1. NetSuite Connector
  2. Managing NCP Connectors
  3. Salesforce Connector
  4. Salesforce Connector Setup
  5. Preparing Salesforce Connector Syncs
  6. Configure Salesforce Connector Preferences

Configure Salesforce Connector Preferences

There are several settings that need to be configured on the Salesforce Connector Preferences screen. 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.

Tab

Available Preferences

General

  • Alert notifications

  • Form selections

Entities

  • Subsidiary preferences

  • Default Tax Schedule

  • Sync trigger configuration:

    • Account sync

    • Subsidiary sync

    • Item sync

    • Product Sync

Transactions
  • 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.

  • Attachment sync

  • Notes sync

Financials

  • Sync Trigger Configuration

    • Invoice Sync

    • Cash Sale Sync

    • Customer Payment Sync

To configure preferences:

  1. Go to Connector Platform > Settings > Preferences.

  2. Click Edit.

  3. Use the different tabs in the Preferences screen to configure your preferences.

  4. Click Save.

Error Report Alert Notifications

The error report email is generated from the errors collected from the past 24 hours. Duplicate transactions are removed. The email includes the latest error instance for each integration/version, NetSuite ID, and Salesforce ID combination. The email includes record details, error code, error message, stack trace, instance ID, and relevant connector version details

General Notices