Synchronize NetSuite Cases with Salesforce Cases

Synchronize NetSuite Cases with Salesforce Cases

Test data synchronization from NetSuite cases to Salesforce cases

Test data synchronization from NetSuite cases to Salesforce cases

When you invoke the process, the request searches for cases that were created or updated. The NetSuite script triggers the process, and the details are synchronized with the Salesforce cases.
The following table shows the fields that are synchronized between the NetSuite cases and the Salesforce cases for the
Case
entity:
NetSuite - Case
Salesforce - Case
Subject
Subject
Status
Status
Priority
Priority
Origin
Case Origin
Company
Account
Contact
Contact
Email
Web Email
Phone
Web Phone
ID
NetSuite_ID
The following table shows the fields that are synchronized between the NetSuite cases and the Salesforce cases for the
Account
entity:
NetSuite - Account
Salesforce - Account
Customer ID
Account Name
Phone
Web Phone
ID
NetSuite_ID
Web addresses
Web Name
Address
Address
For
Contact
entities, if the contact information is not available in NetSuite case, the process creates one with the first name (Primary Contact) and last name (Company Name) and uses data from
Account
in NetSuite. Enter the email and phone details. In a Salesforce Case,
Contact Email
and
Contact Phone
are populated from the
Contact
field. In NetSuite, these fields are populated from the contact or from the company if no contact is specified. The contact field is optional. Salesforce only allows these values to be populated from the contact, not from the account.
The following table shows the fields that are synchronized between the NetSuite cases and the Salesforce cases for the
Contact
entity:
NetSuite - Contact
Salesforce - Contact
Contact
First name + Last name
Main Phone (from account, if not present)
Phone
Email (from account, if not present)
Email
Job Title
Title
ID
NetSuite_ID
Fax (from account, if not present)
Fax

0 COMMENTS

We’d like to hear from you!