Use Records to Trigger Actions in External Systems Example

Create a Flow

1. In the Automation app, go to the Flows tab and then click New.
2. Select Record-Triggered Flow.

Configure the Start Element

1. In Object, select Order.
2. In Configure Trigger, select A record is created or updated.
3. In Set Entry Conditions, in Condition Requirements, select Custom Condition Logic is Met.
4. In Condition Logic, make sure that the value is 1 AND 2.
5. In the fields, enter:

   Field	Operator	Value
   Status	Equals	Draft
   Order Type	Is Changed	True

6. In When to Run the Flow for Updated Records, select Only when a record is updated to meet the condition requirements.
7. In Optimize the Flow for, select Actions and Records. Then, enable the Add Asynchronous Path option. Updating the record requires the user to have the Manage Integration Connections permission.

Add a Get Records Element

Add a Get Records element to return a list of products.

1. Under Run Asynchronously, click and then select Get Records.
2. In the Label field, enter Get Order Products. The API Name field populates automatically.
3. Configure the input values for the Get Records element:

   Field	Value
   Object	Order Product
   Condition Requirements	All Conditions Are Met (AND)
   Field	Order ID
   Operator	Equals
   Value	Triggering Order > Order ID
   Sort Order	Not Sorted
   How Many Records to Store	All records
   How to Store Record Data	Automatically store all fields

Configure the Action

1. Under Get Records, click and then select Action.
2. In the Search Actions panel, select Connectors. Select NetSuite, and then select Create Record.
3. Fill out the required fields for that action.
4. Create a new connection or use an existing connection.
   A connection test runs.

Set Input Values for the Selected Action

1. In Set Input Values for the Selected Action, in Record Type, select Sales Order.
2. In Set Input Values for the Selected Action, in Body, click Select Fields and select these fields:
   • startDate
   • billingAddress > addr1
   • billingAddress > city
   • billingAddress > state
   • entity > externalId
3. Click Done.
4. Set the values.

   Field	Value
   startDate	Triggering Order > Order Start Date
   addr1	Triggering Order > Billing Address
   city	Triggering Order > Billing City
   state	Triggering Order > Billing State/Province
   externalID	Triggering Order > Account ID

Map NetSuite Fields to Salesforce Fields

1. Switch to Transform View.
2. In Source Data, click . In the Resource box, select Order Products from the Get_Order_Products Order Item.
3. Map the fields from Get Order Products.

   Source Data	Target Data
   UnitPrice	amount
   Description	description
   Quantity	quantity

   

   Tip

   To make sure that the flow continues after a brief pause, add a Wait for Amount of Time element to your flow after a Create, Update, or Delete action. By selecting 1 Minute in the Amount of Time field, you make sure that the system processes changes before the third-party action proceeds.

4. Test, debug, save, and activate your flow.
   Now, when you create or update an Order in Salesforce, your flow creates a Sales Order in NetSuite.