to Sales Order check box.
• When synced, update Opportunity stage to: Select the stage of the opportunity to be applied in Salesforce when the opportunity is successfully synced as a NetSuite sales order.
• Sync with following record: The values that are present in this drop-down box can be are lookups. For example, "Account Id" is the lookup for account name. The account name is populated in the sales order based on this value. The best practice is to sync the Account ID value in this field.
• Sync as NetSuite Customer: When sync an opportunity as NetSuite sales order there can be scenarios where you want to create a NetSuite customer for the value present in Distributor, Eligible Account For Channel Sales, End User, and Reseller fields. These fields can be added to the opportunity layout. For more information on how to edit the page layout and to add the required UI elements, refer to edit Salesforce page layout.
• Allow updates to Approved Sales Orders: Select this check box if you want to allow updates to NetSuite sales orders that are already approved. Generally, sales orders are not allowed to be updated after they are approved.
• Sync Discount Line Item: Select this check box if you want to deduct line item discounts from the item price and then sync the item to Salesforce. This setting is useful when the sales order is being synced to Salesforce.

Note: If there is a header level discount, present in your NetSuite sales order, after it is synced to Salesforce order. It appears in the Header Discount Total (NetSuite) field in your Salesforce order.

• Do Not Allow Discount Override: If you select this check box, then you cannot override the product discount in the Discount field of opportunity product. The item selected in the Discount Item field will be used to calculate the discount. Uncheck this field if you want to override the entered value in the Discount field.

Note: When specifying a value in the Discount field, you should also suffix with the % symbol. For example, 10%.

Team selling

Team selling is a feature that is enabled when a set of different Salesforce users work on sales opportunities. The feature must be enabled and configured in both Salesforce and NetSuite.

In Salesforce, a team of users working on an opportunity is called an opportunity team. To credit their contribution towards the opportunity we have opportunity splits.

Opportunity splits are of two types. Revenue splits and overlay splits. Revenue splits are used to show the contribution of sales team members, whereas overlay splits are used to show the contribution of supporting team members.

The revenue splits always sum up to 100% of the total revenue. For example, you have "A" and "B" as sales team members and the total revenue recorded is $225. You want to show the contribution as 50% each. Then the revenue gets split into $112.5 for "A" and $112.5 for "B".

However, if you have a supporting member "C", and you want to divide the contribution as 50% for "A", 50% for "B", and 20% for "C", the revenue is recorded as $112.5 for "A", $112.5 for "B", and $45 for "C" (overlay split). The percentage of overlay split member can range up to 100%.

• Enable Team Selling: Select this check box if you have configured team selling in both Salesforce and NetSuite.
• Sync Revenue Splits (Sync NetSuite SalesRep role): Syncs the revenue split team members to NetSuite sales order. When the opportunity is synced successfully to NetSuite sales order, the team members can be found under the Sales Team tab of the sales order along with their contribution percentage.
• Sync Overlay Splits (NetSuite Other roles): Syncs the overlay split team members to NetSuite sales order. When the opportunity is synced successfully to NetSuite sales order, the team members can be found under the Sales Team tab of the sales order along with their contribution percentage.
• Sync All Team Members: Syncs all the members that belong to the opportunity team. When the opportunity is synced successfully to NetSuite sales order, the team members can be found under the Sales Team tab of the sales order along with their contribution percentage.
• Map roles:

Channel sales sync

In Salesforce, you define partner relationships  to drive sales via partners. In Salesforce, these partners can created on an opportunity. When you enable channel sales in the connector, and the opportunity is synced to NetSuite, then the partner associated with the Salesforce opportunity is synced as a sales order customer in NetSuite. The connector also lets you replace the billing address of your customer with the partner account's billing address.

Notes:

• More than one Partner can be associated with an Opportunity.

• Uncheck the Automatically sync Salesforce opportunity to Sales Order check box present under the Advanced Settings section of the Opportunity sync flows.
• In your Salesforce account, click the Create NetSuite Order button to sync your opportunities to Salesforce.

• Enable Channel Account Sync: You can select this check box if the channel sales (partner relationships) feature is configured in your Salesforce account.

• Salesforce Channel Account Sync Role: If there are more than one partners, configure the primary partner in your Salesforce account. Only one primary partner can exist. If the primary partner is set, the partner can be synced as a customer in your NetSuite sales order. 

If there is no primary partner defined, and if there are more than one partners associated with your Salesforce account, then using this drop-down box choose the role of the partner you want to sync to NetSuite.  For example, account partners who are System Integrators can be synced to NetSuite. If two roles of System integrator exist, alphabetical precedence is configured.

Note: If a primary partner is not defined for your Salesforce account, select the roles as per the options available. To view the current list, click the ‘Refresh’ button.

If you select this option and click the Create NetSuite Order button, the partner appears as the customer in your NetSuite sales order. Also, in your Salesforce opportunity, the partner appears in the Eligible Account for Channel Sales field.

• Set Shipping Address to NetSuite End User: If you select this field the billing address of your sales order is replaced with the partner's billing address. If you do not select this check box, the billing address will be that of your Salesforce account's.
• NetSuite Channel Sales Customer field ID: You can select a NetSuite field from this drop-down list box to store your Salesforce account's name. This is because it got swapped with the partner's name in your NetSuite sales order.

The best practice is to select the Celigo End User Swap Field [CR] field. You can find this field under the Custom tab of your NetSuite sales order.

Reverse sync

Reverse sync allows syncing from NetSuite back to Salesforce.

• Enable NetSuite Originating Order to Salesforce Opportunity: If you select this check box, the sales order that you create in NetSuite is automatically synced as an opportunity in Salesforce. 
• When NetSuite Order updates, update Salesforce Opportunity: If you select this check box, whenever an update is made to NetSuite sales order is automatically synced to Salesforce opportunity.
• Enable NetSuite Originating Order to Salesforce Order: 

If you select this check box, the sales order that you create in NetSuite is automatically synced as an order in Salesforce. Any updates made to the sales order are synced to Salesforce order.

• Update Splits on Reverse Sync: Update Salesforce Opportunity Revenue Splits based on NetSuite Sales Rep revenue splits on new NetSuite Sales Orders. If revenue splits are decided on the NetSuite side, the same splits are updated in the corresponding Salesforce Opportunity side.
• Delete Salesforce Order on Deletion of NetSuite Sales Order: If you select this check box, the Salesforce order gets deleted whenever corresponding NetSuite sales order is deleted.

Attachment sync

• Enable Attachment Sync: If you select this check box, the file attached to your Salesforce opportunity is synced to NetSuite sales order. The attached file can be found in the Communication > Files tab of your sales order.
• Enable Note to User Sync: If you select this check box, the notes attached to your Salesforce opportunity is synced to NetSuite sales order. The attached notes can be found under the Communication > User Notes tab of your NetSuite sales order.

EchoSign

• Enable EchoSign: Lets you sync attachments based on the agreement status selected in Sync only Attachments with Agreement status. 

Note: You need to install the Adobe EchoSign app from the Salesforce AppExchange.

• Sync only Attachments with Agreement status: This field displays the possible statuses of the attachment while you are trying to send it to the recipient. You can select one or more statuses to trigger the attachment sync. This field works in coordination with Enable EchoSign.

The attachment, when synced to NetSuite, is stored under the Communication > User Notes or Activities > User Notes tab (based on your NetSuite configuration) of your NetSuite sales order.

To send the attachment to the recipient:

1. In your Salesforce account, go the opportunity from which the document has to be sent to the recipient.
2. Click Send for Signature.
3. Click + Add Recipient to add the recipient.
4. Fill other necessary information as required.
5. Click Upload File and upload the document that you want to send for the recipient's signature.
6. Click Save Agreement.
7. Click Send for Signature.

The recipient then receives your attachment and signs it.

Based on the status set in the Sync only Attachments with Agreement status field the attachment is synced to NetSuite sales order.

The updated status of the attachment sent is displayed in the "Agreements" section of your opportunity.

DocuSign

• Enable DocuSign:  Lets you sync attachments based on the agreement status selected in Sync only Attachments with Agreement status.

Note: You need to install the Adobe EchoSign app from Salesforce AppExchange.

 

• Sync only Attachments with Agreement status: This field displays the possible statuses of the attachment while you are trying to send it to the recipient. You can select one or more statuses to trigger the attachment sync. This field works in coordination with Enable DocuSign.

The attachment, when synced to NetSuite, is stored under the User Notes tab of your NetSuite sales order.

To send the attachment to the recipient:

1. In your Salesforce account, go the opportunity from which the document has to be sent to the recipient.
2. Click Send with DocuSign.
3. Click Add Document to add the document as an attachment.
4. Click Add Recipient and the desired recipient email ID.
5. Click Send.

The recipient then receives your attachment and signs it.

Based on the status set in the Sync only Attachments with Agreement status field the attachment is synced to NetSuite sales order.

The updated status of the attachment sent is displayed in the "DocuSign Status" section of your opportunity.

Sync your opportunities to NetSuite sales orders, Salesforce order

Notes:

• It is recommended that you use the Create NetSuite Order button to sync your opportunity updates to NetSuite sales order or to create a new sales order.
• Whenever you perform an operation on an opportunity's related list. You must edit and save the opportunity for it to sync the details to NetSuite sales order. This would require the Automatically sync Salesforce opportunity to Sales Order check box to be selected in the advanced settings.

Once you have performed the required configuration based on your requirements, you are now ready to sync your Salesforce opportunities as NetSuite sales orders.

Note: You must schedule the NetSuite Sales Order Status to Salesforce Order Status as it syncs sales order status to Salesforce as per the scheduled time and duration.

1. In your Salesforce account, go to the Opportunities tab.
2. Click New.
3. Enter the required details.
4. Click Save.
5. In the Products section, add the required products for the opportunity.
6. Click the Create NetSuite Order button.

A Salesforce dialog box appears that updates you on the status of the sync. After successful sync, the NetSuite Sales Order # and Current Sales Order Id fields get populated. In case of an error, the error details appear in the NetSuite Sync Error field. The Salesforce Opportunity to NetSuite Sales Order flow syncs your opportunity as NetSuite sales order. 

You can now update the opportunity or its related list and then click the Create NetSuite Order button to sync all your opportunities to NetSuite sales order.

Once the sales order is created in NetSuite, the NetSuite Sales Order to Salesforce Order flow syncs the sales order to Salesforce order. This appears in the Orders related list of your opportunity.

Sync your NetSuite sales orders to Salesforce opportunity, order

Once you have performed the required configuration based on your requirements, you are now ready to sync your NetSuite sales orders as Salesforce opportunities and Salesforce order.

Notes: 

• You must schedule the NetSuite Sales Order Status to Salesforce Order Status as it syncs sales order status to Salesforce as per the scheduled time and duration.
• You need to enable the following Reverse Sync options under the Advanced Settings section of the Opportunity Sync flows.

1. In your NetSuite account, go to Transactions > Sales > Enter Sales Orders > List.
2. Click New Sales Order.
3. Enter the required details.
4. Click Save.

If you create a new sales order, it is automatically synced to Salesforce opportunity and Salesforce order. 

If the opportunity is successfully synced, its Salesforce ID is available in the Salesforce Id field under the Custom tab of your sales order.

If the order is successfully synced, its Salesforce ID is available in the Salesforce Order Id field under the Custom tab of your sales order.

Any error during the sync is recorded under the Custom > Celigo Integration Log tab of your sales order.