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This integration selects new Salesforce leads and imports them to NetSuite.

Notes

  • This integration works for the NetSuite API V2 (REST) connector only.

  • The integration does not import pre-existing Salesforce leads to NetSuite leads.

How to Set Up

  1. Select or create connections: Salesforce connection for Source and NetSuite V2 (REST) connection for Target.
  2. Provide the necessary information for the integration execution:
    1. Open the import task.
    2. In Mapping Definition of your import task, for the Subsidiary Internal identifier field, specify the name of your subsidiary instead of Enter subsidiary name here....
    3. Save the task.
  3. Specify the schedule on which the integration will run automatically.

Tips

  • To create NetSuite leads from specific new Salesforce leads, configure filters in the task editor.