Sync Salesforce Accounts to NetSuite as Customers

This template is created by our partner Concurrent Services as part of our Order-to-Cash (O2C) bundle.

Overview

This workflow creates/updates NetSuite customers every time a Salesforce account is created/updated

Prerequisites

This workflow assumes the following:

• You have API Access to Salesforce and NetSuite.
• You already created a custom field in Salesforce to link accounts to their corresponding customers in NetSuite

Getting Live

1. Verify/Update the Boolean step called "***Account Synced..."
2. You must have a custom field on the Account object in Salesforce that is for the NetSuite entity ID
3. In the template, the API name of the custom field mapped is called "NetSuite_ID__c" - this might be different in your implementation