HOW TO: Generate NetSuite sales orders from Salesforce opportunities for only certain product families

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Courtney Jordan
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Celigo University Level 4: Legendary
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To filter which opportunities generate sales orders:

  1. In Salesforce, open the Real Time Sync for the opportunity. 
  2. Under the Related SObject Syncs section, search each SObject Sync for the OpportunityLineItem
  3. Open that OpportunityLineItem. In the Filter field, specify your filter. Here is an example for Product Group is not recurring

 

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