Preface
Synchronize NetSuite Cases with Salesforce Cases Recipe Overview
Prerequisites for configuring a script in NetSuite
- Configuring a script in NetSuite to subscribe to Case object change
  - Creating a script
    - Sample script
  - Creating a NetSuite ID in the Salesforce Account, Contact, and Case entities
Synchronize NetSuite Cases with Salesforce cases recipe contents
- Synchronize NetSuite Cases with Salesforce Cases recipe assets
- NetSuite to Salesforce (Case to Case) process
Using the Synchronize NetSuite Cases with Salesforce Cases recipe

Synchronize NetSuite Cases with Salesforce Cases

Back Next

NetSuite to Salesforce (Case to Case) process

When a case is created or updated in NetSuite, the process is triggered.

The process checks for a matching case contact or case owner account in Salesforce. If the case contact account does not exist, the process creates a contact account and the dependent contacts in Salesforce. The process then searches for a matching case in Salesforce using the NetSuite ID and creates or updates the case based on the search results.

The following image shows the steps that the NetSuite to Salesforce (Case to Case) process contains:

The following table lists the steps that the NetSuite to Salesforce (Case to Case) process contains:

Step Name	Description
Start	The NetSuite script triggers the process and passes the Case ID for the created or updated Case in NetSuite.
Set NetSuite Case ID	Assigns the Input_Case_ID from the NetSuite case ID triggered using the script.
Get NetSuite Access Token	Gets an access token to authorize all the connection requests.
Get Case	Gets the case from the NetSuite Case ID.
Prepare Case Object	Parses the event and assigns values. You can get all the information about the Case such as ID , Company , Contact , Email , and so on.
Get Account	Gets the account from NetSuite.
Prepare Account Object	Prepares the account to use in Salesforce. Parses the event and assigns values.
Get Salesforce Account ID	Gets the Salesforce account ID.
Is Salesforce Account ID set	Checks if the account ID is already available in Salesforce. If the account ID is missing in Salesforce, creates a new account in Salesforce and gets the new account ID. Otherwise, updates the existing account ID.
Is Contact ID set	Checks if the contact ID from NetSuite is already available in Salesforce.
Is Salesforce Contact ID set	Searches for the contact in Salesforce. If the contact is missing in Salesforce, creates a new contact in Salesforce and gets the contact ID. Otherwise, updates the contact.
Search Case by NetSuite ID	Searches for the case in Salesforce
Is Salesforce Case present	If the case is missing in Salesforce, creates a new case in Salesforce. Otherwise, updates the case.
End	Ends the process.