Anyone with SalesForce Integration experience? ...
# general
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Anyone with SalesForce Integration experience? I have worked on NetSuite / Salesforce integrations. The extent of my involvement is working with the SalesForce developers in that I would provide field IDs for mapping and testing. What are the other large components in terms of the integration ?
s
What are you trying to integrate between Salesforce and Netsuite?
s
opportunities getting pushed into NS to create sales Orders
and updates back to SF from NS if a customer record changes
Sales and marketing managed in SF
Financials in NS
@scottvonduhn thanks scott. looking for what other support I could be responsible for as a NetSuite consultant to supprot the SF developer.
s
Sorry, I was away helping some finance users.
m
Is the SF developer going to be using some form middleware? Without NS familiarity or use of an iPaaS, I'd wager they're going to have a hard time executing on a robust bidirectional integration. Getting an understanding of their NS familiarity and how they plan for the integration to work seem like fair places to start
s
So, the main issues you will have are the need to track external ids between systems, and decide which system is your source of truth. For us, it is Salesforce, and the Salesforce Opportunity Id or Account Id is what we use to synchronize data.
Yes, are the Salesforce developers experienced with integrating with NetSuite? Apex does not have OAuth 1.0 support built-in, which will make authenticating to NetSuite difficult to do directly, without some kind of middleware or third system to sit in between the two.
We use a SQL Server database as an intermediary to replicate both Netsuite and Salesforce data, then determine what is out of date in each system, and push the updates out to either SF or NS.
It also matters how frequent the updates need to be. Do they need to be real time? Or, can they be scheduled to run every hour or every day, for example?
s
awesome in the meeting now
@scottvonduhn @Merik Ducker just finished meeting - thanks to you both. I was able to get a few questions in, re: source of truth which will be the backend system (NetSuite). Updates are real time. There is another meeting scheduled for a deeper dive into what data will flow back and forth. I need a meeting with the 3rd party developer who will handle the integration itself. Apparently, SF outsources the work. I read about using a restlet as the "connector" so to speak which is more affordable then a DelBoomi type product.
s
The only problem with restlets is that it requires NetSuite development work, vs. SF development. Not sure if you also have anyone who can write SuiteScripts. If not, I'd look into other options aside from Restlets. SuiteTalk is one option, but using a third party connector like Celigo or Boomi will be a lot easier. There are other options as well. You said SF outsources the work ... you mean your internal SF team outsources the work, or are you working with someone at Salesforce who is going to outsource the work?
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@scottvonduhn SF team is outsourcing their work.
I asked to clarify that the 3rd party is the normal process
He said yes we outsource.
Noted on the restlet and development on the NS side.