NetSuite Salesforce Integration
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NetSuite – Salesforce integration has a number of advantages. It can enhance cash flow by seamless streamlining of lead into cash process. It ensures accurate sales quotes from NetSuite. Our client uses Salesforce as CRM, Dell Boomi as connector and NetSuite as ERP.
Salesforce and Dell Boomi are US-based business systems that work on a cloud-based integration platform. Salesforce is a CRM platform while Dell Boomi permits atoms, which are cloud-based integration processes.
It transfers data between different applications. Being a connector, Dell Boomi allows configuration-based integration. It provides drag-and-drop tools for integration. The business has different integration points with NetSuite and Salesforce.
Our team provides a quick and easy integration platform using Dell Boomi.
Requirement
Removing the integration point from opportunity in Salesforce to Sales order in NetSuite is the main focus. It also creates a new integration point with orders between these two platforms. Another feature created is the integration point with Invoice record between these environments.
Our client requires Netsuite–Salesforce integration using Dell Boomi platform. The client wanted to create orders in NetSuite just like how it was in Salesforce.
Sales order synchronization is essential for them. While doing this they need to create an error log record so that they can see the errors if any error occurs while mapping. The errors are storing in a custom record.
The client also wanted to sync invoices from NetSuite to Salesforce. This means that Salesforce saves invoices in NetSuite.
Challenges
Obtaining the error log details from the Dell Boomi process was the main challenge during the integration. Getting all error logs from the process was even harder.
Our Solution
Our expert team successfully integrated NetSuite with Salesforce by Dell Boomi platform. For implementation, our team created an account in Salesforce. The goal was to create that account in Netsuite by integrating both these platforms using Dell Boomi.
Our team was able to map the fields in Dell Boomi platform. But we had to take each field from Salesforce account to map them with fields from NetSuite.
Dell Boomi provides exact solutions for moving data across applications in the cloud. A building, Deploying, Process building are all components of the Dell Boomi atmosphere.
The platform uses certain terms such as Atoms, Components, Connectors, Document, Map, Process, Profile, etc. These terms are all needed for integrating between two platforms. The Profile supports different document types to process the data. One uses process shapes to form the business logic.
Phases of Dell Boomi Application
Boomi applications have three phases which are build, deploy and manage. One uses the build concept to control data processing. It supports in-the-cloud deployment model and on-premise deployment model. Boomi also supports different special shapes to process data.
This integration uses Netsuite Connector to get data into and send data out of Process. Process deployment is the runtime environment. Following the build process, one has to deploy the process for testing and move to production.
The Deployment workflow includes building components, package components, deploy packages. Netsuite operation supports two actions –Inbound operations and Outbound operations with the Inbound operations including acquisition and query. Outbound includes create, delete, Execute, Update and Upsert functions.
To sync sales order in Salesforce to sales order in NetSuite, our NetSuite – Salesforce integration team completed two processes. They first mapped the objects in sales orders in Salesforce and NetSuite.
The second step entailed creating batch processes for syncing the Sales Order with Salesforce. The batch job will check the sales orders created in Salesforce and send these details to NetSuite to create Sales Orders.
Major Processes
• Generating new sales orders
• Updating the sales order in Salesforce when there is an update occurring in NetSuite.
• Updating the sales order in NetSuite when any change occurs in Salesforce.
• Generating new Invoices.
• Updating the Invoice in the Salesforce when there is any change in the NetSuite.
Our Netsuite – Salesforce integration team produces a solution for Error log Report. In Boomi, if any request fails the error will be reporting back to the system. If the error occurs during the sales order creation, it will report back to Salesforce using the response.
Results
Our expert team attempts to meet every client requirement through the successful NetSuite integration. They Synchronized orders between NetSuite and Salesforce. This integration implemented invoice syncing.
In phase one Our team creates an integration point from order object in Salesforce to Sales order. Phase two involves creating the integration point from invoices from NetSuite to invoice object in Salesforce. The error log includes in the first phase.
• Sales Order (SF) to Sales Order (NS) Sync
•Invoice (SF) to Invoice (NS) Sync
- Generating new Invoices.
- Updating the Invoice in the Salesforce when there is any change in the Netsuite.
