Created by @dshen
This pipeline pattern will take a closed Salesforce opportunity and create a Sales Order in NetSuite, and then update Salesforce with the NetSuite ID.
Configuration
- The pipeline will take a closed Salesforce opportunity ID as the pipeline parameter.
- The pipeline will assume the Salesforce product and NetSuite item has been synchronized, and the NetSuite item internal ID is stored in each Salesforce product.
- The pipeline will create a new NetSuite customer if the Salesforce Opportunity Account is not already created.
- The pipeline will create the NetSuite Sales Order based on the approved Opportunity Quote.
- Each Salesforce Quote Line Item will create a NetSuite SalesOrder Line Item.
Sources: Salesforce Opportunity, Account, Quote, Quote Line Items
Targets: NetSuite Customer, Sales Order
Snaps used: Salesforce SOQL, NetSuite Create, Salesforce Update, Mapper, Router, Join, Group By Fields, JSON Splitter
Downloads
SFDC Opportunity to NS SalesOrder.slp (36.8 KB)
