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

Saumya Sunder
Updated

Administrative Permissions

Additional References:  

Permission types 

  • API Enabled

  • Bulk API Hard Delete

  • Chatter Internal User

  • Customize Application

  • Import Custom Objects

  • Lightning Console User

  • Manage Custom Permissions

  • View Setup and Configuration

General User Permissions

Additional References:  

Permission types 

  • Activate Orders

  • Allow View Knowledge

  • Deliver Uploaded Files and Personal Content

  • Edit Activated Orders

Enabled Apex Class Access

Apex classes will be available post installation.

Additional References:  

Permission types 

  • integrator_da.RealTimeExportBatch

  • integrator_da.RealTimeExportResult

  • integrator_da.RealTimeExportTrigger

  • integrator_da.RealTimeExporter

  • netsuite_conn.CeligoRESTService

  • netsuite_conn.NetSuiteConnectorPackageInstall

Object Permissions

Objects will be available post-installation.

Additional References:  

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:  

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

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