Opportunity to Sales Order Sync
The Salesforce Connector creates Sales Orders automatically in NetSuite based on the details in the Salesforce Opportunity when the status of the Opportunity changes to Closed Won in Salesforce.
About the Opportunity to Sales Order Sync
The Opportunity sync is triggered when the Salesforce Opportunity is in Closed Won status. The Opportunity to Sales Order sync ensures the following:
-
That the Account in Salesforce connected to that Opportunity syncs to NetSuite as a Customer record of the type Company.
-
That the contacts connected to that opportunity will sync to NetSuite as Contacts.
After the creation of the Sales Order in NetSuite, any updates made to the Salesforce Opportunity are synced to the same NetSuite Sales Order.
The following table shows the mapping between NetSuite fields and Salesforce fields to ensure that identical data is maintained in both applications.
Standard Opportunity Fields Mapping
|
Salesforce Opportunity Fields |
NetSuite Sales Order Fields |
|---|---|
|
Id |
custbody_oracle_sfdc_salesforce_opport |
|
AccountId/Oracle_netsuiteid__c |
entity/internalId |
|
Account/Currency |
Currency/InternalId |
|
OpportunityLineItem/Product2/Oracle_NetSuiteId__c |
itemList/item/item/internalId |
|
OpportunityLineItem/Quantity |
itemList/item/quantity |
|
OpportunityLineItem/UnitPrice |
itemList/item/rate |
|
OpportunityLineItem/TotalPrice |
itemList/item/amount |
|
— |
itemList/item/price/internalId |