Salesforce subscriptions (custom record) to NetSuite subscription change orders for price/quantity

Naga Sri Hari Gonaboyina

Updated October 18, 2024 08:42

This flow syncs Salesforce subscriptions as NetSuite subscriptions. This flow updates the price/quantity in the NetSuite subscription change order.

Flow details

Export source: Salesforce
Built-in Listener: Get Salesforce subscriptions (custom record) - get all subscriptions from Salesforce.
- preSavePageFunction hook: Processing NetSuite priceplans.js
Import destination: NetSuite
Built-in lookup: Get Salesforce NetSuite pricings by subscription ID (custom record) - get all NetSuite pricings from Salesforce by subscription ID (custom record).
Built-in lookup: Get Salesforce price plans (custom record) - get all price plans from Salesforce by ID.
Built-in lookup: Get Salesforce price tiers (custom record) - get all price tiers from Salesforce by price plan ID.
Built-in import: Import NetSuite price plans - add price plans into NetSuite.
- preMapFunction hook: Processing NetSuite price plans.js - normalize data to sort the price tier.
Built-in lookup: Get NetSuite subscription change orders by subscription ID - get all subscription change orders from NetSuite by subscription ID.
- postResponseMap hook: normalize data for change orders based on effective dates.
Built-in import: Import NetSuite subscription change orders - add/update the subscription change orders into NetSuite with ID as the lookup identifier.
Built-in import(ID write back): Import Salesforce subscription lines (custom record) - update subscription lines into Salesforce with ID as the lookup identifier.

Notes:

Select existing price plan in Salesforce subscriptions to create a price plan in NetSuite subscription change order.
This flow supports single price intervals in NetSuite subscriptions.

Before you begin

The Salesforce subscription and NetSuite subscription should be the same. NetSuite subscription ID should be stored as a custom field in the Salesforce subscription. And, the NetSuite subscription should be in an active state.

Setup instructions

Configure the following mapping according to your business requirements in Import NetSuite subscription change orders, before running the flow.
Configure the following dynamic mapping according to your business requirements in Import NetSuite subscription change orders, before running the flow.