Salesforce represents a leader in digital marketing — a no-brainer choice for businesses of all shapes and sizes. When Salesforce and NetSuite unite, they complement each other in many ways. But, when they modernize the ecosystem with a Salesforce and NetSuite integration — well, it evolves into a recipe for success.
Why do businesses gravitate to integrate Salesforce and NetSuite? In short, a NetSuite and Salesforce integration offers several powerful benefits.
Third-party providers offer a variety of powerful Salesforce and NetSuite integration tools. Check out these twelve integration features (listed in no order) that entice businesses to sync NetSuite and Salesforce.
1. Quick and simple go live
When installing and configuring software, businesses need a fast and easy setup process. Depending on how much downtime a business prefers, they have some options. Third-party integration providers such as Celigo and Boomi include professional services consulting and configuration for NetSuite and Salesforce integration. However, going live with these providers can take several weeks or months. Businesses working with Breadwinner, conversely, find that they can go live in as early as an hour because Breadwinner simplifies going live by using Salesforce Sandbox.
2. Sync company information
A useful integration feature for eliminating double data entry and saving time offers the ability to create and sync Salesforce accounts with NetSuite accounts. After staff creates the NetSuite customer in Salesforce, the information updates automatically between Salesforce and NetSuite.
3. Access a variety of NetSuite items
NetSuite items including Companies, Sales Orders, Invoices, Prices, and Items instantly update to Salesforce. This guarantees that staff can use Salesforce and have the same visibility and access to NetSuite items.
4. Open door to complex NetSuite pricing
Pricing allocation can be challenging when businesses work with NetSuite and Salesforce independently. Alternatively, integrating NetSuite and Salesforce means that staff can view and quote pricing directly from Salesforce. This offers flexible pricing capabilities that allow staff to:
- View NetSuite Company’s default price level
- View the default price level’s price per currency and quantity
- Override pricing at either the price level or individual item price
Organizations working with Breadwinner have the added benefit of automatic access to these features because complex NetSuite pricing comes prebuilt in Breadwinner — making pricing functionality under this scope configuration-free features.
5. Lightning ready
When looking for a third-party integrations partner, businesses should keep an eye out for AppExchange partners who are Lightning-compatible. In short, this term indicates that this partner has met Salesforce requirements for offering an app that allows their customers to adopt the Salesforce Lightning Experience (https://appexchange.salesforce.com/mktcollections/cloud-collections/Lightning).
Salesforce now requires all apps listed on the AppExchange to be Lightning-compatible. Both the Breadwinner for NetSuite and the NetSuite Integration App for Salesforce by Celigo come Salesforce Lightning Ready.
6. Robust reporting
After businesses integrate with Salesforce and NetSuite, teams have access to robust reporting features. For example, staff can report on either Transactions or Line Items. In addition, integration apps like Commercient and Breadwinner allow reporting on both NetSuite data only and on any combination of Salesforce and NetSuite Data.
7. Automatic record creation
After the NetSuite and Salesforce integration completes, businesses have access to automatic and batch record creation functionality. However, please note that creation methods vary by integration provider. Breadwinner offers the most flexibility by allowing both automatic and batch creation. Integrations with other third-party providers can be more rigid. Boomi or Celigo, for example, require either automatic or batch creation.
8. Guided record creation
If staff needs guided record creation functionality, Breadwinner includes a guided Record Creation Wizard. This allows staff to create both NetSuite Companies and NetSuite Transactions, which includes Estimates, Sales Orders, and Invoices.
9. Builds for Integration Apps
In most cases, third-party integration partners build apps using separate integration platforms. Celigo integration apps come built on Inegrator.io. Breadwinner for NetSuite is built on Force.com.
Depending on the platform, this offers different benefits for the businesses that choose to use a Salesforce and NetSuite integration app — examples of platform benefits include quicker integration times and enhanced financial data visibility.
10. Custom package contents
When it comes to package contents, not all integrations are created equally. As each app comes listed in the Salesforce AppExchange, their package contents consist of the following offerings:
- Custom objects
- Custom applications
- Custom tabs
To compare and contrast these offerings, here are some examples of what each company currently offers (as of its most recent app release published on Salesforce AppExchange in late January 2021) for each respective NetSuite and Salesforce integration app:
- Breadwinner = 20
- Commercient SYNC = 10
- Celigo = 4
- Breadwinner = 1
- Commercient SYNC = 1
- Celigo = 0
- Breadwinner = 18
- Commercient SYNC = 10
- Celigo = 0
Reviewing these package contents remain important for businesses that anticipate either short-term or long-term customization needs in conjunction with the NetSuite and Salesforce integration.
When reviewing third-party providers, businesses should review customization options. Working with a partner that does not offer diverse customization means that businesses may be subject to additional wait times and fees for future custom enhancements. Custom enhancements not included in the package can deter the integration experience.
11. Flexible currencies in Salesforce and NetSuite
For organizations handling multiple currencies, Salesforce and NetSuite integration can handle the following scenarios:
- Both NetSuite and Salesforce have one currency.
- Both NetSuite and Salesforce have multiple currencies.
- One system offers a single currency, and the other offers multi-currency.
- Multiple NetSuite orgs with multiple different currencies in each.
- Currencies do not align, and each system may have currencies that the other does not.
In addition, the integration handles these currency scenarios transparently. In other words, it is designed to work in these situations without requiring any specific action from staff using these applications.
12. Transparent invoice tracking
No doubt, sales and financial teams appreciate transparency in accessing information that pertains to the company’s current financial status. Integration between Salesforce and NetSuite enables staff to view NetSuite invoices in Salesforce. This includes any current, due, or overdue NetSuite invoices. This visibility helps all teams stay on the same page when it pertains to a company’s overall financial health.
To learn more about the upsides of how Salesforce and NetSuite integrate, check out this quick, two-minute video (https://breadwinner.com/netsuite-salesforce/demo/). It showcases some of the powerful features that stem from using Breadwinner as an integration solution.