Contents

2019

• Release notes v1.3.0, November 2019
• Release notes v1.2.0, September 2019

Release notes v1.3.0, November 2019

What’s new

New flows

We’ve introduced two new flows that let you sync Order details between NetSuite and Salesforce: 

NetSuite Sales Order to Salesforce Opportunity 

You can now sync Sales Order related information from NetSuite to Salesforce Opportunity in real-time. The “NetSuite Sales Order to Salesforce Opportunity” flow lets you sync NetSuite Sales Order as Salesforce Opportunity with a closed/won status. Your sales team can now:

Sync updates on a NetSuite Sales Order to Salesforce Opportunity.

Example: Your finance team makes a pre-approval change to your Sales Order like adding or removing order line items. 

Sync an order created in NetSuite as Salesforce Opportunity.

Note: This is optional, and to sync your Sales Order, you need to select the checkbox next to  SEND ORDER AS SALESFORCE OPPORTUNITY (IO) field from your  Custom tab.

Example: Sales Orders are received from multiple channels such as eCommerce or Phone and created in NetSuite. The sales team may wish to view and track them as closed opportunities.

Salesforce Order to NetSuite Sales Order 

You can now sync order-related information from a Salesforce Order to NetSuite Sales Order in real-time. You can sync:

• Manual Orders created by your Sales team on Salesforce to NetSuite
• Auto-generated Orders from app integrations or external sales channels like eCommerce websites on Salesforce to NetSuite

New Contract Renewals Add-on 

Note: To license an Add-on contact, Celigo Sales.

Add-ons are additional modules that you can install into your Integration App to change or enhance its functionality as per your business requirements. You can install/uninstall or enable/disable its components at any point in time from your Subscriptions or Add-ons page in your App. Add-ons allow you to use specific features and functionalities regardless of the Integration App editions installed in your integrator.io account. To subscribe to an Add-on, you need to get a license in addition to the Salesforce - NetSuite Integration Application subscription. 

With release v1.3.0, we’ve introduced the Contract Renewals add-on.

You can now sync contract renewal transactions generated by the NetSuite Contract Renewals module to Salesforce Opportunities. You can now sync Contracts and Contract Items from NetSuite to Salesforce. The add-on features allow your sales team to process and manage contract renewals, create up-sells, and track down-sells. The contract renewals add-on comes packaged with the following flows:

• NetSuite Contract to Salesforce Contract 
• NetSuite Opportunity to Salesforce Opportunity 

Impacted flows 

The Contract Renewals Add-on impacts the following flows:

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

To know more about how these flows are impacted, refer to the Impact of the contract renewal add-on on existing flows.

For more information, refer to Add-Ons and Contract Renewals.

What’s Enhanced

New fields added 

We’ve introduced new record-level fields on the Salesforce Opportunity and NetSuite Sales Order records. The fields allow you to differentiate the source app where the Order was created. 

New field in Salesforce

NetSuite Originated Order

• Note: To view the tag, you’ll need to configure the Celigo Page Layout from your Profiles tab in Salesforce. 

When you create a Sales Order in NetSuite, the “NetSuite Sales Order to Salesforce Opportunity” flow gets triggered. The flow creates an Opportunity record in Salesforce from a NetSuite Sales Order and adds a NetSuite Originated Order tag on the Opportunity record.  (You need to select Send Order as Salesforce Opportunity from your NetSuite Sales Order record.) You will notice that the NetSuite Originated Order checkbox is ticked for Opportunity records in Salesforce. 

New fields added in NetSuite 

Salesforce Originated Order

Whenever you create an Opportunity in Salesforce that has an Opportunity line item, the “Salesforce Opportunity to NetSuite Sales Order” flow gets triggered. The flow creates a Sales Order in NetSuite from the Salesforce Opportunity. The Integration App adds a Salesforce Originated Order tag on such orders. You will notice that the SALESFORCE ORIGINATED ORDER (IO) checkbox is ticked for such Sales Order records.

Send Order as Salesforce Order

You can now send a newly created NetSuite Sales Order as a Salesforce Order from the NetSuite Sales Order record. To do this, enable the checkbox next to the “SEND ORDER AS SALESFORCE ORDER (IO)” field from the Custom tab on your Sales Order record and click Save.

Send Order as Salesforce Opportunity

You can now send a newly created NetSuite Sales Order as a Salesforce Opportunity from the NetSuite Sales Order record. To do this, enable the checkbox next to the “SEND ORDER AS SALESFORCE OPPORTUNITY (IO)” field from the Custom tab on your Sales Order record and click Save.

NetSuite Sales Order to Salesforce Order 

We’ve enhanced the flow settings:

Note: In version 1.2.0, we recommend that you do not change the Order Lookup criteria. However, if you’ve defined it already, your criteria will remain the same and hidden. 

1. Export Lookup: We’ve added a record-level checkbox “Send NetSuite Sales Order as a Salesforce Order (IO)” on your NetSuite Sales Order record. You can now export a NetSuite Sales order as a Salesforce Order by enabling this checkbox whenever you create a new Sales Order in NetSuite.
2. Import lookup: We’ve removed the Order Lookup criteria filter and hardcoded it into the Integration App. The new criteria will check if the NetSuite Id from a Sales Order has been populated on a Salesforce Order record. 
   • For a Salesforce Order with a NetSuite Id: the Integration App will sync the updates from NetSuite Sales Order to Salesforce Order. 
   • For a Salesforce Order without a NetSuite Id: the Integration App will create a new Salesforce Order from a NetSuite Sales Order. 

What’s fixed

Format addresses in Salesforce into multiple lines

You can now format the addresses in Salesforce and split it into multiple lines. If you’re an existing user who’s upgrading to Integration App version 1.3.0, you need to define the Field Mappings in the following flows:

NetSuite Customer to Salesforce Account

To format the address in your Salesforce Account record:

1. Login to your integrator.io account and navigate to Account > NetSuite Customer to Salesforce Account > Field Mappings.
2. Click Import Mapping next to the Post Accounts to Salesforce mapping.

To format the address for:

• Billing Street
  1. Click the cogwheel icon next to “Billing Street.”
  2. From the “Field Mapping Type:” in the Settings window, select the “Multi-Field” radio button.
  3. Enter the following expression in the text box:

{{billaddr1}}
{{billaddr2}}

• Shipping Street
  1. Click the cogwheel icon next to “Shipping Street.”
  2. From the “Field Mapping Type:” in the Settings window, select the “Multi-Field” radio button.
  3. Enter the following expression in the text box:

{{shipaddr1}}
{{shipaddr2}} 

4. Click Save and click Save and Close.

NetSuite  Contact to Salesforce Contact

To format the Mailing street address in your Salesforce Account record

1. Login to your integrator.io account and navigate to Account > NetSuite Customer to Salesforce Customer > Field Mappings.
2. Click Import Mapping next to the Post Accounts to Salesforce mapping.
3. Click the cogwheel icon next to “Mailing Street.”
4. From the “Field Mapping Type:” in the Settings window, select the “Multi-Field” radio button.
5. Enter the following expression in the text box:

{{_billingaddress_addr1}}
{{_billingaddress_addr2}}

 6. Click Save and click Save and Close.

Sync new contacts without email addresses from Salesforce to NetSuite 

You can now sync new contacts that do not have an email id, from Salesforce to NetSuite, without any errors. If you’re an existing user who’s upgrading to Integration App version 1.3.0, you need to define an additional “Secondary Contact Lookup Criteria,” where the Email is not empty. 

To define the criteria:

1. Login to your integratior.io account and navigate to Contact > Salesforce Contact to NetSuite Contact > Settings.
2. From the Secondary Contact Lookup Criteria settings, click “Define lookup Criteria.”
3. From the Lookup Criteria window, click +Add Filter.
4. Select Email from the list of Fields.
5. Select the value “not empty” from the list of values.
6. Click Save.
   

Sync website data from a Salesforce Account without errors

Previously, if the website field on a Salesforce Account record had an incomplete URL, the Integration App would throw an error: 

Invalid Field Value www.xyz.com for the following field: url'

We’ve enhanced the Integration App to sync incomplete website URLs from a Salesforce Account to NetSuite Customer. You will see this fix applicable if you install version 1.3.0.

Compatibility 

We’ve upgraded the existing infrastructure. Please ensure that your Apps are updated to the following infrastructure versions: 

• SuiteApp v1.3.0
• Salesforce Adaptor Package: v1.14.3
• Integration App 1.3.0
• Salesforce Package version  v1.5 

Known Issues

Newly created Contracts on NetSuite do not sync to Salesforce 

When you create an Opportunity in Salesforce with Contract fields, the Salesforce Opportunity to NetSuite Sales Order flow creates a NetSuite Sales Order. Based on your configuration, NetSuite will automatically create a contract under the Items tab on your NetSuite Sales Order record. However, the “NetSuite Contract to Salesforce Contract” flow is not triggered unless you edit and save the contract record.

Workaround

You’re facing this issue because the “SALES ORDER STATUS TO CREATE CONTRACT” setting for Contracts creation & validation in NetSuite. To be able to sync a contract from NetSuite to Salesforce, you need to:

1. Login to your NetSuite account, and from the top, navigate to Contract Renewals > Setup > Contract Renewals Preferences.
2. Click the “Contracts Creation & Validation tab.
3. If the “SALES ORDER STATUS TO CREATE CONTRACT” status is set to:
• Pending Fulfillment: Edit and Save the NetSuite contract record to trigger flow.
• Pending Approval: the flow will sync the Contract record from NetSuite to Salesforce as soon as you create a new contract in NetSuite. 

Updates on Order Line Items does not trigger the “Salesforce Order to NetSuite Order” flow 

You will notice that the Salesforce Order to NetSuite Sales Order flow triggers while you add a Product to an Order record. However, the flow does not run successfully and throws the following error:

"You must enter at least one line item for this transaction" 

Workaround 

Edit and save an Order record in Salesforce to trigger the flow.

Release notes v1.2.0, September 2019

What’s new

New flow to sync Item Fulfillments from NetSuite to Salesforce

Leverage your NetSuite’s item fulfilment data for shipment visibility in Salesforce by syncing Item Fulfillment data from NetSuite to Salesforce.

• Note: This flow is available only for our Integration App Premium Edition customers.

What’s enhanced

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New fields added in Salesforce to NetSuite flow settings

• Note: You can use “Additional data to export from Lookup fields” and “Additional data to export from Related Lists or Sublists” fields, to export data from Salesforce Account, Contact, and Opportunity fields to NetSuite.

We’ve introduced two new fields in the Salesforce to NetSuite flow settings that allow you to export added data from Salesforce to NetSuite:

• Additional data to export from Lookup fields

You can add data from the lookup fields on the Salesforce defined sObject.

Example: You can export an Account Name from the Parent Account for an Account.

Additional data to export from Lookup Fields: You will need to map the added Lookup Fields with your NetSuite fields before you run the flow.

• Additional data to export from Related Lists or Sublists

You can add data from a Related List or Sublist to your Salesforce-defined export data sObject.

Example: You can pull and filter Department-specific Contacts.

Additional data to export from Related Lists or Sublists Field: You will need to map the added Lookup Fields with your NetSuite fields before you run the flow.

Pick your Unique Key to match Products in NetSuite and Salesforce

Your Salesforce Product Code and NetSuite Item Name, are no longer the only default fields available for uniquely identifying a product on the Integration App. Now you can pick a Unique Key that is distinctive to your Salesforce and NetSuite product field via the General settings tab.

Use the Import Lookup Criteria in NetSuite to Salesforce flows

You can now modify the out of the box Lookup Criteria using a query builder for data export from NetSuite to Salesforce Account, Contact, and Order fields.

• Note: You can use this feature by navigating to Integration App settings from the integrator.io page. From the Settings sidebar to the left, click on an integration flow (available for Account, Contact, Order, and Fulfillment flows). Click on Settings and select Qualification Criteria or Define Lookup Criteria.

What’s fixed

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• Our Integration App now syncs orders with a zero-order value. You will no longer experience sync errors in your NetSuite Sales Order to Salesforce Order flow when you close orders on NetSuite with zero quantity.
  • Note: You need to Enable Zero Quantity in your Salesforce Order settings. To find out more about managing Order settings on Salesforce, refer to your Salesforce support documentation.
• Your NetSuite Item to Salesforce Product and NetSuite Item Group to Salesforce Product flows will no longer stop if the price levels are not mapped. The Integration App automatically manages the mapping if you have a “Multi Price Level” disabled NetSuite Account.
  • Note: You need to set the Standard Price Book status to Active from your Salesforce Price Books settings. To find out more about managing Price Books settings on Salesforce, refer to your Salesforce support documentation.
• You will be now able to sync updates from Salesforce Opportunity to NetSuite Sales Order without any exceptions for an Integration App installed on a non-OneWorld NetSuite Account.

Known Issues

• Flows are not triggering after defining the lookup criteria

  If you define the lookup criteria for any flow and run it, your flow syncs the data based on the previous criteria. This is because the criteria defined earlier are cached in your Integration App.

  Workaround

  1. If you’ve enabled the flow already, refresh the Integration App page to clear the cached criteria.

  2. Navigate to flow settings and define the lookup criteria again.

  3. Click Save.

  Note: We recommended that you always refresh the Integration App page after you enable or disable a flow.

• Flows are not pulling the qualification criteria automatically

  If you define the qualification criteria for any flow and run it, your flow syncs the data based on the previous criteria. This is because the criteria defined earlier are cached in your Integration App.

  Workaround

  1. If you’ve enabled the flow already, refresh the Integration App page to clear the cached criteria.

  2. Navigate to flow settings and define the qualification criteria again.

  3. Click Save.

  Note: We recommended that you always refresh the Integration App page after you enable or disable a flow.

• Modifying the out of the box criteria for syncing NetSuite Sales Order to Salesforce Order creates duplicate line records for an Order

  You see this issue for Salesforce Order records that don’t have a NetSuite Id.

  Workaround

  1. Do not change the criteria for syncing NetSuite Sales Order to Salesforce Order in your flow settings.

  2. If you’ve already defined the criteria for syncing NetSuite Sales Orders to Salesforce Orders and enabled the flow, you will see duplicate-line records for an Order.

  3. The Integration App will remove the duplicate-line records whenever you update and sync the corresponding Sales Order in NetSuite.

  Note: We recommend that you use the default criteria for syncing NetSuite Sales Order to Salesforce Order.

• Adding data from Related Lists to your Salesforce Opportunity export, with the “Unique key for a Product in Salesforce” other than the Product Code, prevents the NetSuite Sales Order to Salesforce Order flow from syncing Orders.

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  Workaround

  1. In your integrator.io page, click settings to the right of your flow.

  2. Click the edit icon to the right of “Additional data to export from Related Lists or Sublists” field.

  3. From the Related Lists pop-up, click + Add New Related List.

  4. Select Opportunities in your Child SObject Type list.

  5. Click the + icon to the right of the Referenced Fields dialogue box.

  6. Select the field that you’ve set as the Unique key for a Product in Salesforce (from the General Settings page).

  7. Click Add Selected.

  8. Click Add Related List and click Save.

  9. Click Save and run the flow.