NetSuite subscriptions to Salesforce subscriptions (custom record)

This flow syncs NetSuite subscriptions as Salesforce custom record subscriptions. When subscriptions are added/updated in NetSuite, this integration flow exports subscriptions from NetSuite subscriptions to Salesforce custom object subscriptions.

Flow details

• Export source: NetSuite
• Built-in Listener: Get NetSuite subscriptions - get all subscriptions from NetSuite.
  • preSavePageFunction hook: Processing NetSuite subscription.js - normalize data for line item fields.
• Built-in lookup: Get NetSuite price plan by ID - get all price plans from NetSuite by subscription line ID.
• Import destination: Salesforce
• Built-in import: Import Salesforce subscriptions(custom record) - add/update subscriptions into Salesforce with the configured custom field as the lookup identifier.
• Built-in input filter: Import Salesforce subscription lines (custom record) - filter for subscription ID record that is not empty.
• Built-in import: Import Salesforce subscription lines (custom record) - add/update subscription lines into Salesforce with the configured custom field as the lookup identifier.
• Built-in import: Import Salesforce price plans (custom record) - add/update price plans into Salesforce with the configured custom field as the lookup identifier.
  • preMapFunction hook: Processing Salesforce priceplans.js - normalize data for price plans fields
  • postResponseMap hook: Processing Salesforce price tiers.js - normalize data for Price tiers fields
• Built-in input filter: Import Salesforce price tiers(custom record) - filter for price plan ID record that is not empty.
• Built-in import: Import Salesforce price tiers(custom record) - add/update price tiers into Salesforce with the configured custom field as the lookup identifier.
• Built-in input filter: Import Salesforce NetSuite pricings(custom record) - filter for subscription ID records that are not empty.
• Built-in import: Import Salesforce NetSuite pricings(custom record) - add/update NetSuite pricings into Salesforce with the configured custom field as the lookup identifier.
  • preMapFunction hook: Processing Salesforce NetSuite pricing.js - normalize data for subscription line field.
• Built-in input filter: Import NetSuite subscriptions - filter for custom record that is empty.
• Built-in import (Salesforce Id write back): Import NetSuite subscriptions - update subscriptions into NetSuite with ID as the lookup identifier.

Before you begin

1. The items should be present in both Salesforce and NetSuite.The NetSuite item ID should be stored as a custom field in the Salesforce item.
2. The NetSuite customers should be present in Salesforce accounts. NetSuite customer ID should be stored as a custom field in the Salesforce account.
3. The NetSuite billing accounts should be present in Salesforce billing accounts (custom record). NetSuite billing account ID should be stored as a custom field in the Salesforce billing account.
4. The price book, initial term, subscription plan should be present in both Salesforce and NetSuite.

Setup instructions

1. Configure the following dynamic mapping according to your business requirements in Import Salesforce subscriptions (custom record), before running the flow.

2. Configure the following dynamic mapping according to your business requirements in Import Salesforce subscription lines (custom record), before running the flow.