Displaying NetSuite Data Access in Salesforce Without Expensive Integration

Displaying NetSuite Data Access in Salesforce Without Expensive Integration
License Cost Avoided

100%

License Cost Avoided

New Salesforce Objects Added

0

New Salesforce Objects Added

Invoice Access from Salesforce

Instant

Invoice Access from Salesforce

Native NetSuite Data Display

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

What Clients Say About Us

5.0
Full starFull starFull starFull starFull star

The API-led architecture they designed in phase one saved us three months of rework when we added our third ERP system six months later. That's the value of doing MuleSoft properly

James Williams

Head of Enterprise Architecture, Financial Services Firm
5.0
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Managed ops retainer has been reliable for 18 months. They handle monitoring, error triage, and quarterly flow improvements with no drama. Response times are fast and the monthly reporting is concise and useful.

Sofia Brennan

Director of Digital, Retail Enterprise
5.0
Full starFull starFull starFull starFull star

We needed Workday and ServiceNow integrated with strict data governance requirements. They understood the compliance constraints from day one and built the appropriate controls into the Mulesoft Anypoint layer without overcomplicating the flows.

James Thornton

VP Operations, Healthcare Group
5.0
Full starFull starFull starFull starFull star

Brought in to rescue a stalled MuleSoft migration from TIBCO. They assessed the existing work quickly, identified what to salvage, and delivered the remaining flows in six weeks. Clear communication throughout.

Priya Wolfmann

Enterprise Architect, Financial Services
5.0
Full starFull starFull starFull starFull star

Strong MuleSoft practice. They designed a clean API-led architecture that our internal team can now maintain. The DataWeave work was solid and the MUnit test coverage gave us real confidence before go-live.

Daniel Marsh

CTO, Mid-market SaaS Company
5.0
Full starFull starFull starFull starFull star

Delivered a SAP–Salesforce integration via MuleSoft that two previous vendors had failed to complete. On time, well-documented, and handed over properly. The architecture has scaled without issues since go-live.

Rachel Kim

Head of IT, Global Logistics Firm
5.0
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We hired Versich to rebuild our analytics stack after an internal project stalled. They came in, assessed the situation quickly, and delivered production-ready Power BI dashboards within weeks. Their DAX knowledge and data modelling skills are exceptional.

Marcus Webb

CTO
5.0
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Versich understood our finance workflows from day one. They built dashboards that connected directly to our ERP and gave our leadership team real-time visibility into cash flow, margins, and budget vs actuals. The quality of the work and the speed of delivery were both outstanding

Priya Nair

Finance Director
5.0
Full starFull starFull starFull starFull star

Before Versich, our reporting was scattered across spreadsheets with no single source of truth. They built us a Power BI environment that connects our warehouse, finance, and sales data in one place. Our operations team now makes decisions in hours instead of days

Daniel Okonkwo

Head of Operations