About This Recipe

This is an application-driven recipe that creates an sales orders in Oracle NetSuite whenever an opportunity record closes with the status Closed Won in Salesforce.

To use the recipe, you must install the recipe and configure the connections and other resources within it. When a Salesforce opportunity record closes with the status Closed Won, the integration flow of the recipe is triggered. Initially, it checks if a corresponding customer record (for the Salesforce account) exists in Oracle NetSuite. If not, a new customer record is created. Subsequently, the flow creates a corresponding sales order in the Oracle NetSuite instance for that customer.

Note:

The products catalog must be synchronized in advance between Oracle NetSuite and Salesforce. In Salesforce, the opportunity in Salesforce must contain a product as a line item.

System and Access Requirements

  • Oracle Integration, Version 21.2.1.0.0 or higher

  • Salesforce

  • An account on Salesforce with the Administrator role

  • Oracle NetSuite, Version 2018.1.0

  • An account on Oracle NetSuite with the Administrator role

Assumptions

  • You have synchronized the products catalog between Salesforce and Oracle NetSuite, so that internal IDs of NetSuite products are updated in corresponding product records of Salesforce (in a custom field named NetsuiteID).