Set Up Salesforce Connector

Set Up the Salesforce Connector Using the Setup Wizard

1. On the NetSuite Connector Platform dashboard, launch the connector setup. You can do this by clicking the link in the Connector Overview portlet.

2. Import the connector integration packages.

   1. On the 1 Import Connector step of the wizard, click Start Import.

      The screen is updated with an in progress banner message. The import process can take several minutes to complete.

   2. Click Refresh periodically until you get a success message.

   3. Click Next on the lower right section of the screen to continue to 2 Create Connection.

3. Connect to your Salesforce account.

   1. On the 2 Create Connection, enter the credentials of the API-only Salesforce user you created in a previous setup task. You need the user name, password, and integration token of your Salesforce user. If you are not using Salesforce Professional edition, you will also need the consumer key, and consumer secret of your Salesforce Connected App.

      Note:

      If you did not previously complete this task, do so now. See Create an Integration User in Salesforce for more information.

   2. Click Create Connection.

      The screen is updated with an in progress banner message. Creating the connection to Salesforce can take several minutes to complete.

      Note:

      If the setup wizard fails to create the Integration User in NetSuite, you may need to perform the procedure manually. See Create an Integration User in NetSuite for more information.

   3. Click Refresh periodically until you get a success message.

   4. Click Next on the lower right section of the screen to continue to 3 Setup Environment.

4. Set up the environment.

   1. On the 3 Setup Environment step of the wizard, click Setup Environment.

      The screen is updated with an in progress banner message. Setting up the environment can take several minutes to complete.

   2. Click Refresh periodically until you get a success message.

   3. Click Next on the lower right section of the screen to continue to 4 Deploy Package.

5. Important:

   Before deploying the package, you need to ensure that the multiple currencies feature is enabled in both NetSuite and Salesforce accounts.

   • In NetSuite, enable Multiple Currencies under International in Company subtab.

   • In Salesforce, enable Multi-Currency Everywhere (MCE).

   Deploy the package.

   1. On the 4 Deploy Package step of the wizard, click Deploy Salesforce Package.

      You will be re-directed to the NetSuite Connector Platform Managed Package installation page in Salesforce in a new tab. You need to log in to your Salesforce account with administrator access and then install the NetSuite Connector Platform Salesforce managed package. Choose the installation option, for all users in the account.

   2. Follow the instructions in the popup window to install the Salesforce managed package.

      Note:

      If the installation takes more time than expected, you will be notified on the Salesforce page that you would receive an email confirmation upon completion.

      After you receive the confirmation email, go back to the Setup Wizard page in NetSuite and click Refresh to update the package installation status.

   3. In the Salesforce Connector Setup Wizard, click Next on the lower right section of the screen to continue to 5 Activate Integrations.

6. Activate the integration packages.

   1. On the 5 Activate Integrations step of the wizard, click Activate Integrations.

      The screen is updated with an in progress banner message. Activating the integrations can take several minutes to complete.

   2. Click Refresh periodically until you get a success message.

   3. Click Finish on the lower right section of the screen.

7. After completing the set up Salesforce connector tasks, you can proceed to Configure Lookups. You need to configure lookups to match the values of Units of Measure, NetSuite Price Levels and Salesforce Price Books, Country Codes and Currency Codes between NetSuite and Salesforce. This ensures that the data synced reflects their respective Salesforce and NetSuite values. This is required and applicable for all the syncs that involve these fields between NetSuite and Salesforce. See Manage Lookups for more information.

Add the Permission Set to the API-only User in Salesforce

The Salesforce managed package includes a custom permission set. You need to add this permission set to your API-only user to ensure that all the permissions required by Salesforce Connector are available.

Add Permission Sets to Salesforce Users

You need to add custom field access permission sets to the profiles of your Salesforce users that need access. This following custom permission sets are required:

• NetSuite Connector Platform Field Access Permission Set

• NetSuite Connector Platform List Apps Permission Set