The user is utilizing Salesforce and Netsuite to handle sales from different sales channel (i.e. Direct Customer Sales, eCommerce Sales). As such, it is a challenge to ensure that the sales transaction records (i.e. opportunities, products, etc.) are in sync between these two separate applications managed by different sales team.
|Purpose||To automate and synchronize the products and opportunities that were recorded in Salesforce and Netsuite systems.|
|Tool||Dell Boomi Atmosphere|
|Information||Netsuite Item > Salesforce Product
Salesforce Opportunity > Netsuite Opportunity
Netsuite Invoice > Salesforce Opportunity
|Process||Newly created/update Netsuite Item will be synced into Salesforce Product.
When an opportunity in Salesforce reaches a certain stage (i.e. 80%), a corresponding opportunity will be created in Netsuite.
When an Invoice is created in Netsuite, the corresponding Salesforce Opportunity will be updated with Closed/Won stage automatically.
If a sales transaction is made from the eCommerce channel, an Invoice will be created in Netsuite too and a corresponding Closed/Won Opportunity will be synced into Salesforce.