Getting Started
Integration app capabilities
Salesforce and NetSuite opportunities and orders
- Manage Salesforce Quotes using add-on
- Understand the Salesforce "team selling" feature
- 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
Salesforce accounts and NetSuite customers
Salesforce and NetSuite contacts
NetSuite items and item groups to Salesforce products
NetSuite to Salesforce item fulfillment
NetSuite financials and exchange rates to Salesforce accounts and exchange rates
Maintain and monitor Salesforce Integration App
Additional articles
Salesforce - NetSuite IO Frequently asked questions
- FAQ: Resolve data mismatch issues when the picklist feature is enabled in Salesforce
- 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
- FAQ: Resolve errors related to Salesforce - NetSuite v2 to IO migration
- FAQ: View logs of executed Celigo triggers