Configure and run the Subscription to cash for Salesforce and Zone Advanced Billing quickstart integration template flows

The Subscription to cash for Salesforce and Zone Advanced Billing quickstart template comprises a set of pre-built integration flows. These flows help you to sync the Salesforce accounts, opportunities, orders and contracts (new or updated) to Zone Advanced Billing (ZAB) subscription in real-time. The flow checks and updates the existing customer records in NetSuite for a new ZAB subscription. If the flow doesn’t find any existing records, it creates a new NetSuite customer.

Understand and configure the integration flows

Sync Salesforce Opportunity to ZAB Subscription and NetSuite Customer

This flow syncs the Salesforce accounts and opportunities (new or updated) to Zone Advanced Billing (ZAB) subscription in real-time. The flow checks and updates the existing customer records in NetSuite for a new ZAB subscription. If the flow doesn’t find any existing records, it creates a new NetSuite customer.

Flow details

Export source: Salesforce

Export: Get opportunities from Salesforce, Writeback NetSuite customer ID to Salesforce account, Writeback ZAB subscription ID to Salesforce Opportunity

Import source: NetSuite

Import: Post customers to NetSuite, Post opportunities to ZAB subscriptions, Post opportunity line items to ZAB subscription items

Setup Instructions

1. You can specify the Reference fields, Related lists, and Field-specific qualification criteria.
   
   
2. You need to configure Post customers to NetSuite by adding mapping for Currency and Subsidiary.
   
   
3. While on Post opportunities to ZAB subscriptions, you need to map Start Date, End Date and Charge Schedule (Internal ID).
   
   
4. You will have a default set of field mappings for Post opportunity line items to ZAB subscription items, however, if required, you can add custom fields.
   
   

Sync Salesforce Order to ZAB Subscription and NetSuite Customer

This flow syncs the Salesforce accounts and orders (new or updated) to Zone Advanced Billing (ZAB) subscription in real-time. The flow checks and updates the existing customer records in NetSuite for a new ZAB subscription. If the flow doesn’t find any existing records, it creates a new NetSuite customer.

Flow details

Export source: Salesforce

Export: Get order from Salesforce, Writeback NetSuite customer ID to Salesforce account, Writeback ZAB subscription ID to Salesforce Order

Import source: NetSuite

Import: Post customers to NetSuite, Post order to ZAB subscriptions, Post order line items to ZAB subscription items

Setup Instructions

1. You can specify the Reference fields, Related lists, and Field-specific qualification criteria.
   
   
2. You need to configure Post order to NetSuite by adding mapping for Currency and Subsidiary.
   
3. While on Post order to ZAB subscriptions, you need to map Charge Schedule (Internal ID) and ensure that you set the Start Date and End Date according to the Salesforce Date format.
   
   
4. You will have a default set of field mappings for Post order line items to ZAB subscription items, however, if required, you can add custom fields.
   

Sync Salesforce Contract to ZAB Subscription and NetSuite Customer

This flow syncs the Salesforce account and contracts (new or updated) to Zone Advanced Billing (ZAB) subscription in real-time. The flow checks and updates the existing customer records in NetSuite for a new ZAB subscription. If the flow doesn’t find any existing records, it creates a new NetSuite customer.

Flow details

Export source: Salesforce

Export: Get contract from Salesforce, Writeback NetSuite customer ID to Salesforce account, Writeback ZAB subscription ID to Salesforce Contract

Import source: NetSuite

Import: Post customers to NetSuite, Post contract to ZAB subscriptions, Post contract line items to ZAB subscription items

Setup Instructions

1. You can specify the Reference fields, Related lists, and Field-specific qualification criteria.
   
   
2. You need to configure Post customers to NetSuite by adding mapping for Currency and Subsidiary.
   
3. While on Post opportunities to ZAB subscriptions, you need to map Charge Schedule (Internal ID) and ensure that you set the Start Date and End Date according to the Salesforce Date format.
   
   
4. You will have a default set of field mappings for Post opportunity line items to ZAB subscription items, however, if required, you can add custom fields.