Understand the Salesforce "team selling" feature

In Salesforce, an opportunity team is a set of users that often work together on sales opportunities. A typical opportunity team might include the account manager, the sales representative, and a pre-sales consultant. The team members collaborate to track progress and close the opportunity. These team members can be internal members or partners. The level of access to the opportunity, account, and associated records can vary across opportunity team members. The “team selling” feature enables sales to sell as a team. The integration app allows you to sync the information related to opportunities bi-directionally between Salesforce and NetSuite. You can find two types of opportunity splits:

• Revenue splits: Use this split type to credit team members who are directly responsible for opportunity revenue that always total 100% of the opportunity amount. The standard revenue splits should be equal to 100%.
• Overlay splits: Use this split type to credit supporting team members that can total any percentage of the opportunity amount, including percentages over 100%.

Understand the Salesforce opportunity team vs NetSuite sales team 

In Salesforce, after you enable the Opportunity Team feature, enable the Opportunity Split Types feature. If a member is working on multiple opportunities, the % can be more than 100. You cannot have the same team members in the revenue and overlay splits.

The custom splits you create in your Salesforce account will reflect in the Select revenue split type or custom split type and Select overlay split type or custom split type settings in the integration app.

An opportunity team in Salesforce:

For more information, see Team Selling in Salesforce.

A sales team in NetSuite:

Understand and configure the settings

1. In your integration app, go to Settings > Opportunity > Team Selling.
2. Check the Enable team selling checkbox to sync opportunity teams with opportunity splits using the “Salesforce Opportunity to NetSuite Sales Order” flow. Along with this setting, check the Sync all Team Members checkbox to sync team members with 0% contribution. By default, this setting is unchecked.
3. If you wish to sync the revenue splits, in the Select revenue split type or custom split type setting, select a revenue opportunity split type or a custom split type whose total contribution % associated with the opportunity team is 100%. The opportunity split % of the selected split type is synced as contribution % to the team members with the “sales rep” role.
4. If you wish to sync the overlay splits, in the Select overlay split type or custom split type setting, select an overlay opportunity split type or a custom split type whose total contribution % associated with the opportunity team might exceed 100%. The opportunity split % of the selected split type is synced as contribution % to the team members with a "non-sales rep" role.
5. If you want to sync the other team members with 0% contribution, check the Sync team members with 0% contribution checkbox to sync the team members with 0% opportunity in the opportunity team using the ”Salesforce Opportunity to NetSuite Sales Order” flow. By default, this setting is unchecked.
   
   Example: If you have 5 team members and only 3 members have contribution%. Check this box to sync the remaining 2 members to the NetSuite sales team.
6. If you wish to sync the Salesforce opportunity teams to NetSuite, in the Map Salesforce team role to NetSuite sales role setting, map the team roles in Salesforce to the sales roles in NetSuite. Be sure to map the sales team role in Salesforce to the sales rep roles in NetSuite. This setting allows you to choose how you want to bring your team members from Salesforce to NetSuite.
   
   Example: In Salesforce, if a user role is an opportunity owner, you can map that member to a “sales rep” or a “sales admin” in NetSuite. The Salesforce opportunity owner is synced as a “sales rep” in NetSuite. NetSuite allows only “sales rep” or “any sales rep” roles to be associated with a sales order (it may also be a sales admin, based on the settings in the NetSuite account).
7. If you want to sync back the sales team from NetSuite to Salesforce, check the Sync sales teams from NetSuite to Salesforce checkbox to sync the NetSuite sales teams to the Salesforce opportunity teams using the “NetSuite Sales Order to Salesforce Opportunity” flow. If you disable this setting, the sales team information is not synced from NetSuite to Salesforce.

Before you run the flow

• Enable the “team selling” feature in Salesforce. For more information, refer here.
• The “opportunity team” feature must be enabled in your Salesforce account. 
• The “team selling” feature must be enabled in your NetSuite account to sync the team details using the integration app. Opportunity splits are available only if you enable this feature. (Setup > Company > Enable Features > CRM sub-tab > Sales section > Enable Team Selling checkbox).
• The "opportunity owner" in Saleforce must be mapped to the "sales representative" in NetSuite. You can change the mappings as per your business needs.
  

  Export field (Salesforce)	Import field (NetSuite)
  OpportunitySplits[*].TeamRole	Sales Team : Sales Role {InternalId}

Run the flow

1. In your integration app, go to Flows > Opportunity.
2. Enable the “Salesforce Opportunity to NetSuite Sales Order” flow.
3. Click Run.

Understand the NetSuite records

After you run the “Salesforce Opportunity to NetSuite Sales Order” flow, in NetSuite on the sales order record in the "Sales team" tab, you can find the members as shown in the below image.