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    May 08, 2019
    7 MIN READ

    The steps to integrate NetSuite Customers with Salesforce Accounts using Dell Boomi.

    Steps

    Want to read later?image-Customer-Integration-NetSuite-Salesforce-using-Dell-Boomi-1

    Download Guide

    Dell Boomi

    1. Log into Dell Boomi with your username and password.
    2. Click Browse Process Library in the Boomi Window > Select NetSuite to Salesforce Integration > Install.
    3. The example looks like this:
      image001-netsuite-salesforce-integration-screen
    4. Click the respective bundle folder > select NetSuite > select Connections.
      image002-netsuite-connections
    5. Select New and Create a new connection.
      image003-create-new-connection
    6. Enter URL, User, Password, Account Number, Consumer Key, Consumer Secret, Token ID, Token Secret, Application ID > Save.
      image004-create-boomi-connection
    7. Click the Test Connection button and a pop up window will appear > select Use Boomi Cloud > Next.
      image005-test-boomi-connectionimage006-test-connection-successful-screen

    To re-generate a consumer key and secret:

    1. Go to Setup > Integration > Integration Management > Manage Integrations (Administrator).
    2. Select the record for which you want to generate a new consumer key and secret.
      The record opens in view mode.
    3. Click the Edit button.
    4. Click the Reset Credentials button. The system displays a popup message asking if you are sure you want to reset the credentials.
    5. Click OK. The system resets the credentials. The record is shown again in view mode, with the new consumer key and secret displayed.

    To regenerate a Token ID and secret:

    1. Go to Setup > Integration > Integration Management > Manage Integrations > New (Administrator)
    2. Enter a Name for your application.
    3. Enter a Description, if desired.
    4. The application State is Enabled by default. (Another option available for selection is Blocked.)
    5. Enter a Note, if desired.
    6. Check the Token-based Authentication box on the Authentication subtab.
      image007-generate-token-id-and-secret-screen
    7. Click Save. The confirmation page displays the Consumer Key and Consumer Secret for this application.
      image008-token-id-confirmation-screen
    8. Create new customer in NetSuite account. Example: Env_dip_NS_To_SF_Test_june14th
      image009-customers-screen
    9. Select the field that you want to add in the Salesforce account.
      image010-customer-query-screen
    10.  Add the parameter (that is Internal ID of NetSuite customer) and select the operator for that parameter. Example: 28740
      image011-netsuite-customer-to-salesforce-account-screenimage012-customer-query-screen-2image013-parameter-value-screen
      Click OK > Save and Close. 

    Salesforce Portion 

    1. Enter Salesforce credentials User Name and Password and Save.
      image014-my-salesforce-org-screen

      Note: Salesforce account password you need to enter password with Token ID (which is generated from Salesforce account).

    2. Select mapping function > Click NS customer to SFDC.
      image015-netsuite-salesforce-account-test-screenEnter Account upsert data (Mapping data means NetSuite customer fields with Salesforce Account fields).
      image016-netsuite-to-salesforce-account-upsert-screen

      Note: In Salesforce, Account means Customer.

    3. Click Account Upsert and set the external ID.

      image017-netsuite-salesforce-account-test-process-screenimage018-account-upsert-salesforce-operation-screenSet the Demo_field_cc value (Right click on it and set any value). 

      Note: to create the Demo_field in the Salesforce account, go to Salesforce account > click Account tab > Create new custom field > Save.
      image019-account-custom-fields-and-relationships-screen

    4. Click Save and Test the data.
      image020-process-test-results-screen

    5. Open the Salesforce account and check the data.
      image021-salesforce-accounts-screen

    Creating Multiple Records in Salesforce

    1. Go to Parameter > click ID > assign ID with comma (example: 25684, 25685, 25686).
      image022-parameter-value-screen-2
    2. Click OK > Save.
    3. Test the data > check the Salesforce account.
      image023-salesforce-recent-accounts-screen

     

    image-Customer-Integration-NetSuite-Salesforce-using-Dell-Boomi-1

    Download Guide