Understand the Salesforce – NetSuite quickstart integration template

Contents

•  Overview: Understanding the Salesforce – NetSuite integration template
  • Features
  • Key benefits
  • Supported integration flows
  • Error handling
• Install the Salesforce – NetSuite quickstart integration template
• Configure and run flows in the Salesforce – NetSuite quickstart integration template

The Salesforce – NetSuite quickstart integration template helps to integrate your Salesforce account with the NetSuite account and automates the lead-to-cash process through a set of pre-built integration flows. These flows help you to sync your accounts, account email messages, account tasks, contacts, contact emails, contact tasks, products, opportunities, opportunity emails, opportunity tasks, orders, order status, financials, and, quotes between Salesforce and NetSuite.

Salesforce to NetSuite flows

NetSuite to Salesforce flows

Features

• Syncs the NetSuite sales orders data from Salesforce opportunities in real-time.
• Syncs the business objects such as customer accounts, contacts, products, and opportunities between Salesforce and NetSuite in real-time.
• Allows managing items and products in Salesforce and NetSuite.

Features and key benefits 

• Comprehensive out-of-the-box flows: Optimize the lead-to-cash automated process experience by exporting and syncing subscriptions from opportunities, orders, quotes, and contracts in real-time.
• Intuitive setup without coding: Experience faster time-to-value and higher efficiencies with our prebuilt, out-of-the-box integrations that require minimal IT support. Take control of your integrations with tools that let you configure and allow you to make mapping changes on the fly. 
• Streamlined business operations: Scale up your operational efficiency by automating redundant and laborious manual tasks and processes.
• Top-tier support with low maintenance: Minimize ongoing costs through continuous upgrades, maintenance, and support. Dashboards offer sophisticated self-service error handling and integration summaries.

Supported integration flows

Salesforce to NetSuite flows

NetSuite to Salesforce flows

Error handling

Most integrator.io error messages clearly explain the error and suggest troubleshooting methods. If you are unsure of what the error means, contact Celigo support.

See the respective endpoint documentation for errors passed through from Salesforce or your NetSuite.