Salesforce Account to NetSuite Customer Sync Triggers

You can configure when a recently created account in Salesforce is synced to NetSuite as a customer record. By default, Salesforce accounts are synced into NetSuite when the account is in a Closed Won Opportunity.

Depending on your business preferences, you can choose from the following Account Sync triggers:

• Sync when Account when syncing Opportunity (default)

• Sync immediately when the Account is created or updated

• Sync when a specific Account field meets a defined criterion

General Notices