Netsuite – Salesforce Integration Using Dell Boomi
Netsuite – Salesforce integration has a number of advantages. It can enhance cash flow by seamless streamlining of lead into cash process. It ensures accurate sales quotes from Netsuite. Our client uses Salesforce as CRM, Boomi as connector and Netsuite as ERP.
Salesforce and Dell Boomi are US based business systems that work on a cloud-based integration platform. Salesforce is a CRM platform. Dell Boomi allows atoms – which are cloud-based integration processes and transfers of data between different applications. Dell Boomi, a connector, allows configuration based integration by providing drag and drop tools (functions) for integration. The business has different integration points with Netsuite and Salesforce. Our team provides a quick and easy integration platform using Dell Boomi.
The main purpose of this integration is to remove the integration point from opportunity in Salesforce to Sales order in Netsuite. It is also to create a new integration point with orders between these two platforms. Another feature created is the integration point with Invoice record between these environments.
Our client requires Netsuite – Salesforce integration using Dell Boomi platform. They need to create orders in Netsuite just as they are creating in the Salesforce account because Sales order synchronization is essential for them. While doing this they need to create an error log record so that they can see the errors if any error occurs while mapping. The errors are storing in a custom record.
Another requirement is that sync invoices from NetSuite to Salesforce so that when invoices are created in Netsuite they are saved in Salesforce account.
Challenges of Netsuite – Salesforce integration through Dell Boomi
One of the main challenges our team faced during Netsuite – Salesforce integration was to get the error log details from the Dell Boomi Process. It was even harder to get all error logs details from the Process.
Our solution for Netsuite – Salesforce integration through Dell Boomi
Our expert team successfully integrated Netsuite with Salesforce by Dell Boomi platform. For implementation, our team created an account in Salesforce. The goal was to create that account in Netsuite by integrating both these platforms using Dell Boomi. Mapping of fields can be done in Dell Boomi platform but we had to take each field from Salesforce account to map them with fields from Netsuite.
Boomi provides exact solutions for moving data across applications in the cloud. A building, Deploying, Process building are all components of the Dell Boomi atmosphere. There are certain terms like Atoms, Components, Connectors, Document, Map, Process, Profile, Shapes -using in Dell Boomi platform. These terms are all needed for integrating between two platforms. The Profile supports different document types to process the data. To form the business logic Process shapes are used.
Phases of Boomi application
Boomi applications have three phases which are built, deploy and manage. Build concept is used to control data processing. It supports in-the-cloud deployment model and on-premise deployment model. Boomi supports different special shapes to process data.
This integration uses Netsuite Connector to get data into and send data out of Process. Process deployment is the runtime environment. After the build process, we have to deploy the process for the purpose of testing and to move to production. The Deployment workflow includes building components, package components, deploy packages. Netsuite operation supports two actions -Inbound operations and Outbound operations with the Inbound operations including acquisition and query. Outbound includes create, delete, Execute, Update and Upsert functions.
To sync sales order in Salesforce to sales order in Netsuite, our Netsuite – Salesforce integration team completed two processes. The first step was to create a mapping of objects in sales orders in both Salesforce and Netsuite. The second step entailed creating batch processes for syncing the Sales Order to Salesforce. The batch job will check the sales orders created in Salesforce and will send these details to Netsuite to create sales Orders.
There are three processes involved;
- Generating new sales orders
- Updating the sales order in Salesforce when there is an update occurring in Netsuite.
- Updating the sales order in Netsuite when any change occurs in Salesforce.
To sync invoice from Salesforce to Netsuite our team follows two steps such as creating the mapping of objects Invoicing in both Salesforce and Netsuite. Batch processes for synching the invoice to Salesforce includes in this and done in two steps ;
- Generating new Invoices.
- Updating the Invoice in the Salesforce when there is any change in the Netsuite.
Our Netsuite – Salesforce integration team produces a solution for Error log Report. In Boomi, if any request fails the error will be reporting back to the system. In the event that the error occurs during the sales order creation to Netsuite, it will report back to the Salesforce using the response.
Our expert team attempts to meet every client requirements through this successful integration. They Synchronized orders between Netsuite and Salesforce. Invoices syncing is implementing by this integration and almost all the error logs set into an error log record of Sales Orders.
In phase one Our team creates an integration point from order object in Salesforce to Sales order. Phase two involves creating the integration point from invoices from Netsuite to invoice object in Salesforce. The error log includes in the first phase.
- Sales Order (SF) to Sales Order (NS) Sync
- Invoice (SF) to Invoice (NS) Sync