Salesforce Automation
Relevant resources:
Next, we will create a new record-triggered flow for the Account object and configure conditions based on our specific requirements.
Let’s add an action that will run our integration, in the flow builder add a new action.
Add a new Action and select the ‘NetSuite’ category. Then, find the ‘apex-peeklogic_nsi__NetsuiteObjectHandler’ action.
For the SObject ID, pass the record ID (which is passed by default). In the sync automation field, select the sync process we just created.
- Label – Display name of the action used in Flow
- Salesforce record/s – Specifies the Salesforce record the sync will be applied to
- Sync Automation Id – Defines which NetSuite automation should be triggered
- Subject Id – Usually set to $Record.Id, this is the record identifier passed to NetSuite$Record.Id
- Use collection variables – If enabled, allows syncing a collection (list) of records instead of a single one
- Skip Update – If turned on, prevents updates to the Salesforce record after sync
- Use String JSON – Allows sending data in raw JSON string format. Requires manual JSON structure.
- Child element – Lets you specify related child records (e.g., Opportunities of an Account) to include in the syncNot selected
