Salesforce Account to NetSuite Customer Sync Triggers
You can configure when a recently created account in Salesforce is synced to NetSuite as a customer record. By default, Salesforce accounts are synced into NetSuite when the account is in a Closed Won Opportunity.
Depending on your business preferences, you can choose from the following Account Sync triggers:
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Sync when Account is part of a Closed Won Opportunity (default)
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Sync immediately when the Account is created
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Sync when a specific Account field meets a defined criterion
Sync when a specific Account field meets a defined criterion
You can use the Sync when a specific Account field meets a defined criterion option to define a condition that determines whether a Account will be synced to Salesforce.
|
Parameter |
Description |
|
Input Field |
Select the field to be used to define the criterion. All standard fields and custom fields at the record header level can be selected.
Note:
Complex fields, such as Lists, Addresses, Currencies, or Country Codes, and others that are based on internal IDs or linked records may not work as expected. |
|
Operator |
The operator for the intended condition. Can select from the following list:
The operators, contains and starts with can only be used with string or text data type fields while greater than and less than can only be used with number data type fields. |
|
Value |
Enter the value for the condition. |