Salesforce Netsuite Integration.pdf
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The document outlines the steps for successfully integrating Salesforce and NetSuite, including identifying integration needs, selecting an appropriate integration tool, and configuring it for data transfer. It emphasizes the importance of thorough testing and continuous monitoring of the integration process to ensure data accuracy and efficiency. Regular adjustments may be necessary as business needs evolve.
Salesforce Netsuite Integration.pdf
- 1. Go live Once you are satisfied with your integration testing, it's time to go live. Start the integration process and monitor it closely for any errors or issues. Identify your integration needs Before starting the integration process, identify your needs and requirements. Determine the data you need to transfer between Salesforce and NetSuite, and the frequency of this data exchange. Choose an integration tool There are several integration tools available in the market, such as Jitterbit, Celigo, and Dell Boomi. Choose the tool that best fits your business needs. Once you have chosen your integration tool, configure it to establish the connection between Salesforce and NetSuite. This involves creating integration flows, defining data mappings, and setting up integration schedules. Configure the integration tool Map your data Map the data you want to transfer between Salesforce and NetSuite. This includes customer records, sales orders, invoices, payments, and other relevant data. Before going live, test your integration thoroughly to ensure that data is transferring correctly between the two systems. Use sample data to verify the integration and fix any issues that arise. Test your integration Regularly monitor your integration to ensure that data is transferring accurately and efficiently. You may need to make adjustments to your integration flows as your business needs change. Monitor and maintain Steps in Salesforce NetSuite Integration