Salesforce contracts to NetSuite customers, billing accounts, subscriptions, and sales orders

This flow syncs Salesforce contracts as NetSuite customers, billing accounts, subscriptions, and sales orders. When contracts are added/updated in Salesforce, this integration flow exports contracts from Salesforce to NetSuite customers, billing accounts, subscriptions, and sales orders.

Note: To use this flow, you must install the CPQ package. For more information on how to install the CPQ package, see Install Salesforce CPQ package.

Flow details

• Export source: Salesforce
• Built-in Listener: Get Salesforce contracts - get all recently created and updated contracts from Salesforce using triggers.
• Import destination: NetSuite
• Built-in lookup: Get Salesforce price plans - get all price plans from Salesforce by product ID.
• Built-in input filter: Get NetSuite price tiers - filter for price plan record ID that is empty.
• Built-in lookup: Get Salesforce price tiers - get all price tiers from Salesforce by price plan ID.
• Built-in import: Import NetSuite customers - add/update customers in NetSuite with the configured custom field as the lookup identifier.
• Built-in import: Import Salesforce accounts - update accounts in Salesforce with ID as the lookup identifier.
• Built-in import: Import NetSuite billing accounts - add/update billing accounts in NetSuite with the configured custom field as the lookup identifier.
• Built-in import: Import Salesforce billing accounts - update billing accounts in Salesforce with the ID as the lookup identifier.
• Built-in import: Import NetSuite subscriptions - add/ignore subscriptions in NetSuite with the configured custom field as the lookup identifier.
• Built-in import: Import NetSuite price plans - Add price plans to NetSuite.
  • preMapFunction hook: ProcessingContractNetSuitePricePlan.js - normalize data to sort the price tiers details.
• Built-in lookup: Get NetSuite subscription plan by name - get a subscription plan from NetSuite by name.
• Built-in import: Update NetSuite subscriptions - update subscriptions in NetSuite with the internal ID as the lookup identifier.
• Built-in import: Import NetSuite sales orders - add/ignore sales orders in NetSuite with the configured custom field as the lookup identifier.
  • preMapFunction hook: ProcessingContractSalesOrders.js - supports inventory type items.
• Built-in import: Update NetSuite sales orders - update sales orders in NetSuite with internal ID as the lookup identifier.
  • preMapFunction hook: ProcessingNetSuiteSubscriptionItems.js - normalize data for supported item types and line numbers.
• Built-in import: Import Salesforce contracts - update contracts in Salesforce with the ID as the lookup identifier. 

Before you begin

1. A default plan should be setup for the Salesforce products that are being used as subscription items.
2. 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.
3. The billing schedule name in Salesforce and billing schedule in NetSuite should be the same.

Setup instructions

1. Add the subsidiary mapping according to your business requirements in Import NetSuite customers, before running the flow.
2. Configure the following static mapping according to your business requirements in Import NetSuite billing accounts, before running the flow.
   
3. Configure the following static mapping according to your business requirements in Import NetSuite customers, before running the flow.
   
4. Configure the following hardcoded mapping according to your business requirements in Import NetSuite subscriptions, before running the flow.
   
5. Configure the following hardcoded mapping according to your business requirements in Update NetSuite subscriptions, before running the flow.
   
6. Configure the following mapping according to your business requirements in Update NetSuite sales orders, before running the flow.