Integrating the data between disparate systems helps you avoid data quality issues and duplicate entries. This article highlights how to properly integrate NetSuite Customers to Salesforce Accounts using Dell Boomi as the integration tool.
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Step 1 — Log into Dell Boomi with your username and password.
Step 2 — Click Browse Process Library in the Boomi Window > Select NetSuite to Salesforce Integration > Install.
Step 3 — The example looks like this:
Step 4 — Click the respective bundle folder > select NetSuite > select Connections.
Step 5 — Select New and Create a new connection.
Step 6 — Enter the following information and click the Save button.
- Account Number
- Consumer Key
- Consumer Secret
- Token ID
- Token Secret
- Application ID
Step 7 — Click the Test Connection button and a pop up window will appear > select Use Boomi Cloud > Next.
Step 1 — Go to Setup > Integration > Integration Management > Manage Integrations (Administrator).
Step 2 — Select the record for which you want to generate a new consumer key and secret.
Step 3 — The record opens in view mode.
Step 4 — Click the Edit button.
Step 5 — Click the Reset Credentials button. The system displays a popup message asking if you are sure you want to reset the credentials.
Step 1 — Go to Setup > Integration > Integration Management > Manage Integrations > New (Administrator)
Step 2 — Enter a Name for your application.
Step 3 — Enter a Description, if desired.
Step 4 — The application State is Enabled by default. (Another option available for selection is Blocked.)
Step 5 — Enter a Note, if desired.
Step 6 — Check the Token-based Authentication box on the Authentication subtab.
Step 7 — Click Save. The confirmation page displays the Consumer Key and Consumer Secret for this application.
Step 8 — Create a new customer in the NetSuite account.
Step 9 — Select the field that you want to add in the Salesforce account.
Step 10 — Add the parameter (the internal ID of the NetSuite customer) and select the operator for that parameter.
Click OK > Save and Close.
Step 1 — Enter Salesforce credentials (User Name and Password) > Save.
Note: For the Salesforce account password you need to enter a password with a Token ID, which is generated from the Salesforce account.
Step 2 — Select mapping function > Click NS customer to SFDC.
Enter Account upsert data. Mapping data means NetSuite customer fields with Salesforce Account fields.
Note: In Salesforce, Account means Customer.
Step 3 - Click Account Upsert and set the external ID.
To set 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.
Step 4 — Click Save and test the data.
Step 5 — Open the Salesforce account and check the data.
Step 1 — Go to Parameter > click ID > assign an ID with a comma.
Step 2 — Click OK > Save.
Step 3 — Test the data > check the Salesforce account.
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