Map Salesforce Account Type to NetSuite Customer Stage and Status
You can create your own stage and status in NetSuite.You can sync a lead, prospect or customer from Salesforce Account to NetSuite Customer. Based on your criteria in Salesforce, you can create a customer in NetSuite.
Example: If you select Customer - Channel as Salesforce Account Type field and if you map CUSTOMER to NetSuite Customer Stage field and Closed Won as status in NetSuite Customer Status field. Now, whenever you create a Salesforce account type as Customer - Direct, it gets created as a Customer with status as Closed won in NetSuite.
Comments
Please sign in to leave a comment.