2022
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Although the template of Salesforce and Netsuite comes as one project , for better explanation the data flow is broken down into two sections
Data -Flow flow from Salesforce To to NetSuite: This section explains the data flow from Salesforce to Netsuite platform and sensationalized as per entity so that readers can understand the integration requirement and configure their template without any help from DBSync support team .
Account Integration:The customer integration data flow constitute of retrieving data from the account object of Salesforce and integrating with NetSuite as customers.
Product Integration: The product integration data flow constitute of retrieving data from the product object of the Salesforce and integrating with NetSuite as items.
Opportunity Integration : The opportunity integration data flow constitute of retrieving data from the opportunity object of Salesforce and integrating with NetSuite as invoices.
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NetSuite To Salesforce - Field Mapping |
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Pre-requisites Prerequisites For Integration |
To facilitate the data - flow between Salesforce and Netsuite, user has to do the following
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Using "Run Now" buttons button from DBSync platform
The user can login to DBSync with his valid credentials and hit the "Run Now" button from the process listing page or from the workflow listing page .
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