Salesforce opportunities (with existing subscription) to NetSuite subscriptions and sales orders for add item

Naga Sri Hari Gonaboyina

Updated March 19, 2024 18:10

This flow syncs Salesforce opportunities (with existing subscription) as NetSuite subscriptions and sales orders. When new opportunities are added, this integration flow exports opportunities (with existing subscriptions) from Salesforce to NetSuite subscriptions and sales orders.

Flow details

Export source: Salesforce
Built-in Listener: Get Salesforce opportunities - get all opportunities from Salesforce.
- Built-in output filter: filter for opportunity line item record that is not empty
Import destination: NetSuite
Built-in lookup: Get Salesforce price plans (custom record) - get all price plans from Salesforce by product ID.
Built-in input filter: Get Salesforce price tiers (custom record) - filter for price plan record that is not empty.
Built-in lookup: Get Salesforce price tiers (custom record) - get all price tiers from Salesforce by price plan ID.
Built-in lookup: Get Salesforce subscription line items by subscription ID (custom record) - get all subscription lines from Salesforce by subscription ID.
Built-in import: Import NetSuite customers - update customers into NetSuite with the configured custom field as lookup identifier.
Built-in import: Import NetSuite billing accounts - update billing accounts into NetSuite with the configured custom field as lookup identifier.
Built-in input filter: Import NetSuite price plans - filter for price plan record that is not empty.
Built-in import: Import NetSuite price plans – add price plans into NetSuite.
- preMapFunction hook: Processing NetSuite price plans.js - normalize data to sort the price tiers records
Built-in import: Import NetSuite subscription - update the subscriptions into NetSuite with ID as lookup identifier.
- preMapFunction hook: Processing NetSuite subscriptions.js - normalize data for supported item types and line numbers.
Built-in import: Import NetSuite sales orders - add/ignore sales orders into NetSuite with the configured custom field as lookup identifier.
Built-in import: Import NetSuite sales orders (update) - update the sales orders into NetSuite with ID as lookup identifier.
- preMapFunction hook: Processing NetSuite sales orders.js - supports the inventory item types.
Built-in input filter: Import Salesforce opportunities - filter for record ID that is empty.
Built-in import (NetSuite ID write back): Import Salesforce opportunities - update opportunities into Salesforce with ID as lookup identifier.

Notes:

Existing NetSuite subscription (customer, billing account) and Salesforce opportunity (account, billing account) should be the same.
A default price plan should be set up and used at the product level.
This flow supports single price intervals in NetSuite subscriptions.

Before you begin

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.

Notes:

Service for sale and non-inventory types are supported in NetSuite subscription.
Service for sale, inventory and non-inventory types are supported in NetSuite sales order.

The subscription (custom record) in Salesforce and subscription in NetSuite should be the same. The NetSuite subscription ID should be stored as a custom field in the Salesforce subscription.

Setup instructions

Configure the following static mapping according to your business requirements in Import NetSuite billing accounts (update), before running the flow.

Configure the following static mapping according to your business requirements in Import NetSuite customers (update), before running the flow.

Configure the following mapping according to your business requirements in Import NetSuite sales orders (update), before running the flow.