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

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.

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 billing schedule name in Salesforce and billing schedule in NetSuite should be the same.

Setup instructions

1. Add subsidiary mapping according to your business requirements in Import NetSuite customers and Import NetSuite contacts.
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 mappings according to your business requirements in Import NetSuite customers, before running the flow.

4. Configure the following static mappings according to your business requirements in Import NetSuite contacts, before running the flow.

5. Configure the following mappings according to your business requirements in Import NetSuite subscriptions, before running the flow.

6. Configure define search criteria in Get NetSuite subscription plan by name, before running the flow.
7. Configure the following mapping according to your business requirements in Import NetSuite sales orders(Update), before running the flow.