Salesforce + NetSuite Integration

Connect Salesforce CRM with NetSuite ERP

The Salesforce–NetSuite integration creates a seamless data flow between your CRM and ERP, enabling sales teams to work in Salesforce while finance and operations run on NetSuite.

At BrokenRubik, we build enterprise-grade integrations that sync accounts, contacts, opportunities, quotes, and orders between Salesforce and NetSuite—eliminating manual data entry and ensuring both systems stay in sync.

Why Integrate Salesforce with NetSuite?

Sales teams live in Salesforce. Finance and fulfillment teams live in NetSuite. Without integration, critical data gets stuck in silos:

• Sales reps can't see customer payment history or credit status
• Finance manually re-enters orders from Salesforce into NetSuite
• Inventory and pricing data in NetSuite doesn't reflect in Salesforce quotes
• Customer records diverge across systems over time

Our Salesforce–NetSuite integration solves these problems by establishing bi-directional sync and automated workflows between both platforms.

Features

• Account and contact sync between Salesforce and NetSuite customer records
• Opportunity-to-sales order automation when deals close in Salesforce
• Quote-to-order integration with NetSuite pricing and inventory validation
• Real-time inventory visibility in Salesforce from NetSuite
• Invoice and payment sync so sales sees customer financial status
• Custom object mapping for industry-specific data requirements

Benefits

• Accelerate quote-to-cash by eliminating manual order entry
• Reduce data errors with automated sync instead of copy-paste
• Improve sales productivity by surfacing NetSuite data in Salesforce
• Enable accurate forecasting with real-time opportunity and order data
• Maintain single source of truth for customer information

Common Use Cases

Quote-to-Order Automation

Sales creates a quote in Salesforce using real-time NetSuite pricing and inventory. When the deal closes, a sales order is automatically created in NetSuite—no re-keying required.

Customer 360 View

Salesforce users see NetSuite data like payment terms, credit limits, open invoices, and order history. Finance users see Salesforce opportunity pipeline and engagement history.

Inventory-Aware Selling

Sales reps check NetSuite inventory availability directly from Salesforce before committing to customer delivery dates. No more overselling or missed expectations.

Revenue Recognition

Closed opportunities in Salesforce automatically create revenue records in NetSuite, ensuring accurate financial reporting and compliance.

FAQ

What Salesforce editions work with NetSuite integration?

The integration works with Salesforce Professional, Enterprise, and Unlimited editions. We can also integrate Salesforce CPQ and other Salesforce clouds.

Is the integration real-time or batch?

We support both. Critical data like orders and inventory can sync in real-time, while less time-sensitive data can sync on a schedule to optimize performance.

Can we sync custom fields and objects?

Yes. We map custom fields in Salesforce to custom fields or records in NetSuite. Custom objects can also be synced with proper configuration.

How do you handle data conflicts?

We establish clear rules for which system is the source of truth for each data type. Conflict resolution logic ensures data integrity without manual intervention.

What about existing data?

We perform an initial data migration to sync historical records, then enable ongoing real-time or scheduled sync for new and updated data.

Get Started

Bridge the gap between Salesforce and NetSuite with a purpose-built integration.

BrokenRubik has deep expertise in both platforms. Let's design an integration that streamlines your sales and finance operations.

Book a free strategy call