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Table of Contents

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  1. Preface
  2. Synchronize NetSuite Cases with Salesforce Cases Recipe Overview
  3. Prerequisites for configuring a script in NetSuite
  4. Synchronize NetSuite Cases with Salesforce cases recipe contents
  5. Using the Synchronize NetSuite Cases with Salesforce Cases recipe

Synchronize NetSuite Cases with Salesforce Cases

Synchronize NetSuite Cases with Salesforce Cases

Back Next

Creating a NetSuite ID in the Salesforce Account, Contact, and Case entities

Creating a NetSuite ID in the Salesforce Account, Contact, and Case entities

Provide the necessary details in the Account, Contact, and Case entities to create the NetSuite ID in Salesforce.
  1. Go to
    Setup
    Build
    Customize
    Accounts
    Fields
    , and then click
    New
    .
    The following image shows the
    Accounts
    Fields
     option:
    Accounts entity
  2. In the
    Choose Type Field
     section, select
    Text Area
     and click
    Next
    .
  3. Enter the details in the
    Field Label
    ,
    Length
    , and
    Field Name
     fields.
    Enter the field label, length, and field name
    Save the field name for your future use.
  4. Click
    Next
    . Don't make any change in the other pages.
  5. Click
    Save
    .
Follow the same steps for the
Contact
 and
Case
 entities.
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