1. NetSuite Connector
  2. Managing NCP Connectors
  3. Salesforce Connector
  4. Salesforce Connector Setup
  5. Set Up Salesforce Connector

Set Up Salesforce Connector

After installation of the Salesforce Connector SuiteApp, you must set it up. On-screen prompts in the Connector Setup will guide you through the following steps.

A user with an Administrator role can perform the following procedure. You should finish the setup wizard in one go. However, if you leave the setup wizard midway, you can resume where you left off from the Pending Connector Setup portlet in the NetSuite Connector Platform dashboard.

Set Up the Salesforce Connector Using the Setup Wizard

  1. On the NetSuite Connector Platform dashboard, launch the connector setup. You can do this by clicking the link in the Connector Overview portlet.

  2. Import the connector integration packages.

    1. On the 1 Import Connector step of the wizard, click Start Import.

      The screen is updated with an in progress banner message. The import process can take several minutes to complete.

    2. Click Refresh periodically until you get a success message.

    3. Click Next on the lower right section of the screen to continue to 2 Create Connection.

  3. Connect to your Salesforce account.

    1. On the 2 Create Connection, enter the credentials of the API-only Salesforce user you created in a previous setup task. You need the user name, password, and integration token of your Salesforce user. You will also need the consumer key, and consumer secret of your Salesforce Connected App.

      Note:

      If you did not previously complete this task, do so now. See Create an Integration User In Salesforce for more information.

    2. Click Create Connection.

      The screen is updated with an in progress banner message. Creating the connection to Salesforce can take several minutes to complete.

    3. Click Refresh periodically until you get a success message.

    4. Click Next on the lower right section of the screen to continue to 3 Setup Environment.

  4. Set up the environment.

    1. On the 3 Setup Environment step of the wizard, click Setup Environment.

      The screen is updated with an in progress banner message. Setting up the environment can take several minutes to complete.

    2. Click Refresh periodically until you get a success message.

    3. Click Next on the lower right section of the screen to continue to 4 Deploy Package.

  5. Important:

    Before deploying the package, you need to ensure that the multiple currencies feature is enabled in both NetSuite and Salesforce accounts.

    • In NetSuite, enable Multiple Currencies under International in Company subtab.

    • In Salesforce, enable Multi-Currency Everywhere (MCE).

    Deploy the package.

    1. On the 4 Deploy Package step of the wizard, click Deploy Salesforce Package.

      You will be navigated to the NetSuite Connector Platform installation page. You need to log in to your Salesforce account with administrator access then install the NetSuite Connector Platform Salesforce managed package for all users in the account.

    2. Follow the instructions in the popup window to install the Salesforce managed package.

    3. In the Salesforce Connector Setup Wizard, click Next on the lower right section of the screen to continue to 5 Activate Integrations.

  6. Activate the integration packages.

    1. On the 5 Activate Integrations step of the wizard, click Activate Integrations.

      The screen is updated with an in progress banner message. Activating the integrations can take several minutes to complete.

    2. Click Refresh periodically until you get a success message.

    3. Click Finish on the lower right section of the screen.

  7. After completing the set up Salesforce connector tasks, you can proceed to Configure Lookups. See the Manage Lookups section of the Salesforce Connector User Guide for more information.

Add the Permission Set to the API-only User in Salesforce

The Salesforce managed package includes a custom permission set. You need to add this permission set to your API-only user to ensure that all the permissions required by Salesforce Connector are available.

To add the permission set:

Note:

The API-only user you created will no longer able to log in to the Salesforce UI.

  1. Log in to your Salesforce account.

    You need to use an account with System Administrator privileges to create an add permission sets.

  2. Add the permission set to your integration user.

    1. Go to Setup > Users > Users and select the API-only user you created.

    2. Scroll down to Permission Set Assignments and click Edit Assignments.

    3. Select the NetSuite Connector Platform ApiOnlyUser Permission Set in Available Permissions Sets and click Add to move the permission to Enabled Permission Sets.

  3. Click Save.

Add the Field Access Permission Set to Users in Salesforce

You need to add the custom field access permission set to the profiles of your Salesforce users that need access. This custom permission set is required for users to see the custom fields.

To add the field access permission set:

  1. Log in to your Salesforce account.

  2. Add the permission set to your Salesforce users.

    1. Go to Setup > Users > Users and select the Salesforce users in your account.

    2. Scroll down to Permission Set Assignments and click Edit Assignments.

    3. On the Setup Permission Sets page, select the NetSuite Connector Platform Field Access Permission Set in Available Permissions Sets and click Add to move the permission to Enabled Permission Sets.

  3. Click Save.

Add the NetSuite Connector Platform Lists Apps Permission Set to Users in Salesforce

You need to add the custom NetSuite Connector Platform Lists Apps permission to your Salesforce users so that they can see the following apps.

  • NetSuite Connector Admin

  • NetSuite Connector Sales

To add the field access permission set:

  1. Log in to your Salesforce account.

  2. Add the permission set to your Salesforce users.

    1. Go to Setup > Users > Users and select the Salesforce users in your account.

    2. Scroll down to Permission Set Assignments and click Edit Assignments.

    3. On the Setup Permission Sets page, select the NetSuite Connector Platform Lists Apps Permission Set in Available Permissions Sets and click Add to move the permission to Enabled Permission Sets.

  3. Click Save.

Configure Page Layouts in Salesforce

After completing the setup wizard, you need to assign the corresponding Universal NetSuite Connector custom page layouts to the following objects for all relevant user profiles in Salesforce.

Salesforce Object

Custom Page Layout

Account

Universal NetSuite Connector Account Layout

Contact

Universal NetSuite Connector Contact Layout

Opportunity

Universal NetSuite Connector Opportunity Layout

Order

Universal NetSuite Connector Order Layout

Product

Universal NetSuite Connector Product Layout

For more information, refer to the Update Page Layout Assignments section of the Configure Page Layouts topic of the Salesforce General Documentation.

Configure 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:

  1. Go to Connector Platform > Settings > Preferences.

  2. Click Edit.

  3. Under Default Tax Schedule, select the tax schedule to use from the list.

  4. 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.

  5. Click Save.

General Notices