Configure Salesforce Connector 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.

   • Sync Triggers

     Note:

     You can configure the following syncs to use the sync trigger that fits your business needs: For more information, see Sync Triggers.

     • Salesforce Account to NetSuite Customer Sync

     • NetSuite Subsidiary Sync

     • NetSuite Item Sync to Salesforce Product Sync

     • Invoice Sync

5. Click Save.

General Notices