Filtering products in Salesforce opportunity and Salesforce order flows

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.

Configure filtering of products

Salesforce Opportunity to NetSuite Sales Order flow

1. Sign in to your integrator.io
2. Go to Salesforce - NetSuite Integration App
3. Navigate to Flows > Opportunity
4. Go to ‘Salesforce Opportunity to NetSuite Sales Order’ flow and click Settings
5. For Additional data to export from Related Lists or Sublists and click on edit
6. Edit the OpportunityLineItems related list by clicking the edit option under Actions
7. Add the filter at Filter Expression
8. Save the page by clicking Add Selected
9. Click Save

Example: If you want to filter the products: if product code is not empty, then the filter expression is ProductCode != "".

Salesforce Order to NetSuite Sales Order flow

1. Sign in to your integrator.io
2. Navigate to Flows > Opportunity
3. Go to ‘Salesforce order to NetSuite sales order’ flow and click Settings
4. For Additional data to export from Related Lists or Sublists and click on edit
5. Edit the OrderItems related list by clicking the edit option under Actions
6. Add the filter at Filter Expression
7. Save the page by clicking Add Selected

Example: If you want to filter the products: if product code is not empty, then the filter expression is ProductCode != "".