This template is created by our partner Concurrent Services as part of our Order-to-Cash (O2C) bundle.
Overview
This workflow runs daily. It retrieves all the Payments created since the last time it ran and stores the NetSuite payments data on the relevant Salesforce opportunity records.
Prerequisites
This workflow assumes the following:
- You have API Access to Salesforce and NetSuite.
- You created a custom field in NetSuite to link sales orders and their corresponding Salesforce opportunity
Getting Live
- You must have a custom field on the NetSuite sales order where the Salesforce opportunity id is written entity ID (in our template the API name of the custom field mapped is called
"externalId"- this might be different in your implementation)