1. NetSuite Connector
  2. Managing NCP Connectors
  3. Salesforce Connector
  4. Salesforce Connector Setup
  5. Using an Existing NetSuite User to Create Salesforce Connector Connection

Using an Existing NetSuite User to Create Salesforce Connector Connection

You can use an existing NetSuite user instead of creating a new NetSuite user account to use in Salesforce Connector. Using an existing user can avoid setup delays caused by limited license or if user creation is restricted.

The leading practice is to choose a dedicated integration NetSuite user. Before selecting a NetSuite user, ensure the NetSuite user has the following:

To assign the required NetSuite role:

  1. Select the user in Setup > Users/Roles > Manage Users.

  2. Ensure that the user has the Administrator role.

  3. Ensure that you have access to the parent subsidiary to avoid subsidiary access errors. The parent subsidiary is the highest-level subsidiary to which the connector syncs data.

  4. Click Edit.

  5. Add the integration role to the user.

    1. Under the Access subtab, go to Roles.

    2. Add the NCP | Integration Role

    3. Click Save.

To generate the NetSuite access token:

  1. Log in to NetSuite as an administrator or a user who can manage access tokens.

  2. Important:

    When creating the access token, do not use the Manage Access Tokens or My Access Tokens portlet on the NetSuite home page.

    Go to Setup > Users/Roles > Access Tokens > New.

  3. Create the new access token.

    1. In Application Name, select VP: Universal Connector Integration.

    2. In User, select the NetSuite user you are going to use.

    3. In Role, select NCP | Integration Role.

    4. In Token Name, you can use the generated token name or rename it according to your organization's naming standards.

    5. Click Save.

      Important:

      Copy the Token ID and Token Secret immediately after saving. These values cannot be displayed again.

  4. Securely copy the generated Token ID and Token Secret. You need these values when creating or updating the NetSuite connection on the Setup Wizard.

General Notices