Configure and run the flows in Salesforce – NetSuite quickstart integration template

Naga Sri Hari Gonaboyina
  • Updated

Contents

After you install the template, additional record mapping is required to integrate the template’s exports and imports with your Salesforce and NetSuite apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you can enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button and then run or schedule each flow.

Salesforce accounts to NetSuite customers

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

Flow details

  • Export source: Salesforce
  • Built-in listener: Get Salesforce accounts - get all recently created and updated accounts from Salesforce using a listener.
  • Import destination: NetSuite
  • Built-in import: Import NetSuite customers - add/update customers in NetSuite using CeligoAT_SalesforceAccountID field as the lookup identifier..

Before you begin

  1. Ensure to sync Salesforce opportunities to NetSuite sales orders. The NetSuite customer ID should be stored as a custom field in Salesforce accounts.
  2. Configure the celigo_sfnsio__NetSuite_Id__c custom field ID as field-specific qualification criteria and set is not empty operator in Get Salesforce accounts.

Setup instructions

  1. Add the subsidiary mapping according to your business requirements in Import NetSuite customers, before running the flow.
  2. Configure the following dynamic mapping according to your business requirement in  Import NetSuite customers, before running the flow.
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  1. Configure the following mapping according to your business requirement in Import NetSuite customers, before running the flow.
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Salesforce contacts to NetSuite contacts

This flow syncs Salesforce contacts as NetSuite contacts. When contacts are added/updated in Salesforce, this integration flow exports contacts from Salesforce to NetSuite customers.

Flow details

  • Export source: Salesforce
  • Built-in listener: Get Salesforce contacts - Get all recently created and updated contacts from Salesforce using a listener.
  • Import destination: NetSuite
  • Built-in import: Import NetSuite contacts - add/update contacts in NetSuite using Celigo [AT]_Salesforce_Contact_ID field as the lookup identifier.

Before you begin

  1. Ensure to sync Salesforce opportunities to NetSuite sales orders. The NetSuite customer ID should be stored as a custom field in Salesforce accounts.
  2. Configure the Account.celigo_sfnsio__NetSuite_Id__c custom field ID as field-specific qualification criteria and set is not empty operator in Get Salesforce contacts.

Setup instructions

  1. Configure the following dynamic mapping according to your business requirement in Import NetSuite contacts, before running the flow.
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  1. Configure the following mapping according to your business requirement in Import NetSuite contacts, before running the flow.
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Salesforce opportunities to NetSuite opportunities

This flow syncs Salesforce opportunities as NetSuite opportunities. When opportunities are added/updated in Salesforce, this integration flow exports opportunities from Salesforce to NetSuite opportunities.

Flow details

  • Export source: Salesforce
  • Built-in export: Get Salesforce opportunities - get all opportunities from Salesforce that have been modified since this flow last ran.
  • Import destination: NetSuite
  • Built-in import: Import NetSuite opportunities - add/update opportunities in NetSuite using Celigo [AT] Salesforce Opportunity ID field as the lookup identifier.

Before you begin

The Salesforce accounts should be present in NetSuite accounts.

Setup instructions

  1. Configure the following static mapping according to your business requirement in Import NetSuite opportunities, before running the flow.
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  1. Configure the following dynamic mapping according to your business requirement in Import NetSuite opportunities, before running the flow.
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Salesforce opportunities to NetSuite projects

This flow syncs Salesforce opportunities as NetSuite projects. When opportunities are added/updated in Salesforce, this integration flow exports opportunities from Salesforce to NetSuite projects.

Flow details

  • Export source: Salesforce
  • Built-in export: Get Salesforce opportunities - get all opportunities from Salesforce that have been modified since this flow last ran.
  • Import destination: NetSuite
  • Built-in import: Import NetSuite projects (add) - add/ignore projects in NetSuite using Celigo[AT]_SF Opportunity ID field as the lookup identifier.
  • Built-in import: Import NetSuite projects (update) - update projects in NetSuite using Celigo[AT]_SF Opportunity ID field as the lookup identifier..
  • Built-in import: Import Salesforce opportunities - update opportunities into Salesforce using the ID as the lookup identifier.

Before you begin

The Sync Update to NS Project custom field will be created in the Salesforce opportunity record and the client is responsible for manual checking the Sync Update to NS Project checkbox field for updates.

Setup instructions

  1. Add the subsidiary mapping according to your business requirements in Import NetSuite projects, before running the flow.
  2. Configure the following static mapping according to your business requirement in Import NetSuite projects, before running the flow.
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Salesforce opportunities to NetSuite sales orders

This flow syncs Salesforce opportunities as NetSuite sales orders. When opportunities are added/updated in Salesforce, this integration flow exports opportunities from Salesforce to NetSuite sales orders.

Flow details

  • Export source: Salesforce
  • Built-in listener: Get Salesforce opportunities - get all opportunities from Salesforce that have been modified since this flow last ran.
  • Import destination: NetSuite
  • Built-in import: Import NetSuite customers - add/ignore customers in NetSuite using CeligoAT_SalesforceAccountID field as the lookup identifier.
  • Built-in import: Import Salesforce accounts - update accounts in Salesforce using the ID as the lookup identifier.
  • Built-in import: Import NetSuite sales orders - add/update sales orders in NetSuite using CeligoAT_SalesforceOpportunityID field as the lookup identifier.
  • Built-in export transfer: Get Salesforce attachment by ID - get an attachment from Salesforce opportunities by ID.
  • Built-in import transfer: Import NetSuite attachment as file cabinet - add attachments as file cabinet to NetSuite.
  • Built-in import: Import NetSuite attachments - attach attachments to NetSuite Sales order.
  • Built-in export transfer: Get Salesforce content version (file) - get content version (file) from Salesforce opportunities.
  • Built-in import transfer: Import NetSuite content version (file) as file cabinet - add content version (file) as file cabinet to NetSuite.
  • Built-in import: Import NetSuite sales order content version (file) - attach sales order content version (file) to NetSuite.

Before you begin

Ensure to sync the NetSuite item to the Salesforce product. The Salesforce opportunities product code and NetSuite item name should be the same.

Setup instructions

  1. Add the subsidiary mapping according to your business requirements in Import NetSuite customers, before running the flow.
  2. Configure the following dynamic mapping according to your business requirement in Import NetSuite customers, before running the flow.
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  1. Configure the following mapping according to your business requirement in Import NetSuite customers, before running the flow.
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  1. Configure the following mapping according to your business requirement in Import NetSuite sales orders, before running the flow.
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  1. Configure the following dynamic mapping according to your business requirement in Import NetSuite sales orders, before running the flow.
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  1. Configure the following mapping according to your business requirement in Import NetSuite attachment and Import NetSuite sales order content version (file), before running the flow.
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  1. Configure Folder ID according to your business requirement in Import NetSuite attachment as file cabinet and Import NetSuite content version (file), before running the flow.

Salesforce products to NetSuite items

This flow syncs Salesforce products as NetSuite items. When products are added in Salesforce, this integration flow exports products from Salesforce to NetSuite items.

Flow details

  • Export source: Salesforce
  • Built-in export: Get Salesforce products - get all products from Salesforce that have been created since this flow last ran.
  • Import destination: NetSuite
  • Built-in import: Import NetSuite items - add/ignore items in NetSuite using Celigo [AT] Salesforce Product ID field as the lookup identifier.

Setup instructions

Add the subsidiary mapping according to your business requirements in Import NetSuite items, before running the flow.

Salesforce quotes to NetSuite quotes

This flow syncs Salesforce quotes as NetSuite quotes. When quotes are added/updated in Salesforce, this integration flow exports quotes from Salesforce to NetSuite quotes.

Flow details

  • Export source: Salesforce
  • Built-in listener: Get Salesforce quotes - get all recently created and updated quotes from Salesforce using a listener.
  • Import destination: NetSuite
  • Built-in import: Import NetSuite quotes - add/update quotes in NetSuite using CeligoAT_SalesforceQuoteID field as the lookup identifier.
  • Built-in export transfer: Get Salesforce attachment by ID - get an attachment from Salesforce by ID.
  • Built-in import transfer: Import NetSuite attachments as file cabinets - add attachments as file cabinets to NetSuite.
  • Built-in import: Import NetSuite quotes - attach attachments to NetSuite quotes.
  • Built-in export transfer: Get Salesforce content version (file) by ID - get a content version (file) from Salesforce by ID.
  • Built-in import transfer: Import NetSuite content version (file) as file cabinet - add content version (file) as file cabinet to NetSuite.
  • Built-in import: Import NetSuite quotes - attach content version(file) to NetSuite quotes.
  • Built-in import: Import Salesforce quotes - update quotes in Salesforce using the 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 Salesforce items.
  2. The Salesforce accounts and NetSuite customers should be the same in both Salesforce and NetSuite.
  3. Configure the (Skip Export field__c) custom field as field-specific qualification criteria and set is not empty operator in Import Salesforce quotes.

Setup instructions

  1. The trigger should be created on Salesforce quotes.
  2. Configure the following mappings according to your business requirement in Import NetSuite quotes, before running the flow.
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  1. Configure the following static mapping according to your business requirement in Import NetSuite quotes, before running the flow.
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  1. Configure the following dynamic mapping according to your business requirement in Import NetSuite quotes, before running the flow.
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  1. Configure the following mapping according to your business requirement in Import NetSuite quotes (Import NetSuite attachments as file and Import NetSuite content version (file) as file cabinet), before running the flow.
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  1. Configure Folder ID according to your business requirement in Import NetSuite attachments as file cabinet and Import NetSuite content version (file) as file cabinet, before running the flow.

NetSuite contact emails to Salesforce contact emails

This flow syncs Netsuite contact emails as Salesforce contact emails. When contact emails are added in NetSuite, this integration flow exports contact emails from NetSuite to Salesforce contact emails.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite contacts - get all contacts from NetSuite that have been added since this flow last ran.
  • Import destination: Salesforce
  • Built-in lookup: Get NetSuite contact emails - Get all contact emails from NetSuite.
    • preSavePageFunction hook: SFNSIOContent-Type1.js - normalize data for content type.
  • Built-in import: Get Salesforce contact emails - add/ignore contact emails in Salesforce using the ID as the lookup identifier.
  • Built-in export transfer: Get NetSuite contact email attachment by ID - get a contact email attachment from NetSuite by ID.
  • Built-in import transfer: Import Salesforce contact email attachments - add/ignore contact email attachments in Salesforce.

Before you begin

The Netsuite contacts and Salesforce contacts should be the same in both NetSuite and Salesforce. The Salesforce contact ID should be stored in the Netsuite custom field.

Setup instructions

Configure the following mappings according to your business requirement in Import Salesforce contact emails, before running the flow.

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NetSuite contact tasks to Salesforce contact tasks

This flow syncs Netsuite contact tasks as Salesforce contact tasks. When contact tasks are added/updated in NetSuite, this integration flow exports contact tasks from NetSuite to Salesforce contact tasks.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite tasks - get all tasks from NetSuite that have been created since this flow last ran.
    • preSavePageFunction hook: SFNSIOContent-Type1.js - normalize data for content type.
  • Import destination: Salesforce
  • Built-in import: Get Salesforce tasks - add tasks to Salesforce.
  • Built-in export transfer: Get NetSuite attachment by ID - get an attachment from NetSuite by ID.
  • Built-in import transfer: Import Salesforce contact task attachments - add/ignore contact task attachments in Salesforce.
  • Built-in import: Import NetSuite tasks - update tasks in NetSuite using the ID as the lookup identifier.

Before you begin

The Netsuite contacts should also be present in Salesforce.

NetSuite customer emails to Salesforce account email messages

This flow syncs Netsuite customer emails as Salesforce account email messages. When customer emails are added in NetSuite, this integration flow exports customer emails from NetSuite to Salesforce account email messages.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite messages - get all messages from NetSuite that have been created since this flow last ran.
    • preSavePageFunction hook: SFNSIOContent-Type1.js - normalize data for content type.
  • Import destination: Salesforce
  • Built-in import: Get Salesforce email messages - add/ignore email messages in Salesforce using the ID as the lookup identifier.
  • Built-in export transfer: Get NetSuite message attachment by ID - get a message attachment from NetSuite by ID.
  • Built-in import transfer: Import Salesforce account email message attachments - add account email message attachments in Salesforce.

Before you begin

The Netsuite contacts and the Salesforce accounts should be the same. The Salesforce account ID should be stored in the NetSuite custom field.

Setup instructions

Configure the following mapping according to your business requirement in Import Salesforce email messages, before running the flow.

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NetSuite customer financials to Salesforce accounts

This flow syncs Netsuite customer financials as Salesforce accounts. When customer financials are added/updated in NetSuite, this integration flow exports customer financials from NetSuite to Salesforce accounts.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite customer financials - get all customer financials from NetSuite that have been modified since this flow last ran.
  • Import destination: Salesforce
  • Built-in import: Get Salesforce accounts - update accounts in Salesforce using the ID as the lookup identifier.

Before you begin

Ensure to sync the Salesforce opportunities to the NetSuite sales orders. The NetSuite customer ID should be stored in the Salesforce accounts custom field.

NetSuite customer tasks to Salesforce account tasks

This flow syncs Netsuite customer tasks as Salesforce account tasks. When customer tasks are added/updated in NetSuite, this integration flow exports customer tasks from NetSuite to Salesforce account tasks.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite tasks - get all tasks from NetSuite that have been created since this flow last ran.
    • preSavePageFunction hook: SFNSIOContent-Type1.js - normalize data for content type.
  • Import destination: Salesforce
  • Built-in import: Get Salesforce tasks - add tasks to Salesforce.
  • Built-in export transfer: Get NetSuite attachment by ID - Get an attachment from NetSuite by ID.
  • Built-in import transfer: Import Salesforce account task attachments - Add account task attachments to Salesforce.
  • Built-in import: Import NetSuite tasks - update tasks in NetSuite using the ID as the lookup identifier.

Before you begin

The NetSuite customers and the Salesforce accounts should be the same. The Salesforce account ID should be stored in the NetSuite custom field.

Setup instructions

Configure the following static mappings according to your business requirement in Import Salesforce tasks, before running the flow.

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NetSuite items to Salesforce products

This flow syncs Netsuite items as Salesforce products. When items are added/updated in NetSuite, this integration flow exports items from NetSuite to Salesforce products.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite items - get all items from NetSuite that have been modified since this flow last ran.
  • Import destination: Salesforce
  • Built-in import: Import Salesforce products - add/update products in Salesforce using the ID as the lookup identifier.
  • Built-in import: Import Salesforce product standard prices - add/update the standard price of products in Salesforce using the ID as the lookup identifier.
  • Built-in import: Import Salesforce product custom prices - add/update the custom price of products in Salesforce using the ID as the lookup identifier.

Before you begin

The NetSuite price level name on the order record type and the Salesforce Pricebook name should be the same.

Setup instructions

  1. Configure the following static mapping according to your business requirement in Import Salesforce product standard prices and Import Salesforce product custom prices, before running the flow.
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  1. Configure the following mapping according to your business requirements in Import Salesforce products, Import Salesforce product standard prices, and Import Salesforce product custom prices, before running the flow.
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  1. Configure the following static mapping according to your business requirements in Import Salesforce products, Import Salesforce product standard prices, and Import Salesforce product custom prices, before running the flow.
21.png Import Salesforce products
22.png Import Salesforce product standard prices
22.png Import Salesforce product custom prices

NetSuite opportunity emails to Salesforce opportunity email messages

This flow syncs Netsuite opportunity emails as Salesforce opportunity email messages. When opportunity emails are added in NetSuite, this integration flow exports opportunity emails from NetSuite to Salesforce opportunity email messages.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite messages - get all messages from NetSuite that have been created since this flow last ran.
    • preSavePageFunction hook: SFNSIO|Opportunity email content type - normalize data for opportunity email content type.
  • Import destination: Salesforce
  • Built-in import: Import Salesforce email messages - add/ignore email messages in Salesforce using the ID as the lookup identifier.
  • Built-in export transfer: Get Netsuite message attachment by ID -  get a message attachment from NetSuite by ID.
  • Built-in import transfer: Import Salesforce opportunity email message attachments - add opportunity email message attachments to Salesforce.

Before you begin

The NetSuite opportunities and Salesforce opportunities should be the same. The Salesforce opportunity ID should be stored in the NetSuite custom field.

Setup instructions

Configure the following mapping according to your business requirements in Import Salesforce email messages, before running the flow.

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NetSuite opportunity tasks to Salesforce opportunity tasks

This flow syncs Netsuite opportunity tasks as Salesforce opportunity tasks. When opportunity tasks are added in NetSuite, this integration flow exports opportunity tasks from NetSuite to Salesforce opportunity tasks.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite opportunity tasks - get all opportunity tasks from NetSuite that have been created since this flow last ran.
    • preSavePageFunction hook: SFNSIO|Opportunity task content type - normalize data for opportunity task content type.
  • Import destination: Salesforce
  • Built-in import: Import Salesforce opportunity tasks - add opportunity tasks to Salesforce.
  • Built-in export transfer: Get Netsuite opportunity task attachment by ID -  get an opportunity task attachment from NetSuite by ID.
  • Built-in import transfer: Import Salesforce opportunity task attachments - add opportunity task attachments to Salesforce.
  • Built-in import: Import NetSuite opportunity tasks - update opportunity tasks in NetSuite using the ID as the lookup identifier.

Before you begin

The NetSuite opportunities and Salesforce opportunities should be the same. The Salesforce opportunity ID should be stored in the NetSuite custom field.

Setup instructions

Configure the following static lookup mapping according to your business requirements in Import Salesforce opportunity tasks, before running the flow.

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NetSuite quotes to Salesforce quotes

This flow syncs Netsuite quotes as Salesforce quotes. When quotes are updated in NetSuite, this integration flow exports quotes from NetSuite to Salesforce quotes.

Flow details

  • Export source: NetSuite
  • Built-in listener: Get NetSuite quotes - get all quotes from NetSuite.
  • Import destination: Salesforce
  • Built-in import: Import Salesforce quotes - update quotes in Salesforce using the ID as the lookup identifier.
  • Built-in import: Import Salesforce quote line items - update quote line items in Salesforce using the ID as the lookup identifier.

Before you begin

Ensure to sync Salesforce quotes to NetSuite quotes. The NetSuite quote ID should be stored as a custom field in Salesforce quotes.

Setup instructions

Configure the following mapping according to your business requirements in Import Salesforce quotes, before running the flow.

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NetSuite sales order status to Salesforce order status

This flow syncs Netsuite sales order status as Salesforce order status. When the existing order status is changed in NetSuite, this integration flow exports sales orders status from NetSuite to Salesforce order status.

Flow details

  • Export source: NetSuite
  • Built-in listener: Get NetSuite sales orders - get all sales orders from NetSuite that have been modified since this flow last ran.
  • Import destination: Salesforce
  • Built-in import: Import Salesforce orders - update orders in Salesforce using the ID as the lookup identifier.

Before you begin

Ensure to sync Salesforce orders to NetSuite sales orders. The NetSuite transaction number should be stored as a custom field in Salesforce orders.

NetSuite sales orders to Salesforce orders

This flow syncs Netsuite sales orders as Salesforce orders. When orders are added in NetSuite, this integration flow exports orders from NetSuite to Salesforce orders.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite sales orders - get all sales orders from NetSuite that have been modified since this flow last ran.
    • preSavePageFunction hook: ProcessingNetSuiteSalesOrders.js - normalize data for ship date.
  • Import destination: Salesforce
  • Built-in import: Import Salesforce orders - add/update orders in Salesforce using the ID as the lookup identifier.
  • Built-in import: Import Salesforce order products (add) - add/ignore order products in Salesforce using the line ID as the lookup identifier.
  • Built-in import: Import Salesforce order products (update) - update ordersproducts in Salesforce using the line ID as the lookup identifier.

Before you begin

  1. Ensure to sync Salesforce opportunities to NetSuite sales orders. The Salesforce opportunity ID should be stored as a Custom field in NetSuite Sales orders.
  2. Sync NetSuite item to Salesforce product. The Productcode in Salesforce order products and NetSuite item name should be the same.

Setup instructions

  1. Configure the following mapping according to your business requirements in Import Salesforce orders, before running the flow.
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  1. Configure the following dynamic mapping according to your business requirements in Import Salesforce order products, before running the flow.
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NetSuite transaction financials to Salesforce financials

This flow syncs Netsuite transaction financials as Salesforce financials. When transaction financials are added/updated in NetSuite, this integration flow exports transactions from NetSuite to Salesforce financials.

Flow details

  • Export source: NetSuite
  • Built-in export: Get NetSuite transactions - get all transactions from NetSuite that have been modified since this flow last ran.
    • preSavePageFunction hook: ProcessingNetSuiteTransaction.js - normalize data for opportunity.
  • Import destination: Salesforce
  • Built-in import: Import Salesforce financials - add/update financials in Salesforce using the ID as the lookup identifier.

Before you begin

Ensure to sync the Salesforce opportunities to the NetSuite sales orders. The Salesforce opportunity ID should be stored in the Netsuite sale orders custom field.

 

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