Laya Kodam
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Sync NetSuite transaction financial lines to Salesforce financials
Financial line transactions for invoices and credit memos are required to provide data for calculating revenue projections at product level in Salesforce. In your Integration App, the NetSuite tra...
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NetSuite Sandbox refresh (pre and post)
The CAM v3.4.0 integration app release supports the restoration of the distributed records deleted by the sandbox refresh once the Cash Application Manager for NetSuite (ID: 157492) bundle is insta...
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Configure and run flows in the Zendesk Sell – NetSuite integration template
Additional record mapping is required to integrate the template’s exports and imports with your Zendesk Sell and NetSuite apps. Note that all of your flows are disabled when first installed. After ...
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FAQ: Stop account sync in the “Salesforce opportunity to NetSuite sales order” flow
You can use the “Salesforce Opportunity to NetSuite Sales Order Add/update” flow to sync Salesforce opportunities to NetSuite sales order and the Salesforce accounts to NetSuite customers by skippi...
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Manage Salesforce Quotes using add-on
The Quotes add-on syncs Salesforce quotes and Salesforce CPQ to NetSuite estimates in real-time. It also syncs accounts and files related to a quote from Salesforce to NetSuite.You can create a sal...
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Set field-level security for a custom component
This Integration App creates custom components (like fields, layouts, buttons, and links) in your Salesforce account when you run the flow. You won’t be able to view these components unless you set...
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Configure Salesforce person accounts
Person accounts in Salesforce is a business to consumer solution for users who sell to a large number of individuals. The standard Salesforce functionality has an object for Account which is a busi...
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Salesforce - NetSuite Integration App release notes (2019)
Contents 2019 Release notes v1.3.0, November 2019 Release notes v1.2.0, September 2019 Release notes v1.3.0, November 2019 What’s new New flows We’ve introduced two...
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FAQ: Resolve data mismatch issues when the picklist feature is enabled in Salesforce
Prerequisite: In your Salesforce account, on the “State and Country/Territory Picklists” page, configure the following: Configure state and country/territory picklists Scan your organisation Conve...
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Configure the Cash App transaction status report saved search on the exports
During the mapping process, if the metadata is not populated, configure the “Cash App transaction status report” saved search for the following exports: Use cash app transaction data from NetSuite...