WeDid: Salesforce and Netsuite Integration
Challenges
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.
Solution:
| Purpose | To automate and synchronize the products and opportunities that were recorded in Salesforce and Netsuite systems. |
| Applications | Salesforce.com CRM Netsuite |
| Versions | Salesforce Netsuite Online |
| Tool | Dell Boomi Atmosphere |
| Information | Netsuite Item > Salesforce Product Salesforce Opportunity > Netsuite Opportunity Netsuite Invoice > Salesforce Opportunity |
| Data Formats | XML |
| Volumes | ~50/day |
| 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. |
| Schedule | 15 minutes |
| Complexity | Medium |