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

Naga Sri Hari Gonaboyina

Updated March 19, 2024 18:10

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

Flow details

Export source: Salesforce
Built-in listener: Get Salesforce orders - get all orders from Salesforce.
- Built-in output filter: filter for order item record that is not empty
Import destination: NetSuite
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 import 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.
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 price plans.js - normalize data for price plan 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 subscription.js - normalize data for supported 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 order products - filter for the record that is empty.
Built-in import (NetSuite Id write back): Import Salesforce order products - update products into Salesforce with ID as the lookup identifier.

Notes:

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 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.