Salesforce subscriptions (custom record) to NetSuite subscriptions and sales orders for add item

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Included in the April ’22 release This flow syncs Salesforce subscription custom records as NetSuite subscriptions and sales orders. When new subscriptions are added, this integration flow exports subscriptions from Salesforce to NetSuite subscriptions and sales orders.

Flow details

• Export source: Salesforce
• Built-in Listener: Get Salesforce subscriptions (custom record) - get all subscriptions from Salesforce.
• 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 NetSuite subscription by ID - get a subscription from NetSuite by ID.
• 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/ignore price plans into NetSuite with ID as lookup identifier.
  • preMapFunction hook: ProcessingNetSuitepriceplans.js - normalize data to sort the price tiers details.
• Built-in import: Import NetSuite subscription - update the subscriptions into NetSuite with ID as the lookup identifier.
  • preMapFunction hook: Processing NetSuite subscriptions.js - normalize data for pricing line number.
• Built-in import: Import NetSuite sales orders - add/ignore sales orders into NetSuite with the configured custom field as lookup identifier.
  • preMapFunction hook: Processing NetSuite sales orders.js - calculates the sales order line item price.
• Built-in import: Import Salesforce subscriptions (custom record) - update subscriptions into Salesforce with ID as 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 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 Salesforce.
3. The customers in NetSuite and accounts in Salesforce should be the same. The Salesforce account ID should be stored as a custom field in NetSuite customers.

Setup instructions

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