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

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:

Go to Connector Platform > Settings > Preferences.
Click Edit.
Use the different tabs in the Preferences screen to configure your preferences.
Click Save.

General Notices