Configure Salesforce Connector Preferences

You need to set the default tax schedule to be used by the Salesforce Connector in NetSuite. Configure the required preferences after completing the installation and setup of Salesforce Connector.

To configure preferences:

Go to Connector Platform > Settings > Preferences.
Click Edit.
Under Default Tax Schedule, select the tax schedule to use from the list.
Set the other preferences as needed. The following settings are available:
- Subsidiary Preferences
- Alert Notifications
- Attachment and User Notes
  
  Note:
  When you enable notes and attachments in Salesforce Connector, you also need to enable Notes in your Salesforce account. If Notes is not enabled in both Salesforce Connector and Salesforce, the opportunity flow completes successfully but the notes and attachments are not synced to NetSuite.
- Account Sync Trigger
  
  Note:
  By default, Salesforce accounts are synced into NetSuite when the account is in a Closed Won Opportunity. You can change the account sync to trigger on the creation of the account or when fields in the account meet specific criteria.
Click Save.

General Notices