NetSuite Customer Financials to Salesforce Account



  • Dustin Neal

    Where can I find a step-by-step guide to enabling these flows? Should the flows be enabled in a particular order?

  • Celigo Support

    Hi Dustin, these flows are available via our Enterprise version of the Salesforce - NetSuite Connector. We will have your Account Manager followup with you to verify your current version and ensure you receive the guidance needed.

  • Megan Callaghan
    Awesome Follow-up

    What is the trigger for the information to be updated in Salesforce? 

    It says, "Additionally, if enabled, the Connector will sync the following customer financial information from the NetSuite Customer to Salesforce Account, on a batch basis:"

    But, I find that is not happening except when a customer record is edit/saved. Without that, it's not triggering the sync to Salesforce.


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