Breadwinner deployment typically follows this simple plan.

Initial Data Setup - Object Sync Settings

Permission Set assignment for Admin users and initial test users

Company Settings - Account | Customer Field Match

Page Layout updates - Related Lists / Buttons (new/change owner)

Initial Testing - Account --> New Customer, Oppty --> New SO

Learn how to properly deploy the Breadwinner application with this comprehensive document. It provides clear step-by-step instructions, from installing the app to conducting initial testing and conducting knowledge transfer. Ensure a smooth deployment pro

Deploy Plan

Requirements

ERD / Object Structure

REST API

Sandbox Refresh Steps

Technical Resources

Breadwinner for NetSuite Docs

What is Breadwinner

General Concepts

Scratch Org Installation

App Installation

Initial Configuration

Person Accounts

Breadwinner Match

Match with Account ID Sync

Match Individually

Match with Dataload

Company Matching

Pricebook Match

Pricebook Entry Match

Product Matching

NetSuite Items and Item Groups

Troubleshooting

Download PDF button

Regular Sync Interval

Weekly Sync Timeframe

Getting Started

Onboarding

NetSuite Permissions

Security and Permissions

Quick Create Sales Order

URL Fields

Summarized Button URLs

Button URL Structure

Button URL Generator

NetSuite Company Creation

Support

Custom Guided Wizard

Manual Creation in Salesforce

Custom Fields

Custom Objects

Quick Start Guide

API Overview

Cash Refund

Cash Sale

Contact

Credit Memo

Customer

Customer Payment

Customer Subsidiary Rel.

Estimate

Invoice

Item

Purchase Order

Return Authorization

Sales Order

Vendor

Vendor Bill

Edit Transaction Item

Custom Object

Attach Contact

Transaction PDF

Upload File

Initiate Regular Sync

NetSuite Custom Fields

Common Data Types

Requests

Response

Adding Standard Fields

Adding Custom Fields

Apex Generator

Edit Addresses

Closing a Sales Order from a Button

Sales Order Flow

Custom Record Type Flow

File Upload for Flow

Invokable Class for Flow

Future vs Immediate

Code Examples

Global API

Formula Fields

NetSuite Discounts

NetSuite Payment Terms

Memorized Transactions

Sync Data Filtering

Creating a NetSuite Customer

Creating a NetSuite SalesOrder

Working with Salesforce Sites

Advanced Topics

Getting Help

Version History