Sync NetSuite sales order to Salesforce opportunity

The flow syncs Sales Order related information from NetSuite to Salesforce Opportunity in real-time. 

You can sync high-touch renewals from a NetSuite Sales Order to Salesforce Opportunity so that your Sales team can:

• Track and process Salesforce by syncing high-touch renewals from NetSuite Sales Orders to Closed/Won Opportunities in Salesforce. 
  Example: Your finance team makes a pre-approval change to your Sales Order like adding or removing order line items. Your sales team can view these changes from Salesforce and update the customer about the availability of the service. 

• Sync customer order history from a NetSuite Sales Order to Salesforce Opportunity.
  Example: Sync customer order history for the manual Sales Orders you create for orders coming in from sales channels like eCommerce or Phone.

Understand how the flow works

• Note: The flow behavior depends on your flow Settings. 

Enable syncing updates on NetSuite Originated Order 

To sync updates from NetSuite Sales Orders to Salesforce Opportunities, you need to enable the Sync updates for NetSuite Originated Order checkbox in your Integration App:

1. From your integrator.io home page, click on your Integration tile. 
2. From your Settings page to the left, navigate to Opportunity > NetSuite Sales Order to Salesforce Opportunities > Settings.
3. From your settings window, enable the Sync updates on NetSuite Originated Orders checkbox. If you leave the box unchecked, the flow will not sync updates on NetSuite sales orders to Salesforce opportunities.

When you create or update a Sales Order in NetSuite

1. When a sales order is created or updated in NetSuite, the integration app checks whether there is a NetSuite customer for the Salesforce account that has the sales order.
2. If not, it automatically triggers the NetSuite Customer to Salesforce Account flow to create a Salesforce account using the mappings in the NS Customer to Salesforce Account Add/Update flow.
3. Once there is a matching Salesforce account for the NetSuite sales order's associated customer, the integration app checks for a matching Salesforce opportunity. If it finds this, it synchs updates from the NetSuite sales order. 
4. If it doesn't find a Salesforce opportunity, this triggers the NetSuite Sales Order to Salesforce Opportunity flow that creates the Salesforce opportunity and tags it as a NetSuite-originated order.  
5. The Salesforce opportunity ID is then synched back to the NetSuite sales order. Note that this flow does not support synching attachments on NetSuite sales orders or Salesforce attachments, nor synching subtotal and description items from NetSuite sales orders.

Header and Line level details 

The flow syncs header and line-level details for a NetSuite Sales Order. The flow calculates and syncs the discount line item on a NetSuite Sales Order to Salesforce Opportunity as a discount percentage. 

Before you set up the flow

• Set the default value for the Salesforce Price Book to Standard Price Book from your Advanced Settings Tab. Alternatively, you can map the NetSuite Price Levels with Salesforce Price Books. 
• You can update the out-of-the-box criteria for Opportunity sync based on the Opportunity Stage status by using flow Field Mappings. 

Configure, run, and test the flow

Configure your settings

The “NetSuite Sales Order to Salesforce Opportunity” flow comes with default settings. You can change the flow default settings using:

Flow Settings

The flow comes packaged with added record level settings. You can view them in your flow settings box. You can set the record level settings by checking the appropriate boxes:

• Sync updates for NetSuite Originated Order
  When you create a Sales Order in NetSuite, the Integration App labels the record as a "NetSuite Originated Order." Check the box to configure the Integration App to sync updates on existing NetSuite Originated Orders. If it's unchecked, we will not sync updates on the NetSuite Originated Order record to Salesforce Opportunity.
• Sync Salesforce Originated Orders
  When you create an Opportunity in Salesforce, the Integration App creates a Sales Order in NetSuite and labels it as a "Salesforce Originated Order." Check the box to configure the Integration App to sync back updates on a Salesforce Opportunity from a NetSuite Sales Order. If it's unchecked, we will not sync back updates on Salesforce Opportunity from a NetSuite Sales Order. 
• Advanced Settings for Opportunity Sync
  Select this checkbox to disable the boxes mentioned above, expose the criteria for sync. You can define criteria for synching NetSuite Sales Order to Salesforce Order by using the Qualification Criteria or the Define Lookup Criteria filters.

Map your fields 

When you map your NetSuite fields with Salesforce fields. The Integration App identifies the fields on a NetSuite record, from which it needs to export data and import it to matching fields on a Salesforce record.

Run your flow 

You need to enable the flow for it to run and perform the sync between your apps.

1. From your integrator.io home page, click Salesforce - NetSuite Integration App (SmartConnector) tile.
2. Navigate to Settings > Integration Flows > Opportunity
3. Enable the On/Off toggle button next to the “NetSuite Sales Order to Salesforce Opportunity” flow.
4. After you run the flow, the Integration App creates added fields to the native Opportunity fields:
   • NetSuite Id
   • NetSuite Order Number
   • NetSuite Originated Order
   • NetSuite Order Record
   • Skip export to NetSuite

Test your flow 

You can test the flow to validate three scenarios based on your flow settings:

• Sync new NetSuite Originated Orders
  Sync newly created Sales Orders from NetSuite to Salesforce Opportunity. 
  
  1. Create a new Sales Order record in NetSuite account.
  2. Enable the Send Order as Salesforce Opportunity checkbox. 
  3. Click Save.  
     • View the job status
       To check if the flow ran successfully click the dashboard icon to the top right of your Integration App screen.
     • Check your Opportunity record in Salesforce
       To check for the Opportunity record in Salesforce:
       1. Click on the Opportunities tab.
       2. You’ll see your newly created opportunity from the list under Recent Opportunities.

• Sync new or updated NetSuite Originated Orders
  Sync new or updated Sales Orders from NetSuite to Salesforce Opportunity
  1. From your integrator.io home page, click Salesforce - NetSuite Integration App (SmartConnector) tile.
  2. Navigate to Settings > Integration Flows > Opportunity > NetSuite Sales Order to Salesforce Opportunity.
  3. Click on flow Settings.
  4. Check “Sync updates for Netsuite Originated Order.”
  5. Click Save.
  6. You can create or update a Sales Order record in NetSuite to trigger the flow and sync your updates.
     • View the job status
       To check if the flow ran successfully click the dashboard icon to the top right of your Integration App screen.
     • Check your Opportunity record in Salesforce
       To check for the Opportunity record in Salesforce:
       1. Click on the Opportunities tab.
       2. You’ll see your newly created opportunity from the list under Recent Opportunities.
          
          
• Sync updates for Salesforce Originated Order
  The Integration App labels Orders created in Salesforce as “Salesforce Originated Order.” When you update a Salesforce Originated Order in NetSuite, the Integration App will sync the changes to the Salesforce Order and Opportunity. 
  1. From your integrator.io home page, click Salesforce - NetSuite Integration App (SmartConnector) tile.
  2. Navigate to Settings > Integration Flows > NetSuite Sales Order to Salesforce Opportunity.
  3. Click on flow Settings.
  4. Check “Sync updates for Salesforce Originated Order.” 
  5. Click Save.
  6. Edit your Salesforce Originated Order record in NetSuite.
     • View the job status
       To check if the flow ran successfully click the dashboard icon to the top right of your Integration App screen.
     • Check your Opportunity record in Salesforce
       To check for the Opportunity record in Salesforce:
       1. Click on the Opportunities tab.
       2. You’ll see your newly created opportunity from the list under Recent Opportunities.

View new fields created on Salesforce

The Integration App creates custom fields on your Salesforce custom objects after you run a flow is successfully. To view these custom fields on your Salesforce records, set the visibility of the field as shown below:

• Page Layout Editor in Salesforce
  • Note: You can edit the page layout in Accounts, Orders, and Opportunities and Contracts tabs
• Celigo Layouts that display all the Integration App fields by default (article link for field visibility using Celigo Layout - new)

Check out our community forum to ask questions and get insightful tips on Orders from our community members.