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 invoices created since the last time it ran and stores the NetSuite invoice data on the relevant Salesforce opportunity records.
Prerequisites
This workflow assumes the following:
- You have API Access to Salesforce and NetSuite.
- You created custom fields in NetSuite to link sales orders to their corresponding Salesforce opportunities
Getting Live
- You must have a process running that updates the
"ExternalId"for the sales order in NetSuite with the corresponding"Opportunity ID"from Salesforce