Each Salesforce user will only be able to access the Salesforce record types for which adequate permissions have been granted to the associated user role. Not having adequate role permissions could lead to unwanted errors when executing the data flows. Use the following steps to provide required permissions to a user in Salesforce: Login to… Continue reading Required permissions for user role in Salesforce
Tag: salesforce
Salesforce-NetSuite IA (IO)
Problem: One thing I’ve wished wasn’t the case with the Integration Apps is all of the greyed-out options. In this case, I found a solution to my issue if I had access to the inbound/outbound filters, but I don’t in the IA because it is greyed out. The other issue, in this case, is the… Continue reading Salesforce-NetSuite IA (IO)
HOW TO: Generate NetSuite sales orders from Salesforce opportunities for only certain product families
To filter which opportunities generate sales orders: In Salesforce, open the Real Time Sync for the opportunity. Under the Related SObject Syncs section, search each SObject Sync for the OpportunityLineItem Open that OpportunityLineItem. In the Filter field, specify your filter. Here is an example for Product Group is not recurring
Sales Force Legal entity to NetSuite Sub-Customer
In the salesforce export flow, realtime trigger is created for legal entity object. In Import, the flow will be like get the data by the id of the record by mapping the response. get the data from the look up and map the response to a flow to netsuite.
Sales Force Accounts to NetSuite Customers
Create a salesforce trigger with the data shown below, and create a flow with Realtime export from accounts. Import flow for NetSuite looks like, get the id from the response and map it in the flow.
NetSuite Payments to Sales Force Invoice Sync
Create an export flow of NetSuite. Type as Customer Payment In Import use type as Invoice. and give the saved search id to filter the payments from NetSuite.
Creating a custom field in Sales Force
Log in to your Sales Force Portal. Go to the setup menu as shown in the below image. Select the field type of the field and click next. Enter the details of the field details and save. The new custom field is created .
Einstein Bot plugin
Add the Einstein ChatBot for the website
Permission violation: this customer or lead does not belong to your group.
This error occur when the user try to sync/push the opportunity from sales force to NetSuite.