Administrative Permissions
Additional References:
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Permission types
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- API Enabled
- Bulk API Hard Delete
- Chatter Internal User
- Customize Application
- Import Custom Objects
- Lightning Console User
- Manage Custom Permissions
-
View Setup and Configuration
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General User Permissions
Additional References:
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Permission types
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- Activate Orders
- Allow View Knowledge
- Deliver Uploaded Files and Personal Content
- Edit Activated Orders
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Enabled Apex Class Access
Apex classes will be available post installation.
Additional References:
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Permission types
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- integrator_da.RealTimeExportBatch
- integrator_da.RealTimeExportResult
- integrator_da.RealTimeExportTrigger
- integrator_da.RealTimeExporter
- netsuite_conn.CeligoRESTService
- netsuite_conn.NetSuiteConnectorPackageInstall
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Object Permissions
Objects will be available post installation.
Additional References:
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Salesforce Permission
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Components
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Permission types
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Standard object permissions
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- Accounts
- Contacts
- Contracts
- Opportunities
- Orders
- Price Books
- Products
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Enable the following:
- Create
- Delete
- Edit
- Modify All
- Read
- View All
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Custom object permission for the NetSuite package
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- Connections
- Contract Items
- Item Fulfillments
- NetSuite Financials
- Real-Time Sync
-
Related SObject Sync
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Field-Level Security
Fields will be available post installation.
Additional References:
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Salesforce Permission
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Components
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Permission types
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Account
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- 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
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Enable the following:
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Contact
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- NetSuite Id
- NetSuite Record
- NetSuite Sync Error
- Skip to Export to NetSuite
|
Enable the following:
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Contracts
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- 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
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Enable the following:
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|
Salesforce Permission
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Components
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Permission types
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Opportunity
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- 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
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Enable the following:
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Opportunity Product
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- Contract Item Id
- Contract Term
- Discount
- End Date
- List Rate
- NetSuite Line Id
- Pricing Type
- Start Date
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Enable the following:
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Salesforce Permission
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Components
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Permission types
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Order
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- 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]
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Enable the following:
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Order Product
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- NetSuite Discount(%)
- NetSuite Line Id
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Enable the following:
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Products
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- NetSuite Id
- NetSuite Record
- Term / Pricing Type
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Enable the following:
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Custom Field-Level Security
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- Connection
- Contract Item
- Item Fulfillments
- NetSuite Financials
- Real-Time Sync
-
Related SObject Sync
|
Enable the following:
|
Download the PDF file from the link below:
Comments
6 comments
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
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.
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.
sorry, I mis-typed - the potentially missing Field-Level Security component is Contracts -> NetSuite Renewal Transaction Id (IO).
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.
What about this integrator_da.RealTimeExportBatch? Why not integrator_da.RealTimeExportIO?
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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