Rules and guidelines for using the Synchronize NetSuite Cases to Salesforce Cases recipe
Rules and guidelines for using the Synchronize NetSuite Cases to Salesforce Cases recipe
Consider the following rules and guidelines when working with the Synchronize NetSuite Cases with Salesforce Cases recipe:
You must first configure the connections in the recipe and publish them before opening or updating the process. Otherwise, the process will contain empty fields from the connections and will become invalid.
Informatica recommends that you use the same names configured for the assets in the recipe. If you use the same asset names, you can publish all the assets and synchronize the data from the NetSuite cases with the Salesforce cases without any issue. However, if you change the names, you must ensure that you update the names in the related fields in other assets.
If the tenant already contains connections with the same name as the connections added from the package, the process in the recipe becomes invalid. This is because the newly added connection name contains the suffix
-2
. For example,
<connection_name>-2
.
In this case, you must manually reselect the connections with the new name and the event values in the next steps of the process wherever applicable.
You must copy the process URL and paste it in NetSuite script. For more information, see
Sample script.