Prerequisites: Configure general settings for NetSuite and Salesforce Currency, Items, and Products

Before you get started with flows, you need to configure the general settings of your Integration App. The General Settings tab consists of two sub-settings, namely:

• Map NetSuite Currency to Salesforce Currency
• Unique key for an Item in NetSuite and Unique key for a Product in Salesforce

Map NetSuite Currency to Salesforce Currency

Before you begin

Enable the “Multiple Currencies” field in Salesforce or NetSuite account

If you have a business that operates across multiple geographies and deals in different currencies; and you want to track the same in both the applications, you will need to enable the Multiple Currencies field on both the apps.

• Note:
  • Consult your Salesforce Documentation to enable Multiple Currencies in Salesforce. 
  • If you want to add currencies in your Salesforce account, refer to your Salesforce Documentation.
  • Consult your NetSuite Documentation to enable Multiple Currencies in NetSuite.

Map your currencies

1. Click on the arrow icon next to the “Map NetSuite Currency to Salesforce Currency” field to expand the menu and view the currency mapping table. 
2. Click refresh to display the NetSuite Currency list available in your NetSuite account. 
3. Click refresh to display the Salesforce Currency available in your Salesforce account. 
4. Click X to delete a record. 

Scenarios to map your currencies 

Scenario 1: You’ve multiple currencies enabled in both Salesforce and NetSuite

Map your NetSuite and Salesforce currencies from the General Settings page. 

Flows that automatically get updated after currency mapping

• Salesforce Account to NetSuite Customer
• NetSuite Customer to Salesforce Account
• Salesforce Opportunity to NetSuite Sales Order
• NetSuite Sales Order to Salesforce Order
• NetSuite Sales Order to Salesforce Opportunity
• Salesforce Order to NetSuite Sales Order
• NetSuite Item to Salesforce Product
• NetSuite Item Group to Salesforce Product
• Salesforce Product to NetSuite Item
• NetSuite Transaction Financials to Salesforce Financials

Scenario 2: You’ve multiple currencies enabled in NetSuite and disabled in Salesforce

Map one of your NetSuite currencies to "Salesforce Default Currency" from the General Settings page. 

Flows that automatically get updated after currency mapping

• Salesforce Account to NetSuite Customer
• Salesforce Opportunity to NetSuite Sales Order
• Salesforce Order to NetSuite Sales Order
• Salesforce Product to NetSuite Item

You have to mandatorily map currencies to run the following flows

• NetSuite Item to Salesforce Product 
• NetSuite Item Group to Salesforce Product 

Scenario 3: You’ve multiple currencies enabled in Salesforce and disabled in NetSuite 

Map your Salesforce currency to "NetSuite Default Currency" from the General Settings page. 

Flows that automatically get updated after currency mapping

• NetSuite Customer to Salesforce Account
• NetSuite Sales Order to Salesforce Order
• NetSuite Transaction Financials to Salesforce Financials

You must map currencies to run the following flows

• NetSuite Item to Salesforce Product 
• NetSuite Item Group to Salesforce Product 
• Salesforce Product to NetSuite Item

Scenario 4: You have multiple currencies disabled both in Salesforce and NetSuite 

You don’t need to map currencies between NetSuite and Salesforce. 

You will be able to run the following flows without mapping currencies

• NetSuite Item to Salesforce Product 
• NetSuite Item Group to Salesforce Product 
• Salesforce Product to NetSuite Item

Map “Unique key for an Item in NetSuite” to “Unique key for a Product in Salesforce.”

Understanding unique key mapping

Previously, you had to manually link NetSuite Items to Salesforce Products in the field mappings, using dynamic searches by navigating to Field Mappings > Edit Mappings > Edit Field Mapping > click> Lookup > Dynamic: Salesforce or NetSuite Search. 

Now, you can select a unique key for a NetSuite Item to match a Salesforce Product and see the Salesforce Id field on a NetSuite item (and vice-versa). By default, the Integration App picks up the Item Name/Number field as the Unique key for an Item in NetSuite; and the Product Code field as the Unique key for a Product in Salesforce. Although choosing the unique key is not mandatory, you will need to select or deselect both the fields at the same time. 

Configure Unique key to identify a Product on Salesforce and NetSuite

1. Refresh the Unique key for an Item in NetSuite and select the unique NetSuite Item field from the list.
2. Refresh the Unique key for a Product in Salesforce and select the unique Salesforce Product field from the list.
3. Click Save.

Flows that use the unique key mapping

Once you map the unique key between a Salesforce Product and a NetSuite Item flows that perform a Product lookup during export automatically pick up the values defined in the General Settings page. You can configure the following flows:

• Salesforce Opportunity to NetSuite Sales Order
• NetSuite Sales Order to Salesforce Order
• NetSuite Sales Order to Salesforce Opportunity
• Salesforce Order to NetSuite Sales Order
• NetSuite Item to Salesforce Product
• NetSuite Item Group to Salesforce Product
• Salesforce Product to NetSuite Item
• NetSuite Item Fulfillment to Salesforce Fulfillment

Why do we need to configure ?

This setting gives the ability for user to configure which field on the Salesforce Product and NetSuite Item record to use as an identifier.

The flows listed above will perform the Products or Items lookup during export or import to fetch the respective records in both Salesforce and NetSuite instances based on General Settings configuration.