User requirements
Salesforce Account
You’ll need an active Salesforce account to install the Peeklogic NetSuite Connector package from AppExchange.
NetSuite Account
You’ll need an active NetSuite account to connect with the Peeklogic NetSuite Connector.
Peeklogic NetSuite Connector License
You will need a Peeklogic NetSuite Connector license to use the integration tool.
Configuration and Setup
Familiarize yourself with the configuration steps and setup procedures provided by Peeklogic for integrating Salesforce with NetSuite. This includes:
- Creating connections
- Mapping fields
- Setting up flows
Maintenance and Support
Be prepared for ongoing maintenance, updates, and support for the integration tool. This might involve:
- Troubleshooting synchronization errors
- Adapting to NetSuite API changes
- Ensuring compatibility with Salesforce updates
