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Maintenance/Support Items (via Contract Renewals)
Is anyone able to sync quotes that have Maintenance/Support items between Salesforce and NetSuite? We want our sales reps to create quotes in Salesforce, but NetSuite calculates the maintenance items via a percentage of other items on the quote. This only seems to take place when you are in NetSuite entering items through the browser (client script). We assumed the Celigo smartconnector handled this since it supposedly supports Contract Renewals.
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Hi Damon,
I'm assuming your business need is to sync the Salesforce Quote to NetSuite so then sync the NetSuite quote (that includes maintenance items) back to Salesforce so reps can share with the customer? If so, you can leverage the integration templates available in the Marketplace to get a headstart on building the Quote flows in your account. We also have this feature on the future roadmap for Salesforce - NetSuite Integration App (IO Version).
You can access the templates by navigating to Marketplace -> Salesforce or NetSuite tile.
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