Damon Betlow
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, 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, Thank you Courtney Jordan and Matt Graney! This worked. I also didn't realize I could still switch back to the old UI as I didn't see the link any longer. Thanks for that as well. Was not looki...
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Damon Betlow commented, The screenshot shows on-premise as an option. I don't see an on-premise option when setting up a Jira connection. Our Jira is NOT located in the cloud. Was hoping to use the on-premise agent to ...