The connector syncs all contacts in real timefrom your Salesforce account that meet the following criteria:
- The contact’s account record has been synced. You can create as many contacts as you like for non-synced accounts (prospects), and the contact data will not clutter your NetSuite account. When you perform an action that causes a contact’s account to sync, that contact and any other contacts associated with that account are synced. The connector syncs data with NetSuite when it is needed and ignores data in Salesforce when it is not needed.
- The contact has an email address in Salesforce or has an email address that has already been synced to a NetSuite contact record. When a contact is first synced, the connector uses the email address on the contact to find an associated contact in NetSuite. If a contact with that email cannot be found, a new contact record in NetSuite is created. If a contact record is found, the contact is synced with the existing NetSuite contact. If a contact has already been synced, the contact’s NetSuite ID is stored in a hidden field in Salesforce. That ID is used to perform subsequent updates, including email address updates.
- The contact has not been locked in NetSuite. If the SFDC Lock Record box is checked on a contact record in NetSuite, the contact’s data is not updated with information from Salesforce.
By default, the following mappings are installed:
|NetSuite Field||Salesforce Field||Notes|
|First Name||First Name|
|Last Name||Last Name|
|Home Phone||Home Phone|
|Default Billing/Shipping > City||Mailing City|
|Default Billing/Shipping > Country||Mailing Country|
|Default Billing/Shipping > State/Province||Mailing State/Province|
|Default Billing/Shipping > Zip||Mailing Zip/Postal Code|
|Default Billing/Shipping > Address 1||Mailing Street|
If an error occurs when a contact is synced, the error is logged in NetSuite in the Celigo Integration Log. On Enterprise and Unlimited editions, the error is also displayed on the contact record in Salesforce in the NetSuite Sync field, as shown below. If the sync is successful, the field contains the time stamp of the last sync. For other limitations pertaining to the Salesforce Professional Edition, please see the FAQ link at the end of this page.
- On Salesforce Enterprise and Professional Editions, data synchronization occurs in real-time between Salesforce and NetSuite. However, on Salesforce Professional Edition only the data export from NetSuite to Salesforce happens in real-time. Data import from Salesforce to NetSuite occurs at predefined intervals. For more information on limitations of Salesforce Professional Edition, please see the FAQ entry linked below.