Damon Betlow
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Activity overview
Latest activity by Damon Betlow-
Damon Betlow created a post,
Write back ID of upserted record
Using the Salesforce NetSuite template to import Salesforce Products from NetSuite items. I'm able to update the Salesforce product and pricebook entries, but not sure how to have the Salesforce ...
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Damon Betlow commented,
What is the trick for syncing the other way (back to Salesforce)? I tried opposite Expression of {{replace field "," ";"}}, but no error and no update.
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Damon Betlow commented,
We aren't using the Last Name first option in NetSuite under General Preferences, so our name show as First Name Last Name. NetSuite Help Center
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Damon Betlow commented,
I take it you don't see Full Name under the Salesforce search lookup? We don't have any custom Salesforce formula field for this on the User object, so I'm guessing it is part of the Celigo IO app...
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Damon Betlow commented,
Going the other way (NetSuite to Salesforce), we used salesrep.name <> Owner ID.
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Damon Betlow commented,
Here is what we added to the Salesforce Account to NetSuite Customer sync, under Settings > Additional Data to export from Lookup fields. We then set the mapping for Owner.FederationIdentifier <> ...
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Damon Betlow commented,
I've removed the Field specific qualification criteria, but it still only seems to sync from Salesforce to NetSuite if there is a closed-won opportunity.
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Damon Betlow commented,
Setting the Celigo Update to 'true' seems counter intuitive. I would think if we are doing a mass update, which I didn't realize wasn't supported by Celigo, we'd want to set Celigo Update to 'fals...
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Damon Betlow commented,
We are quoting out of NetSuite. We don't want to create a closed won opportunity just to have the prospect sync over to NetSuite so we can quote...
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Damon Betlow commented,
Following. Also, if I already made the mass update, how do I see if there a backlog? Sometimes when reps change territories or through attrition, we need to mass update accounts to reassign reps....