Each Salesforce user will only be able to access the Salesforce record types for which adequate permissions have been granted to the associated user role. Not having adequate role permissions could lead to unwanted errors when executing the data flows.
Use the following steps to provide required permissions to a user in Salesforce:
- Login to your Salesforce account.
- From the top right corner of the window, click Setup.
- Enter "profile" in the search box located in the left navigation pane. From the search results select Manage Users > Profiles. The Profiles page is displayed.
- Select a user role for which you wish to edit permissions. The selected user profile page is displayed.
- Click Edit.
- From the following Salesforce sections, select the associated components:
Salesforce Sections Components Administrative Permissions Bulk API Hard Delete
API Enabled
Chatter Internal User
Customize Application
Import Custom Objects
Lightning Console User
Manage Custom Permissions
View Setup and ConfigurationGeneral User Permissions Activate Orders
Allow View Knowledge
Deliver Uploaded Files and Personal Content
Edit Activated OrdersStandard Object Permissions
(Note: Select all the Read, Create, Edit, Delete, View All, and Modify All checkboxes)Accounts
Contacts
Contracts
Documents
Opportunities
Orders
Price Books
Products
QuotesCustom Object Permissions (Bundle with Integration App (SmartConnector)
Package)
(Note: Select all the Read, Create, Edit, Delete, View All, and Modify All checkboxes)Financial
Contract Item
Discount Item
Item Fulfillment
Related SObject Sync
Connection
Real-Time SyncField-Level Security > Standard Field-Level Security > Account
(Note: Provide Read and Edit Access)Balance
Celigo Update
Channel Tier
Credit Hold
Credit Limit
Days Overdue
NetSuite Id
NetSuite Sync Error
Overdue Balance
Pushed From Opportunity
Push To NetSuite
Sync In Progress
Unbilled OrdersField-Level Security > Standard Field-Level Security > Contacts
(Note: Provide Read and Edit Access)Sync In Progress
Push To NetSuite
Pushed From Opportunity
NetSuite Sync Error
NetSuite Id
NetSuite Customer Id
Celigo UpdateField-Level Security > Standard Field-Level Security > Contracts
(Note: Provide Read and Edit Access)Bill To Tier
Contract Renewed On
Distributor
End Date For Upsell
End-User
NetSuite Contract Number
NetSuite Contract Term
NetSuite Id
NetSuite Renewal Opportunity
NetSuite Renewal Transaction Internal Id
Original Contract
Related Transaction Ids
Renewal Terms
Reseller
Ship To TierField-Level Security > Standard Field-Level Security > Opportunity
(Note: Provide Read and Edit Access)Bill To Tier
Celigo Contract
Celigo Update
Contract Term
Current Generator(s)
Current Opportunity Id
Current Sales Order Id
Distributor
Eligible Account For Channel Sales
End Date
End-User
From Contract
NetSuite Contract Id
NetSuite Contract Term [del from packag]
NetSuite Project Id
NetSuite Renewal Terms
NetSuite Sales Order #
NetSuite Sync Error
NSRenewal Opportunity Internal Id
NS Renewal Transaction Internal Id
Order Type
Originated From NetSuite
Push As NetSuite Opportunity
Push As NetSuite Project
Push To NetSuite
Reseller
Ship To Tier
Start Date
Sync In Progress
Tracking NumberField-Level Security > Standard Field-Level Security > Quote
(Note: Provide Read and Edit Access)Account
Celigo Update
Document Id
Handling Cost
NetSuite Id
NetSuite PDF File
NetSuite Quote #
NetSuite Sync Error
Pushed From NetSuite
Push To NetSuite
Sync In ProgressField-Level Security > Standard Field-Level Security > Order
(Note: Provide Read and Edit Access)Celigo Update
Document Id
Header Discount Total (NetSuite)
NetSuite Id
NetSuite Order #
NetSuite Order Date
NetSuite Order Status
NetSuite PDF File
NetSuite Sync Error
Opportunity
Pushed From NetSuite
Push To NetSuite
Quote
Ship Date
Sub-Total [NetSuite]
Sync In ProgressField-Level Security > Standard Field-Level Security > Products
(Note: Provide Read and Edit Access)Celigo Update
Item Category
NetSuite Id
NetSuite Sync Error
Push To NetSuite
Sub Type
Sync In Progress
Term / Contract Pricing TypeField-Level Security > Custom Field-Level Security
(Note: Provide Read and Edit Access for all available field types)Financial
Contract Item
Discount Item
Item Fulfillment
Related SObject Sync
Connection
Real-Time SyncEnabled Apex Class Access integrator_da.RealTimeExportBatch
integrator_da.RealTimeExportResult
integrator_da.RealTimeExportTrigger
integrator_da.RealTimeExporter
netsuite_conn.CeligoRESTService
netsuite_conn.NetSuiteConnectorPackageInstallEnabled Visualforce Page Access netsuite_conn.Opportunity_Sync
netsuite_conn.Order_Sync
netsuite_conn.PullCustomerFinancials
netsuite_conn.Quote_Sync
Comments
4 comments
After going through this list, there are several typos such as "Field Label" or "NetSuite Connector". Some sections could be improved by sorting the items alphabetically.
Echoing the comment above, it looks like the "Field Label" column header from Salesforce was pasted by accident into some of the table cells. This should be removed to avoid confusion.
@RStudio Automations, @Lou Guberti-Ng, I have made changes to the table. We value your feedback and thank you for your time.
Some custom formula fields in SF are read-only automatically, and I cannot change the readability. This is throwing an error when the flows run between Salesforce and Netsuite, any workarounds?
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