Welcome!

Microservices Expo Authors: Liz McMillan, Pat Romanski, Elizabeth White, Mehdi Daoudi, Yeshim Deniz

Related Topics: @CloudExpo, Microservices Expo, @DXWorldExpo

@CloudExpo: Blog Post

Gain More Value from NetSuite and Salesforce | @CloudExpo #API #SaaS #Cloud

Why Integrating NetSuite and Salesforce through a middleware is the best way

Integration Is the Key to Gain More Value from NetSuite and Salesforce

Enterprises often face challenges when integrating Salesforce and NetSuite. But, despite the fact that NetSuite offers an out-of-the-box solution to integrate with Salesforce, companies' data flow requirements are far too complex even for a simple integration.

NetSuite is highly popular among enterprise customers for its accounting, financial and ERP toolkit. Even though it has fully functional CRM module, Salesforce is considered to be perfect blend in cloud-based CRM solution. Alternatively, some Salesforce users feel like it lacks the ERP, Accounting, Financial solution capabilities which NetSuite delivers.

Salesforce and NetSuite both are industry's leading SaaS providers serving various types of customers including enterprise segment and SMBs. Salesforce has its sophistication in handling lead generation to cash flows whereas NetSuite is famous for its financial and accounting modules. This is the obvious reasons why most of the enterprises are using both platforms at the same time.

Enterprises often face challenges when integrating Salesforce and NetSuite. But, despite the fact that NetSuite offers an out-of-the-box solution to integrate with Salesforce, companies' data flow requirements are far too complex even for a simple integration.

Enterprise customers many times are left with a less ideal situation relying on integrations that can be quite cumbersome and time-consuming. For instance, the whole customer relationship data remains in a silo, thus forcing users to manually copy and paste data into the accounting module. This manual approach is prone to a high number of errors and lots of wasted hours in correcting manually entered data. Do you agree that this is a futile way of managing data for any business?

Different integration methods

  1. SuiteTalk API makes it possible for developers to complete NetSuite integration with Salesforce even when there is a complex business requirement. The SuiteTalk API exposes web service of the NetSuite. Due to this, integration should be built completely on the Salesforce side. This approach is less favorable for the companies as they require to have in-house NetSuite and Salesforce experts. Executing such a project can be very expensive and never ending process.
  2. Some of my clients also tried building a custom adapter which would connect to Salesforce. This approach is often time-consuming as it requires a lot of programming. It also can run into unwarranted issues, as the integration requirements are dynamic in nature and require a lot of iterations to build a solution that is fully functional.Customer adapter fails miserably and give in to match the performance of either the first or the third approach, the solution provided by some of the third party vendors.
  3. The most popular approach is to integrate Salesforce and NetSuite is by third party integration providers. This way is one of the most convenient, pocket-savvy and highly flexible.
    Integration by the third party vendor allows organizations to independently designed applications to work together which automates business activities between departments and organizations.

Apart from the process automation iPaaS providers also deliver flexibility with the following factors:

  • Transportation - easily established connection between various source and target applications
  • Transformation - mapping the data fields at each integration point. It is not just field to field mapping but applying various transformations over the target fields to achieve the desired data formats by writing conditions, rules and using inbuilt functions.
  • Process orchestration - sequential and conditional execution of workflows to achieve the desired integration results
  • Administration - audit, error handling, security and system operation features enable prompt debugging by integration experts.

The best way to see why third party integration providers like DBSync are the most favourable for the enterprise customers, is by looking at the following business case.

Common use cases
The customer wanted to integrate the lead to cash process which is managed in their Salesforce CRM through synchronized billing and invoice information of their NetSuite accounting. DBSync solved it within customer's allocated budget and timeline.

Although lead generation, lead assignment, lead routing and effective lead tracking are the hallmark of an effective sales-driven organization, it is often heard from executives that the majority of the generated leads do not get followed up. That impacts the overall sales revenue and the fiscal year's goals can't be met. The aforementioned business case is the most common scenario across organizations using Salesforce, or any other CRM, to drive the sales process. And this whole process needs to flow to their accounting systems in order to track the closure and the cash inflow.

Our approach to solve this common situation can be detailed in two stages which are explained in the following subsections.

Automate Salesforce leads to flow into NetSuite accounting: you should integrate your web forms with Salesforce's lead forms for a quick Lead to Opportunity conversion. As soon as your prospect completes and submits the web form, the lead's details and other critical information should be populated in real time to the accounting application in order to raise invoices and get cash flows in the organization to keep the business running.

Effective sales management: accounts, contacts and opportunities must be managed in accordance with the nature of a business and its underlying processes set forth by Salesforce. The sales database is the central repository that connects all teams and puts the customer first in your business. Therefore, it is absolutely critical that your Salesforce is optimized to capture marketing leads, qualify the lead based on the set criteria within your marketing module of Salesforce or the connected marketing application, and pass it to your NetSuite, from where the service teams can pick up to cater the best services.

With the cloud fever catching up within many organizations, the first need is to tackle the challenge of integration between various cloud applications such as CRM, ERP and accounting. Doing so will streamline the organization's business process across various internal departments to optimize efficiency across the board. Moreover, the use case above outlines simplified and more efficient business process between sales, accounting and service departments via Salesforce and NetSuite. Clearly, by streamlining the lead-to-cash flow across your Salesforce CRM and NetSuite accounting software will improve customer satisfaction and cash inflow to sustain your business in the longer run.

Useful links

Find out more about how connected data and applications can transform your use of data and business:

More Stories By Rajeev Gupta

As CEO of DBSync, Rajeev has led the strategic emphasis on the integration space, while also ensuring alignment between customer needs and product development. He has extensive experience with application architecture and on-demand computing. He earned his MBA from Owen School of Management, Vanderbilt University.

Microservices Articles
While some developers care passionately about how data centers and clouds are architected, for most, it is only the end result that matters. To the majority of companies, technology exists to solve a business problem, and only delivers value when it is solving that problem. 2017 brings the mainstream adoption of containers for production workloads. In his session at 21st Cloud Expo, Ben McCormack, VP of Operations at Evernote, discussed how data centers of the future will be managed, how the p...
The explosion of new web/cloud/IoT-based applications and the data they generate are transforming our world right before our eyes. In this rush to adopt these new technologies, organizations are often ignoring fundamental questions concerning who owns the data and failing to ask for permission to conduct invasive surveillance of their customers. Organizations that are not transparent about how their systems gather data telemetry without offering shared data ownership risk product rejection, regu...
DevOpsSummit New York 2018, colocated with CloudEXPO | DXWorldEXPO New York 2018 will be held November 11-13, 2018, in New York City. Digital Transformation (DX) is a major focus with the introduction of DXWorldEXPO within the program. Successful transformation requires a laser focus on being data-driven and on using all the tools available that enable transformation if they plan to survive over the long term.
Containers and Kubernetes allow for code portability across on-premise VMs, bare metal, or multiple cloud provider environments. Yet, despite this portability promise, developers may include configuration and application definitions that constrain or even eliminate application portability. In this session we'll describe best practices for "configuration as code" in a Kubernetes environment. We will demonstrate how a properly constructed containerized app can be deployed to both Amazon and Azure ...
CloudEXPO New York 2018, colocated with DXWorldEXPO New York 2018 will be held November 11-13, 2018, in New York City and will bring together Cloud Computing, FinTech and Blockchain, Digital Transformation, Big Data, Internet of Things, DevOps, AI, Machine Learning and WebRTC to one location.
The now mainstream platform changes stemming from the first Internet boom brought many changes but didn’t really change the basic relationship between servers and the applications running on them. In fact, that was sort of the point. In his session at 18th Cloud Expo, Gordon Haff, senior cloud strategy marketing and evangelism manager at Red Hat, will discuss how today’s workloads require a new model and a new platform for development and execution. The platform must handle a wide range of rec...
More and more companies are looking to microservices as an architectural pattern for breaking apart applications into more manageable pieces so that agile teams can deliver new features quicker and more effectively. What this pattern has done more than anything to date is spark organizational transformations, setting the foundation for future application development. In practice, however, there are a number of considerations to make that go beyond simply “build, ship, and run,” which changes how...
Adding public cloud resources to an existing application can be a daunting process. The tools that you currently use to manage the software and hardware outside the cloud aren’t always the best tools to efficiently grow into the cloud. All of the major configuration management tools have cloud orchestration plugins that can be leveraged, but there are also cloud-native tools that can dramatically improve the efficiency of managing your application lifecycle. In his session at 18th Cloud Expo, ...
Containers, microservices and DevOps are all the rage lately. You can read about how great they are and how they’ll change your life and the industry everywhere. So naturally when we started a new company and were deciding how to architect our app, we went with microservices, containers and DevOps. About now you’re expecting a story of how everything went so smoothly, we’re now pushing out code ten times a day, but the reality is quite different.
"We do one of the best file systems in the world. We learned how to deal with Big Data many years ago and we implemented this knowledge into our software," explained Jakub Ratajczak, Business Development Manager at MooseFS, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.