Last Updated Date: 21 January, 2021

Salesforce - NetSuite Integration App (IO) Scope

The tables below outline the standard out-of-box functionality for Salesforce - NetSuite Integration App
(IO Version), in addition to the currently known unsupported functionality and available add-ons.

COMPATIBILITY

System Compatibility Supported Not Supported

Editions/Versions

NetSuite NetSuite CRM NetSuite JCurve accounts w/o

NetSuite CRM+ SuiteScript feature enabled. JCurve
NetSuite can enable SuiteScript feature to
NetSuite OneWorld allow bundle(s) to be installed.

Salesforce Salesforce Professional Edition and above Salesforce Essential Edition

(Compatible with Professional, Enterprise,
Unlimited and Developer)

EDITIONS

Integration Flow Standard Premium

Sync Accounts from Salesforce to NetSuite ✔ ✔

Sync Customers from NetSuite to Salesforce ✔ ✔

Sync Contacts from Salesforce to NetSuite ✔ ✔

Sync Contacts from NetSuite to Salesforce ✔ ✔

Sync Items from NetSuite to Salesforce (excludes Item ✔ ✔

Groups)

Sync Opportunities from Salesforce as Sales Orders to ✔ ✔

NetSuite

Sync Sales Orders from NetSuite to Salesforce ✔ ✔

Sync Sales Order Status from NetSuite to Salesforce ✔ ✔

Sync Sales Orders from NetSuite as Opportunities to ✔ ✔

Salesforce

Sync Financials from NetSuite to Salesforce ✔ ✔

NetSuite OneWorld Support ✔ ✔

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 Sync EchoSign and DocuSign Agreements from ✔
Salesforce to NetSuite

Team Selling Support ✔

Sync Item Groups from NetSuite to Salesforce ✔

Sync Products from Salesforce to NetSuite (excludes ✔

Item Groups)

Sync Exchange Rates from NetSuite to Salesforce ✔

Sync Item Fulfillments from NetSuite to Salesforce ✔

Sync Orders from Salesforce to NetSuite ✔

Sync Contract to Contract from NetSuite to Salesforce​* ✔ ✔

Sync Opportunity to Opportunity from NetSuite to ✔ ✔

Salesforce​*

Salesforce Quote to NetSuite Estimate Add/Update** ✔ ✔

NetSuite Estimate to Salesforce Quote Update** ✔ ✔

*These flows are available on installing Contract Renewal Add-On which is separately priced.

**The flows are available on installing Quotes Add-On which is separately priced.

Salesforce - NetSuite Integration App “Standard” Edition

This section outlines the functionality of the Standard Edition.

Integration SUPPORTED NOT SUPPORTED

Flows

SYNC Salesforce to NetSuite <None currently known>

ACCOUNTS & By default, the customer flow syncs accounts
CUSTOMERS from Salesforce as customers in NetSuite once an
Bi-Directional Opportunity is pushed to NetSuite as a Sales
Order. Once the Salesforce Account is in sync
with a NetSuite Customer, further updates on the
Account will sync automatically to NetSuite
Customer. The flow can also be configured to
sync accounts from Salesforce to customers in
NetSuite when a Salesforce account is created or
updated.

The flow supports parent/child relationships by

exporting parent accounts to NetSuite customers
first and then creating the hierarchy within the
NetSuite customer records. Up to 3 parent levels
are supported.

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 NetSuite to Salesforce
The Integration App will export customers from
NetSuite to Salesforce when a customer is
created or updated in NetSuite.

SYNC Salesforce to NetSuite Accounts with a count of

CONTACTS The contact flow syncs contacts from Salesforce 40+ contacts may require
Bi-Directional to contacts in NetSuite once an Opportunity is customization to avoid
pushed to NetSuite as Sales Order. Once the timeouts by NetSuite.
Salesforce Account associated with the Salesforce
contacts is in sync with a NetSuite Customer, any Filtering contacts based on
further updates on the related contacts or any the contact role
new contacts added are automatically synced to
NetSuite.
NetSuite to Salesforce
The Integration App will export contacts from
NetSuite to Salesforce when a contact is created
or updated and associate the contact(s) to the
Account.

SYNC ITEMS The item export flow exports items from NetSuite Item Types
TO PRODUCTS to products in Salesforce when a new item is Item types not explicitly
NetSuite to created in NetSuite, or an existing item is listed in the description to
Salesforce updated in NetSuite. This is a batch flow. the left are not supported.

Supported item types in NetSuite include: Item Groups are only

- Non - Inventory Item supported in the Premium
- Service Item Edition.
- Kit Item
- Inventory Item (including Serialized & Lot)
- Assembly Items (including Serialized & Salesforce to NetSuite
Lot) reverse flow is supported
- Serialized Inventory Item only in the Premium
- Other Charge Item Edition.

Price levels in NetSuite are exported as price

book entries in Salesforce. Multi-currency pricing
can be exported as a combination of price-level
and currency to a single Salesforce price book
entry, but with a currency entry into that price
book entry. Requires multi-currency to be
enabled in Salesforce and NetSuite.

SYNC The opportunity flow syncs Salesforce File attachments must

OPPORTUNITY opportunities, with notes, enhanced notes, files adhere to NetSuite’s
TO SALES and attachments, to NetSuite sales orders. Once restrictions on file types
ORDER the sales order is created in NetSuite, this record and sizes.
Salesforce to will be replicated back into Salesforce as an order The Opportunity cannot be
NetSuite that is attached to the account and opportunity synced to Netsuite with
records. The Integration App syncs the only a description item; it
transaction header and lines. Opportunity line must have a dollar value.
item prices will be synced to the sales order.
Multiple currencies are supported as long as
multi-currency is enabled in both Salesforce and EchoSign and DocuSign are

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 NetSuite. only supported in the
The sync is triggered automatically as soon as Premium Edition.
the Opportunity is in a Closed Won stage and can
be customized to trigger on any standard/custom Team selling is supported in
field on the Opportunity record or a combination Premium Edition.
of fields.
Item Groups are only
​Customer Import supported in the Premium
Prior to creating a sales order in NetSuite, the Edition.
Integration App will check if a customer already
exists in NetSuite for this Salesforce account; if
one does not exist, a new customer will be
created.

SYNC SALES The flow syncs a NetSuite Sales Order to a Notes, enhanced notes,
ORDER TO Salesforce order. files and attachments
ORDER The Integration App syncs both Salesforce attached to the Sales Order
NetSuite to originating sales orders and NetSuite originating are not synced.
Salesforce sales orders to Salesforce.
The flow can be customized to trigger on any Item Groups are only
standard/custom field on the record or a supported in the Premium
combination of fields. Edition.
The Integration App syncs the transaction header
and lines.
​Account Import
Prior to creating an order in Salesforce
corresponding to NetSuite originating sales
order, the Integration App will check if the
account already exists in Salesforce for this
NetSuite customer; if one does not exist, a new
account will be created.

SYNC SALES The flow syncs updates on NetSuite Sales Order

ORDER STATUS status to a Salesforce Order status.
TO ORDER It assumes that NetSuite Sales Order is synced
STATUS as a Salesforce Order.
NetSuite to This is a batch flow to sync status updates on a
Salesforce Sales Order due to other transactions in NetSuite
such as billing and fulfilment.

SYNC SALES The flow syncs a NetSuite Sales Order to a Notes, enhanced notes,
ORDER TO Salesforce opportunity. The Integration App files and attachments
OPPORTUNITY syncs the transaction header and lines. attached to the Sales Order
NetSuite to The flow can be customized to trigger on any are not synced.
Salesforce standard/custom field on the record or a Item Groups are only
combination of fields. supported in the Premium
Account Import Edition.

Prior to creating an order in Salesforce

corresponding to NetSuite originating sales
order, the Integration App will check if the
account already exists in Salesforce for this
NetSuite customer; if one does not exist, a new
account will be created.

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 SYNC The financials export flow provides back-office Only header level data is
FINANCIALS visibility to Salesforce. The flow brings updates exported from NetSuite to
NetSuite to from NetSuite to Salesforce as a sales order the Salesforce financial
Salesforce moves through fulfillment and billing in NetSuite. object. Line level data is
The following NetSuite transactions are exported included in the PDFs.
to Salesforce: Line level data is not
● NetSuite Invoice synced.
● NetSuite Customer Payment PDFs for Customer Refund
● NetSuite Customer Deposit transactions are not
● NetSuite Credit Memo supported.
● NetSuite Customer Refund
● NetSuite Cash Sale
● NetSuite Cash Refund
The Integration App can sync the PDFs for the
following transactions on NetSuite to Salesforce.
● NetSuite Invoice
● NetSuite Customer Payment
● NetSuite Customer Deposit
● NetSuite Credit Memo
● NetSuite Cash Sale
● NetSuite Cash Refund
Additionally, the Integration App will sync the
following customer financial information from the
NetSuite customer to Salesforce account, on a
batch basis:
● Credit limit
● Hold
● Balance
● Overdue balance
● Days overdue
● Unbilled orders

ONEWORLD When syncing transactions from Salesforce to <None currently known>

SUPPORT NetSuite, the Integration App will associate a
NetSuite subsidiary with the transaction. The flow
may be configured as follows:
● Hard code one subsidiary for all
transactions, or
● Designate a Salesforce field/record to
signify subsidiary and map the subsidiaries
between Salesforce and NetSuite using this
field/record

NetSuite OneWorld must be enabled.

Salesforce - NetSuite Integration App “Premium” Edition

This section outlines the functionality of the Premium Edition (in addition to all the functionality available

in Standard Edition).

SYNC If EchoSign or DocuSign is enabled in Salesforce, <None currently known>

ECHOSIGN & when an opportunity is synced to NetSuite, the

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 DOCUSIGN EchoSign/DocuSign files and attachments will be
AGREEMENTS synced. The Integration App can be configured
Salesforce to such that only certain EchoSign/DocuSign
NetSuite document status(es) will be synced.

TEAM SELLING The integration application will sync the Team selling feature must
SUPPORT opportunity team and split information on a be in Salesforce and
Salesforce opportunity through the Salesforce NetSuite.
Opportunity to NetSuite Sales Order flow.
Employees in the
Updates on the sales team will be synced through opportunity teams must be
NetSuite Sales Order to Sales Opportunity flow. in sync.

SYNC PRODUCT This flow exports products from Salesforce and Item Types
TO ITEM syncs to items in NetSuite when a new product is Item types not explicitly
Salesforce to created in Salesforce, or an existing item is listed in the description to
NetSuite updated in Salesforce. This is a batch flow. the left are not supported.
Supported item types in NetSuite include: Item Groups are not
● Non - Inventory Item supported.
● Service Item The user cannot sync price
● Inventory Item (including Serialized & Lot) information bidirectionally.
Pricebook entries in Salesforce are exported as
price level entries in NetSuite. Multi-currency
pricing is supported.
The user has to select one of the applications as
product master and one of the applications as
price master. The following use cases are
supported:
● NetSuite is both product master and price
master
● Salesforce is both product master and price
master
● NetSuite is product master and Salesforce
is price master
● Salesforce is product master and NetSuite
is price master
● Salesforce is the price master, there is no
product master
● NetSuite is the price master, there is no
product master

SYNC ITEM The Item Groups in NetSuite are synced from <None currently known>
GROUPS NetSuite as a single Product in Salesforce (not
NetSuite to the member items) and the total sum of the
Salesforce member items price as the price on the
Salesforce Product.

SYNC This flow syncs exchange rate information from <None currently known>
EXCHANGE NetSuite to Salesforce. It is a batch flow from
RATES NetSuite to Salesforce and can be scheduled to
NetSuite to run on a schedule or on-demand.
Salesforce

SYNC ITEM When a NetSuite sales order is fulfilled, the <None currently known>

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 FULFILLMENT NetSuite fulfillment record will be synced to a
TO ITEM Salesforce custom fulfillment sObject in real time
FULFILLMENT along with the item fulfillment lines. If that
and ASSET NetSuite fulfillment uses NetSuite's serialized
inventory feature, each serialized inventory line
NetSuite to item in this NetSuite Fulfilment record also gets
Salesforce created as a Salesforce Asset and will be
referenced by the Salesforce Item fulfillment.

SYNC ORDER This flow syncs a Salesforce Order as a NetSuite Files attached to the Order
TO SALES Sales Order in real time. The Integration App are not synced.
ORDER syncs the transaction header and lines from
Salesforce to NetSuite.
Salesforce to
NetSuite
The flow is triggered automatically and can be
customized to trigger on any
standard/custom/reference fields on the Order
record or a combination of fields.
​Customer Import
Prior to creating a sales order in NetSuite, the
Integration App will check if the customer already
exists in NetSuite for this Salesforce account; if
one does not exist, a new customer will be
created.

Additional Salesforce instance

This section outlines support for connecting additional Salesforce instances to the same NetSuite instance.

SUPPORTED NOT SUPPORTED

Multiple Standard and Premium editions N:1 relationship between

Salesforce Salesforce and NetSuite for
instances to 1 Each Salesforce instance requires an individual all records except the
NetSuite integration tile and add-on. product record.
instance
Only one Salesforce instance can be installed per
integration application. The NetSuite instance is
the same across all integration applications.
For all records except product, a record in
NetSuite must be related to only one record
across Salesforce instances i.e. there should be a
1:1 relationship between Salesforce and NetSuite.
For example, an account A in Salesforce instance
1 is created as customer A1 is NetSuite. The same
account A in Salesforce instance 2 is created as
customer A2 in NetSuite.
For the product record, a record in NetSuite may
or may not relate to one record across Salesforce
instances. For example, product P in NetSuite
instance can be synced as Item I1 in Salesforce
instance 1 and Item I2 in Salesforce instance 2.

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Add On : Contract Renewals

This section outlines optional add-on feature for Salesforce - NetSuite Integration App. It is available only
if the add-on is specifically itemized on the Quote. It is mandatory to have Celigo’s Salesforce - NetSuite
Integration App and NetSuite Contract Renewals module installed before installing this add-on.

Integration SUPPORTED NOT SUPPORTED

Flows

SYNC Support for New Business Contract

CONTRACT TO Transactions
CONTRACT When a new Salesforce opportunity is synced as
NetSuite to a NetSuite sales order, the Contract Renewals
Salesforce module creates a new contract for this sales
order in NetSuite. This flow syncs this newly
created NetSuite contract to a native Salesforce
contract object.

Items from the synced NetSuite sales order are

added as contract items to the new Contract by
the Contract Renewals module. These contract
items are also synced to Salesforce as a custom
related list in the native Contract object.

Support for Other Contract Transactions

● Upsell - An upsell Salesforce opportunity
can be created in Salesforce by selecting a
previously synced, active contract. When
this opportunity is synced as a NetSuite
sales order, the Contract Renewals module
adds the items from the upsell opportunity
to the existing contract and the updated
contract is synced back to Salesforce with
the newly added contract items.

Support for Direct Sales and Channel Sales

for Contract Renewal
Whether the Salesforce opportunity is a direct
sale to the End User or an indirect sale via a
Reseller or Distributor, the Integration App
supports the combinations of bill to customer and
ship to customer.

Support for Monthly and Annual Pricing of

Items
The Integration App supports items setup with
monthly and annual pricing and adjusts
accordingly to appropriately calculate total order
amount for a given contract. The Integration App
also shows the Total Amount calculation done by

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 the NetSuite Contract Renewals module within
the Salesforce opportunity.

The Contract Renewals module must be enabled

in NetSuite. Note: Implementation of NetSuite’s
Contract Renewals Module is not included in this
Proposal.

SYNC This flow creates an opportunity in Salesforce for Transaction types other
OPPORTUNITY a contract renewal transaction in NetSuite than opportunity and sales
TO opportunity as the renewal transaction. order are not supported out
OPPORTUNITY of the box.
NetSuite to The Contract Renewals module must be enabled Updates on the opportunity
Salesforce in NetSuite. Note: Implementation of NetSuite’s are not synced.
Contract Renewals Module is not included in this Item Groups are only
Proposal. supported in the Premium
Edition.

Add On: Quotes

This section outlines optional add-on feature for Salesforce - NetSuite Integration App. It is available only
if the add-on is specifically itemized on the Quote. It is mandatory to have Celigo’s Salesforce - NetSuite
Integration App installed, Estimates feature enabled at NetSuite and Celigo Quotes package installed at
Salesforce for this add-on to function.

Integration SUPPORTED NOT SUPPORTED

Flows

Salesforce Support to sync Quotes from Salesforce to Sync products that are on
Quote to NetSuite the Quote, but not in
NetSuite NetSuite i.e., orchestration
Estimate This is a real time flow. of product sync is not
Add/Update supported. The item has to
The flow creates or updates an estimate at exist in NetSuite.
NetSuite whenever a Quote is created/updated at
Salesforce for an opportunity. Quotes without line items
(products)

Support for Account Sync, Enhanced Notes

& Files
● Through settings, one can optionally
choose to sync Account associated with the
Salesforce Quote. Enabling this option shall
create a customer in NetSuite if the
customer doesn’t already exist.

Celigo Salesforce Quotes package needs to be

installed at Salesforce to enable this flow.

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 NetSuite Sync NetSuite Estimate Updates to Creation of a new
Estimate to Salesforce Quotes Salesforce Quote from
Salesforce NetSuite Estimate
Quote Update
This is a real time flow. Sync of items that are on
the Estimate record, but do
The flow updates existing Salesforce Quotes (that not already exist at
are already synced to NetSuite as Estimate Salesforce
through above flow) when there are updates
made on the corresponding NetSuite Estimates

Support for PDF File sync

Assumptions

1. Any functionality of the Integration App not explicitly stated as in ​or​ out of scope requires further
review by Celigo. Known limitations have been stated above, however additional limitations or
gaps may exist and are not included in the scope of this Solution.
2. Integration activity is logged in the Celigo integrator.io Dashboard. It is the Client’s responsibility
to monitor the integration.
3. Salesforce ​custom objects and related lists that are associated with the records the Integration
App imports or exports are not supported.
4. When the Integration App imports or updates NetSuite records, server-side NetSuite scripts will
be triggered. Client-side NetSuite scripts are not triggered by the Integration App. If there are
existing scripts on the NetSuite records, or if scripts are added in the future, Celigo will not debug
nor resolve any issues resulting from these NetSuite scripts.
5. The Client is responsible for the creation and maintenance of any mapped fields in both Salesforce
and NetSuite.
6. The Client is responsible for the maintenance of unit tests for any packages, triggers, workflow
rules, and validation rules within Salesforce. Salesforce maintains a 100 query limit on these
tests. Celigo has streamlined its unit tests for the Integration App and it does not materially
impact this limit. Should the Celigo install fail due to the query limit, it is the Client’s
responsibility to review and modify their existing unit tests. If a Client installs additional
packages after the installation of the Integration App and receives errors concerning their existing
packages, it is the Client’s responsibility to review and modify their existing unit tests. If there
are specific errors with Celigo’s tests, Celigo will review and modify the Integration App’s unit
tests.
7. The Client is responsible for setting up, monitoring, maintaining, and troubleshooting Salesforce.
8. Implementation fees include pre-production linking between Salesforce and NetSuite of up to
5000 records for each record type (accounts, contacts, and items). Additional record linking is not
included unless otherwise specified.
9. If Client would like to build a custom integration flow, Client may use their 1 free integration flow
or purchase an Integrator.io license.

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