Netsuite Component
Add Component
To add a component, follow these steps:
- Open any Salesforce record on the necessary object and click on the gear icon. Setup Menu -> Edit Page
- In the search box, type “NetSuite” and find our component.
- Drag it to your page and add it
- Click Save
Create and Linking Netsuite record
After saving the changes, you will be able to see the Netsuite component on the record.
This component provides you with the following possibilities:
- Click “New”
In the search bar, enter the title of your Automation that corresponds to the object.
- Select the appropriate automation
Once you select the automation, the record will be automatically created and linked to the Netsuit record.
- Click “View”
This will allow you to see how your fields are populated. You can also edit them.
To search and link the existing records, follow these steps:
- Click “Search”
In the search bar, enter the title of your Automation that corresponds to the object.
- Select the appropriate automation
It will find all available records.
- Click “Settings”
The fields that will be visible at the lower part of the form can be customized here. Appropriate filters can also be added to the fields.
- Click on “Cross” icon to automatically add a record.
- Click “Refresh”
