Modifying Existing Outbound Schemas in Salesforce
Before modifying the Outbound Schemas, ensure that the System Administrator profile in Salesforce has Read and Edit access to all Opportunity, Quote, Order, and Contract fields.
To modify the existing Outbound Schemas
1. Go to Outbound Schemas page.
2. Include the additional NetSuite CRM Contract Renewals fields to the existing Outbound Schemas for the following objects:
a. Account:
Account Postlink
SELECT Id,
Name,
NSCRM__NS_Internal_Id__c,
AccountNumber,
Fax,
Phone,
Website,
NSCRM__NS_Sales_Rep_Id__c,
NSCRM__Subsidiary__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Channel_Tier__c,
CurrencyIsoCode,
(SELECT
Id,
Name,
NSCRM__NS_Internal_Id__c,
NSCRM__Address_Line_1__c,
NSCRM__Address_Line_2__c,
NSCRM__Addressee__c,
NSCRM__Attention__c,
NSCRM__City__c,
NSCRM__Country__c,
NSCRM__Default_Billing__c,
NSCRM__Default_Shipping__c,
NSCRM__Location__c,
NSCRM__NS_Country_Id__c,
NSCRM__State_Province__r.NSCRM__NS_Internal_Id__c,
NSCRM__Phone__c,
NSCRM__Postal_Code__c,
NSCRM__State_Province__c
FROM NSCRM__Addresses__r),
(SELECT
CurrencyIsoCode
FROM NSCRM__Netsuite_Account_Currencies__r)
FROM Account
WHERE Id IN : ids
Account Prelink
SELECT Id,
Name,
AccountNumber,
Fax,
Phone,
Website,
NSCRM__NS_Sales_Rep_Id__c,
NSCRM__Subsidiary__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Channel_Tier__c,
CurrencyIsoCode,
(SELECT
Id,
Name,
NSCRM__Address_Line_1__c,
NSCRM__Address_Line_2__c,
NSCRM__Addressee__c,
NSCRM__Attention__c,
NSCRM__City__c,
NSCRM__Country__c,
NSCRM__Default_Billing__c,
NSCRM__Default_Shipping__c,
NSCRM__Location__c,
NSCRM__NS_Country_Id__c,
NSCRM__State_Province__r.NSCRM__NS_Internal_Id__c,
NSCRM__Phone__c,
NSCRM__Postal_Code__c,
NSCRM__State_Province__c
FROM NSCRM__Addresses__r),
(SELECT
CurrencyIsoCode
FROM NSCRM__Netsuite_Account_Currencies__r)
FROM Account
WHERE Id IN : ids
b. Opportunity:
Opportunity Postlink
SELECT accountid,
account.billingstreet,
account.billingcity,
account.billingstate,
account.billingpostalcode,
account.billingcountry,
account.shippingstreet,
account.shippingcity,
account.shippingstate,
account.shippingpostalcode,
account.shippingcountry,
account.NSCRM__ns_internal_id__c,
account.Name,
account.Phone,
account.Fax,
account.Website,
closedate,
description,
expectedrevenue,
name,
id,
probability,
amount,
NSCRM__ns_internal_id__c,
account.NSCRM__ns_sales_rep_id__c,
NSCRMCR__Contract_Order_Type__c,
NSCRMCR__Contract_Renewal_Term__c,
NSCRMCR__Contract_Term__c,
NSCRMCR__Contract_Start_Date__c,
NSCRMCR__Contract_End_Date__c,
Contract.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Renewed_From_Contract__r.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Distributor__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Reseller__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Bill_to_Tier__c,
NSCRMCR__Ship_to_Tier__c,
(SELECT id,
quantity,
NSCRMCR__Contract_Item_Amount__c,
NSCRMCR__Contract_Item_Rate__c,
NSCRMCR__Contract_Item_List_Rate__c,
description,
discount,
sortorder,
Opportunity.NSCRMCR__Contract_Start_Date__c,
Opportunity.NSCRMCR__Contract_End_Date__c,
Opportunity.NSCRMCR__Contract_Term__c,
pricebookentry.product2id,
pricebookentry.product2.NSCRM__ns_internal_id__c,
pricebookentry.NSCRM__Price_Level_Entry__r.NSCRM__Price_Level__r.NSCRM__NS_Internal_Id__c
FROM opportunitylineitems
ORDER BY sortorder,
NSCRM__override_pricing__c,
NSCRM__price_level_entry__c,
NSCRM__quantity_discount__c)
FROM opportunity
WHERE id IN:ids
Opportunity Prelink
SELECT accountid,
account.billingstreet,
account.billingcity,
account.billingstate,
account.billingpostalcode,
account.billingcountry,
account.shippingstreet,
account.shippingcity,
account.shippingstate,
account.shippingpostalcode,
account.shippingcountry,
account.NSCRM__ns_internal_id__c,
account.Name,
account.Phone,
account.Fax,
account.Website,
closedate,
description,
expectedrevenue,
name,
id,
probability,
amount,
NSCRM__ns_internal_id__c,
account.NSCRM__Subsidiary__r.NSCRM__NS_Internal_Id__c,
account.NSCRM__ns_sales_rep_id__c,
NSCRMCR__Contract_Order_Type__c,
NSCRMCR__Contract_Renewal_Term__c,
NSCRMCR__Contract_Term__c,
NSCRMCR__Contract_Start_Date__c,
NSCRMCR__Contract_End_Date__c,
Contract.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Renewed_From_Contract__r.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Distributor__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Reseller__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Bill_to_Tier__c,
NSCRMCR__Ship_to_Tier__c,
(SELECT id,
quantity,
NSCRMCR__Contract_Item_Amount__c,
NSCRMCR__Contract_Item_Rate__c,
NSCRMCR__Contract_Item_List_Rate__c,
description,
discount,
sortorder,
Opportunity.NSCRMCR__Contract_Start_Date__c,
Opportunity.NSCRMCR__Contract_End_Date__c,
Opportunity.NSCRMCR__Contract_Term__c,
pricebookentry.product2id,
pricebookentry.product2.NSCRM__ns_internal_id__c,
pricebookentry.NSCRM__Price_Level_Entry__r.NSCRM__Price_Level__r.NSCRM__NS_Internal_Id__c
FROM opportunitylineitems
ORDER BY sortorder,
NSCRM__override_pricing__c,
NSCRM__price_level_entry__c,
NSCRM__quantity_discount__c)
FROM opportunity
WHERE id IN:ids AND HasOpportunityLineItem = true
c. Order:
Order Postlink
Select
AccountId,
Account.NSCRM__NS_Internal_Id__c,
Account.NSCRM__NS_Sales_Rep_Id__c,
Account.Name,
Account.Phone,
Account.Fax,
Account.Website,
Id,
BillingStreet,
BillingCity,
BillingState,
BillingPostalCode,
BillingCountry,
ShippingStreet,
ShippingCity,
ShippingState,
ShippingPostalCode,
ShippingCountry,
Description,
Name,
PoNumber,
NSCRM__NS_Internal_Id__c,
Quote.Email,
Quote.Phone,
EffectiveDate,
EndDate,
NSCRMCR__Contract_Term__c,
NSCRMCR__Contract_Renewal_Term__c,
NSCRMCR__Contract_Order_Type__c,
Contract.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Renewed_From_Contract__r.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Distributor__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Reseller__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Bill_to_Tier__c,
NSCRMCR__Ship_to_Tier__c,
(
Select Id,
Quantity,
NSCRMCR__Contract_Item_Amount__c,
NSCRMCR__Contract_Item_Rate__c,
NSCRMCR__Contract_Item_List_Rate__c,
Description,
PriceBookEntry.Product2Id,
PriceBookEntry.Product2.NSCRM__NS_Internal_Id__c,
Pricebookentry.NSCRM__Price_Level_Entry__r.NSCRM__Price_Level__r.NSCRM__NS_Internal_Id__c,
Order.EffectiveDate,
Order.EndDate,
Order.NSCRMCR__Contract_Term__c
From OrderItems
)
From Order
WHERE Id IN : ids
Order Prelink
Select
AccountId,
Account.NSCRM__NS_Internal_Id__c,
Account.NSCRM__NS_Sales_Rep_Id__c,
Account.Name,
Account.Phone,
Account.Fax,
Account.Website,
Id,
BillingStreet,
BillingCity,
BillingState,
BillingPostalCode,
BillingCountry,
ShippingStreet,
ShippingCity,
ShippingState,
ShippingPostalCode,
ShippingCountry,
Description,
Name,
PoNumber,
NSCRM__NS_Internal_Id__c,
Quote.Email,
Quote.Phone,
EffectiveDate,
EndDate,
NSCRMCR__Contract_Term__c,
NSCRMCR__Contract_Renewal_Term__c,
NSCRMCR__Contract_Order_Type__c,
Opportunity.NSCRM__NS_Internal_Id__c,
Contract.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Renewed_From_Contract__r.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Distributor__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Reseller__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Bill_to_Tier__c,
NSCRMCR__Ship_to_Tier__c,
(
Select Id,
Quantity,
NSCRMCR__Contract_Item_Amount__c,
NSCRMCR__Contract_Item_Rate__c,
NSCRMCR__Contract_Item_List_Rate__c,
Description,
PriceBookEntry.Product2Id,
PriceBookEntry.Product2.NSCRM__NS_Internal_Id__c,
Pricebookentry.NSCRM__Price_Level_Entry__r.NSCRM__Price_Level__r.NSCRM__NS_Internal_Id__c,
Order.EffectiveDate,
Order.EndDate,
Order.NSCRMCR__Contract_Term__c
From OrderItems
)
From Order
WHERE Id IN : ids
d. Quote:
Quote Postlink
SELECT
account.NSCRM__NS_Internal_Id__c,
account.Name,
account.Phone,
account.Fax,
account.Website,
opportunity.account.NSCRM__NS_Sales_Rep_Id__c,
opportunity.Closedate,
opportunity.Probability,
BillingStreet,
BillingCity,
BillingState,
BillingPostalCode,
ShippingStreet,
ShippingCity,
ShippingState,
ShippingPostalcode,
Email,
ExpirationDate,
NSCRM__NS_Internal_Id__c,
Id,
Status,
NSCRMCR__Contract_Order_Type__c,
NSCRMCR__Contract_Renewal_Term__c,
NSCRMCR__Contract_Term__c,
NSCRMCR__Contract_Start_Date__c,
NSCRMCR__Contract_End_Date__c,
Contract.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Renewed_From_Contract__r.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Distributor__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Reseller__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Bill_to_Tier__c,
NSCRMCR__Ship_to_Tier__c,
(SELECT id,
Quantity,
NSCRMCR__Contract_Item_Amount__c,
NSCRMCR__Contract_Item_Rate__c,
NSCRMCR__Contract_Item_List_Rate__c,
Description,
LineNumber,
pricebookentry.product2id,
pricebookentry.product2.NSCRM__ns_internal_id__c,
pricebookentry.NSCRM__Price_Level_Entry__r.NSCRM__Price_Level__r.NSCRM__NS_Internal_Id__c,
Quote.NSCRMCR__Contract_Start_Date__c,
Quote.NSCRMCR__Contract_End_Date__c,
Quote.NSCRMCR__Contract_Term__c
FROM QuoteLineItems
ORDER BY SortOrder)
FROM Quote
WHERE Id IN :ids
Quote Prelink
SELECT
account.NSCRM__NS_Internal_Id__c,
account.Name,
account.Phone,
account.Fax,
account.Website,
opportunity.account.NSCRM__Subsidiary__r.NSCRM__NS_Internal_Id__c,
opportunity.account.NSCRM__NS_Sales_Rep_Id__c,
opportunity.NSCRM__NS_Internal_Id__c,
opportunity.Closedate,
opportunity.Probability,
BillingStreet,
BillingCity,
BillingState,
BillingPostalCode,
ShippingStreet,
ShippingCity,
ShippingState,
ShippingPostalcode,
Email,
ExpirationDate,
NSCRM__NS_Internal_Id__c,
Id,
Status,
NSCRMCR__Contract_Order_Type__c,
NSCRMCR__Contract_Renewal_Term__c,
NSCRMCR__Contract_Term__c,
NSCRMCR__Contract_Start_Date__c,
NSCRMCR__Contract_End_Date__c,
Contract.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Renewed_From_Contract__r.NSCRMCR__NS_Internal_Id__c,
NSCRMCR__Distributor__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Reseller__r.NSCRM__NS_Internal_Id__c,
NSCRMCR__Bill_to_Tier__c,
NSCRMCR__Ship_to_Tier__c,
(SELECT id,
Quantity,
NSCRMCR__Contract_Item_Amount__c,
NSCRMCR__Contract_Item_Rate__c,
NSCRMCR__Contract_Item_List_Rate__c,
Description,
LineNumber,
pricebookentry.product2id,
pricebookentry.product2.NSCRM__ns_internal_id__c,
pricebookentry.NSCRM__Price_Level_Entry__r.NSCRM__Price_Level__r.NSCRM__NS_Internal_Id__c,
Quote.NSCRMCR__Contract_Start_Date__c,
Quote.NSCRMCR__Contract_End_Date__c,
Quote.NSCRMCR__Contract_Term__c
FROM QuoteLineItems
ORDER BY SortOrder)
FROM Quote
WHERE Id IN :ids
3. Click Save. The existing Outbound Schemas are modified with the additional NetSuite CRM Contract Renewals fields.