Readiness Checklist
To ensure that the implementation of NetSuite CRM Connector succeeds, confirm that the following items and actions have been completed:
o Order-to-Cash: Before starting the implementation of the Actian Connector, the Order-to-Cash process must be completed in the NetSuite Sandbox environment.
o Salesforce Sandbox: It is
required to have a Salesforce sandbox for testing purposes. To review the sandboxes Salesforce offers, see
System Requirements and Prerequisites,
provided to you by your Solutions Engineer.
o NetSuite Sandbox: We recommend that you have have a NetSuite sandbox for testing purposes.
o Enable Quotes: Even if you do not use the Salesforce Quote object, Quote activation allows Salesforce and NetSuite to communicate.
o NetSuite Credentials: User name and password for an account.
• We recommend you use a dedicated user license for auditing purposes.
• NetSuite Access Required: Administrator privileges.
o Salesforce Credentials: User name, password, and security token for the sandbox and production organizations.
• It is required to use a dedicated user license.
• Salesforce Sandbox Access Required: System Administrator privileges.
o System of Record: As discussed, either Salesforce or NetSuite must be set as the System of Record for Products and Pricing (NetSuite describes them as Items).
o Multi-Currency: For the Connector to complete the Object-to-Object integrations, the multi-currency features of Salesforce and NetSuite must be in alignment.
o Subsidiaries: The Actian Connector will allow Salesforce to mimic the NetSuite functionality regarding subsidiaries.
Last modified date: 12/14/2021