Prerequisite: In your Salesforce account, on the “State and Country/Territory Picklists” page, configure the following:
- Configure state and country/territory picklists
- Scan your organisation
- Convert your data
- Turn on state and country/territory picklists
- Rescan and fix customisations
For more information, see Let Users Select State and Country from Picklists.
Configure settings
- When you enable this picklist feature in Salesforce, the State and Country fields on the salesforce objects are changed to picklist type.
- Salesforce packages 239 countries with its states and provinces, out of which, 9 countries have picklists available.
- Each of the records (countries and state/territory) have three fields:
- Name: Display label
- Code: An internal ISO code
- Integration value: This is used for integration purpose
- You can configure Name and Integration value for the countries and states for the prepackaged records.
Note: Code can’t be changed for prepackaged records.
- For countries other than available picklisted states, the state list needs to be configured by entering the values for name, code and integration value fields.
Note: The code field has a limit of 10 characters.
Important: For smoother integration and to avoid data mismatches, you should provide the value for Integration value field that matches with the value in your NetSuite.
Salesforce Picklist configurations
- By default, prepackaged States and Countries match the Country label and Integration Value field.
- Similarly, you need to configure the new entries.
- The Integration Value is used by the Integration app to populate the record. Integration Value should match with the Name field of the State/Country record in NetSuite.
Note: Salesforce has a limit on code length to 10 characters, so you might not have a matching entry in Salesforce, but you should make sure that the name and integration value matches in the Salesforce.
- The codes in NetSuite may or may not match with Salesforce configured state/territory lists
- The codes in NetSuite can be more than 10 characters, while Salesforce allows only 10 characters
Mappings to be configured on your Integration App
In order to fix the above issues you need to edit the mappings Flows > Account and “NetSuite Customer to Salesforce Account Add/Update” like below:
Existing mapping |
New mapping |
Label |
billstate |
_billingaddress_dropdownstate.name |
Billing State/Province |
billcountry |
_billingaddress_country.name |
Billing Country |
shipstate |
Shipping State/Province |
_shippingaddress_dropdownstate.name |
shipcountry |
_shippingaddress_country.name |
Shipping Country |
In order to use the above changed mappings “_billingadress”, you have to select Address in Sublists to include fields by settings in the export adapter.
Comments
Please sign in to leave a comment.