Oracle NetSuite to Salesforce Connector
Interactive demo
Let's discover how Salesforce is automatically synchronized with NetSuite for immediate visibility into contact, opportunity, and order data for:
- Faster time to cash
- Better operational efficiency
- Reduced duplicate data entry errors
- Improved compliance and reporting accuracy
- Flexible support for custom fields
- Extensible to other applications with Oracle Integration
Key differentiators:
Why Oracle NetSuite for Integration?
#1 Better data security: Eliminate concerns associated with third-party integration providers that pull your data outside the Salesforce-NetSuite ecosystem
#2 Trusted NetSuite experts: Built by Oracle NetSuite—no one knows NetSuite better than we do
#3 Gartner iPaaS Leader: Oracle NetSuite is a consistent leader in the Gartner Magic Quadrant for integration platform as a service
I’ll demonstrate how this connector pushes all necessary NetSuite data into Salesforce instead of having to wait for email or phone replies from my finance manager.
And it’s bi-directional. Changes in either Salesforce or NetSuite are instantly updated in the other application.
Great, let’s go! Try it for yourself by selecting “Continue”.
We have a new “Opportunity” in Salesforce. Let’s see how it advances, and how data flows to NetSuite and back to Salesforce.
Click “New”
Type in any Opportunity Name you like “(For example: 5G Bundle).”
Then hit “Enter” to confirm
Select “Value Proposition”
Click “Save”
Next, add products for this Opportunity.
Thanks to price book integration, easily confirm Standard.
Add a product to your Opportunity.
Finish adding the Product.
Salesforce app:
No more emailing quotes, POs, SLAs, or other documents. Attach directly in Salesforce and they appear in NetSuite.
And now the magic starts.
Set Opportunity to “Closed”
Click “Select Closed Stage”
Let’s finalize the close
And now the integration kicks in
Let’s see more information
Salesforce app:
All relevant Salesforce opportunity data has been sent to NetSuite, and NetSuite sales order data has also been pushed back into Salesforce.
Key differentiator #1:
#1 Better data security
Data never left the Oracle NetSuite + Salesforce ecosystem, eliminating security concerns of sharing customer data with external third-party integration vendors.
Let’s see how the Salesforce opportunity was converted into a NetSuite order by switching over to NetSuite.
Click NetSuite tab
The “Reminder” to the left shows there’s an order to approve.
Click Search to find it
Select order to locate
Here we see the order pricing and details.
Next, let’s see more Salesforce information automatically pulled into NetSuite.
NetSuite app:
Now finance professionals can easily speak sales rep language with Salesforce Opportunity and Order IDs in NetSuite, eliminating emails and phone calls.
Open Activities tab
The Connector has conveniently imported the quote PDF from Salesforce into NetSuite, so finance teams can access them directly.
Key differentiator #2:
Trusted NetSuite experts
Since the Connector is built by Oracle NetSuite, file version mismatch concerns are minimized.
Now, let’s fulfill the order
NetSuite app:
Behind the scenes, the Connector pushed NetSuite data to Salesforce, so sales reps no longer need to request status updates.
Let’s bill the customer
Then, accept the payment
The Connector supports both “Partial” and “Complete” payments.
Let’s complete the payment
NetSuite app:
Great news––all useful data for Sales was instantly sent back to Salesforce.
Click Salesforce tab
Click Order 00000301 to see details
All the NetSuite order details are right here in Salesforce.
And here we see from inside Salesforce that NetSuite set the Transaction Status to “Paid In Full.”
Sales can stay up-to-date on customer financial data without emailing finance.
Click to load
All the details from NetSuite are at your fingertips in Salesforce.
Key differentiator #3:
Gartner iPaaS Leader
Oracle NetSuite is a consistent leader in the Gartner Magic Quadrant for integration platform as a service.
What’s next?
You’ve seen how Oracle NetSuite to Salesforce Connector automatically synchronizes Salesforce with NetSuite. Now, experience these Key Differentiators for yourself and discover what’s next:
#1 Better data security: Eliminate concerns associated with third-party integration providers that pull your data outside the Salesforce-NetSuite ecosystem
#2 Trusted NetSuite experts: Built by Oracle NetSuite—no one knows NetSuite better than we do
#3 Gartner iPaaS Leader: Oracle NetSuite is a consistent leader in the Gartner Magic Quadrant for integration platform as a service
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