VERSICH

Displaying NetSuite Data Access in Salesforce Without Expensive Integration

Displaying NetSuite Data Access in Salesforce Without Expensive Integration

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:

  1. SuiteLet in NetSuite
    • Generated a custom HTML page displaying the required records.
    • Included real-time inventory, invoice, and fulfillment data.
  2. 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.
  3. Direct Action from Salesforce
    • Allowed printing of NetSuite invoices directly from Salesforce without switching systems.

Business Impact

  • Cost Savings: Eliminated the need for extra NetSuite licenses and heavy middleware integration.
  • Speed: Delivered the solution much faster than a traditional integration project.
  • User Experience: Sales reps accessed critical NetSuite data directly from Salesforce.
  • Simplicity: No new Salesforce objects or fields required.