Salesforce Connector Sync Triggers
Salesforce Connector provides configurable sync triggers for syncs in Connector Platform > Settings > Preferences. You can use this to configure the sync condition based on which record or object to best fit your business need.
The sync triggers for the specific syncs are in the corresponding tabs on the Preferences screen.
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Preferences Tab |
Sync Trigger Configuration |
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Entities Tab |
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Financials Tab |
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The following sync triggers are available for Salesforce Connector syncs.
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Sync |
Available Sync Trigger Options |
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NetSuite Subsidiary to Salesforce Subsidiary Sync |
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NetSuite Item to Salesforce Product |
Note:
The Item Type selected only applies when the selected trigger condition is Sync when a specific Item field meets a defined criterion. For trigger options, Sync immediately when the item is created and Sync when the Salesforce Flag to Post is selected on each Item, the sync applies to all item types. |
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Salesforce Product to NetSuite Item |
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Salesforce Opportunity to NetSuite Sales Order |
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NetSuite Sales Order to Salesforce Order |
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NetSuite Invoice to Salesforce Financial Record |
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NetSuite Payment to Salesforce Financial Record |
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NetSuite Cash Sale to Salesforce Financial Record |
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Salesforce Account to NetSuite Customer |
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