Sync Salesforce Accounts to NetSuite as Customers

Workflow

Finance Ops

Revops

Intermediate

Use Template

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