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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

Configuring and publishing the Salesforce connection

Configuring and publishing the Salesforce connection

To configure and publish the Salesforce connection, perform the following steps:
  1. Open the
    SalesforceConnectionCase
     connection.
  2. In the
    Run On
     field, select Cloud Server or any Secure Agent.
  3. In the
    Connection Properties
     section, the
    Object Filter
     field value is
    Case
    .
  4. In the
    Authentication Type
     field, select
    OAuth
     or
    Password
     as required.
    Based on the authentication type selected, perform one of the following steps:
    • For
      Password
       authentication:
      1. Enter values for the following properties:
        • User Name: Salesforce developer account user name.
        • Password: Salesforce developer account password.
        • Security Token: Salesforce security token.
    • For
      OAuth
       authentication, enter values for the following properties:
      • Authentication URL: Endpoint used to make OAuth authorization requests to Salesforce.
      • Token Request URL: Endpoint used to make OAuth token requests to Salesforce.
      • Session Duration: Number of minutes after which the OAuth token expires.
      • Authorize access: Click
        Authorize
         > enter Salesforce developer account credentials > click
        Allow
        .
      The OAuth authentication process starts. You can check the current authorization status in the
      Authorization Status
       property.
  5. Save and publish the connection.
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