The Salesforce-NetSuite (IO) Integration App has a real-time automatic flow which syncs accounts, customers, opportunities, orders, contacts, items, item groups, item fulfillment, and financials and exchange rates between Salesforce and NetSuite.
Sync Salesforce accounts and NetSuite customers
Our integration app synchs accounts from Salesforce to customers from NetSuite and vice versa via our Salesforce account to NetSuite customer add/update flow. When a new Salesforce account is created, we check to see if there is a "Closed Won" opportunity on that account. If so, the account is sent to NetSuite. If the customer doesn't already exist in NetSuite, we create it. If it does, we update it. Then we run the Salesforce opportunity to NetSuite sales order flow
If you have Salesforce accounts that have already been synched to NetSuite, you can manually add a "Closed Won" opportunity to each account and save it, which will then update the customer and run the same flow.
Sync NetSuite sales orders and Salesforce opportunities
The NetSuite sales order to Salesforce opportunities real-time flow enables your sales team to track and process Salesforce opportunities by synching high-touch renewals from NetSuite sales orders to "Closed Won" opportunities in Salesforce. It also synchs customer order history from NetSuite sales orders to Salesforce opportunities. This enables you to update your customers on the status of an order, order line items, and discounts, send copies of invoices in PDF format, follow up with customers on payments, and run reports in Salesforce on customers with outstanding payments.
Our Salesforce opportunity to NetSuite sales order add/update is a real-time flow that synchs "Closed Won" opportunities from Salesforce as NetSuite sales orders. This allows you to access the order details in real-time for faster order processing. If a Salesforce account is not synched with a NetSuite customer, this triggers the the Salesforce account to NetSuite customer add/update flow, then runs the Salesforce contact to NetSuite contact add/update flow to synch Salesforce account contacts to NetSuite customer contacts.
Sync Salesforce and Netsuite contacts
Our Salesforce Contact to NetSuite Contact Add/Update flow synchs Salesforce contacts to NetSuite contacts, provided the associated account is already synched as a customer with NetSuite. Once the contact is synced, any subsequent updates in Salesforce are automatically synced to NetSuite. To sync existing contacts, you'll need to edit and save them manually.
Our NetSuite Contacts to Salesforce Contacts flow synchs contacts from NetSuite to Salesforce, provided the account exists in Salesforce and has been synched to NetSuite.
Sync Salesforce discounts to NetSuite sales orders
The Salesforce discount item to NetSuite sales order flow synchs Salesforce opportunity discounts as separate line items on the NetSuite sales order to track all discounts against a NetSuite GL account, then synchs this information back to Salesforce as well.
Manage NetSuite contract renewal lifecycle
This add-on flow supports the NetSuite Contract Renewal Cloud Services module, enabling you to manage contracts from creation to upsell to down-sell to renewal. You can synch NetSuite contracts to Salesforce contracts and NetSuite opportunities to Salesforce opportunities. This helps you to automate renewals, increase customer retention, and reduce overall operational costs.
Sync NetSuite items and item groups to Salesforce products
Our NetSuite item to Salesforce products flow is a scheduled flow synchs NetSuite items as products in Salesforce, so that the Salesforce user can sell these items from Salesforce. If a product’s price book entries are all inactive, the product from the Add Products page on an opportunity can no longer be selected. When a new item is created in NetSuite, we check to see whether a corresponding product existing in Salesforce. If so, we update the product and price book for item price level. Otherwise, we create the product and price book for the item price level. This then synchs the product price book with item price level from Salesforce to NetSuite. It can also handles multiple currencies.
Our NetSuite item groups to Salesforce products flow synchs NetSuite item groups to Salesforce, enabling to sell bundled products from within Salesforce, by providing them with visibility on bundle contents and total price.
Sync item fulfillment from NetSuite to Salesforce
The NetSuite Item Fulfillment to Salesforce Item Fulfillment flow synchs shipping and fulfillment information from NetSuite to Salesforce in real-time. This enables your sales team to track
information related to shipping method, fulfillment quantity, and tracking number for an
order in the Salesforce. When you fulfill a sales order in NetSuite, a new item fulfillment record is created in NetSuite which we then synch to a Salesforce Item Fulfillment custom record.
Sync NetSuite financials to Salesforce accounts
Our financial flows provide your Salesforce users with a 360-degree view of the lead-to-cash lifecycle. Our NetSuite tranaction financials to Salesforce financials flow synchs financial information from NetSuite to Salesforce every time the sales order moves to a new stage of approvals, fulfillment, and billing. In each stage, it generates the appropriate invoices, credit memos, payments, customer deposits, refunds, and more. It also provides an invoice PDF for the sales team
with the updated information from NetSuite with related to customer payments, and
Our NetSuite customer financials to Salesforce accounts flow is a scheduled flow that synchs NetSuite customer financial custom fields to Salesforce account custom fields. We refer to the fields in NetSuite's Customers > Financial section as customer financials.
Sync exchange rates for multiple currencies from NetSuite to Salesforce
If you need to handle multiple types of currencies, you need to convert foreign currencies to your base currency. Our NetSuite exchange rates to Salesforce exchange rates flow synchs the currency exchange rates from NetSuite to Salesforce on a daily basis, so that your Salesforce opportunities always have the correct amounts and conversion rates.
Note: We also check whether the customer exists in the NetSuite for the Salesforce account when a sales order is created/updated. If not, it automatically triggers the NetSuite Customer to Salesforce Account flow to create a Salesforce account.
Get more ins and outs of integrating Salesforce and NetSuite
Many companies today leverage NetSuite for ERP, while using Salesforce as their CRM to manage their sales pipeline. A seamless integration between these two applications is key in streamlining business operations, avoiding long billing cycles and gaining visibility into bookings.
Over the years, Celigo has been the leader in NetSuite integration, helping hundreds of companies connect lead-to-cash processes between Salesforce and NetSuite. In this on-demand webinar, Celigo's cloud integration expert, Deb Morgan, Director of Solutions Consulting, as she will talk about use cases and best practices for Salesforce - NetSuite integrations.