Introduction

Overview

Salesforce - SuiteBilling Connector is an add-on to Salesforce - NetSuite Connector which can be leveraged for using SuiteBilling capabilities in NetSuite. This add-on connector provides a unified Order to Billing to Revenue solution.

Celigo’s Salesforce - NetSuite Connector has been the industry-leading solution for integrating NetSuite and Salesforce for years. It provides the most comprehensive, prebuilt integration for automating the Lead - to - Cash flow between Salesforce and NetSuite.

Celigo’s Salesforce - SuiteBilling Add-On seamlessly integrates NetSuite’s Subscription Billing capabilities with Salesforce providing sales reps to manage subscriptions right from Salesforce and give them a 360 degree view of the subscription lifecycle.

The Salesforce - SuiteBilling Add-On introduces new integration flows and advanced setting options in the Salesforce - NetSuite Connector which helps integrate the NetSuite Subscription Billing record types with Salesforce and automate the Subscription Billing process. These flows have been categorized under the following sections:

• Billing Schedule
• Billing Account
• Price Book
• Subscription
• Subscription Change Order

Salesforce - SuiteBilling Add-On integrates the following:

Key features

• Native Salesforce user experience in managing Subscriptions in Salesforce
• Easy Reconciliation between NetSuite and Salesforce
• Out of box integration flows and real-time dashboard for monitoring
• Advanced settings options, mapping engine, customizable settings from an intuitive UI
• Allows you to sell/configure subscriptions from Salesforce
• 360 degree visibility of Subscription lifecycle
• Real-time and scheduled data flows
• Actionable dashboard for monitoring integration health and issues

Data Model

• Comparison between a SuiteBilling customer in NetSuite and Salesforce
  
• Comparison between the SuiteBilling product catalog structure in NetSuite and Salesforce
  
  

How to install Salesforce - SuiteBilling Add-On

The installation requires an additional NetSuite bundle to be installed in the NetSuite account and an additional package to be installed in the Salesforce account. As a prerequisite Celigo Salesforce - NetSuite Connector should already be installed in the NetSuite and Salesforce account before the Subscription Billing integration can be installed. For more information see, Install Salesforce - SuitBilling Connector.

How does the connector work?

The Salesforce - SuiteBilling Add-On can be set up, maintained, and monitored from integrator.io. Within the settings section you can enable/disable integration flows, change mappings and use a number of Advanced Setting options to control different aspects of the integration with few simple clicks. The integration owner can also monitor the integration and address errors from an intuitive real-time dashboard which shows the flows run till now, how many records synced and errors if any. The integration owner can retry errors right from the dashboard.

When you install the package associated with the Salesforce - SuiteBilling Add-On in your Salesforce account, the connector creates few custom fields in your Salesforce account. These fields are similar to the billing subscription records in NetSuite, like Billing Schedule, Billing Account, Subscription, Subscription plans, and so on.

The various data flows in the Salesforce - SuiteBilling Add-On helps you sync these records between NetSuite and Salesforce and hence automate the Subscription Billing process.

The following information is synced from NetSuite to Salesforce and saved in custom records in Salesforce:

• Subscription Plans
• Price Books
• Billing Accounts
• Billing Schedules
• Subscription Terms
• Subscriptions

When a sales rep is creating a new Opportunity in Salesforce, they can use the above data to create a new subscription.