Preface
Synchronize NetSuite Cases with Salesforce Cases Recipe Overview
- Prerequisites for configuring a script in NetSuite
  - Configuring a script in NetSuite to subscribe to Case object change
    - Creating a script
      - Sample script
    - Creating a NetSuite ID in the Salesforce Account, Contact, and Case entities
Synchronize NetSuite Cases with Salesforce cases recipe contents
- Synchronize NetSuite Cases with Salesforce Cases recipe assets
- NetSuite to Salesforce (Case to Case) process
Using the Synchronize NetSuite Cases with Salesforce Cases recipe

Synchronize NetSuite Cases with Salesforce Cases

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Configuring and publishing the Salesforce connection

To configure and publish the Salesforce connection, perform the following steps:

Open the

SalesforceConnectionCase

connection.

From the

Runtime Environment

list, select Cloud Server or any Secure Agent
.

In the

Connection Properties

section, enter the

Object Filter

field value as

Case

From the

Authentication Type

list, select

OAuth

Password

as required.

Based on the authentication type selected, perform one of the following steps:

For

Password

authentication:

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.

Save and publish the connection.

Using the Synchronize NetSuite Cases with Salesforce Cases recipe

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Table of Contents

Synchronize NetSuite Cases with Salesforce Cases

Synchronize NetSuite Cases with Salesforce Cases

Configuring and publishing the Salesforce connection

Configuring and publishing the Salesforce connection