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NetSuite subscription change orders to Salesforce subscription change orders (custom record)

This flow syncs NetSuite subscription change orders as Salesforce subscription custom record change orders. When orders are added/updated in NetSuite subscription, this integration flow exports the changed orders from NetSuite to Salesforce change order custom record.

Flow details

  • Export source: NetSuite
  • Built-in listener: Get NetSuite subscription change orders - get all subscription change orders from NetSuite.
  • Import destination: Salesforce
  • Built-in input filter: Get NetSuite price plans - filter for new price plan record ID that is not empty.
  • Built-in lookup: Get NetSuite price plans - get all price plans from NetSuite by ID.
  • Built-in input filter: Get NetSuite subscription lines - filter for new price plan record ID that is empty.
  • Built-in lookup: Get NetSuite subscription lines - get all subscription lines from NetSuite by ID.
  • Built-in import: Import Salesforce subscription change orders - add/update subscription change orders into Salesforce with the configured custom field as the lookup identifier.
  • Built-in input filter: Get Salesforce price plans - filter for new price plan record ID that is not empty.
  • Built-in import: Import Salesforce price plans - add/update price plans from Salesforce with the configured custom field as the lookup identifier.
    • preMapFunction hook: Processing Salesforce price plans.js - normalize data for salesforce price plans.
    • postResponseMap hook: Processing Salesforce price tiers.js - normalize data for price tier.
  • Built-in input filter: Get Salesforce price tiers - filter for tier record ID that is not empty.
  • Built-in import: Import Salesforce price tiers - add/update price tiers from Salesforce with the configured custom field as the lookup identifier.
    • postResponseMap hook: script - Processing Salesforce priceplan.js
  • Built-in import: Import Salesforce subscription change order lines - add/update subscription change order lines into Salesforce with the configured custom field as the lookup identifier.
  • Built-in input filter: Import Salesforce subscription change order lines (new) - filter for tier parent name record that equals renewal.
  • Built-in import: Import Salesforce subscription change order lines (new) - add subscription change order lines into Salesforce.
  • Built-in import(NetSuite id write back): Import NetSuite subscriptions - update subscriptions into NetSuite with ID as the lookup identifier.

Note: This flow supports single and multiple price intervals in the NetSuite subscription.

Before you begin

The subscription should be present in both Salesforce and NetSuite. The NetSuite subscription ID and Subscription line ID should be stored as a custom field in the Salesforce subscription and subscription line (custom record).

Setup instructions

  1. Configure the following dynamic mapping according to your business requirements in Import Salesforce subscription change orders, before running the flow.
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  2. Configure the following dynamic mapping according to your business requirements in Import Salesforce subscription change orders lines, before running the flow.
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  3. Configure the following dynamic mapping according to your business requirements in Import Salesforce subscription change orders lines (new), before running the flow.
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