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Maintenance/Support Items (via Contract Renewals)

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  • Official comment
    Rohit Gupta Product Management Director

    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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