Connect NetSuite with Salesforce
Last updated Thu May 19 2022
This solution will make you successful in no time. It includes:
- Quick steps to set up your NetSuite and Salesforce connectors
- Methods for retrievingNetSuite’s updated customer field data, and leveraging that data to update and sync with Salesforce
- Methods for managing Boomi document and process properties
- Error handling guidance
Overview:
Your NetSuite (ERP) and Salesforce (CRM) applications are essential systems that handle critical customer data. Manual data entry is time-intensive and error-prone. Ensuring consistent information across these systems keeps your business agile.
Use Boomi to connect your NetSuite Customer records with your Salesforce Account data, creating a single unified source of customer and revenue data.
This solution sets you up for success, showing you how to find and copy recently modified NetSuite Customer fields, and send the data to Salesforce. From there, you’ll automate orders and payments, maintain accurate records, and streamline your processes.
You’ll also learn common methods for error handling, and for working with document and process properties relevant to any process you’ll build with Boomi.
With this simple solution, you’ll create a consistent customer experience while giving time back to your team.
The recipe qualifies for Boomi’s Recipe Program
This Recipe is eligible for Boomi’s Recipe Program – that bundles free expertise from the Boomi PSO team included in the price of this prebuilt offering. The Boomi experts will help you get set up faster than ever, allowing you to get the most out of the Boomi AtomSphere Platform.