Salesforce and NetSuite

Introduction

DBSync for Salesforce and NetSuite Integration is a user-friendly application designed to streamline the integration of Salesforce Customers, Products, and Opportunities with NetSuite Customer, Service Item or Inventory Item, Invoice, and Sales Order. It offers pre-built field-to-field mapping for quick setup, as well as the flexibility for more complex and dynamic mappings. With DBSync's automatic online updates, customers can effortlessly access the latest product updates and features with every new release.

Data Flow

Data flow integration between Salesforce and NetSuite Integration is shown in the table below.

Salesforce	NetSuite
Product	Service Item / Inventory Item
Customer	Customer
Opportunity	Invoice, SalesOrder

DBSync Profile and Application Setup

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters are Salesforce and NetSuite respectively.

• Login to DBSync Cloud Workflow

• Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:

• Provide your 'User Name' and 'Password' setup during sign in and click 'Login'.

• You will be redirected to DBSync Cloud Workflow Home Screen as shown below

• Click the Apps icon from the left navigation toolbar to add desired applications
• Click on Salesforce Connector and choose 'Login to Salesforce'

• You will get a pop-up to confirm your Salesforce - Username and Password. Enter Credentials, and click 'Login' as shown below:

• Click on the NetSuite REST Connector. Enter the Account ID, Client ID, Client Secret, TBA Access Token, and TBA Access Token Secret. Then, validate the connection and save it.

You are now ready to run the integration using pre-built forms.

OR you can establish a connection with your application during the template import process. The initial step of the Setup Wizard involves linking to your applications.

Process to Run the Integration

To utilize the pre-built template DBSync Salesforce and NetSuite follow the below steps:

First Step you need to Select the Integration Template

1. In the Template Library, look for the integration template specifically designed for Salesforce and NetSuite.

2. Select the template and import it into your workspace.

3. Enter a name for the integration project.

4. After importing the template, you'll be presented with a setup form containing four simple steps.

Setup Process

1. On the "Connection Setup" tab.

In this step we should Connect to our Salesforce application to grant access to your Salesforce data and also establish a connection to NetSuite for accounting data access.

2. Setup Variables

3. 1. Here, you should define values for variables based on your company's specific use case.

   2. For example, you can select values for Salesforce and NetSuite Customer and Product creation variables, as well as NetSuite transaction types (Invoice, SalesOrder), for data mapping between Salesforce and NetSuite.

3. Click 'Next' to 'Run' to complete the Integration.

Prerequisite

Before running the integration, you need to create two custom fields in your Salesforce objects (Opportunity, Product, Account) for NetSuite Item and Customer, and Transaction’s Subsidiary and Location:

1. AVSFNS_NS_Subsidiary

2. AVSFNS_NS_Location (only needs to be created in the Opportunity object)

Note: Before running the integration, ensure the following fields in Salesforce have values(These fields require a value):

1. Opportunity: AVSFNS_NS_Subsidiary, AVSFNS_NS_Location, Generate(AVSFNS__Generate_Object__c)

2. Account: AVSFNS_NS_Subsidiary

Product:AVSFNS_NS_Subsidiary

4. Finally, navigate to the "Scheduling and Automation" step.

We need to Set up scheduling parameters for automated integration between Salesforce and NetSuite. Here there are different intervals such as minutes, hours, days, or weeks. And also we can customize the schedule as needed.

You will be redirected to the 'Task Screen'.

1. Click 'Configure' to access various workflows pre-built for the integration.

2. Or Run the integration from ‘Run’.

Prerequisite

Before running the integration, you need to create two custom fields in your Salesforce objects (Opportunity, Product, Account) for NetSuite Item and Customer, and Transaction’s Subsidiary and Location:

1. AVSFNS_NS_Subsidiary

2. AVSFNS_NS_Location (only needs to be created in the Opportunity object)

Note: Before running the integration, ensure the following fields in Salesforce have values(These fields require a value):

1. Opportunity: AVSFNS_NS_Subsidiary, AVSFNS_NS_Location, Generate(AVSFNS__Generate_Object__c)

2. Account: AVSFNS_NS_Subsidiary

Product:AVSFNS_NS_Subsidiary