6min

Getting Started

Whenever you need to send data back and forth between NetSuite and Salesforce, Breadwinner has you covered. The approach you take will depend on your automation needs and the desired records that you want to sync.

Data Flow from NetSuite to Salesforce

Breadwinner, upon installation, creates a number of tabs and objects in Salesforce, which allows Breadwinner to populate NetSuite data to Salesforce quickly and easily. This means that seeing NetSuite data in Salesforce simply requires authenticating NetSuite from within Breadwinner and deciding which NetSuite Objects to sync to Salesforce.

NetSuite Objects Configuration Step
NetSuite Objects Configuration Step

However, there are certain NetSuite Objects that are synced just after the connection is verified like Subsidiaries, Currencies, Locations, etc.

NetSuite Object Sync Configuration
NetSuite Object Sync Configuration

The above configuration is not only for data flow from NetSuite to Salesforce but also for data flow from Salesforce to NetSuite for each individual objects

Once the configuration of the NetSuite Objects is done, you'll see NetSuite data in the respective tabs/objects within minutes.

Here is a screenshot depicting the Breadwinner NetSuite Objects (Companies - Customers/Vendors, Sales Orders, Invoices, and Purchase Orders), displaying some of the Sales Orders from NetSuite in Breadwinner: 

Breadwinner Sales Orders View
Breadwinner Sales Orders View

And, here is an example of the "NetSuite Sales Orders" tab, with an individual Sales Order record:

NetSuite Sales Order
NetSuite Sales Order

After the initial sync with NetSuite, Breadwinner will ensure that data stays fresh and up-to-date. If something changes in NetSuite, that change is reflected within minutes back in Salesforce.

Controlling access to the Breadwinner objects can be done easily through the provided permission sets and/or Salesforce sharing rules (we recommend you install the app "Admin Only" and then use Breadwinner's permission sets to assign the appropriate permissions to your users).

Why do we take this approach? Because we consider NetSuite as the System of Record for accounting and so are making sure that NetSuite is easily reflected in Salesforce, as that’s vital to an efficient business.

Data Flow from Salesforce to NetSuite

To see data flow from Salesforce to NetSuite, ensure that you are in "Active Mode".

Active Mode
Active Mode

And the required NetSuite Objects are enabled in the "Configure NetSuite Objects Sync to Salesforce" step.

Best of all, whatever you create or edit in NetSuite, will be reflected back in Salesforce immediately via Breadwinner.

Here are the four ways you can sync data to NetSuite:



Used By

Configured By

Guided Wizard

Users

Power Users, Admins, Consultants

Custom Guided Wizard

Users

Admins, Consultants

-- Button URL Generator



Admins

Flows

(Automated)

Admins, Consultants

Global API

(Automated)

Developers

-- Apex Generator



Developers

The above chart also includes two generators, designed for admins and developers to help make their lives easier. The "Button URL Generator" creates the URL needed for the Custom Guided Wizard button. The "Apex Generator" will generate Apex for you, for either a Trigger or for use within a Flow as an invocable method.







Updated 08 Feb 2022
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