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

Saikumar Rachamalla
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
  • 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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