Contact Syncs

Contacts are individuals that you have business relationships with. For example, contacts can be colleagues, friends, and other acquaintances that you would keep in an address book. In NetSuite, this kind of information is stored in Contact records. Contact records are usually linked to Customer records in NetSuite.

Sales teams also maintain Contacts in Salesforce. There are two syncs available to ensure that the Contact information is the same in both NetSuite and Salesforce.

About the NetSuite to Salesforce Contact Sync

The NetSuite to Salesforce Contact Sync sends information from NetSuite to Salesforce.

Important:

The NetSuite to Salesforce Contact sync only creates or updates contact records associated with customer records in NetSuite that have already been synced from Salesforce.

The NetSuite to Salesforce sync is triggered when the following conditions are met:

• When a Contact record is created in NetSuite, the Salesforce Connector checks the existing Contacts in Salesforce with the matching email address.

  • If the Contact exists in Salesforce, information entered on the NetSuite Contact record is synced to the Salesforce Contact.

  • If the Contact does not exist in Salesforce, a new Contact is created in Salesforce.

• If a Contact record is updated in NetSuite that was previously synced to Salesforce, the updates in NetSuite trigger a sync to update the Contact in Salesforce.

  Note:

  The sync from NetSuite to Salesforce may time out if the NetSuite Customer record has more than 15 Contacts.

• Contacts that are not linked to any Customer record in NetSuite are not synced to Salesforce.

About the Salesforce to NetSuite Contact Sync

The Salesforce to NetSuite Contact Sync sends information from Salesforce to NetSuite.

The Salesforce to NetSuite Contact sync is triggered when the following conditions are met:

• If a Contact record is created in Salesforce, the Salesforce Connector checks the existing Contacts in NetSuite with the matching email address.

  • If the Contact exists in NetSuite, information entered on the Salesforce Contact record is synced to the NetSuite Contact record.

  • If the Contact does not exist in NetSuite, a new Contact is created in NetSuite.

• If a Contact record is updated in Salesforce that was previously synced to NetSuite, the updates in Salesforce trigger a sync to update the Contact in NetSuite.

• Contacts that are not linked to any Account in Salesforce are synced to NetSuite as orphaned contacts, that is, not linked to a Customer record in NetSuite.

For successful Contact syncs, you will see Operation Succeeded in NetSuite, and the sync status will be Completed.

If either of these syncs fail, you will see an appropriate status message in both NetSuite and Salesforce.

The following table shows the mapping between NetSuite Contact fields and Salesforce Contact fields to ensure that identical data is maintained in both applications.

Contact Fields Mapping

NetSuite Contact Fields	Salesforce Contact Fields
ID	Oracle_netsuiteid__c
firstName	FirstName
lastName	LastName
salutation	Salutation
title	Title
phone	Phone
homephone	HomePhone
mobilephone	MobilePhone
fax	Fax
email	Email
salesforceaccountid	AccountId
CurrencyIsoCode	CurrencyIsoCode
subsidiaryId	Oracle_NetSuite_Subsidiary__c

General Notices