You can filter products in ‘Salesforce Opportunity to NetSuite Sales Order’ flow or ‘Salesforce order to NetSuite sales order Add/update’ flow while exporting data between Salesforce, NetSuite and IO. You can achieve this by performing minor updates in the flow settings.
-
Sign in to your integrator.io
-
Go to Salesforce - NetSuite integration app.
-
Navigate to Flows > Opportunity.
-
In the Settings column, click the Gear icon next to Salesforce Opportunity to NetSuite Sales Order Add/Update flow.
-
Under Additional data to export from Related Lists or Sublists, click Edit.
-
Click Edit under Actions for the OpportunityLineItems related list.
-
Add the filter in the Filter Expression field.
-
Click Add Selected to save the page.
-
Click Save.
Note
This filter uses SOQL code syntax, not Handlebars. Below are examples of SOQL code syntax.
-
To filter the products with a non-empty product code, use
ProductCode != "". -
To filter products using an OR condition between ProductCode and Id, use:
Product2.ProductCode = 'SL9080' OR Product2.Id = '01t5i000007Ac91AAC'.. -
To filter products using an AND condition between ProductCode and LastName, use:
CreatedBy.LastName = 'Martin' AND Product2.ProductCode = 'SL9080'.
-
Sign in to your integrator.io
-
Navigate to Flows > Opportunity
-
Go to ‘Salesforce order to NetSuite sales order’ flow and click Settings
-
For Additional data to export from Related Lists or Sublists and click on edit
-
Edit the OrderItems related list by clicking the edit option under Actions
-
Add the filter at Filter Expression
-
Save the page by clicking Add Selected
Notice
If you want to filter the products: if product code is not empty, then the filter expression is ProductCode != "".