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NetSuite Viewer Plugin

Access NetSuite financial data directly within Salesforce.

Overview

Salesforce module plug-in enabling sales, marketing, and customer support organizations to view real-time NetSuite customer financial transactions, including invoices, payments, credit memos and balance information, within Salesforce.

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See How NetSuite Viewer Plugin Works

  • REAL-TIME DATA ACCESS: View invoices, payments, credit memos and balance information directly within Salesforce.

  • UNIFIED CUSTOMER VIEW: Combine CRM and financial data for a complete customer profile.

  • IMPROVED FINANCIAL HEALTH VISIBILITY: Empower customer-facing teams with critical financial insights.

  • REDUCED INTEGRATIONS COST: Avoid the expense of complex and time-consuming integrations.

  • BOOST EFFICIENCY: Download invoice PDFs in real time, directly within the window.

This app enables real-time visibility of key NetSuite data (invoices, payments, credit memos, and balance information), directly within Salesforce, eliminating the need to log into NetSuite or have a complex integration. Designed for Salesforce users and admins, users can configure data columns, search specific records, and download invoice PDFs with ease. The real-time integration and user-driven customization, making it ideal for sales, finance, and operations teams who rely on up-to-date NetSuite insights within their Salesforce environment.

Categories

Business Needs
Integration
Accounting
Industries
Financial Services
High Tech
Public Sector
Personas
Business Operations Manager
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder

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