CRMCustom integration

NetSuite Salesforce integration

Salesforce accounts and opportunities and NetSuite customers and orders in two-way sync: a won Opportunity creates the Sales Order and financial status flows back to the CRM.

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NetSuite

↔

Salesforce

Implementation time · 10-20 días laborables

Diagnosis

The problem

Salesforce and NetSuite end up telling different stories about the same customer. Sales closes in the CRM, finance invoices in the ERP, and in between sit manual re-entry, duplicate accounts and reps who cannot tell whether a customer has paid. One-way or CSV loads never solve true bidirectionality: the moment both systems write to the same record, conflicts and overwritten data appear.

Proposal

The solution

We connect Salesforce and NetSuite through SuiteTalk (REST/SOAP) and RESTlets so sales and finance work on the same data. Accounts and contacts sync bidirectionally with NetSuite customers, every won Opportunity triggers Sales Order creation, and financial status (invoices, payments, balances) flows back to Salesforce so the sales team sees it without leaving the CRM. Everything is idempotent, with defined conflict resolution and full mapping of custom fields and custom records.

Scope

What we automate

Two-way sync of Salesforce accounts and contacts with NetSuite customers.
Every won Opportunity creates the corresponding Sales Order in NetSuite.
Financial status (invoices, payments, overdue balances) flows back to the Salesforce account.
Mapping of custom fields and custom records between both systems, including accounting dimensions.
Conflict resolution with priority rules defined per field and per source system.
Idempotency and concurrency control so bidirectional sync never overwrites data or duplicates records.

Who uses it

Real use cases

These are the profiles that most ask us for the NetSuite ↔ Salesforce integration and what they get in the end.

Case 01

Company with separate sales and finance teams

Before: Sales lives in Salesforce and finance in NetSuite; the same customer exists twice and no one trusts which balance is right.

After: A single customer version synced both ways, with the financial balance visible inside the CRM.

Case 02

Operation with an opportunity-to-Sales-Order cycle

Before: Every won Opportunity is re-keyed into NetSuite, with delays and typos in items and quantities.

After: The won Opportunity creates the Sales Order automatically, with traceability back in Salesforce.

Case 03

Business with a customized data model

Before: Custom fields and custom records in both systems do not line up and force constant manual reconciliation.

After: Full bidirectional mapping, with clear conflict rules and no silently overwritten data.

Before / After

What changes exactly

Without the integration

Duplicate accounts and manual re-entry between CRM and ERP.
Reps with no visibility of the customer's financial status.
Won opportunities typed by hand as Sales Orders.
Data conflicts resolved ad hoc, with overwritten records.

✓

With the integration

Accounts and contacts synced both ways, with no duplicates.
Balances, invoices and payments visible inside Salesforce.
Sales Orders created automatically when the Opportunity is won.
A per-field priority matrix that resolves conflicts unambiguously.

Architecture

How we build it

We integrate with NetSuite through SuiteTalk (REST/SOAP) and custom RESTlets, and with Salesforce via its API and, where useful, Platform Events to propagate changes in near real time. We define with you which system owns each field to resolve conflicts unambiguously. Everything is built and tested in the NetSuite sandbox and a Salesforce test environment, we run a parallel period verifying both sides converge, and cut over with agreed support SLAs.

flow.ts

webhook salesforce.event

→ queue.enqueue(jobId)

→ worker.handle() // idempotent

→ netsuite.api.call() // retries with backoff

→ log.emit({ status: 'ok' })

FAQ

Frequently asked questions

Is the sync truly bidirectional?

Yes. Accounts and contacts flow both ways between Salesforce and NetSuite. To keep the two systems from overwriting each other, we define per-field priority rules (which system is the source of truth for each value) and apply idempotency control to every change.

What happens when an Opportunity is won in Salesforce?

Once marked won, the integration creates the Sales Order in NetSuite with the correct customer, items and dimensions, and returns the order reference to the Opportunity so sales has full traceability without entering the ERP.

How do you resolve data conflicts between the two systems?

We agree on a priority matrix by field and by source system. When the same value changes on both sides, the rule decides which prevails and we log the decision, so no data is silently overwritten.

Can you deploy without risking production data?

Yes. We build in the NetSuite sandbox and a Salesforce test environment, run a parallel period confirming both systems converge on real data, and only then activate production with defined support SLAs.

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