Custom Guided Wizard

NetSuite Company Creation

3min
the custom url requires a salesforce account to be associated with the creation process breadwinner will iterate over all the netsuite companies associated with that salesforce account if there is no associated netsuite company, you must create a new netsuite company and, even if a netsuite company is associated, you will be given the option to create another netsuite company we will prepopulate fields on the netsuite company creation page with the data from the salesforce account, though you can edit it before creation specific fields if you have enabled multi currency in both salesforce and in netsuite, we will prepopulate the currency field on the netsuite company you may also have netsuite customer fields such as the territory field you can map custom fields in salesforce to netsuite customer fields by configuring this in the breadwinner tab under configuration > company netsuite lookup fields require a "netsuite internal id" value in the salesforce account custom field ex if you want to pre populate primary currency with the default value, pass the internal id of the netsuite currency record note to configure more company fields, please click on the "add new" link, select the company field, and then choose the salesforce account field custom fields if you have the customer's netsuite custom fields on the netsuite company object in salesforce, you can pass them while creating the customer after configuring them in the breadwinner tab under configuration > company to configure more custom fields, please click on the "add new" link, select the custom field and its type, and then choose the salesforce account field note ensure the correct custom field type is configured when creating a customer