The Celigo Salesforce Integration App enables Salesforce and NetSuite to work together efficiently. The integration enables real-time and scheduled data flows between Salesforce and NetSuite. Users of both systems gain visibility into the sales processes, fulfilment information, inventory status and financial data. The integration ensures data accuracy, as information is entered once and shared between systems, preventing duplicate effort.

Salesforce Integration App Provides Comprehensive Prebuilt Functionality

• The fully streamlined lead-to-cash process between Salesforce and NetSuite
• Real-time data synchronization that creates sales orders in NetSuite from opportunities or quotes in Salesforce
• Real-time sync of business objects such as customer accounts, contacts, subsidiary, currency, products, and price information between the two systems
• Back-office visibility for Sales – see orders, invoices, payments, credit memos, deposits and account balances in Salesforce
• Visibility for accounting teams into sales activities from within NetSuite
• Supports NetSuite’s Contract Renewal module, including upsells, renewals and contract details in Salesforce
• Additional features include discounts, shipping and tax, team selling, opportunity splits and electronic signatures sync
• Advanced features include support for NetSuite OneWorld, channel partners, and asset tracking

Core Capabilities

Lead to Quote/Sales Order

• Sync opportunities to NetSuite as Quotes
• New Prospect/Customer is created in NetSuite
• Contacts under this Account are also synced over to NetSuite
• Quote/Sales order is created in Salesforce as an object
• Multiple Quotes per opportunity are supported
• Quote PDF generated in NetSuite is sync’d back to Salesforce
• Advanced features for Quote to Opportunity management in Salesforce

Promote Quotes to Sales orders in NetSuite

• Triggered by pressing a button on the Quote page in Salesforce
• Syncs files stored under the Quote/Opportunity to the Sales order in NetSuite; for example, sync POs and signed Contracts from Salesforce to NetSuite

Sync Opportunities to NetSuite as Sales Orders

• Triggered by pressing a button on the opportunity page in Salesforce
• Can be used with the Salesforce Quote object

Back Office Visibility in Salesforce

• A click of a button from the Salesforce Account retrieves Customer Financial details, such as current balance, past due balance, number of days past due, and similar, from NetSuite in real-time
• As Orders are fulfilled and billed in NetSuite, these transactions are replicated instantaneously in Salesforce and associated with the account and opportunity. Includes the following:
  • Order approval
  • Fulfilment
  • Invoice/cash sale
  • Customer payment
  • Credit memo/cash refund

Key Features

The Celigo Salesforce Integration App supports the following synchronizations between Salesforce and NetSuite:

• Sync multi-currency pricing from NetSuite Price Levels to Salesforce Price Books
• Sync (Parent/Child) Salesforce Accounts to NetSuite Customers
  • Supports multiple levels of hierarchy for Accounts
• Sync multi-currency Sales Orders
• Sync Single Salesforce Address Line to multiple NetSuite Address Lines
• Sync NetSuite Renewal Quotes to Salesforce Opportunities
• Sync End Customer and Reseller/Distributor/Partner Sales Order Designations
• Enhanced NetSuite Financials:
  • Sync NetSuite Transaction PDFs to Celigo Salesforce custom object
  • Sync NetSuite Sales Order Line Items to Salesforce Order Line Object

Contract Renewals Data Flow

• Creates a Salesforce Opportunity from the renewal transaction that is created from NetSuite’s Contract Renewals module
• Triggered by the creation of Contract Renewals transaction
• Compatible with NetSuite contract renewals transactions of Opportunity, Quote, and the Sales order
• Included in Salesforce Integration App Enterprise version

End-User, Partner, Reseller, Dealer support

• Identifies the end-user and the dealer/channel/partner on the Salesforce Opportunity
  • Dealer/Channel/Partner recognition utilizes standard Salesforce partner-related list
• The solution creates a NetSuite Sales Order from Salesforce Opportunity
  • Sales order billing entity is the customer record for the Salesforce partner
  • Sales order end-user and shipping address is the customer record for the Salesforce end user

Complete Sales Order Visibility

• In addition to header data exported in real-time from NetSuite to Salesforce, the Salesforce Integration App:
  • syncs sales order line data from NetSuite to Salesforce
  • syncs NetSuite PDF to Salesforce sales order objects
• Included in Salesforce Integration App Enterprise version

Support for NetSuite Financials PDF

• Expansion of current NetSuite transactions data sync to Salesforce
• NetSuite PDFs can be synced back to Salesforce for the following transactions:
  • Quotes
  • Sales orders
  • Invoices
  • Payments
  • Credit memos
  • Cash sales
  • Cash refunds
• Each transaction type can be set up to perform a PDF sync
• Included in Salesforce Integration App Enterprise version

Multi-Currency Support

• For Price Level to Price Book data flow, the combination of a NetSuite currency and NetSuite price level will be exported as a currency entry into a Salesforce price book.
• Recognize opportunity currency to create the NetSuite sales order in the specific currency
  • The solution adds the currency to the NetSuite customer
• Included in both Standard and Enterprise versions of Salesforce Integration App

Key Benefits

• Lets sales reps manage the entire lead-to-order process from within Salesforce
• Provides holistic visibility into back-office order, fulfilment, and financial operations, beyond traditional CRM
• Eliminates manual data re-entry and associated errors
• Synchronizes data within seconds—no need to wait until a batch process has completed
• Deploys in days (out-of-the-box version)
• Supports any number of custom flows or business rules, regardless of complexity
• Delivers uninterrupted service through a managed subscription model