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NetSuite Invoice to Salesforce Financial




  • De'Anna Chapin

    My users can't open the PDF File attached invoices on these records. Seems only System Administrators and the finance person who is generating these are able to open the linked PDF file. Any ideas why? Are we missing some permission that isn't clear?

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  • saumya sunder

    Hi @De'Anna Chapin,
    Thank you for writing to us. Could you refer to the article on Required permissions for user role in Salesforce and verify if you have enabled the necessary permissions on your Custom Role? 

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  • De'Anna Chapin

    Actually turns out it was because a folder hadn't been set in the general settings for the integration, but setting that up with an accessible folder seems to have solved the issue. Thanks for following up!

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