• Installation Guide
  • NetSuite CRM Connector
    • Overview
    • Benefits
  • NetSuite CRM Connector Readiness Checklist
  • NetSuite CRM Connector Salesforce - Preparation
    • Enabling Quotes
  • Installing NetSuite CRM Connector in Salesforce
  • Configuring NetSuite CRM Connector in Salesforce
    • Creating the Integration User
    • Configuring Named Credential for Event Collector
  • Salesforce Page Layout Customization
    • Account Page Layout Customization
    • Opportunity Page Layout Customization
  • Installing and Configuring NetSuite CRM Connector Bundle in NetSuite
    • Installing NetSuite CRM Connector Bundle
    • Assigning Actian Access Token Role to Integration User
    • Setting Permissions for the Actian Access Token Role
    • Assigning a Configuration Folder in NetSuite
    • Adding Subsidiaries to the Actian Access Token Role
    • Creating a New Access Token for an Application
    • Creating a New Access Token
    • Updating the Datacloud Endpoint Manually in NetSuite
    • Setting Up a Salesforce Credential Record
    • Modifying the Salesforce Credential Record
    • Setting Up a Subsidiary Configuration
    • Configure Connector Settings in Salesforce to Go Live
    • Activating Outbound Schemas
  • Synchronizing Products from Netsuite to Salesforce
    • Supported Item Types for Product Catalog
    • Syncing Products from NetSuite to Salesforce
    • Viewing the Status of the Product Synchronization
    • Viewing Product Information in Salesforce
  • Synchronizing Pricing Information from Netsuite to Salesforce
    • Syncing Price Levels
    • Setting Up Price Book Configurator in Salesforce
    • Running the Pricing Script
    • Viewing the Status of the Pricing Information Synchronization
    • Configuring Salesforce Price Book to Map NetSuite Price Levels
  • Synchronizing Products from Salesforce to Netsuite
    • Installing Data Loader Using the Salesforce Classic Interface
    • Installing Data Loader Using the Lightning Experience Interface
    • How to Perform a Mass Update
  • Pricebook Configuration
    • Configuring the Pricebooks
    • Pricebook Entry Sync: On Demand
    • Pricebook Entry Sync: Scheduled
    • Synchronizing Historical Accounts and Invoices
  • Conclusion

Installation Guide

Conclusion