Synchronize NetSuite Cases with Salesforce Cases Recipe Overview

When a case is created or updated in NetSuite, a process is triggered to synchronize NetSuite cases with Salesforce cases. The process is called by an HTTP request. The process checks for a matching case contact or case owner account in Salesforce. If the case contact account does not exist, the process creates an account and the dependent contacts in Salesforce. The process then searches for a matching case in Salesforce using the NetSuite ID and creates or updates the case based on the search results.

Consider you are an admin for an outdoor and recreational gear retailer. Your sales team uses NetSuite to manage and maintain inventory items. The team also uses Salesforce to manage and maintain products and associated price book entries that they use to sell to customers. Currently, the sales team is performing these tasks manually. Every time there's an inventory item that must be updated, a sales rep first updates the item with relevant details in NetSuite. Next, the rep determines if a corresponding product exists in Salesforce. This process is time-consuming and highly error-prone, so the team wants to automate it.

As a solution, you need to integrate NetSuite and Salesforce to achieve near real-time integration. With this recipe, when the sales team invokes the process, it synchronizes all tasks created or updated in NetSuite with Salesforce cases.