Learn the step-by-step process of NetSuite Salesforce Integration in this guide and also know the complete benefits of both the leading CRM and ERP platforms

1. NetSuite
Salesforce
Integration: A
Forward-
Thinking
Solution
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2. Introduction

3. Salesforce is recognized as the leader in the
CRM solution handling lead management,
sales data, account management, marketing
activities, and more. Similarly, NetSuite is
considered one of the most prominent
ERPs, managing every account-related
operation from invoicing to inventory.
These two platforms provide out-of-the-box
solutions to businesses; as a result, many
companies wish to use both prominent
platforms together. Such rising demand
brings NetSuite Salesforce integration into
the picture.
Undeniably, Salesforce CRM and NetSuite
ERP are two of the leading SaaS providers
used by almost 3 out of 5 companies in the
world today. Hence, connecting NetSuite
and Salesforce is one of the best decisions
for the businesses as these leading ERP and
CRM platforms ultimately maximize sales
and accounting efficiency.

4. When it comes to NetSuite Salesforce
integration, enterprises often face
challenges. To help you out with NetSuite
sfdc integration, we have come up with this
blog. It will guide you about how to
integrate NetSuite with Salesforce and its
benefits.
So without any further ado, let’s get started
–

5. What is the
Function of
NetSuite?

6. Accounting and operations
CRM
eCommerce
Business Intelligence
Business process management
NetSuite is an all-in-one ERP software that
is designed to help companies manage their
operations more effectively. This platform
incorporates a suite of applications that
help companies run their business,
understand its performance and drive
major efficiency gains and cost savings. It
automates the core business processes and
provides real-time visibility of the
operational and financial performance,
which helps organizations to make more
sorted decisions.
To improve the performance and the
business processes, NetSuite comes up with
five prominent functions including-

7. These NetSuite functions are set out to
improve the processes, wrapping up all the
enterprise functions in a single application,
version of code, and database.

8. What is the
Function of
Salesforce?

9. Marketing administration
Salesforce administration
Customer services and support
automation
Enterprise social networking
Salesforce CRM record life cycle
Salesforce does not require any specific
introduction; it has become a leading CRM
solution in a very short period. This CRM
platform was introduced to help companies
manage their marketing, sales, services, IT,
finance, and commerce teams from
anywhere, anytime in the world, so that
organizations can keep their customers
happy.
When it comes to Salesforce CRM functions,
it offers a lot more effective solutions,
including-

10. Delivering a connected experience with
salesforce data
Meeting business requirements with
on-demand trusted infrastructure
Seamless access to data in the
organization
Data can be easily integrated with low-
code/pro code services
In the technical aspects, the Salesforce
function is a service that lets developers
write codes that can integrate with data and
events on the salesforce platform.
Programmers can run it on-demand with an
elastic scale in a serverless environment.
The salesforce function majorly helps in:
Moving on, let’s discuss:

11. How to
Integrate
Salesforce
with
NetSuite?:
Step-by-step
process

12. Salesforce and NetSuite are the leading
enterprise cloud solutions. With NetSuite
Salesforce integration, you can manage
your organizational processes and
underlying operations more effectively.
To integrate NetSuite and Salesforce, there
are two primary ways:
1. By using third party integration like
Boomi, Celigo, and Mulesoft
2. By using the NetSuite API to integrate
both CRMs
Now the question is, which one is the most
suitable option for NetSuite salesforce
integration?
When it comes to using third-party
integration like Boomi or Celigo, there are
two critical factors that organizations are
required to consider:

13. 1. Non-flexible
2. Expensive
Whereas integration with NetSuite APIs
offers
1. Customization
2. Cost-effective solutions
Being an experienced salesforce
development company, we suggest you go
with the second option, i.e., NetSuite
Salesforce integration with REST APIs.
Integrate your NetSuite and Salesforce
Systems with our Salesforce Expert
Integrate Your Data Today!

14. How to
Integrate
NetSuite
Salesforce
Integration
using REST
API?

15. The integration between NetSuite and
Salesforce using RESTlet is a four-step
process
1. Build and add RESTlet
scripts on NetSuite
To integrate Salesforce with NetSuite, you
need to create separate JS files for each
object. Once you start adding the JS files to
NetSuite, you can add the new fields and
contacts. Make sure you add new script files
for every new object that you want to sync.
Here we are going to explain the integration
of contacts and event fields in the
Salesforce and NetSuite.

16. Source: Algoworks

17. 2. Authentication requests
are a must
In Salesforce and NetSuite, no data can
transfer without an authenticated request.
To authenticate the NetSuite credentials in
Salesforce, the following code will be
helpful

19. 3. Data transfer in
Salesforce and NetSuite
To transfer the data in Salesforce and
NetSuite, you must create separate web
services in Salesforce. You can create
individual web services by syncing the
Salesforce opportunities with the following
code-

21. Similarly, to get the data from NetSuite, you
are required to create a data fetching batch
that creates callouts for getting JSON data
from the NetSuite database. With the
following example, you can fetch the data
from NetSuite and store it in Salesforce
objects

22. 4. Run the batch classes in
Salesforce
Make sure to run the batches as it is the best
option to sync the objects more effectively.
Or, to make the process more simple, you
can put an associate button that calls the
classes anytime. And here you are, done
with the NetSuite Salesforce Integration…
To know more about NetSuite Salesforce
integration using Celigo and Boomi, contact
our experts today.
Moving on, let’s take a quick look at –

23. Top Benefits
of Integrating
NetSuite with
Salesforce

24. Together, NetSuite and Salesforce will
enable a business to be more successful.
These platforms are usually known for
helping businesses to make a robust
presence in the marketplace and establish
better relationships with their customers.
But apart from it, they have more other
benefits to offer. The key benefits that make
these platforms robust and demanding
includes-
1. It streamlines the
procedures
Both NetSuite and Salesforce platform help
streamline the business procedures, it
integrates the complete functions of the
organizations, provides real-time visibility
to make more informed decisions, and
create a workflow that standardized the
complete business process that helps
businesses to grow and enhance their
operations.

25. 2. Improves team
productivity and cash flow
The second ultimate benefit of NetSuite
sfdc integration is it improves cash flow and
team efficiency. The NetSuite accounting
software help professionals to produce
more accurate financial reports and
statements, monitor expenses, close the
bookkeeping and revenue management. It
gives a transparent view of the financial
performance of the organization. On the
other hand, Salesforce brings the different
departments to a single platform,
streamlining the communication and flow
of information, which ultimately improves
employees’ productivity.

26. 3. Access to valuable
information
The NetSuite and Salesforce integration
gives organizations a critical opportunity
the access valuable client information. It
provides accurate customer data and
scalability. Also, these platforms manage
subscription renewals, referral tracking,
track pending orders, and upsell and cross-
sell products across departments. It makes
the client information accessible, helping
businesses to keep a better track of clients
they serve.
Last but not least,

27. How can
Bacancy help
you with
NetSuite
Salesforce
Integration?

28. Bacancy leverages a decade of experience
helping thousands of customers with
integrations to bring the best Salesforce –
NetSuite connector. We are a leading
Salesforce development company that has a
rich experience of 9+ years in CRM
solutions. Our dedicated team of Salesforce
consultants and developers will help you
with the best NetSuite salesforce
integration process.
No matter whether you are required to
integrate NetSuite and Salesforce with
Boomi, Mulesoft, Celigo, or RESTAPIs, our
developers will help you with the latest
integration process. We provide pre-built,
fully managed, and advanced solutions that
match your requirements and make your
product a big success.

29. Final Words

30. So what are you waiting for? Integrate
NetSuite with Salesforce today and relish
the complete benefits of both the leading
CRM and ERP platforms in your business
processes. These platforms will surely take
your business to the next levels; their
functionalities are enough to manage your
business operations efficiently. Whether
customization, faster setup, flexibility, or
pocket-friendly solution, these platforms
win every point. Hence, do not waste your
time and integrate NetSuite with Salesforce
today.
For best-in-class integration, get in touch
with our experts, discuss your
requirements, and let’s get started. We
assure to offer only the best services in the
industry. Ping us; we are just a click away.

31. Thank You
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