The Sync transaction financial records using setting define the criteria of the flow and the fields mapped between NetSuite and Salesforce for the “NetSuite Transaction Financials to Salesforce Financials” flow. The default saved search selected is Celigo Salesforce(IO) Transaction Financials Export which is part of the integration app.
Recommendation: It is recommended not to change the custom labels in the NetSuite saved search and the related mappings in the “NetSuite Transaction Financials to Salesforce Financials” flow.
- Main Line
- Customer Salesforce Id
- Opportunity Id
- Transaction Number
- Order ID
Any line-level field in the saved search should be prefixed with [Applied To]. Use the same field name in the mapping without the prefix.
Example: [Applied To] Amount.
Note: Label and field names are case sensitive.