Table of Contents

Introduction

Salesforce is recognized as the leader in the CRM solution handling lead management, sales data, account management, marketing activities, and more. Similarly, NetSuite is considered one of the most prominent ERPs, managing every account-related operation from invoicing to inventory. These two platforms provide out-of-the-box solutions to businesses; as a result, many companies wish to use both prominent platforms together. Such rising demand brings NetSuite Salesforce integration into the picture.

Undeniably, Salesforce CRM and NetSuite ERP are two of the leading SaaS providers used by almost 3 out of 5 companies in the world today. Hence, connecting NetSuite and Salesforce is one of the best decisions for the businesses as these leading ERP and CRM platforms ultimately maximize sales and accounting efficiency.

When it comes to NetSuite and Salesforce integration, enterprises often face challenges. To help you with NetSuite sfdc integration, we have come up with this blog. It will guide you about how to integrate NetSuite with Salesforce and its benefits.

So, without any further ado, let’s get started –

What is the Function of NetSuite?

NetSuite is an all-in-one ERP software that is designed to help companies manage their operations more effectively. This platform incorporates a suite of applications that help companies run their business, understand its performance and drive major efficiency gains and cost savings. It automates the core business processes and provides real-time visibility of the operational and financial performance, which helps organizations to make more sorted decisions.

This platform incorporates a suite of applications that help companies run their business, understand its performance, and drive major efficiency gains.

To improve the performance and the business processes, NetSuite comes up with five prominent functions, including-

  • Accounting and operations
  • CRM
  • eCommerce
  • Business Intelligence
  • Business process management

These NetSuite functions are set out to improve the processes, wrapping up all the enterprise functions in a single application, version of code, and database.

What is the Function of Salesforce?

Salesforce does not require any specific introduction; it has become a leading CRM solution in a very short period. This CRM platform was introduced to help companies manage their marketing, financial marketing services, sales, services, IT, finance, and commerce teams from anywhere, anytime in the world, so that organizations can keep their customers happy.

When it comes to Salesforce CRM functions, it offers a lot more effective solutions, including-

  • Marketing administration
  • Salesforce administration
  • Customer services and support automation
  • Enterprise social networking
  • Salesforce CRM record life cycle

In the technical aspects, the Salesforce function is a service that lets developers write codes that can integrate with data and events on the Salesforce platform.

The Salesforce function majorly helps in:

  • Delivering a connected experience with Salesforce data
  • Meeting business requirements with on-demand trusted infrastructure
  • Seamless access to data in the organization
  • Data can be easily integrated with low-code/pro code services

Moving on, let’s discuss:

How to Integrate Salesforce with NetSuite: A Step-by-Step Process

Salesforce and NetSuite are the leading enterprise cloud solutions. With NetSuite Salesforce integration, you can manage your organizational processes and underlying operations more effectively.

To integrate NetSuite and Salesforce, there are three primary ways:

1. By using a turnkey integration like Breadwinner
2. By using third party integration like Boomi, Celigo, and Mulesoft
3. By using the NetSuite API to integrate both CRMs

Now the question is, which one is the most suitable option for Salesforce NetSuite integration?

Breadwinner’s integration between Salesforce and NetSuite can replicate NetSuite data into Salesforce quickly, but it cannot connect to any system other than Salesforce and NetSuite.

When it comes to using third-party integration like Boomi or Celigo, there are two critical factors that organizations are required to consider:

1. Non-flexible
2. Expensive

Whereas Netsuite Salesforce API integration offers

1. Customization
2. Cost-effective solutions

Being an experienced salesforce development company, we suggest you go with the second option, i.e., NetSuite Salesforce integration with REST APIs.

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Our Salesforce Integration Services for NetSuite Will Unleash the Potential of Unified Data. Contact Us to Discuss Your Integration Needs!

How to Integrate NetSuite Salesforce Integration using REST API?

The Salesforce Netsuite integration using REST API is a four-step process

1. Build and add RESTlet scripts on NetSuite

To integrate Salesforce with NetSuite, you need to create separate JS files for each object. Once you start adding the JS files to NetSuite, you can add the new fields and contacts. Make sure you add new script files for every new object that you want to sync. Here we will explain the contacts and event fields in the Salesforce and NetSuite integration.

Build and add RESTlet scripts

Source: Algoworks

2. Authentication requests are a must

In Salesforce to Netsuite integration, no data can transfer without an authenticated request. To authenticate the NetSuite credentials in Salesforce, the following code will be helpful

Authentication requests

3. Data transfer in Salesforce and NetSuite

To transfer the data in Salesforce and NetSuite, you must create separate web services in Salesforce. You can create individual web services by syncing the Salesforce opportunities with the following code-

Data transfer

Similarly, to get the data from NetSuite, you are required to create a data fetching batch that creates callouts for getting JSON data from the NetSuite database. With the following example, you can fetch the data from NetSuite and store it in Salesforce objects

Data transfer in Salesforce

4. Run the batch classes in Salesforce

Make sure to run the batches as it is the best option to sync the objects more effectively. Or, to make the process more simple, you can put an associate button that calls the classes anytime. And here you are, done with the Salesforce integration with NetSuite.

To know more about NetSuite integration with Salesforce using Celigo and Boomi, contact our experts today.

Moving on, let’s take a quick look at –

Top Benefits of Integrating NetSuite with Salesforce

Together, NetSuite and Salesforce will enable a business to be more successful. For instance, seamless data flow from lead to Sales Invoice. These platforms are usually known for helping businesses make a robust presence in the marketplace and establish better customer relationships. But apart from that, they have other benefits to offer. The key benefits that make these platforms robust and demanding include:

1. It streamlines the procedures

Both NetSuite and Salesforce platforms help streamline business procedures. They integrate the complete functions of organizations, provide real-time visibility to make more informed decisions, and create a workflow that standardizes the complete business process, helping businesses grow and enhance their operations.

2. Improves team productivity and cash flow

The second ultimate benefit of NetSuite sfdc integration is that it improves cash flow and team efficiency. NetSuite accounting software helps professionals produce more accurate financial reports and statements, monitor expenses, and close bookkeeping and revenue management. It gives a transparent view of the organization’s financial performance. On the other hand, Salesforce brings the different departments to a single platform, streamlining the communication and flow of information and ultimately improving employees’ productivity.

3. Access to valuable information

The NetSuite and Salesforce integration gives organizations a critical opportunity the access valuable client information. It provides accurate customer data and scalability. Also, these platforms manage subscription renewals, referral tracking, track pending orders, and upsell and cross-sell products across departments. It makes the client information accessible, helping businesses to keep a better track of clients they serve.

Last but not least,

How can Bacancy help you with NetSuite Salesforce Integration?

Bacancy leverages a decade of experience helping thousands of customers with integrations to bring the best Salesforce – NetSuite connector. We are a leading Salesforce development company that has a rich experience of 9+ years in CRM solutions. Our dedicated team of Salesforce consultants and developers will help you with the best NetSuite Salesforce integration process.

No matter whether you are required to integrate NetSuite and Salesforce with Boomi, Mulesoft, Celigo, or RESTAPIs, our developers will help you with the latest integration process. We provide pre-built, fully managed, and advanced solutions that match your requirements and make your product a big success.

Also, you can contact our Salesforce consulting services for best-in-class integration to discuss your requirements.

Final Words

These platforms will surely take your business to the next level; their functionalities are enough to manage your business operations efficiently. Whether customization, faster setup, flexibility, or pocket-friendly solutions, these platforms win every point Hence, hire Salesforce developer, stop wasting your time, and integrate NetSuite with Salesforce today.

Frequently Asked Questions (FAQs)

NetSuite can be integrated with various leading on-demand and on-premises enterprise applications and systems Systems, such as Salesforce.com, SAP, Oracle, and Google Apps.

NetSuite connector is a tool that allows you to set up data mapping between NetSuite and your eCommerce storefronts, point-of-sale (POS) systems, and online marketplaces.

NetSuite uses an Oracle database to store financial records, business deals, and records.

The cost of NetSuite to Salesforce integration will ultimately depend upon your business requirements and the platforms you select. NetSuite can be integrated with Boomi, Mulesoft, RESTAPIs, or Celigo; which one is most suitable will depend upon your business needs.

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