Quick Start Guide : Salesforce - NetSuite Template

Adel Haider

Updated October 16, 2023 07:01

Overview

In this article, we'll explore how to get started with Celigo's template for Salesforce - NetSuite.

This template includes a number of flows, as illustrated in the diagram below.

Steps

To take full advantage of the template and it's functionality, there are a some Salesforce packages and a NetSuite bundle which you should install. These provide back-end functionality which enables some of the enhanced features within the flows that form part of the template.

1. Install Salesforce Packages

Below are the package names and a brief description of what it's for. Remember to install the packages for Admins only. Click on the name to go straight to the package in Salesforce.

Name	Description
Integrator Distributed Adaptor Package	This package installs the necessary libraries and classes that allow for real-time operations & exports between Salesforce and Celigo's platform. For more details, see the package details and components.
Celigo NetSuite Package	This package provides NetSuite-centric functionality, such as custom object types that map towards NetSuite transactional records.
Celigo AT Salesforce NetSuite Package	This package installs additional custom fields and triggers into Salesforce, such that the fields already mapped within the flows are present. This avoids the "missing field" error when executing the flows for the first time.

2. Install required NetSuite Bundle

Next up, we have the NetSuite bundle, which installs custom fields (related to Salesforce) into your NetSuite account. To install the bundle within NetSuite, simply go to Customization -> SuiteBundler -> Search & Install Bundles -> List -> New and type in 318917 in the KEYWORDS field. Once you find the bundle, simply follow the steps on screen.

3. Install the Salesforce - NetSuite template from the Marketplace

Finally, it's time to go ahead and install the actual template from the Celigo marketplace into your Celigo account. To do so, use the correct link below depending on which data centre you are using.

What's next?

Now that the template is installed in your Celigo account, we encourage you to explore the existing flows and begin connecting the two systems.