At Inno Valley Works, we specialize in seamlessly integrating Salesforce with NetSuite to optimize your business processes. Our Salesforce Netsuite Integration services ensure efficient data synchronization, improved operational workflows, and enhanced business intelligence. By leveraging the power of Celigo Integrator as the middleware, we provide robust solutions for both bidirectional and unidirectional data syncs.
Salesforce Netsuite Integration Services
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Salesforce - Netsuite Integration Overview
Key Salesforce Netsuite Integration touchpoints
- Salesforce Accounts and NetSuite Customers (Bi-directional Sync):
- Functionality: Synchronizes Account records in Salesforce with Customer records in NetSuite.
- Process: When an Account is created or updated in Salesforce, a corresponding Customer record is created or updated in NetSuite, and vice versa. The unique ID is populated back to the respective field in Salesforce.
- Fields: Only mapped fields are synchronized.
- Salesforce Orders and NetSuite Sales Orders (Bi-directional Sync):
- Functionality: Syncs Order records in Salesforce with Sales Orders in NetSuite.
- Process: When an Order is activated in Salesforce, a Sales Order is created in NetSuite, and its unique ID and link are populated back to the Salesforce Order record. Updates in either system reflect in the other.
- Fields: Only mapped fields are synchronized.
- NetSuite Currency Exchange Rates to Salesforce Dated Exchange Rates (Unidirectional Sync):
- Functionality: Syncs currency exchange rates from NetSuite to Salesforce on a daily basis.
Fields: Only mapped fields are synchronized.
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Advanced Configurations
- Advanced PDF/HTML Templates:
- Invoice/Credit Note Templates: Customizable templates using SuiteScript and HTML for dynamic content and conditional logic.
- Advanced Electronic Payments:
- Bank Details Setup: Configuring payment methods, bank accounts, and settings for banks like Welsforgo, City Bank, PNC, and HSBC.
- Payment File Templates: ACH-CCD/PPD and BACS (Faster Payment CSV) templates using SuiteScript for compatibility with various banks.
- Workflow Configurations:
Email Workflows: Configurations for sending emails to remittance addresses upon payment file processing for banks.
Why Choose Us?
- Expertise: Salesforce Certified Professionals with extensive experience in Salesforce and Netsuite integrations solutions.
- Cost Efficiency: Save up to 50% on development costs with our offshore delivery model.
- Proven Success: A track record of successfully implemented solutions and high customer satisfaction.
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Get in Touch
We’d love to collaborate with you to create a win-win partnership. Schedule a call or book a meeting with us today.