Artisan IMG > Salesforce (salesforce) (dd966f42-81e8-4770-a3d8-d095ca41ab45)
Artisan IMG > NetSuite (netsuite) (917247fd-0fa6-4f4c-b085-3ccbdc273c4d)

Sync Salesforce Accounts to NetSuite as Customers

Workflow
Finance Ops
Revops
Intermediate

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

This template is created by our partner Concurrent Services as part of our Order-to-Cash (O2C) bundle.

Overview
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This workflow creates/updates NetSuite customers every time a Salesforce account is created/updated

Prerequisites
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This workflow assumes the following:

  • You have API Access to Salesforce and NetSuite.

  • You already created a custom field in Salesforce to link accounts to their corresponding customers in NetSuite

Getting Live
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  1. Verify/Update the Boolean step called "***Account Synced..."

    1. You must have a custom field on the Account object in Salesforce that is for the NetSuite entity ID

    2. In the template, the API name of the custom field mapped is called "NetSuite_ID__c" - this might be different in your implementation