Salesforce - NetSuite Integration App (IO)

Getting Started

• Critical impact of SFNSIO v1.5.0
• Salesforce-NetSuite (IO) integration app overview
• Limitations if using the Salesforce Professional edition

• Install 
• Upgrade 
• Configure flow settings 

Salesforce accounts and NetSuite customers

• Sync Salesforce accounts to NetSuite customers
• Sync NetSuite customers to Salesforce accounts

Salesforce and NetSuite opportunities and orders

• Adding new Salesforce subrecords to your field mappings
• Sync NetSuite sales order to Salesforce opportunity
• Sync Salesforce Opportunity to NetSuite Sales Order
• Sync NetSuite Sales Order to Salesforce Order
• Sync Salesforce Order to NetSuite Sales Order
• Sync Salesforce Discount Item to NetSuite Sales Order

Salesforce and NetSuite contacts

• Sync Salesforce Contact to NetSuite Contact
• Sync NetSuite Contact to Salesforce Contact

NetSuite items and item groups to Salesforce products

• Supported item types in Salesforce-NetSuite IO
• Sync NetSuite items to Salesforce products
• Sync NetSuite Item Group to Salesforce Product

NetSuite to Salesforce item fulfillment

• Sync NetSuite Item Fulfillment to Salesforce Item Fulfillment

NetSuite financials and exchange rates to Salesforce accounts and exchange rates

• Sync NetSuite Transaction Financials to Salesforce Financials
• Sync NetSuite Customer Financials to Salesforce Account
• Sync NetSuite exchange rates to Salesforce exchange rates

Salesforce - NetSuite IO Frequently asked questions

• FAQ: Stop account sync in the “Salesforce opportunity to NetSuite sales order” flow
• FAQ : Considerations for NetSuite saved search, labels, and mappings in the "Transaction Financials to Salesforce Financials" flow

What's new, enhanced, fixed in 2020

• Salesforce-NetSuite release notes v1.5.0, May 2020
• Salesforce-NetSuite release notes v1.4.0, February 2020

Previous release notes

• Salesforce-NetSuite release notes v1.3.0, November 2019
• Salesforce-NetSuite release notes v1.2.0, September 2019