Saumya Sunder
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Articles
Votes on activity by Saumya Sunder-
Edit Salesforce page layout to view custom components
Prerequisite: You need to set the Field-Level Security on a custom component before you can view it in your page layout section. Once you set the field-level security on a custom component, you nee...
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Sync Salesforce Order to NetSuite Sales Order
Note: This flow is available only for our Integration App Premium Edition customers. This flow syncs Order related information from Salesforce to NetSuite in real-time. Orders are either manually c...
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Renew and sync contracts and opportunities for Salesforce-NetSuite (IO) (add-on)
The contract renewal add-on supports NetSuite’s contract renewal module. The add-on supports the complete cycle of managing a contract, starting from the creation of a new contract to an upsell, d...
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Assign a custom layout to a Salesforce object
The Celigo NetSuite Package creates custom layouts not native to Salesforce. A custom layout holds custom fields with values. To view a custom layout on your Salesforce records, you need to assig...
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How running the Contract Renewal add-on will impact existing flows
When you install the Contract Renewal Add-on into your integration app, it will create custom objects (like Contracts and Contract items) and Celigo Opportunity Contract Layout in your Salesforce A...
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Sync NetSuite Customer Financials to Salesforce Account
The NetSuite Customer Financials to Salesforce Account flow is a scheduled flow that Syncs NetSuite "Customers > Financial" custom fields (CREDIT LIMIT, HOLD, BALANCE, OVERDUE BALANCE, UNBILLED ORD...
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Sync NetSuite Item Fulfillment to Salesforce Item Fulfillment
*This flow is available only for our Integration App Premium Edition customers. The NetSuite Item Fulfillment to Salesforce Item Fulfillment flow syncs shipping and fulfillment information from Ne...
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Prerequisites: Configure general settings for NetSuite and Salesforce Currency, Items, and Products
Before you get started with flows, you need to configure the general settings of your Integration App. The General Settings tab consists of two sub-settings, namely: Map NetSuite Currency to Sales...
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Zendesk-NetSuite release notes v1.10.0, February 2020
Note: We’ve renamed our SmartConnectors to Integration Apps. What’s Enhanced NetSuite 'Suitelet' context added to Zendesk flows We’ve enhanced the Zendesk - NetSuite IO Integration App version 1.10...
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Configure role-based permissions for Salesforce-NetSuite (IO) integration app in Salesforce
Contents Administrative Permissions General User Permissions Enabled Apex Class Access Object Permissions Standard object permissions Custom object permission for the NetSuite package Field-L...