Salesforce Account to NetSuite Customer Sync
A Salesforce Account is called a Customer in NetSuite. When an Opportunity moves to Closed Won status, Salesforce creates Account and Contact records. At this point, the Account information needs to be sent to NetSuite. For more information, see also Contact Syncs.
Customer records in NetSuite track information about your customers and enable you to view past transactions and communications with them. Customer records track things such as Contacts, transaction history, sales activity, items purchased, and profile information.
About the Salesforce Account to NetSuite Customer Sync
The Salesforce Account to NetSuite Customer Sync sends updates made to Account records in Salesforce to NetSuite Customer records, ensuring that the same information is automatically available in NetSuite.
The Account to Customer sync is triggered when the following conditions are met:
-
An Account record is created or updated in Salesforce.
-
Changes are made to billing or shipping information in Salesforce.
For successful Account to Customer syncs, you will see Operation Succeeded in NetSuite. In addition:
-
A custom Field in the Salesforce Account record will display the NetSuite Customer ID.
-
A custom field in the NetSuite Customer record will display the Salesforce Account ID.
-
Billing & Shipping information was synched from the Salesforce Account record to the NetSuite Customer record.
-
The sync status will be Completed.
The following tables show the mapping between Salesforce Account fields and NetSuite Customer fields to ensure that identical data is maintained in both applications.
Standard Salesforce Account Field Mapping
|
Salesforce Account Fields |
NetSuite Customer Fields |
|---|---|
|
Account |
Customer |
|
Name |
companyName |
|
Phone |
phone |
|
Id |
salesforceId |
|
BillingCity |
addressbookAddress.city |
|
BillingCountry |
addressbookAddress.country |
|
BillingState |
addressbookAddress.state |
|
BillingStreet |
addressbookAddress.addrtext |
|
BillingPostalcode |
addressbookAddress.zip |
|
ShippingCity |
addressbookAddress.city |
|
ShippingCountry |
addressbookAddress.country |
|
ShippingState |
addressbookAddress.state |
|
ShippingStreet |
addressbookAddress.addrtext |
|
ShippingPostalcode |
addressbookAddress.zip |
Custom Fields Mapping
|
Salesforce Account Fields |
NetSuite Customer Fields |
|---|---|
|
Oracle_netsuiteid__c |
InternalId |
|
Oracle_netsuite_update_status__c |
CREATEPENDING | UPDATEPENDING | FAILED | COMPLETED |
|
Oracle_timestamp_of_last_update__c |
timestamp at the end of current transaction |
|
Oracle_NetSuite_Fin_Balance__c |
balance |
|
Oracle_NetSuite_Fin_Credit_Hold__c |
creditholdoverride |
|
Oracle_NetSuite_Fin_Credit_Limit__c |
creditlimit |
|
Oracle_NetSuite_Fin_Days_Overdue__c |
daysoverdue |
|
Oracle_NetSuite_Fin_Overdue_Balance__c |
overduebalance |
|
Oracle_NetSuite_Fin_Unbilled_Orders__c |
unbilledorders |
|
Oracle_Account_Type__c |
isPerson |
|
Oracle_NetSuite_FirstName__c |
firstName |
|
Oracle_NetSuite_LastName__c |
lastName |
|
Oracle_NetSuite_Salutation__c |
salutation |