The document outlines the steps for successfully integrating Salesforce and NetSuite, including identifying integration needs, selecting an appropriate integration tool, and configuring it for data transfer. It emphasizes the importance of thorough testing and continuous monitoring of the integration process to ensure data accuracy and efficiency. Regular adjustments may be necessary as business needs evolve.

1. Go live
Once you are satisfied with your
integration testing, it's time to go
live. Start the integration process
and monitor it closely for any errors
or issues.
Identify your
integration needs
Before starting the
integration process,
identify your needs and
requirements.
Determine the data you
need to transfer
between Salesforce
and NetSuite, and the
frequency of this data
exchange.
Choose an
integration tool
There are several integration tools
available in the market, such as
Jitterbit, Celigo, and Dell Boomi.
Choose the tool that best fits your
business needs.
Once you have chosen your integration tool,
configure it to establish the connection between
Salesforce and NetSuite. This involves creating
integration flows, defining data mappings, and
setting up integration schedules.
Configure the
integration tool
Map your data
Map the data you want to transfer
between Salesforce and NetSuite.
This includes customer records, sales
orders, invoices, payments, and other
relevant data.
Before going live, test your
integration thoroughly to ensure that
data is transferring correctly between
the two systems. Use sample data to
verify the integration and fix any
issues that arise.
Test your
integration
Regularly monitor your integration to
ensure that data is transferring accurately
and efficiently. You may need to make
adjustments to your integration flows as
your business needs change.
Monitor and
maintain
Steps in Salesforce NetSuite Integration