Configure role-based permissions for Salesforce-NetSuite (IO) integration app in Salesforce

Object Permissions Objects will be available post installation. Additional References: How to edit object permissions in Profiles Object permissions
Salesforce Permission	Components	Permission types
Standard object permissions	Accounts Contacts Contracts Opportunities Orders Price Books Products	Enable the following: Create Delete Edit Modify All Read View All
Custom object permission for the NetSuite package	Connections Contract Items Item Fulfillments NetSuite Financials Real-Time Sync Related SObject Sync

Field-Level Security Fields will be available post installation. Additional References: Field permissions How to edit field-level Security How to set field-level security on custom components
Salesforce Permission	Components	Permission types
Account	Account Balance Channel Tier Credit Hold Credit Limit Days Overdue NetSuite Id NetSuite Record NetSuite Sync Error Overdue Balance Skip to Export to NetSuite Unbilled Orders	Enable the following: Edit Read
Contact	NetSuite Id NetSuite Record NetSuite Sync Error Skip to Export to NetSuite	Enable the following: Edit Read
Contracts	Bill To Tier Contract Renewed On Distributor End-User NetSuite Contract Number NetSuite Id NetSuite Record URL NetSuite Renewal Opportunity NetSuite Renewal Transaction Internal Id Original Contract Renewal Terms Reseller Ship To Tier	Enable the following: Edit Read
Field-Level Security
Salesforce Permission	Components	Permission types
Opportunity	Bill To Tier Contract Opportunity Contract Term Distributor End Date End-User From Contract NetSuite Id NetSuite Opportunity Id NetSuite Opportunity Record NetSuite Order Number NetSuite Originated Order NetSuite Record NetSuite Sync Error Renewal Terms Reseller Ship To Tier Skip to Export to NetSuite Start Date Sync In Progress	Enable the following: Edit Read
Opportunity Product	Contract Item Id Contract Term Discount End Date List Rate NetSuite Line Id Pricing Type Start Date	Enable the following: Edit Read

Field-Level Security
Salesforce Permission	Components	Permission types
Order	Discount Total [NetSuite] NetSuite Id NetSuite Order Number NetSuite Order Status NetSuite Record Opportunity Ship Date Skip to Export to NetSuite Sub-Total [NetSuite] Tax-Total [NetSuite] Total [NetSuite]	Enable the following: Edit Read
Order Product	NetSuite Discount(%) NetSuite Line Id	Enable the following: Edit Read
Products	NetSuite Id NetSuite Record Term / Pricing Type	Enable the following: Edit Read
Custom Field-Level Security	Connection Contract Item Item Fulfillments NetSuite Financials Real-Time Sync Related SObject Sync	Enable the following: Edit Read

Download the PDF file from the link below:

Configure role-based permissions for the Integration App in Salesforce.pdf
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Comments

6 comments

Kenneth Welling

April 30, 2020 22:50
None of the field-Level Security components exists. For example, I look under Salesforce Permissions for 'Account', but 'Account Balance' is not there, nor are any of the other components lists.

Custom Object permissions also seems to have changed
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Docs Support

May 04, 2020 10:53

Edited
The field Account Balance is a custom field created during the Salesforce NetSuite (IO) integration app installation. The fields, components and custom objects will be available post installation.

Please let us know if you continue to face issues.
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Kenneth Welling

May 29, 2020 16:29
I find them now - thank you.

I'm not sure exactly where and for what purpose I'm supposed to set them. Are they vital for configuring the integrator, or are they for the the sales and support roles?

I have created a 'Celigo Integrator Permission Set' to capture them all - is that the best way to assign them to the users/profiles?

And a couple questions about mechanics: (Ok, the first two of them are requests for clarification in the documentation)

Two of the permissions do not exist for me - I suspect it is because I haven't enabled the functionality in SFDC. I would have spent less time looking for them if I had known that was a potential reality. General User Permissions ->'Allow View Knowledge' and 'Deliver UploadedFiles and Personal Content'

Object Permissions -> Standard object permissions -> Price Books and Products do not have the option for "Modify All" and "View All"

Some of the Field Level Security components exists twice - once as (IO), and once not. For example, Account->Channel Tier and Acccount->Channel Tier(IO) are both present in the list. Which one needs to be enabled for both Edit and Read?

Field-Level Security component Contracts -> NetSuite Renewal ID is not included in the list in the above

Field-Level Security component Opportunity Product -> Pricing Type is Read only - cannot set 'Edit'

Finally, The last section of this document, Custom Field-Level Security, does not match the preceding sections. The 'components' listed aren't items, they are lists or collections, and they can't be enabled for Edit/Read. I think. If so, can you clarify for me?

Thank you for this interface letting me make comments, and answering questions.
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Kenneth Welling

May 29, 2020 18:45
sorry, I mis-typed - the potentially missing Field-Level Security component is Contracts -> NetSuite Renewal Transaction Id (IO).
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METER Group

January 22, 2021 22:26
In the Apex Class Access section, These two look like V2 names. are they obsolete? Should they be excluded from this IO document? They are not options in my SF installation.
- netsuite_conn.CeligoRESTService
- netsuite_conn.NetSuiteConnectorPackageInstall
What about this integrator_da.RealTimeExportBatch? Why not integrator_da.RealTimeExportIO?
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Courtney Jordan Experience Strategy & Design Director Community moderator

January 23, 2021 00:00
Hi METER Group,

Thanks for letting us know about this! We'll check with our SFNSIO experts and get back to you shortly.
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