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Celigo: NetSuite Integration App for Salesforce

Automate Lead-to-Cash processes between Salesforce and NetSuite

Overview

Celigo's prebuilt solution automates lead-to-cash processes between NetSuite and Salesforce. Accounts, customers, contacts, opportunities, sales orders and more are fully integrated for accurate visibility, timely reporting, and better decision making.

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See How Celigo: NetSuite Integration App for Salesforce Works

  • A prebuilt and easy to deploy solution to sync data between Salesforce to NetSuite. Recognize revenues faster with streamlined lead-to-cash processes and get a full view of the customer across all teams with real-time visibility into quotes and bookings.

  • Fully customizable to match how your business works. You can quickly map fields using interfaces that replicate NetSuite and Salesforce data entry pages and configure when data sync will be triggered (e.g., upon creation, opportunity stage, etc)

  • Celigo enables easy monitoring and troubleshooting with our intuitive operations dashboards and autonomous error resolution tools. Additionally, our experts are readily available to assist you with automatic upgrades, maintenance, and support.

Common Use Cases: ● Accounts, Customers, Contacts: Update Salesforce Accounts, NetSuite Customers, and Contacts between both applications using conditional rules ● Customer Financials: View Invoices, Payment, Deposits, Cash Sales, Refunds and other NetSuite transactions directly in Salesforce. ● Opportunities and Sales Orders: Sync Salesforce Opportunities to NetSuite Sales Orders. Option to sync NetSuite Sales Orders to Salesforce Orders/Opportunities ● Order Fulfillment: Create a Custom Salesforce Fulfillment record ● Items and Products: Sync Items and Products between NetSuite and Salesforce ● E-Signature: Sync Salesforce documents signed with EchoSign or DocuSign in NetSuite based on document status Supports NetSuite OneWorld, Contract Renewals, Multi-Subsidiary, Multi-Currency, and more. Celigo Integration Apps are built on Integrator.io, an intuitive and powerful integration platform that allows you to quickly integrate Salesforce with thousands of apps such as ERPs, data warehouses, ecommerce, marketing automation, service desk, and more. To learn more, visit https://www.celigo.com/solutions/salesforce-integrations/

Categories

Business Needs
IT & Administration
Finance
Integration
Industries
Consumer Goods
Manufacturing
Retail
Personas
Administrator
Business Operations Manager
Developer
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Supported Languages
English