Displaying NetSuite Data Access in Salesforce Without Expensive Integration

Displaying NetSuite Data Access in Salesforce Without Expensive Integration
100%License Cost Avoided
0New Salesforce Objects Added
InstantInvoice Access from Salesforce
100%Native NetSuite Data Display

Background - The Client Challenge

A client was transitioning their sales team from NetSuite to Salesforce to reduce licensing costs.

However, the sales team still needed access to key NetSuite data, including:

  • Item records with inventory quantities by location
  • Invoices linked to sales orders (with printing capability)
  • Fulfillment details for shipment tracking

The initial plan was to create custom Salesforce objects and integrate the data using Boomi, but this required a large budget, lengthy development, and ongoing maintenance.

Our Solution

We proposed a lightweight, cost-effective integration using.

SuiteLet in NetSuite

SuiteLet in NetSuite

  • Generated a custom HTML page displaying the required records.
  • Included real-time inventory, invoice, and fulfillment data.
VisualForce Pages in Salesforce

VisualForce Pages in Salesforce

  • Embedded the SuiteLet page directly into Salesforce.
  • Linked it to Order and Product objects so sales reps could view data instantly.
Direct Action from Salesforce

Direct Action from Salesforce

  • Allowed printing of NetSuite invoices directly from Salesforce without switching systems.

Business Impact

Cost Savings

Cost Savings

Eliminated the need for extra NetSuite licenses and heavy middleware integration.

Speed

Speed

Delivered the solution much faster than a traditional integration project.

User Experience

User Experience

Sales reps accessed critical NetSuite data directly from Salesforce.

Simplicity

Simplicity

No new Salesforce objects or fields were required.

REVIEWS

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