Salesforce – NetSuite Integration App (IO)

Getting Started

• Salesforce – NetSuite (IO) Integration App overview

• Install 
• Upgrade 
• Configure flow settings 

Integration app capabilities

• Sync data from multiple Salesforce instances to a single NetSuite instance
• Clone your Salesforce NetSuite (IO) integration app
• Test your Salesforce - NetSuite records using Test mode
• Steps to perform post Salesforce sandbox refresh
• Understand the Salesforce - NetSuite dependent flows

Salesforce and NetSuite opportunities and orders

• 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
• Filtering products in Salesforce opportunity and Salesforce order flows
• Channel sales sync

Salesforce accounts and NetSuite customers

• Sync opportunity and account using the Salesforce order flow
• Sync Salesforce accounts to NetSuite customers
• Sync NetSuite customers to Salesforce accounts
• Configure Salesforce person accounts
• Understand Account related Settings
• Understand Opportunity related Settings

Salesforce and NetSuite contacts

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

NetSuite items and item groups to Salesforce products

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

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 transaction financial lines to Salesforce financials
• Sync NetSuite Customer Financials to Salesforce Account
• Sync NetSuite exchange rates to Salesforce exchange rates
• Sync NetSuite PDFs to Salesforce Files

Maintain and monitor Salesforce Integration App

• Manage error mechanism using Salesforce integration flows

Salesforce - NetSuite IO Frequently asked questions

• FAQ: Resolve date format related errors
• FAQ: Map active and inactive checkbox in mappings
• FAQ: Stop account sync in the “Salesforce opportunity to NetSuite sales order” flow
• FAQ: Resolve data mismatch issues when the picklist feature is enabled in Salesforce
• FAQ: Edit reference fields and related lists
• FAQ : Considerations for NetSuite saved search, labels, and mappings in the "Transaction Financials to Salesforce Financials" flow

Release notes

• Critical impact of SFNSIO v1.5.0
• Salesforce – NetSuite (IO) release notes v1.9.0, April 2021
• Salesforce – NetSuite (IO) release notes v1.8.0, January 2021
• Salesforce - NetSuite Integration App release notes (2019)

• 2020