About Item and Product Syncs
Sales teams no longer need to create Products manually in Salesforce. Whenever new items are added to NetSuite, they automatically appear in the Salesforce Product Catalog, so that sales teams can begin selling.
Sales teams can also make changes to Salesforce products, for example, creating different Price Books or changing product attributes. These changes are synced back to NetSuite to update inventory items. For example, changes to Salesforce Price Books are synced to NetSuite and update Price Levels.
Item Sync Triggers from NetSuite to Salesforce
Items are synced from NetSuite to Salesforce Products. (See Supported Item Types for more information.)
This NetSuite to Salesforce sync is triggered whenever:
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A new Item is created or an existing Item is updated in NetSuite.
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A new Price Level is created or existing Price Level is updated in NetSuite. These changes will sync to the Salesforce Standard Price Book as a Salesforce Price Book Entry.
When syncing a NetSuite item to Salesforce, the connector checks if a product in Salesforce has a Product Code that matches with the NetSuite ItemID and expected Item Type. If found, the Salesforce product is updated. If no product is found, a new product is created in Salesforce for the NetSuite item.
By default, NetSuite items are synced immediately to Salesforce when created or updated. You can choose from the following Item to Salesforce Product sync triggers:
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Sync immediately when the item is created (default)
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Sync when the Salesforce Flag to Post field is selected on each Item
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Sync when a specific Item field meets a defined criterion
When you select this sync trigger, you can select the item type where the sync trigger applies. The defined criteria only applies to the selected item types.
It is important to note that the Item Type selected only applies when the selected trigger condition is Sync when a specific Item field meets a defined criterion. For trigger options, Sync immediately when the item is created and Sync when the Salesforce Flag to Post is selected on each Item, the sync applies to all item types.
For example, if you select Item Types, Inventory Item and Non Inventory Item, then the criteria you define will only apply to Inventory Items and Non Inventory Items.
Product Sync Triggers from Salesforce to NetSuite
Products are synced from Salesforce to NetSuite Items. This Salesforce to NetSuite sync is triggered whenever:
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A new Product is created in Salesforce.
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An existing Product is updated in Salesforce.
When syncing a Salesforce product into NetSuite, the connector checks the Product Code against the ItemID in NetSuite. The sync also checks if the Item Type of the item is the expected value. If found, the NetSuite item is updated. If no item is found, a new item is created for the Salesforce product.