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As you build your Org, complexity grows and even simple development activity can get complicated. To make changes safely, you need to be able to see how Objects and fields are connected. For example, if you are going to make a change to a field in the Account Object, you need a list of all the reports, layouts, formula fields, dashboards, etc. that reference it — in other words, anything that could be affected when you make that change. 

One of our customers, a devops software company running NetSuite as their CRM, came to our Customer Success team with something slightly different than usual — they came to us with a solution!

How dependency reports saved a Strongpoint customer hours of work 

Last week, our resident Salesforce expert, Rick Roesler, hosted a crash course on auditing profiles and permission sets in your Org. If you missed the webinar, you can check it out here.

In this post, we’re sharing a short video from the session demoing some of the ways you can dig deeper into your access controls — and prove compliance to auditors.

Last week, in response to an increasing number of questions from our NetSuite customers, we showed you how to manage scripts that execute in the Administrator role. You can find that post here. One thing it didn't cover, however, was workflows that execute as Administrator.

In NetSuite, the Administrator role gives users broad transactional powers — and with that comes the potential for fraud. In an ideal world, no one user would be able to create, edit and delete any and all transactions in a production account. 

Most customers come to Strongpoint in anticipation of going public or in preparation for audit after an IPO. Recently, however, an increasing number of public companies are purchasing our products after failing an audit or receiving a warning of material deficiencies. The good news is that, in all cases, the main challenges are entirely avoidable without a great deal of work.

The more heavily customized your NetSuite instance is, the more even experienced users will need accessible information to use it correctly. If a customization’s help and description fields aren’t populated, a user may fill in an important field incorrectly, or ignore it altogether. 

NetSuite’s saved searches are a powerful way for admins and users to get the information they need. But because they’re so easy to create and run, it’s often faster to make a new search than to find an existing one that might work just as well.