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Overview

This use case demonstrates the integration of Salesforce with NetSuite for seamless data transmission between the two platforms. By leveraging the SnapLogic platform, businesses can ensure real-time data synchronization, improve workflow efficiency, and enhance overall operational visibility.

Problem

The process of transferring data between diverse platforms is both time-consuming and risky because of the probability of human error. When you handle data in high volumes, these factors could impact customer relations.

The Salesforce – NetSuite integration, when done manually, could risk the following challenges:

• API Limitations: Both Salesforce and NetSuite have API limits that can restrict data transfer rates.

• Data Consistency and Accuracy: Maintaining data integrity during transfer can lead to data duplication or loss.

• Error Handling: Managing errors that occur during data transfer is demanding.

• Performance: Handling large volumes of data without impacting system performance is almost impossible.

• Security and Compliance: A top priority is to ensure data security and compliance with regulations during the transfer process.

Solution

Use the NetSuite SOAP Snap Pack to automate the process of seamless transfer of Salesforce data to NetSuite.

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Transferring Salesforce data to NetSuite using the above pipeline can be beneficial for several reasons:

• Unified Data Management: Updates current data consistently across platforms.

• Improved Decision Making: The above pipeline combines the accounts and customer data for comprehensive reporting and analysis.

• Operational Efficiency: This process automates data transfer, reducing manual entry and the risk of errors.

• Enhanced Customer Experience: This approach provides a complete view of customer interactions and transactions to improve service and support.

Steps

Step 1: Configure the Salesforce Read Snap with REST API as the Salesforce API and the latest Service Version for the API from the suggestions. Choose Account as the Salesforce Object Type to transfer data. A Salesforce Object is a database table that stores specific data relevant to an organization. Set the Batch Size to 50 to process them in a batch.

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Step 2: Configure the Mapper Snap to pass the data for the Company name, Comments, and Currency fields. You can select these fields from the target schema for the Customer object in NetSuite.

Step 3: Configure the NetSuite Add List with Customer as the Object. A NetSuite Object, also known as a "record," is a data entity used to store and manage information in the NetSuite ERP system.

Step 4: Validate the pipeline. On validation, 50 records from the Salesforce Account table transfer to the NetSuite Customer entity.

Use this pipeline to streamline business processes, enhance data accuracy, and support better overall enterprise management.

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