This flow syncs Salesforce opportunities as NetSuite customers, billing accounts, subscriptions, and sales orders. When opportunities are added/updated in Salesforce, this integration flow exports opportunities from Salesforce to NetSuite customers, billing accounts, 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 record that is not empty
- Built-in lookup: Get Salesforce contacts by account id - get all contacts from Salesforce by account ID.
- Built-in lookup: Get Salesforce price plans (custom record) - get all price plans from Salesforce by product ID.
- Built-in lookup: Get Salesforce price tiers (custom record) - get all price tiers from Salesforce by price plan ID.
- Import destination: NetSuite
- Built-in import: Import NetSuite customers - add/update customers into NetSuite with the configured custom field as the lookup identifier.
- Built-in import: Import Salesforce accounts - update accounts into Salesforce with ID as the lookup identifier.
- Built-in import: Import NetSuite billing accounts - add/update billing accounts into NetSuite with the configured custom field as the lookup identifier.
- Built-in import: Import Salesforce billing accounts (custom record) - update billing accounts into Salesforce with ID as the lookup identifier.
- Built-in import: Import NetSuite contacts - add/update contacts into NetSuite with a configured custom field as the lookup identifier.
- Built-in import: Import Salesforce contacts - update contacts into Salesforce with ID as the lookup identifier.
- Built-in import: Import NetSuite subscriptions - add/ignore subscriptions into NetSuite with the configured custom field as the 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 priceplan.js - normalize data for price tier line number.
- Built-in lookup: Get NetSuite subscription plan by name - get a subscription plan from NetSuite by name.
- Built-in import: Import NetSuite Subscription (update) - update subscriptions into NetSuite with ID as the lookup identifier.
- preMapFunction hook: Processing NetSuite items.js - normalize data for supported subscription items.
- Built-in import: Import NetSuite sales orders - add/ignore sales orders into NetSuite with the configured custom field as the lookup identifier.
- Built-in import: Import NetSuite sales orders (update) - update sales orders into NetSuite with ID as the lookup identifier.
- preMapFunction hook: Processing NetSuite sales orders.js - supports inventory type items.
- Built-in input filter: Import Salesforce opportunities - filter for the record that is empty.
- Built-in import (NetSuite ID write back): Import Salesforce opportunities – update opportunities into Salesforce with ID as the lookup identifier.
Notes:
- A default price plan should be set up at the product level in Salesforce for use as the default product when the opportunity is selected.
- 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 subscriptions.
- Service for sale, inventory and non-inventory types are supported in NetSuite sales orders.
- The billing schedule name in Salesforce and billing schedule in NetSuite should be the same.
Setup instructions
- Add subsidiary mapping according to your business requirements in Import NetSuite customers and Import NetSuite contacts.
- Configure the following static mapping according to your business requirements in Import NetSuite billing accounts, before running the flow.
- Configure the following static mappings according to your business requirements in Import NetSuite customers, before running the flow.
- Configure the following static mappings according to your business requirements in Import NetSuite contacts, before running the flow.
- Configure the following mappings according to your business requirements in Import NetSuite subscriptions, before running the flow.
- Configure define search criteria in Get NetSuite subscription plan by name, before running the flow.
- Configure the following mapping according to your business requirements in Import NetSuite sales orders(Update), before running the flow.