Manage Salesforce Quotes using add-on

The Quotes add-on syncs Salesforce quotes and Salesforce CPQ to NetSuite estimates in real-time. It also syncs accounts and files related to a quote from Salesforce to NetSuite.You can create a sales order from an opportunity after the quote related to shipping information is approved. You can configure the products and set discounts to the individual products and the price of the product is auto calculated.

Understand the add-on flows

These flows are available at Flows > Quotes & CPQ.

NetSuite estimate to Salesforce quote update flow

The flow syncs updates on NetSuite Estimate to Salesforce Quote in real-time.

Salesforce quote to NetSuite estimate add/update flow

The flow syncs new or updated Salesforce quotes to NetSuite estimates in real-time. It checks for the account associated with a new estimate in NetSuite. If the flow doesn’t find any record, it creates a new customer or prospect in NetSuite based on the Sync account associated with Salesforce quote checkbox and Map Salesforce account type to NetSuite customer stage and status field at Settings > Account.

Salesforce CPQ quote to NetSuite estimate Add/Update flow

Note: This flow is in the Early Adopter Program and will be available for purchase soon. If you're interested in this feature, you can contact Celigo Support.

The flow syncs new or updated Salesforce CPQ quotes to NetSuite estimates in real-time. The flow automatically checks for Customer or Prospect records for a new estimate in NetSuite. If the flow doesn’t find any records, it creates a new customer or prospect in NetSuite based on the Sync account associated with Salesforce CPQ quote checkbox and Map Salesforce account type to NetSuite customer stage and status field at Settings > Account.

To understand more about the Account Settings, refer to Understand Account Settings changes.

Install the add-on

1. Sign in to your integrator.io account
2. Click to open Salesforce - NetSuite Integration App
3. Go to the Add-ons tab
4. Once you have the license to install the Quotes and CPQ add-on, you can install in your Integration App from Admin > Subscription
5. Click Install on Quotes

Information: To understand more about the add-ons, refer Understand integration app add-ons.

Before you run the flow

NetSuite estimate to Salesforce quote update and Salesforce quote to NetSuite estimate add/update flows

• Before you install the Quotes add-on, you need to check the Enable estimates checkbox in your NetSuite account. Go to Setup > Company > Enable features > Transactions > Enable estimates.
• Enable Quotes checkbox in Salesforce: Go to Setup > Quick find (Quote) > Quote settings > Enable the quote. You’ll see the below error message if the quotes checkbox is not checked in Salesforce.
  
• Install Celigo package on your Integration App: You can install this package from the error message that is prompted when you install quotes add-on.
  

Salesforce CPQ quote to NetSuite estimate Add/Update flow

• Install Salesforce CPQ: Install Salesforce CPQ in your Salesforce account. Once you buy and install the CPQ, you’ll see it in your Salesforce account at Apps > Salesforce CPQ. You’ll see the below error message if Salesforce CPQ is not installed.
  
• Create Apex trigger in Salesforce: You need to create an apex trigger with the name Celigo_SFNSIO_CPQ_Quote_Update in your Salesforce account. Go to Create Object > Salesforce CPQ > Triggers > New. You’ll see the below error message if the apex trigger is not configured.
  

  Apex trigger name	Apex trigger
  Celigo_SFNSIO_CPQ_Quote_Update	trigger Celigo_SFNSIO_CPQ_Quote_Update on SBQQ__Quote__c (after insert, after update) { integrator_da__.RealTimeExportResult res = integrator_da__.RealTimeExporter.processExport('sfns-io'); }

• Create custom fields in Salesforce: You need to create a few custom fields in the Salesforce. Go to Create object > Salesforce CPQ > Custom fields and relationships > New. You’ll see the below error message if the custom fields are not configured.
  

  Field name	Field label	Datatype
  celigo_NetSuite_Id_c	NetSuite Estimate Id	ExternalField
  celigo_NetSuite_Record__c	NetSuite Estimate URL	URL
  celigo_NetSuite_Quote_Number__c	NetSuite Estimate Number	Text: length is maximum 50
  celigo_Skip_Export_To_NetSuite__c	Skip Export To NetSuite	Checkbox (default false)

Configure flow settings

Salesforce quotes to NetSuite estimate flow

1. Click Settings > Quotes & CPQ > Salesforce quote > Salesforce to NetSuite
2. Check the Sync account associated with Salesforce quote checkbox to sync accounts along with the quote. A new customer is created in NetSuite and an account with a quote is synced. By default, this checkbox is unchecked.
3. Check the Sync enhanced notes to NetSuite estimates checkbox to sync the enhanced notes from Salesforce quote to NetSuite. By default, this checkbox is unchecked.
4. Check the Sync files to NetSuite estimates checkbox to sync the files from Salesforce quotes to NetSuite. By default, this checkbox is unchecked.

NetSuite estimate to Salesforce quotes flow

1. Click Settings > Quotes & CPQ >Salesforce quote > NetSuite to Salesforce
2. Check the Sync PDF files to Salesforce quote checkbox to sync the PDF files from NetSuite to Salesforce. By default, this checkbox is unchecked. For more information, see Sync NetSuite PDFs to Salesforce Files.

Salesforce CPQ quote to NetSuite estimate flow

1. Click Settings > Quotes & CPQ > Salesforce CPQ
2. Check the Sync account associated with Salesforce CPQ Quote checkbox to sync accounts along with the CPQ quote in NetSuite. By default, this checkbox is unchecked.
3. Check the Sync enhanced notes to NetSuite estimates checkbox to sync the enhanced notes from Salesforce CPQ quote to NetSuite. By default, this checkbox is unchecked.
4. Check the Sync Files to NetSuite estimates checkbox to sync files from Salesforce CPQ Quotes to NetSuite. By default, this checkbox is unchecked.