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FAQ: Edit reference fields and related lists

You use a different account type instead of a standard account object in Salesforce.

Note: You can modify the flow on the integrator.io new React UI.

Prerequisite: Be sure that the account that you are using is already in sync with the billing account and NetSuite customer respectively.

  1. Log in to integrator.io.
  2. Click the Salesforce - NetSuite (IO) integration app.
  3. Go to Flows and click on settings icon.
  4. In the Additional data to export from Lookup fields setting, click edit and delete the prefixed word “Account” for all instances.
    ref.png
  5. After you delete the prefixed word “account,” be sure that the billing account and the referenced field are still present.
  6. Click Save.