Q: I need to return only customers assigned to a particular sales rep in NetSuite. How can I get integrator.io to match on a particular user ID coming from this NetSuite customer record?
A: You’ll need to create a Custom Entity in NetSuite, then in the Validation & Defaulting tab, set the Label, in this case, “User 18-digit”, to whatever value you want. This is the name of the field that will appear in the customer record. If you want a particular default value, you can set the Default Value field to, for example, {salesrep.custentity126}. This “User 18-digit” field will then be populated with the string value for the sales rep, such as “John Smith”, in the search results columns. You can then use this value to do a lookup in Salesforce. The value will be dynamic, depending on the value of the salesrep.custentity126 above.
Make sure you also check the Formula checkbox.
