the integration guide

Everything about how to integrate Salesforce and Dropbox.

A step-by-step guide to the integration or a simple way to get connected with a Salesforce Integration Expert to help.

Where are you in the process?

This will help point you to the right resources

We are thinking about using Dropbox and want to know what the process will be to integrate it.

I already have both products and want instructions on how to integrate Salesforce and Dropbox myself.

I want to connect with a Salesforce Expert that can help me with the integration.

faq

What do I need to know about the Salesforce and Dropbox integration?

Why would I integrate Dropbox to Salesforce?

Simplify your workflows

Stay in the flow by easily loading, storing, and pulling files directly into Dropbox from a Salesforce record. Dropbox syncs your changes as soon as you make them, so all of your Salesforce users will have real-time access to the most recent version of your content.

Bring the power of Dropbox to Marketing campaigns

By combining the drag-and-drop interface of Marketing Cloud with Dropbox’s intuitive interface and easy-to-use solution, you can work effortlessly on all types of content across all devices. Access assets in Dropbox right from within Salesforce. Ensure that campaigns, emails and landing pages are built with the most up-to-date assets.

Bring the power of Dropbox to Marketing campaigns

Harnessing the power of Salesforce Sales Cloud, Dropbox, and Slack, it has never been easier to boost collaboration across your Sales, Marketing, and Finance teams.
Simplify the entire sales process, from negotiation through contract management and billing processes with robust automations that unify all teams with a single action for your Reps.

How difficult is it to integrate Dropbox and Salesforce?

The initial setup is very simple.

Getting Dropbox and Sales Cloud connected is very basic. Even if you aren't a Salesforce Administrator, you can follow our step-by-step integration guide below and you shouldn't have a problem getting the two systems connected with basic functionality.
(Note: You will need to have Administrator privileges in both tools to complete the setup.)

The power of the integration comes from building in additional workflow automation, so you want to consider the reason you're integrating the tool before getting started. If it's simply to show Dropbox documents within Salesforce then this simple setup is fine. If you're looking to build out additional automations, work with a Salesforce Expert that can help to configure it.

Is Dropbox listed on the AppExchange?

Yes. The latest release was on October 14, 2021 so it's an updated managed package available on the AppExchange. As mentioned above, using this package will give you the basic functionality but you will still need the help of a Salesforce Administrator to build out workflows and automation rules.

Can I use Zapier to integrate Dropbox and Salesforce?

Yes. Dropbox does have a tool on Zapier, which is a logic-based integration platform that non-technical users can leverage to build out integrations. If you are familiar with Zapier, this may be an even better option than the AppExchange package, since you can use Zapier to build out some of the automations with other applications.

However, you may still want to consult a Salesforce Administrator to build out workflows and automation rules.
** how to **

The step-by-step guide to integrate Salesforce and Dropbox.

Dropbox for Salesforce: Admin Setup

The Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. You must be on a Dropbox Business plan to use the Dropbox for Salesforce integration.

Step 1: Install Dropbox for Salesforce

1. Go to the Dropbox for Salesforce listing.
2. On Dropbox for Salesforce, click Get It Now.
3. Choose where you’d like to install Dropbox for Salesforce.
(Note: Installing in your production environment gives access to all your end users but installing it in a sandbox environment creates a copy of production, which you can use to test new apps before deploying them to your users.)

4. Check the box to agree to the terms and conditions, and then click Confirm and Install.
5. Click Continue.
6. On the page “Step 1. Approve Package API Access," click Next.
7. On the page “Step 2. Choose security level," select a security level, and click Next.
8. On the page “Step 3. Install Package," click Install.

Step 2: Connect and configure Salesforce to Dropbox

1. Sign in to your Salesforce Admin account
2. Select the Dropbox Options tab from the Salesforce App Launcher.
3. Click Connect to Dropbox.
(Note: You should be redirected to Dropbox; click Continue.)

If you're using Dropbox Business, you can choose to connect the rest of your team. This works by matching the email address of the Salesforce user with the user email address in your Dropbox account. If you decide not to link your team, members will be prompted to connect their Dropbox account when visiting a page in Salesforce.
This prompt will only appear once.
When prompted, instruct your users to select Create Remote Site Setting.

4. Next, configure your page layouts by selecting Update Layouts. This will add the Dropbox component to the Account, Contact, Case, Opportunity, and Lead objects page layouts.

Step 3: Share the Salesforce Documents folder

To share the Salesforce Documents folder with your team, you’ll first need to generate this folder in your Dropbox account.
1. Go to a record that has Dropbox for Salesforce enabled.
2. Click Setup.
3. Upload a file from your computer to the Dropbox for Salesforce widget via drag and drop or the Add Files button.
4. This file will upload to Dropbox, and the Salesforce Documents folder will be created in your Dropbox account.

After creating the Salesforce Documents folder, you can share it with the rest of your team:
5. Sign in to Dropbox with the same account you used to set up Dropbox for Salesforce.
Note: If you’re unsure which account is connected, click Dropbox Options. At the top of the page, under Dropbox Connection Settings, you can see who you are Connected As.

6. Click Share.
7. Enter the email addresses of the colleagues you wish to share the folder with, and then click Share.

Configuring Dropbox for Salesforce

What are the next steps with the integration?

The above step-by-step will enable Dropbox for Salesforce and allow basic collaboration and file sharing between your Salesforce users.

If you want to build out additional workflow automation, notification events based on new files uploaded, Opportunity stage changes based on file uploads etc. you will want to work with your Salesforce Administrator to build out these workflows. Feel free to request an introduction to a Salesforce Expert or List a Free Project below if you're interested in connecting with Salesforce Consultants that can help deploy this functionality within your Salesforce org.
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How to integrate Salesforce and

Netsuite

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How to Use Restlet to Integrate Netsuite with Salesforce

The goal here is to create a new customer record within Netsuite via Restlet, even if that new account is already in Salesforce. This process is essentially going to involve bulk-moving your Salesforce data (addresses, contact information, etc.) from Salesforce to a new customer record in Netsuite.

  1. Add a remote site setting within the Salesforce application.
  2. Add a Netsuite remote URL.
  3. Create a new Restlet script via Netsuite.
  4. Once this is complete, navigate to ‘Document” then “Files” then “SuiteScripts.”
  5. Create a JS, then copy and paste the following code into the terminal:
  6. Click the folder to add this new script to it. Select “Add File” to add the new script.
  7. Navigate to “Customization” then “Scripting” then “Scripts” then “New.
  8. Choose “Restlet” from the list.
  9. Add the name of your script and the script from step #5. Select “Save.” This will deploy the script and create a new URL that will be used in Salesforce as an endpoint.
  10. Create an authentication request and endpoint data transfer by using the rest call feature via Salesforce. Remember that your endpoint will be different depending on the different scripts that you’ll be adding in Netsuite.
  11. Copy and paste this code (after it has been customized) into the terminal:
  12. Once submitted into the response body, you’ll be able to retrieve the internal identification of the customer record via Netsuite and save it for future use.
  13. To ensure that your customer records will be created whenever a new account is added or changed via Salesforce, you can easily create batches of different classes via Salesforce. There are a variety of different sample codes to choose from, and the right one depends on what your unique needs and data use cases are.
  14. Once this is completed, you’re done! You’ve successfully integrated Netsuite with Salesforce via Restlet.

How was our guide to Netsuite Salesforce integration? Tell us which tip or trick we mentioned above helped your integration processes the most.

FoundHQ is a Salesforce Freelancer Marketplace that offers access to hundreds of specialized Netsuite and Salesforce Consultants ready and available to take on your unique needs. Our Consultants offer a number of services that specialize in helping business leaders or entrepreneurs get the most out of their integrations. Get in touch with our team today to learn more!

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Integrate using AppExchange

An out-of-the-box solution already exists for this integration.
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Salesforce Engineer Pricing

$105.00/hr

Starting hourly rate, depends on experience

Hire a Developer

We will match you with a Salesforce Engineer to build the integration.
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Billed upon project completion

Netsuite

Salesforce integration

Learn how to easily get these products talking to each other or browse from a network of Freelancers with a specific expertise in Salesforce integrations.

Netsuite

Salesforce Integration Guide

Salesforce is considered to be one of the most powerful SaaS tools based on the ease of integrating it to the rest of your systems environment.

This provides what Salesforce refers to as the '360 Degree Customer View'.

By integrating Salesforce with other applications across teams and divisions, companies have unrivaled visibility and data insights.

Netsuite

to Salesforce

Salesforce to

Netsuite

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What is

Netsuite

?

Founded in 1998, Oracle NetSuite is the world’s first cloud company. For more than 20 years, NetSuite has helped businesses gain the visibility, control and agility to build and grow a successful business. Founded in 1998, Oracle NetSuite is the world’s first cloud company. For more than 20 years, NetSuite has helped businesses gain the visibility, control and agility to build and grow a successful business.

NetSuite provides a suite of cloud-based financials / Enterprise Resource Planning (ERP) software.

Netsuite

Integration Guides

Depending on the complexity of your Salesforce environment, you may have several options for how you integrate new tools.

More straightforward integrations can be done using 'no code' integration platforms like Zapier, while larger scale orgs may involve custom development and the use of APIs.

Here are the options for this specific product!

Netsuite and Salesforce simply work well together. There’s no denying it. These two applications can be beneficial on their own, but really can turn around any business that depends on a CRM. That’s why it’s vital to invest in a Netsuite and Salesforce integration.

In this Netsuite Salesforce integration guide, we’ll break down how to integrate these applications, some tools you can use to do so and offer some help in terms of consulting for integration processes. Let’s start by breaking down why these two applications are made for each other and worth an integration.

Why build a Netsuite and Salesforce Integration?

To put it simply, integrating your sales and finance data allows for a holistic view of your customer lifecycle and delivers greater visibility for you to streamline operations. Through various integrations, you can customize how the two systems are communicating with each other, build automations between them, and build a data model and flow that addresses needs across every business unit.

Netsuite and Salesforce work so much better together. Netsuite offers the kind of back office Financials and ERP functionality you won’t find in a typical CRM, while Salesforce’s CRM capabilities are the best in the market. In fact, this integration alone is usually way more ideal for businesses than investing in a single suite from one specific vendor.
So how can one integrate these two apps, from two different clouds, together? There are a number of different methods, but we think our approach is the easiest.

The Ultimate Integration Guide for Netsuite and Salesforce

Consider Your Needs

To start, really think about what your needs are and which business processes across Sales and Finance will be impacted by this integration. Ask yourself: “What problem am I actually solving by integrating these two platforms together?” In some instances, it will be a matter of simply pulling CRM data into Netsuite for all closed won opportunities to streamline billing processes. Functionality like this can be achieved with very simple third party integrations. However, this integration offers a ton of horsepower, offering bi-directional syncs, powerful workflow automations that reach across Sales, Finance, and Support, as well as deep reporting capabilities to give a 360 degree view of your customer.

If you aren’t sure where to begin, you can Contact a Salesforce Freelancer for a consult or just start with the basic AppExchange integration. However, if you are a high growth business focused on investing in your business systems, you will want to build a more robust and customized integration, so read on.

Using third party tools to integrate Netsuite and Salesforce

You have a couple options to get these two products talking to each other. We highlight several methods on this page that involve using third party tools to integrate Salesforce with Netsuite, including a native Salesforce AppExchange product made by Breadwinner.

Another option for using third party tools involves middleware platforms like Jitterbit. This is an option that provides pre-built templates that handle common integration flows without you needing to deal with the technical complexity of Salesforce or Netsuite APIs. Depending on the specific integration needs, utilizing a third party look might be the best, easiest option for you; however, it is more limiting than building a fully custom integration.

For the most robust, customizable integration, you will want to use Netsuite’s API, Restlet, to fully integrate Salesforce and all other applications.

Start with Restlet

Our method for a Salesforce and Netsuite integration involves the use of Netsuite’s API, rather than using a third-party integration platform. Using such applications can be very pricey and less flexible. Plus, if you’re still wary about taking on the integration alone, you can hire a consultant through our platform and still save money by avoiding another recurring SaaS charge. Restlet supports a ton of customization and is quite cost-effective.

Just as well, there are many benefits to using Restlet for your Salesforce and Netsuite integration. These include the following:

  • Utilize custom integration.
  • Save money on pricey integration costs charged by third-party apps.
  • Hire a consultant to take on the process for you.
  • Sync your customers and contacts easily.
  • Avoid duplication and re-entry issues.
  • Streamline all of your business’s lead-to-cash strategies and processes.
  • Boost your internal visibility directly from Salesforce.


Now that we know why Restlet is so beneficial, let’s break down step-by-step how to integrate Salesforce with Netsuite using Restlet.

Read on ...

How to Use Restlet to Integrate Netsuite with Salesforce

The goal here is to create a new customer record within Netsuite via Restlet, even if that new account is already in Salesforce. This process is essentially going to involve bulk-moving your Salesforce data (addresses, contact information, etc.) from Salesforce to a new customer record in Netsuite.

  1. Add a remote site setting within the Salesforce application.
  2. Add a Netsuite remote URL.
  3. Create a new Restlet script via Netsuite.
  4. Once this is complete, navigate to ‘Document” then “Files” then “SuiteScripts.”
  5. Create a JS, then copy and paste the following code into the terminal:
  6. Click the folder to add this new script to it. Select “Add File” to add the new script.
  7. Navigate to “Customization” then “Scripting” then “Scripts” then “New.
  8. Choose “Restlet” from the list.
  9. Add the name of your script and the script from step #5. Select “Save.” This will deploy the script and create a new URL that will be used in Salesforce as an endpoint.
  10. Create an authentication request and endpoint data transfer by using the rest call feature via Salesforce. Remember that your endpoint will be different depending on the different scripts that you’ll be adding in Netsuite.
  11. Copy and paste this code (after it has been customized) into the terminal:
  12. Once submitted into the response body, you’ll be able to retrieve the internal identification of the customer record via Netsuite and save it for future use.
  13. To ensure that your customer records will be created whenever a new account is added or changed via Salesforce, you can easily create batches of different classes via Salesforce. There are a variety of different sample codes to choose from, and the right one depends on what your unique needs and data use cases are.
  14. Once this is completed, you’re done! You’ve successfully integrated Netsuite with Salesforce via Restlet.

How was our guide to Netsuite Salesforce integration? Tell us which tip or trick we mentioned above helped your integration processes the most.

FoundHQ is a Salesforce Freelancer Marketplace that offers access to hundreds of specialized Netsuite and Salesforce Consultants ready and available to take on your unique needs. Our Consultants offer a number of services that specialize in helping business leaders or entrepreneurs get the most out of their integrations. Get in touch with our team today to learn more!

Using Zapier to integrate

Netsuite

COMING SOON

How to integrate with Salesforce using Zapier.

Browse the self-serve guide for using Zapier to integrate with Salesforce!

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Netsuite Integration Guide

What is Zapier?

Zapier makes it easy to integrate apps like Salesforce, Intuit, Google, and Dropbox, to move data between them automatically!

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Learn More

Uh oh! It doesn't look like this product has a Zapier integration with Salesforce.

Don't worry, Zapier is typically the default integration method for non-Developers but you can still integrate with Salesforce using a bit of technical experience.

You can Hire an Integration Expert on FoundHQ.
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Netsuite

Salesforce AppExchange

ACCELERATE YOUR BUSINESS WITH A ROBUST SALESFORCE & NETSUITE INTEGRATION SOLUTION

Breadwinner’s trusted Salesforce and NetSuite integration solution allows businesses to streamline their processes, increase efficiency, & work in real-time.

Breadwinner for NetSuite's managed package means you can import & sync data quickly and ensures that data in Salesforce is up-to-date & reflects what is in NetSuite.

BREADWINNER KEY FEATURES:
- Sales Order creation
- Access NetSuite items (i.e. Inventory, Purchase, Service)
- Access Complex NetSuite Pricing
- Automatic pre-population of line items
- Invoice status tracking (i.e. paid, overdue, due)
- Designed to safeguard the accounting system
- Salesforce Lightning ready
- Salesforce mobile ready
- Rapid & easy to go live

Oops! It doesn't look like this product has a listing on the Salesforce AppExchange.

Don't worry, you can almost definitely still integrate it with Salesforce but you may need deeper technical knowledge or the help of a Salesforce Developer to get it connected.

Skip ahead to Hire an Integration Expert to browse from 650+ Salesforce Freelancers that can help.

Latest Release:
8/3/2021
Reviews:
5

Integrate Salesforce with NetSuite

Reviews:
356
Latest Release:
6/8/2020
Go to AppExchange Listing

Using APIs for Salesforce

Netsuite

If Zapier doesn't have a connector for this integration and there's no easy solution to integrate the product via AppExchange, you likely need a custom integration.
Here are the API guides for both products - if you need help from a Salesforce Integration Freelancer, you can browse from 650+ pre-vetted Freelancers on FoundHQ.

Netsuite

API

Here is the information you will need about this API to start building a custom integration with Salesforce!

Read more
API Guide

Salesforce API

Explore a wide range of declarative tools, Apex utilities, platform events, integration patterns, and APIs.

Read more
Salesforce API Guide

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Salesforce Admin

Get help implementing AppExchange products, working on basic integrations, and building automations and workflows.

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Salesforce Developer

Build custom integrations, work with APIs, and develop complex automations within Salesforce and across systems to maximize data flow and visibility.

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Salesforce Architect

Bring a holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.

Read more
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Netsuite

Website

Company Details

Founded:
1998
HQ:
Austin, TX
Headcount:
19,019
Support:
Contact:

How to Use Restlet to Integrate Netsuite with Salesforce

The goal here is to create a new customer record within Netsuite via Restlet, even if that new account is already in Salesforce. This process is essentially going to involve bulk-moving your Salesforce data (addresses, contact information, etc.) from Salesforce to a new customer record in Netsuite.

  1. Add a remote site setting within the Salesforce application.
  2. Add a Netsuite remote URL.
  3. Create a new Restlet script via Netsuite.
  4. Once this is complete, navigate to ‘Document” then “Files” then “SuiteScripts.”
  5. Create a JS, then copy and paste the following code into the terminal:
  6. Click the folder to add this new script to it. Select “Add File” to add the new script.
  7. Navigate to “Customization” then “Scripting” then “Scripts” then “New.
  8. Choose “Restlet” from the list.
  9. Add the name of your script and the script from step #5. Select “Save.” This will deploy the script and create a new URL that will be used in Salesforce as an endpoint.
  10. Create an authentication request and endpoint data transfer by using the rest call feature via Salesforce. Remember that your endpoint will be different depending on the different scripts that you’ll be adding in Netsuite.
  11. Copy and paste this code (after it has been customized) into the terminal:
  12. Once submitted into the response body, you’ll be able to retrieve the internal identification of the customer record via Netsuite and save it for future use.
  13. To ensure that your customer records will be created whenever a new account is added or changed via Salesforce, you can easily create batches of different classes via Salesforce. There are a variety of different sample codes to choose from, and the right one depends on what your unique needs and data use cases are.
  14. Once this is completed, you’re done! You’ve successfully integrated Netsuite with Salesforce via Restlet.

How was our guide to Netsuite Salesforce integration? Tell us which tip or trick we mentioned above helped your integration processes the most.

FoundHQ is a Salesforce Freelancer Marketplace that offers access to hundreds of specialized Netsuite and Salesforce Consultants ready and available to take on your unique needs. Our Consultants offer a number of services that specialize in helping business leaders or entrepreneurs get the most out of their integrations. Get in touch with our team today to learn more!

ACCELERATE YOUR BUSINESS WITH A ROBUST SALESFORCE & NETSUITE INTEGRATION SOLUTION

Breadwinner’s trusted Salesforce and NetSuite integration solution allows businesses to streamline their processes, increase efficiency, & work in real-time.

Breadwinner for NetSuite's managed package means you can import & sync data quickly and ensures that data in Salesforce is up-to-date & reflects what is in NetSuite.

BREADWINNER KEY FEATURES:
- Sales Order creation
- Access NetSuite items (i.e. Inventory, Purchase, Service)
- Access Complex NetSuite Pricing
- Automatic pre-population of line items
- Invoice status tracking (i.e. paid, overdue, due)
- Designed to safeguard the accounting system
- Salesforce Lightning ready
- Salesforce mobile ready
- Rapid & easy to go live

How to integrate Salesforce and

Netsuite

Find Integration Experts with experience integrating Salesforce and the exact tools you use.
All pre-vetted. All immediately available.

Salesforce and

Netsuite

Integration Guide

Browse tutorials and vendor resources to get help integrating with Salesforce or sign up below to access Salesforce Integration Experts.

Netsuite and Salesforce simply work well together. There’s no denying it. These two applications can be beneficial on their own, but really can turn around any business that depends on a CRM. That’s why it’s vital to invest in a Netsuite and Salesforce integration.

In this Netsuite Salesforce integration guide, we’ll break down how to integrate these applications, some tools you can use to do so and offer some help in terms of consulting for integration processes. Let’s start by breaking down why these two applications are made for each other and worth an integration.

Why build a Netsuite and Salesforce Integration?

To put it simply, integrating your sales and finance data allows for a holistic view of your customer lifecycle and delivers greater visibility for you to streamline operations. Through various integrations, you can customize how the two systems are communicating with each other, build automations between them, and build a data model and flow that addresses needs across every business unit.

Netsuite and Salesforce work so much better together. Netsuite offers the kind of back office Financials and ERP functionality you won’t find in a typical CRM, while Salesforce’s CRM capabilities are the best in the market. In fact, this integration alone is usually way more ideal for businesses than investing in a single suite from one specific vendor.
So how can one integrate these two apps, from two different clouds, together? There are a number of different methods, but we think our approach is the easiest.

The Ultimate Integration Guide for Netsuite and Salesforce

Consider Your Needs

To start, really think about what your needs are and which business processes across Sales and Finance will be impacted by this integration. Ask yourself: “What problem am I actually solving by integrating these two platforms together?” In some instances, it will be a matter of simply pulling CRM data into Netsuite for all closed won opportunities to streamline billing processes. Functionality like this can be achieved with very simple third party integrations. However, this integration offers a ton of horsepower, offering bi-directional syncs, powerful workflow automations that reach across Sales, Finance, and Support, as well as deep reporting capabilities to give a 360 degree view of your customer.

If you aren’t sure where to begin, you can Contact a Salesforce Freelancer for a consult or just start with the basic AppExchange integration. However, if you are a high growth business focused on investing in your business systems, you will want to build a more robust and customized integration, so read on.

Using third party tools to integrate Netsuite and Salesforce

You have a couple options to get these two products talking to each other. We highlight several methods on this page that involve using third party tools to integrate Salesforce with Netsuite, including a native Salesforce AppExchange product made by Breadwinner.

Another option for using third party tools involves middleware platforms like Jitterbit. This is an option that provides pre-built templates that handle common integration flows without you needing to deal with the technical complexity of Salesforce or Netsuite APIs. Depending on the specific integration needs, utilizing a third party look might be the best, easiest option for you; however, it is more limiting than building a fully custom integration.

For the most robust, customizable integration, you will want to use Netsuite’s API, Restlet, to fully integrate Salesforce and all other applications.

Start with Restlet

Our method for a Salesforce and Netsuite integration involves the use of Netsuite’s API, rather than using a third-party integration platform. Using such applications can be very pricey and less flexible. Plus, if you’re still wary about taking on the integration alone, you can hire a consultant through our platform and still save money by avoiding another recurring SaaS charge. Restlet supports a ton of customization and is quite cost-effective.

Just as well, there are many benefits to using Restlet for your Salesforce and Netsuite integration. These include the following:

  • Utilize custom integration.
  • Save money on pricey integration costs charged by third-party apps.
  • Hire a consultant to take on the process for you.
  • Sync your customers and contacts easily.
  • Avoid duplication and re-entry issues.
  • Streamline all of your business’s lead-to-cash strategies and processes.
  • Boost your internal visibility directly from Salesforce.


Now that we know why Restlet is so beneficial, let’s break down step-by-step how to integrate Salesforce with Netsuite using Restlet.

View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Netsuite
and Salesforce Integration

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Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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