When your organization creates new accounts for the opportunities you have won in the customer relationship platform, you might want to synchronize the details of those accounts with the financial platform.
In this guide, we explain how to use the Salesforce SOAP connector to get details of your new accounts (e.g. name, email etc.) from Salesforce and use the NetSuite connector to add that information to NetSuite.
How the solution works
The following diagram illustrates how the solution works:
Before you begin, follow the guides below to set up Salesforce and NetSuite:
Let's get started.
- Go to WSO2 Cloud and sign up if you haven't done so already. The UI guides you through the signup process.
- Sign in to WSO2 Cloud and go to the Integration Cloud tab. Then, click ESB Compsite Application.
- Select the Local File System option and click Continue.
Give an application name (e.g., SalesforceToNetSuite) and upload this CAR file.
What is a CAR file? A Composite Application (CAR) is an archive file that has the collection of artifacts that you want to deploy in a WSO2 product instance. These artifacts are usually JAVA-based or XML configurations, designed differently for each product in the WSO2 Carbon platform. You can deploy these artifacts to generate services.
You link to the Salesforce and the NetSuite accounts that you use in this scenario using environment variables. Download this file and change the values of the variables according to your requirements.Click here to read more information about the environment variables used in this file...
Here's a description of the properties:
- SALESFORCE_LOGINURL: The login URL to access the Salesforce account.
- SALESFORCE_USERNAME: Username of the Salesforce account.
- SALESFORCE_PASSWORD: The password provided here is a concatenation of the user password and the security token provided by Salesforce.
- NETSUITE_APIURL: The API URL to access the NetSuite account.
- NETSUITE_USERNAME: The username to access the NetSuite account.
- NETSUITE_PASSWORD: The password to access the NetSuite account.
- NETSUITE_ACCOUNT: The NetSuite account Id.
- NETSUITE_SUBSIDIARYID: The NetSuite subsidiary Id.
- SYNC_INTERVAL: The interval time of the scheduled task in seconds (default is 120 seconds).
- Click the Advanced Setting... link, expand the Environment Variables section, and upload the JSON file that you created in the previous step.
- Click the Create button at the end of the form to complete creating the application.
- Note that you see the application's Overview page once the application is deployed in the Cloud.
You have now created an application in WSO2 Integration Cloud. Let's see how to test the scenario.
- Go to Salesforce, create a new account, and note that NetSuite gets updated with the information you provided when creating the new account:
You have now used the WSO2 connectors in the WSO2 Store to add Salesforce accounts to NetSuite.
Want to customize the default use case?
In this guide, you tried the solution on WSO2 Integration Cloud. You can do the same on-premise, with your own WSO2 Enterprise Integrator instance. To modify the default scenario, see Modify the Default Salesforce to NetSuite Scenario.