Salesforce and NetSuite are both very popular Customer Relationship Management solutions. Even though both can be labeled two kinds of ‘CRM’ they are very different in their features and use. Salesforce is impressive for all tasks related to lead generation and tracking, whereas NetSuite is great in handling finance. This is the reason why we see a lot of enterprises using both of these tools at the same time. We have seen lots of use cases where a company uses NetSuite for resource planning and Salesforce for analysis, or using Salesforce of lead closing, and NetSuite for pricing and order control. Ways to integrate Salesforce and NetSuite First of all it is important to understand better what the term ‘integration’ implies here. By integration we mean that data from Salesforce is transferred to NetSuite and vice versa in an automated way. It doesn’t matter whether every Salesforce and NetSuite object gets synced here or just one. The main objective is that data transfer happens automatically, or by a button, without someone manually downloading or uploading data. Keeping these requirements in mind, there are a number of ways by which you can integrate the two systems, however these three ways are the most prominent ones by which we can integrate Salesforce and NetSuite. - Use a custom integration adapter- as a custom middleware based integration - Use a third party integration service like Boomi AtomSphere, Actian, or Informatica Cloud - Create Restlet web service based integration using NetSuite and Salesforce API Developing an adapter requires a lot of coding, is time consuming, and gives a performance that is not as comparable to the other two because of untested and (many times) unforeseen processes. Using a third party service is of course the most convenient but it is also pricier and does not have the flexibility one may receive in custom integration approaches. Custom Restlet based integration on the other hand is faster to develop, better in performance, and somewhat less pricey in a long term setting than an integration service.

2. Salesforce and NetSuite are both very
popular Customer Relationship
Management solutions.
Integrate Salesforce With Netsuite

3. Even though both can be labeled two
kinds of ‘CRM’ they are very different in
their features and use.
Integrate Salesforce With Netsuite

4. Salesforce is impressive for all tasks
related to lead generation and tracking,
whereas NetSuite is great in handling
inventory, resource management, and finances.
Integrate Salesforce With Netsuite

5. This is the reason why we see a lot
of enterprises using both of these
tools at the same time.
Integrate Salesforce With Netsuite

6. This created obvious problems related to
data entry and data transfer from one tool
to another.
Integrate Salesforce With Netsuite
So how to solve this problem? Simply
integrate Salesforce and NetSuite.

7. First of all it is important to understand better
what the term ‘integration’ implies here. By
integration we mean that data from Salesforce is
transferred to NetSuite and vice versa in an
automated way.
Ways to integrate Salesforce and NetSuite

8. Ways to integrate Salesforce and NetSuite
Keeping these requirements in mind, there are a number of ways by which you can
integrate the two systems, however these three ways are the most prominent ones
● Use a custom integration adapter- as a custom
middleware based integration
● Use a third party integration service like Boomi
AtomSphere, Actian, or Informatica Cloud
● Create Restlet web service based integration using
NetSuite and Salesforce API

9. Ways to integrate Salesforce and NetSuite
Developing an adapter requires a lot of
coding, is time consuming, and gives a
performance that is not as comparable
to the other two because of untested
and (many times) unforeseen
processes.

10. Ways to integrate Salesforce and NetSuite
Using a third party service is of course
the most convenient but it is also pricier
and does not have the flexibility one may
receive in custom integration
approaches.

11. Ways to integrate Salesforce and NetSuite
Custom Restlet based integration on the
other hand is faster to develop, better in
performance, and somewhat less pricey
in a long term setting than an integration
service.

12. The integration between Salesforce and NetSuite via Restlet API is a four
step process
● Creating and adding restlet scripts on NetSuite
● Authentication requests in Salesforce and NetSuite
● Data Transfer in Salesforce and NetSuite
● Running batch classes in salesforce for automated integration.
Restlet Based integration between
Salesforce and NetSuite

13. As we said that for integration we will
have to create separate JS files for each
object, so for this example we are going
to automate the integration of contact
and event fields of Salesforce and
NetSuite.
Restlet Based integration between
Salesforce and NetSuite

14. Step 1: Creating and adding restlet scripts on NetSuite
Restlet Based integration between
Salesforce and NetSuite
The process starts with adding a JS script file
in NetSuite to create new fields. In this
example we are going to create a new contact.
You need to add new script file for every new
object that you want to sync.

15. Restlet Based integration between
Salesforce and NetSuite
Step 1: Creating and adding restlet scripts on
NetSuite

16. Step 2: Authentication requests in Salesforce and NetSuite
Restlet Based integration between
Salesforce and NetSuite
No data transfer can take place without authentication. This is
an example code to authenticate NetSuite credentials in
Salesforce. In most cases we run authentication callouts for
NetSuite credentials, and using Salesforce fetch data from
NetSuite or Push data to NetSuite.

17. Restlet Based integration between
Salesforce and NetSuite
Step 2: Authentication requests in Salesforce
and NetSuite

18. Step 3a: Data Transfer in Salesforce and NetSuite
Restlet Based integration between
Salesforce and NetSuite
For data transfer from Salesforce to NetSuite, you
will have to create separate web services in
Salesforce. This example is about syncing
Salesforce opportunities.

19. Restlet Based integration between
Salesforce and NetSuite
Step 3: Data Transfer in Salesforce and
NetSuite

20. Step 3b: Data Transfer in Salesforce and NetSuite
Restlet Based integration between
Salesforce and NetSuite
Similarly for fetching data from NetSuite, you need to create data
fetching Batch helper in Salesforce and create callouts for fetching
JSON data from NetSuite database. In this example we are fetching
event data from NetSuite and storing it in Salesforce Object.
** Notice the “endPoint” code in the beginning of code. It leverages the NetSuite URL slug that would
correspond to the particular object we would be fetching. So yes, for different objects this code will be different.

21. Restlet Based integration between
Salesforce and NetSuite
Step 3: Data Transfer in Salesforce and
NetSuite

22. Step 4: Running batch classes in Salesforce for automated
integration
Restlet Based integration between
Salesforce and NetSuite
The overall process of syncing can be made real time
but the best option is to run it in batches. Or you can
always associate a button to call the classes at any
point of time.
And that’s it, you are done!

23. NetSuite Cloud Connect
Looking at the demand of Salesforce and
NetSuite integration, NetSuite has come up
with NetSuite Cloud Connect. It allows you to
sync Salesforce.com and NetSuite Financials.

24. NetSuite Cloud Connect
Through this you can easily sync quotes or sales orders of
Salesforce and NetSuite in real time. It is not very flexible right now
but we predict that it will evolve fast into the best integration
option in the future.

25. sales@algoworks.com Toll Free : +1-877-284-1028
Author
Co-Founder & Director
Open-Source | Salesforce | ECM
Pratyush is Co-Founder and Director at
Algoworks. He is responsible for managing,
growing open source technologies and
Salesforce CRM team .
He provides consulting and advisory to clients
looking for services relating to CRM(Customer
Relationship Management) and ECM(Enterprise
Content Management).
Pratyush Kumar
Write to me @ pratyush@algoworks.com

26. Official Blog Link -
http://www.algoworks.com/blog/salesforce-integration-
with-netsuite
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