Configure and run flows in the Salesforce Nonprofit – NetSuite Social Impact V1 quickstart integration template

Contents

• Overview: Understanding the Salesforce Nonprofit – NetSuite Social Impact integration template
• Install the Salesforce Nonprofit – NetSuite Social Impact integration template
•  Configure and run flows in the Salesforce Nonprofit – NetSuite Social Impact integration template
  • Salesforce accounts (Households/Organizations) to NetSuite Constituents
  • Salesforce contacts (Donors) to NetSuite constituents (SubCustomers)
  • Salesforce opportunities (Type: Donations and Events) to NetSuite cash sales
  • Salesforce opportunities (Type: Pledge) to NetSuite invoices

Additional verification and record mapping are required, before running each flow, to integrate the template’s exports and imports with your Salesforce and NetSuite apps.

To access all of the import and response mappings, open the installed Salesforce Nonprofit – NetSuite Social Impact V1 integration tile from your homepage. The Field mappings column contains an icon for all import and response mappings associated with each flow.

Salesforce accounts (Households/Organizations) to NetSuite Constituents

This flow exports Salesforce Households/Organizations accounts and imports them into NetSuite as Customer constituents, syncing the data in real time.

The flow is designed to create an account whenever a Salesforce opportunity is synced with NetSuite as a cash sale or invoice. Once the account is synced, any subsequent account change in Salesforce will also update NetSuite. 

This flow also syncs parent-level information for the account. For example, if company ABC is associated with parent company XYZ, then the flow syncs the account information for XYZ, as well.

Before you begin

1. Configure the Custom field (Celigo_SFNSNP__NetSuite_Id__c) as Field Specific Qualification Criteria and set the operation as "is not empty" in the Get Salesforce accounts export.
2. This is not a standalone flow; it must be run after the Opportunities flows (below).
3. Verify that the NetSuite constituents Id is stored as a custom field in Salesforce accounts.

Setup instructions

1. Add Subsidiary mapping to Import NetSuite constituents.
2. Configure mapping for Individual, _billing_addressbook[*].defaultbilling and _shipping_addressbook[*].defaultshipping in Import NetSuite constituents.
3. Configure static map for Constituent Type (InternalId), Form (InternalId), Billing State and Shipping State in Import NetSuite constituents.

Field mappings: Import NetSuite constituents

Salesforce contacts (Donors) to NetSuite constituents (SubCustomers)

This flow exports Salesforce donor contacts and imports them into NetSuite as sub-customer constituents, syncing the data in real time. The contacts are synced only if the customer account is already synced with NetSuite. 

This flow would typically sync contacts during one of the Sync Opportunities flows (below), which sync a Salesforce cash sale, invoice, or standalone prospect account with NetSuite. Once the account is synced, any subsequent donor change in Salesforce will also update NetSuite. 

Before you begin

1. Configure the Custom field, Account.Celigo_SFNSNP__NetSuite_Id__c, as Field Specific Qualification Criteria and set operation as "is not empty" in the Get Salesforce contacts export.
2. This is not a standalone flow; it must be run after the two Opportunities flows and one Accounts.
3. Verify that the NetSuite constituents Id is stored as a custom field in Salesforce accounts.

Setup instructions

1. Add Subsidiary mapping to Import NetSuite constituents.
2. Configure mapping for Form (InternalId), _billing_addressbook[*].defaultbilling and _shipping_addressbook[*].defaultshipping in Import NetSuite constituents.
3. Configure static map for Family Member Type (InternalId), Billing State and Shipping State in Import NetSuite constituents.
4. Configure Dynamic map for Household (InternalId) in Import NetSuite constituents.

Field mappings: Import NetSuite constituents

Salesforce opportunities (Type: Donations and Events) to NetSuite cash sales

This flow exports Salesforce donation and event opportunities and imports them into NetSuite as cash sales, syncing the data in real time. This flow helps the finance team to sync the information needed for processing cash sales in NetSuite.

Salesforce opportunities are synced by default when they are in the “Closed-Won“ stage, of type “Donations and Events.” You can select other criteria according to the stage of the opportunity and define the triggers.

When a Salesforce donation and event opportunity is created, its associated account will also be imported if it does not exist in NetSuite. If the account contains contacts, they too will sync along with the opportunity.

Setup instructions

1. Add subsidiary mapping to Import NetSuite constituents and Import NetSuite constituents (individual).
2. Configure mapping for Individual, _billing_addressbook[*].defaultbilling, and _shipping_addressbook[*].defaultshipping in Import NetSuite constituents. 
3. Configure static mapping for Constituent Type (InternalId), Form (InternalId), Billing State, and Shipping State in Import NetSuite constituents. 
4. Configure mapping for Form (InternalId), _billing_addressbook[*].defaultbilling, and _shipping_addressbook[*].defaultshipping in Import NetSuite constituents and Import NetSuite constituents (individual). 
5. Configure static mapping for Family Member Type (InternalId), Billing State, and Shipping State in mapping in Import NetSuite constituents (individual). 
6. Configure dynamic mapping for Household (InternalId) in Import NetSuite constituents (individual).
7. Configure mapping for To be E-mailed and Items: Quantity in Import NetSuite cash sales.
8. Configure static mapping for Items : Revenue Type (InternalId) and Items : Revenue Subtype (InternalId) according to your requirements in Import NetSuite cash sales.

Field mappings: Import NetSuite cash sales

Salesforce opportunities (Type: Pledge) to NetSuite invoices

Sync Opportunities (Type: Pledge) exports Salesforce pledge opportunities and imports them into NetSuite as invoices, syncing the data in real time. This flow helps the finance team to sync the information needed for processing cash sales in NetSuite.

Salesforce opportunities are synced by default when they are in the “Closed-Won“ stage, of type “Pledge.” You can select other criteria according to the stage of the opportunity and define the triggers.

When a Salesforce pledge opportunity is created, its associated account will also be imported if it does not exist in NetSuite. If the account contains contacts, they too will sync along with the opportunity.

Setup instructions

1. Add subsidiary mapping to Import NetSuite constituents and Import NetSuite constituents (individual).
2. Configure mapping for Individual, _billing_addressbook[*].defaultbilling, and _shipping_addressbook[*].defaultshipping in Import NetSuite constituents.
3. Configure static map for Constituent Type (InternalId), Form (InternalId), Billing State, and Shipping State in Import NetSuite constituents.
4. Configure mapping for Form (InternalId), _billing_addressbook[*].defaultbilling, and _shipping_addressbook[*].defaultshipping in Import NetSuite constituents and Import NetSuite constituents (individual).
5. Configure static map for Family Member Type (InternalId), Billing State, and Shipping State in Import NetSuite constituents (individual).
6. Configure dynamic map for Household (InternalId) in Import NetSuite constituents (individual).
7. Configure mapping for Account (InternalId), To be E-mailed, Items : Revenue Type (InternalId), Items : Revenue Subtype (InternalId), and Items: Quantity according to your requirements in Import NetSuite invoices.

Field mappings: Import NetSuite invoices