May 08, 2019
    7 MIN READ

    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.

    Steps

    Part I - Dell Boomi

    Part II - Salesforce

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    Part I — Dell Boomi

     

    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:

    NetSuite to Salesforce Integration screen in Dell Boomi

    Step 4 — Click the respective bundle folder > select NetSuite > select Connections.

    Selecting NetSuite and Connections from the bundle folder

    Step 5 — Select New and Create a new connection.

    Creating a new connection to NetSuite in Boomi

    Step 6 — Enter the following information and click the Save button.

    • URL
    • User
    • Password
    • Account Number
    • Consumer Key
    • Consumer Secret
    • Token ID
    • Token Secret
    • Application ID

    NetSuite connection details in Boomi screen

    Step 7 — Click the Test Connection button and a pop up window will appear > select Use Boomi Cloud > Next.

    Selecting the Use Boomi Cloud Atom to test NetSuite connectionNetSuite Boomi Test Connection Successful Screen

     

    How to Re-generate a Consumer Key and Consumer Secret (in 6 steps)

     

    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 6 — Click OK. The system resets the credentials. The record is shown again in view mode, with the new consumer key and secret displayed.

     

    How to Re-generate a Token ID and Secret (in 10 steps)

     

    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.

    Re-generating token ID and Secret in Boomi

    Step 7 — Click Save. The confirmation page displays the Consumer Key and Consumer Secret for this application.

    Confirmation screen for Boomi consumer key and consumer secret

    Step 8 — Create a new customer in the NetSuite account. 

    Example: Env_dip_NS_To_SF_Test_June14th

    Creating new customer in NetSuite screen

    Step 9 — Select the field that you want to add in the Salesforce account.

    Selecting field to add in Salesforce account

    Step 10 — Add the parameter (the internal ID of the NetSuite customer) and select the operator for that parameter. 

    integration of NetSuite Customers to Salesforce Accounts process screenselect operator for internal ID of NetSuite customer from Boomi screen

    Example: 28740

    Insert static value for parameter in dell boomi

    Click OK > Save and Close. 

     

    Part II — Salesforce

     

    Step 1 — Enter Salesforce credentials (User Name and Password) > Save.

    enter Salesforce credentials screen

    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.

    select mapping function NS customer to SFDC in BoomiEnter Account upsert data. Mapping data means NetSuite customer fields with Salesforce Account fields.

    Enter account upsert data screen in Dell Boomi

    Note: In Salesforce, Account means Customer.

     

    Step 3 - Click Account Upsert and set the external ID.

    Setting external ID for Salesforce account upsert in Boomi

    To set the Demo_Field_cc value, right-click on it and set any value.

    Setting Demo_Field_cc value for Salesforce in Boomi

    Note: To create the Demo_field in the Salesforce account, go to Salesforce account > click Account tab > Create new custom field > Save.

    Create Demo_field in Salesforce account screen

     

    Step 4 — Click Save and test the data.
    Testing data in Boomi between NetSuite and Salesforce

    Step 5 — Open the Salesforce account and check the data.
    Checking data from Salesforce account

     

    How to Create Multiple Records in Salesforce (in 3 steps)

     

    Step 1 — Go to Parameter > click ID > assign an ID with a comma.

    Example: 25684,25685,25686

    Creating Salesforce records with static ID

    Step 2 — Click OK > Save.

    Step 3 — Test the data > check the Salesforce account.

    Testing records created in Salesforce account


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