Configuring Custom Object Access for the Salesforce Integration User

Configure custom-object access when the Salesforce integration user uses the Minimum Access - API Only Integrations profile.

Use a Salesforce administrator account, or another setup user who can create and assign permission sets.

Before You Begin

Verify that the Salesforce integration user has the following assignments:

Assignment	Required value
User license	Salesforce Integration
Profile	Minimum Access - API Only Integrations
Permission set license	Salesforce API Integration
Permission set	NetSuite Connector Platform ApiOnlyUser Permission Set

Important:

Don't create a new Permission Set. Add the required object permissions to the existing NetSuite Connector Platform ApiOnlyUser Permission Set.

Verifying the Permission Set License Assignment

Verify that the Salesforce integration user has the Salesforce API Integration permission set license.

To verify the permission set license assignment:

1. In Salesforce, go to Setup > Quik Find Box > Users, and then select the Salesforce integration user.

2. In the Permission Set License Assignments section, click Edit Assignments.

3. Verify that Salesforce API Integration is in Enabled Permission Set Licenses. If you want to enable:

   • Click Edit Assignments.

   • Add Salesforce API Integration to the enabled permission set licenses.

   • Click Save.

Configuring Custom Object Permissions

You must configure only the object and field permissions that the data sync requires.

To configure custom object permissions:

Important:

Modify All Records provides broad access. Select Modify All Records only when the data sync requires that level of access.

1. In Salesforce, go to Setup > Users > Permission Sets.

2. Open the NetSuite Connector Platform ApiOnlyUser Permission Set.

3. Select Object Settings. Select the Salesforce custom object used by the data sync.

4. Click Edit.

5. Under Object Permissions, select the required permissions:

   • Read to retrieve records.

   • Create to create records.

   • Edit to update records.

   • Delete only when the data sync deletes records.

   • View All Records to provide record access regardless of sharing rules.

   • Modify All Records to provide permission for modifying records regardless of sharing rules.

   • View All Fields to provide access to all fields.

6. Under Field Permissions, select:

   • Read Access for fields that the data sync reads.

   • Edit Access for fields that the data sync creates or updates.

7. Include access to every mapped field and any related lookup fields used by the data sync.

8. Click Save and repeat these steps for each Salesforce custom object used by the data sync.

Assigning the Permission Set

Assign the NetSuite Connector Platform ApiOnlyUser Permission Set to the Salesforce integration user.

To assign the permission set:

1. In Salesforce, go to Setup > Quick Find box > Users. Select the Salesforce integration user.

2. In the Permission Set Assignments section, click Edit Assignments.

3. In Available Permission Sets, select the NetSuite Connector Platform ApiOnlyUser Permission Set.

4. Click Add to move it to Enabled Permission Sets.

5. Click Save.

Verifying the Custom Object Configuration

You must verify the configuration of the custom objects to ensure seamless data syncs.

To verify custom object configuration:

1. In Salesforce, go to Setup > Quick Find box > Users. Select the Salesforce integration user.

2. Verify that Salesforce API Integration appears in Permission Set License Assignments.

3. Ensure NetSuite Connector Platform ApiOnlyUser Permission Set appears in Permission Set Assignments.

4. Test the custom data sync by posting a record. For more information, see < testing a record link>.

5. Check if the selected custom objects and fields are available and that the record is processed successfully.

General Notices